🚨 STAGFLATION ALERT The Equal Weight S&P 500, $RSP, is now FLAT since November 2024. Since November 2021? ONLY +15% That’s a 4-Year Annual Return of +3.7% Average CPI during this period: +4.5% Over the last 4 years the Equal Weight S&P 500 has a real return of -0.8% Wow.

Prediction: Colts fans are going to learn about Daniel Jones in the most brutal way possible later this year. Sincerely, Giants fan

The playbook is clear: Step 1: Put $2,000 down on a home (0.5% down payment on $400K home) Step 2: Finance the remaining with a 50-year mortgage Buy Now Pay Later for Housing

🇺🇸 Government Shutdown Update: The Senate adjourned for the day a few hours ago & is expected to reconvene tomorrow at 10:30 am PST. Senate Republicans are expected to gather for a conference meeting prior to this at 9:30 am PST.

Why is everyone freaking out about $MSTR needing to make $689M in interest payments in 2026? If $BTC went up 1% tonight, their holdings would increase by $689M.

Why be in debt for only 30 years, when you can be in debt your entire life?

Elon just got a $1 Trillion pay package approved and people want to pitch him small cap equity investment ideas 😂 Keep it simple, long $TSLA

I love how we keep asking those most exposed and with the most to lose, whether there’s a bubble in tech. You think Tech CEOs and VCs are going to capitulate their entire business? “Yeah there’s a bubble, our clients should stop ordering from us and investing with us.”

🚨 Mag 7 has joined the selloff $MAGS The Mag 7 Index is now -6.1% off its highs, returning to levels from Sept 18th — wiping out nearly 2 months of gains. $AAPL: -2.2% $GOOG: -4.8% $AMZN: -7.0% $TSLA: -9.1% $MSFT: -10.5% $NVDA: -14.6% $META: -24.1%

Finally some good news for $BMNR holders Critics always say it makes no sense to pay a premium for your $ETH. Well, after this selloff, there’s almost no premium left in the stock. We did it 🎉

BREAKING: Tesla, $TSLA, shareholders have APPROVED Elon Musk’s $1T pay package. The package includes product goals such as: ➡️ 1M Bots Delivered ➡️ 1M Robotaxis in Commercial Operation ➡️ 10M Active FSD Subscriptions See you at $500+

Are we headed towards ANOTHER bear market? Take a look at this… The S&P 500 is -2.8% from its highs BUT, many stocks are down between 10% to 25% from its highs over the past month. How is the index still holding up? $NVDA $MSFT $META $SPOT $NFLX $PLTR $HOOD $DASH

The stock market tells us if we’re in a recession. The reason government data is lagging on recessions is intentional — they don’t want to say: “FYI, our economy is screwed for a while” The amount of stocks that have declined -20% or more on earnings is telling. $DUOL $CELH

Figma, $FIG, is seriously flying under the radar right now. In Sept 2022, Adobe, $ADBE, announced a deal to buy $FIG for $20B — it ultimately fell apart due to antitrust concerns. Today, $FIG still trades around $20B. Oh, and they’re growing revenues at appx 40% per year.

$CHYM How often do you see this? Chime Financial just went public a few months ago and has already announced a share repurchase plan. The stock is still -25% from its IPO price of $27/share & makes for a compelling business to own over the next several years.

$OPEN Such a cool format to source questions. Most impactful questions upvoted and likely to be answered on the Opendoor earnings call tomorrow.

Did Zohran Mamdani just trigger the bottom in Bitcoin?

Breaking: OpenAI is investing $25B in OpenAI at a $750B valuation

Why $SHAK can go to $700 in 10 years: Shake Shack is targeting 1,500 company-operated stores I think they can hit this goal by 2035 Today (AWS) average weekly sales = $78K Assume 2.5% sales growth, AWS = $100K by 2035 $100K AWS x 52 wks x 1,500 stores = $7.8B 10% Net Income Margin = $780M Profit $780M / 40M shares outstanding = $19.50 EPS $19.50 EPS x 35X P/E = $682.50 Road to 1,500. Shake Shack.

The crypto selloff is accelerating $BTC: -17% since Oct 6th $ETH: -27% since Oct 6th $SOL: -38% since Sept 18th The big three are down nearly 20% to 40% over the past several weeks with many alt coins down far more. What’s wrong with crypto?