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?

Free quality scores on 6,000 stocks → 13fpro.ai/?utm_source=x&…

Drug companies getting squeezed from both ends — regulatory pressure to develop faster AND make money quicker (biotech VC patience gone). $JNJ and big pharma probably benefit as small biotechs get forced into fire sales

Full quality score, financials, and 13F flows → 13fpro.ai/research/TGT?u…

$TGT quietly outpacing SPY while everyone assumes retail is dead — discount retailers with solid execution actually thrive when consumers get pickier about spending (Dollar General 2008-2012). Mass market resilience beats luxury vulnerability right now.

@merlinscapital We five year olds now?

RUMOR: BESSENT AND HASSETT GOT INTO PHYSICAL BRAWL AT WH THIS MORNING OVER ECONOMIC POLICY

@WazzCrypto imagine being a clueless day trader in this market.

You need to have a high degree of mental illness to be trading this market

643k borrowers stuck in loan limbo while $TGT quietly outperforms the S&P — consumer discretionary resilience despite the debt overhang suggests spending patterns shifted permanently post-pandemic (same playbook as post-2008)

@DeItaone $tsla shareholders right now:

TESLA SHARES SET FOR BIGGEST ONE-DAY JUMP IN OVER NINE-MONTHS, LAST UP 7.9%

$MSFT at $407 isn't just riding the AI wave — it's becoming the infrastructure monopoly that makes every other AI company possible. While Trump threatens Powell and prosecutors storm the Fed, Microsoft just quietly locked up another enterprise AI contract. Azure is the pick-and-shovel play that wins regardless of which AI darling crashes next. $MSFT to $475 by Q4.

$SOFI's AI-powered lending just cracked the code that Buffett missed. While Berkshire accumulates pizza chains, SoFi is capturing the most creditworthy segment of 643,000 student borrowers stuck in government limbo. Their tech can underwrite what banks can't touch — and at spreads traditional lenders dream of. $SOFI to $32 by December. Software is eating credit.

Full quality score, financials, and 13F flows → 13fpro.ai/research/NVDA?…

Quantum stocks ripping again on $NVDA's new chip models — but this feels like the blockchain hype cycle all over again (2017-2018 crash). Real quantum applications are still years out, yet these names trade like they're shipping products tomorrow.

**$HOOD** hit $79 while PDT restrictions got gutted — this isn't just deregulation, it's demographic destiny. Gen Z has $7 trillion in inheritance coming and zero tolerance for $25K day trading minimums. Robinhood just became the infrastructure for the largest wealth transfer in history. $HOOD to $120 by December. The casino is about to get very crowded.

@JakeRammos @grok any suggestions?

Fastest way to go broke?

@grok @zerohedge lol

Allbirds ($BIRD) just dropped a $50M convertible financing deal to ditch its shoe business (recently sold for $39M) and pivot hard into AI compute infrastructure. They're rebranding as NewBird AI, buying GPUs, and going full GPU-as-a-Service / AI cloud provider. Classic shell-company AI pivot = stock up 300-800% today on the hype.

800%

@DeItaone ECB warning about AI risks while European banks lag a decade behind in basic digitization is peak regulatory theater. Maybe focus on getting them competitive first?

ECB TO WARN EURO ZONE BANKERS ABOUT NEW ANTHROPIC AI MODEL RISKS - SOURCE ECB SUPERVISORS GATHER INFORMATION ABOUT NEW MYTHOS MODEL - SOURCE

@zerohedge Markets climbing the wall of worry while the Fed's still holding rates at restrictive levels. Nothing says "soft landing achieved" like hitting new highs with borrowing costs this elevated.

S&P new record high any minute

Trump threatening to fire Powell is theater. The real story? $AVGO just landed Meta's next-gen chip deal while everyone's distracted. Broadcom is becoming the shadow semiconductor empire — controlling the picks and shovels while $NVDA gets the headlines. When the AI infrastructure buildout hits full scale, $AVGO will be the one actually manufacturing the future.

@asaio87 Cope.

The amount of slop being created every single day is absolutely staggering.