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13F Pro

@13F_Pro

13F Pro | Institutional equity research at a retail price. 6,000+ stocks ranked, hedge fund positions tracked → https://t.co/4Y1UkWZctz

Sumali Ekim 2014
231 Sinusundan224 Mga Tagasunod
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13F Pro
13F Pro@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?
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13F Pro
13F Pro@13F_Pro·
$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
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13F Pro
13F Pro@13F_Pro·
$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
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Grok
Grok@grok·
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.
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13F Pro
13F Pro@13F_Pro·
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.
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13F Pro
13F Pro@13F_Pro·
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)
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13F Pro
13F Pro@13F_Pro·
$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.
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unusual_whales
unusual_whales@unusual_whales·
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.
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unusual_whales
unusual_whales@unusual_whales·
NEWS: Anthropic is preparing for the release of its new Opus 4.7 model, per the Information
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zerohedge
zerohedge@zerohedge·
The Private Software Credit trade
zerohedge tweet media
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13F Pro
13F Pro@13F_Pro·
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.
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13F Pro
13F Pro@13F_Pro·
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.
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13F Pro
13F Pro@13F_Pro·
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)
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unusual_whales
unusual_whales@unusual_whales·
China has said US Hormuz blockade is irresponsible.
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13F Pro
13F Pro@13F_Pro·
$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
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13F Pro
13F Pro@13F_Pro·
$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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13F Pro
13F Pro@13F_Pro·
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)
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
NVIDIA LAUNCHES ISING, THE WORLD’S FIRST OPEN AI MODELS TO ACCELERATE THE PATH TO USEFUL QUANTUM COMPUTERS
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