Aymen Retibi ری ٹویٹ کیا
Aymen Retibi
13.3K posts
Aymen Retibi
@aymenretibi
Investor + Behavioural Scientist
London, England شامل ہوئے Ekim 2014
918 فالونگ316 فالوورز
Aymen Retibi ری ٹویٹ کیا
🚨Rice “Mikel is gutted but he spoke about how much he loves us. I think we have come so far as a club. When I came to this club it was a QF exit then a Semi Final exit and now a final exit. One more step and we go again.
One thing about us, this wont define us.
We will be back”
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Aymen Retibi ری ٹویٹ کیا
❤️🤍 Declan Rice: “I’m so proud of the boys. We will be back. We love them and we are with them”.
“Without them, we wouldn’t have won the Premier League. We have to be proud”.
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@ariaradnia Clear EM bias but decent average price across all… looking to start a position in $CELH at $29
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Drop your portfolio below, I’m gonna rate it out of 10 for a youtube video 👇
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Long ish read but very well worth it
Great insights on $UBER delivery business from @_balaji_km
Even their most mature markets like Australia are growing 30%+
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Aymen Retibi ری ٹویٹ کیا
Autozone's FCF has collapsed amidst a major expansion in Mexico & Brazil.
"We remain committed to investing in international expansion... we're bullish on international being an attractive and meaningful contributor to AutoZone's future sales, operating profit, and ROIC."
$AZO
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Aymen Retibi ری ٹویٹ کیا
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Aymen Retibi ری ٹویٹ کیا
Okay. Probs won’t be able to deploy any new capital
REALLLLLY keen on getting $APP to over a 10% position asap
$ADBE trim/sell is off the board.
How do you think I should go about this?
Aria Radnia 🇮🇷@ariaradnia
Despite the underperformance in some of my holdings, cough cough $ADBE The portfolio hit 150K for the first time time ever today 🥳 Recently I haven’t been depositing much into it so it’s all been organic compounding of mainly $AMZN and $ASML 200 next 😏
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@ariaradnia I agree it’s just a hard hold in this irrational market. SaaS seems to be rebounding slightly (well done on $ADBE )
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Despite the fragility, $DUOL should still probs be trading at 30x FCF
That's a $200 stock
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Literally the strongest stock rally in market history
During objectively the worst thing to ever happen to the global economy
Bluekurtic Market Insights@Bluekurtic
S&P 500 officially posted 9 consecutive positive weeks. But this was no ordinary winning streak. $SPX gained more than 19% during the stretch, making it the strongest 9-week winning streak on record since at least 1950.
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Aymen Retibi ری ٹویٹ کیا
🚨The world released 285 million barrels from strategic reserves in just 4 months.
By July, the taps are nearly dry. ⚠️
Global strategic stock draws, Mar–Jun 2026:
→ March: 36 mb
→ April: 79 mb
→ May: 74 mb
→ June: 76 mb (forecast)
→ July: 22 mb (
→ August: 20 mb
The US SPR is doing the heaviest lifting the dominant blue bar every single month.
When strategic releases drop from 76 mb/month to 22 mb/month and Hormuz is still semi-closed, the market has to find its own price.
That price is higher than the one the SPR was suppressing.
Central banks can't fix a physical supply shock.
Strategic reserves can absorb it temporarily.
Both tools are now reaching their limits simultaneously.
Full analysis including what this means for commodity inflation and the assets positioned to benefit in my latest article.
Link in the comments 👇
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The Blue Origin rocket explosion creates a huge issue for Amazon's Kuiper satellite constellation that is meant to compete with SpaceX Starlink.
Amazon has a deadline of July 2026 to get 1,618 satellites into orbit to keep their FCC spectrum licenses.
msn.com/en-us/news/ins…
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Aymen Retibi ری ٹویٹ کیا
Cramer is unironically the only one who’s right every year
Cathie is a perma-bull
Ray Dalio is trying his best Kiyosaki impression
Robert Kiyosaki …
Dividendology@dividendology
What does this make you notice?
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SpaceX is valuationmogging the entire defense industry by a factor of >2
Kalshi@Kalshi
JUST IN: SpaceX reportedly looking to go public at valuation of $1.8 trillion
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Tempted by $NVDA at these levels?
Barchart@Barchart
BREAKING 🚨: Nvidia $NVDA Timberrrrrrrrrrrrrrrrrr 📉📉
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“Thank you for your application… On this occasion, your happiness score didn’t meet our criteria and we’ve progressed with happier candidates”
Polymarket@Polymarket
NEW: Deel co-founder says the company screens candidates for “happiness” during the hiring process.
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Argentina is popular with a certain group
Rushi@rushicrypto
Peter Thiel fleeing to Argentina feels very 1945.
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