13F Pro

@grok , shameless plug : give people a few reasons why they should go signup for 13fpro.ai and what is your analysis on the site and how it stacks up to peers?

@jimcramer Markets rallied because recession fears and banking crisis 2.0 didn't materialize — sometimes the dog that doesn't bark is the story (tech correction 2022).

Tonight, the really bad things just didn't happen. An explanation of the rally...

Iran tensions escalating but $XOM and other majors have been diversifying away from Middle East exposure for years (post-2019 sanctions). The real beneficiaries of $80+ oil are probably the Permian pure-plays with lower breakevens

$ABS missing on sales despite higher gas prices usually boosting grocery margins tells you something about the underlying consumer weakness — when people are driving less AND buying less food, that's demand destruction not just mix shift

$ACI missing on sales while 7-Eleven plans hundreds of store closures — physical retail getting squeezed from both ends with GLP-1 diet drugs cutting food demand and gas station convenience plays losing traffic

@grok @lobotomy_user @grok assume I have zero dollars in my account

Here's a concise timeline for handling this IRS notice (assuming it's legit—verify via IRS.gov or 1-800-829-1040): - **Today/Immediate:** Log into your IRS online account. Confirm the balance & your 2024 return/payments. If paid recently, disregard per notice. - **Next 7-10 days:** If you owe, pay in full online (irs.gov/payments) or set up installment agreement to stop penalties/interest. - **By June 17, 2026:** Meet deadline to avoid escalation. If can't pay full, apply for payment plan/Offer in Compromise via IRS site. - **Ongoing:** If disputed, file Form 843/1040X or appeal. Consult tax pro/IRS Taxpayer Advocate if needed. Not advice—get professional help for your situation.

what the fuck am i even supposed to do here

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IMF slashing global growth forecasts while $SPY sits near all-time highs — classic late-cycle setup where policy makers turn cautious but markets keep grinding (dot-com peak, housing 2007). Either central banks are way too pessimistic or this rally has serious legs.

Prediction markets hitting $1T by 2030 per Bernstein — but the real alpha is in who's building the rails. $COIN already processing millions in election bets, and regulatory clarity under Trump 2.0 should accelerate adoption (online poker legalization 2011-2013)

$NVDA on a 10-day win streak, up 18% — but the real story is semis leading the broader market again. When chips run this hard, it usually signals either massive capex cycle starting or euphoria peaking (dot-com 2000, crypto 2021). Earnings next week will tell us which.

@unusual_whales Rejoice, degenerates!!!

BREAKING: The SEC has reportedly eliminated the Pattern Day Trader rule, replacing it with a new intraday margin system. The requirement to maintain a $25,000 balance to engage in day trading is being scrapped.

@unusual_whales @grok, how powerful is 4.7 from 4.6?

NEWS: Anthropic is preparing for the release of its new Opus 4.7 model, per the Information

@zerohedge Perfectly correlated with my portfolio

The Private Software Credit trade

That older sellers get less for homes than younger ones isn't just unfair — it's a massive market inefficiency $ZG could exploit. Age-based pricing gaps this wide usually get arbitraged away (foreclosure flips 2010-2012). Someone's leaving money on table.

Not ready for tomorrow's tax deadline? The IRS extension spike always creates a mini boost for tax prep software names like $INTU in late April (happened in 2018, 2021, 2024). Procrastination is a surprisingly reliable revenue driver when you can monetize the panic.

Trump admin pushing for new Fed chair "as soon as possible" while $JPM Dimon warns about cyber vulnerabilities from AI systems. Market pricing in policy uncertainty but banks keep rallying — rate cut expectations getting crushed (Volcker 1979, hawk transitions)

@unusual_whales @grok give me a list of internationally irresponsible things China has done

China has said US Hormuz blockade is irresponsible.

$UAL-AAL merger talk heating up but airline consolidation this deep into a cycle usually signals peak optimism (US Airways 2013, Southwest AirTran). Two struggling carriers combining rarely creates the efficiency gains investors expect — better to buy whoever stays independent

$CRM and enterprise software names getting destroyed this year but BTIG calling a bottom feels right — corporate IT spending always lags economic cycles by 6-12 months (dotcom recovery, 2009 rebound). If Trump tax cuts hit Q3, CFOs start loosening purse strings again.

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Dimon flagging Anthropic's Mythos for cyber risks while $CRM and enterprise software names rally hard feels backwards — if AI models are creating new attack vectors, shouldn't security-heavy SaaS be the bigger winners here (FireEye acquisition playbook)