investment research & market insights ————— former portfolio manager

Not Financial Advice
Joined January 2025
Inverse Cramer meet Inverse Kris $BMNR -11% since this post in 24 hrs
$BMNR Talk about getting lucky =) Crushed the spread going down… now released spread up…
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14% odds 🤔
BREAKING: The US is likely to announce a trade deal with India "soon" which will include tariff cuts, per Mint. The cuts would lower tariff rates from 50% to ~15% and India is expected to agree to cut imports of Russian oil in return.
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Wait until people realize $AMZN has a strategic partnership with Anthropic and has invested $8B in the company.
AMAZON FALLS 1.8% ON REPORT OF GOOGLE-ANTHROPIC CLOUD DEAL
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$BTC Uptober has turned out to be Choptober 🟢 9/28 - 10/6: +15% 🔴 10/6 - 10/10: -15% 🟢 10/10 - 10/13: +8% 🔴 10/13 - 10/17: -11% 🟢 10/17 - 10/21: +10%
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$BMNR holders rocking +0% gain in 3 months
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We’ve seen some INSANE rallies in 2025: $OPEN +2,000% from Jun to Sept $BYND +750% in just the last few days $HOOD +413% from Apr to Oct $ABCL +240% from Jun to Oct Any others I missed?
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Updated Stat Projections - Week 7 🏈 Stafford and Prescott Climbing 📈 Mahomes: 4,369 Pass Yds 34 TD 5 INT Josh Allen: 3,958 Pass Yds 31 TD 11 INT Mayfield: 4,291 Pass Yds 32 TD 5 INT Prescott: 4,568 Pass Yds 39 TD 7 INT Stafford: 4,532 Pass Yds 41 TD 5 INT
NFL MVP Odds on Kalshi 🏈 Good risk/reward for Jordan Love? Projected stats based on current run rate: Mahomes: 4,289 Pass Yds 31 TD 6 INT Josh Allen: 3,958 Pass Yds 31 TD 11 INT Mayfield: 4,360 Pass Yds 34 TD 3 INT Love: 4,281 Pass Yds 31 TD 7 INT
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If the Toronto Blue Jays win the World Series, will President Trump welcome and honor a Canadian team in the White House?
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$GLD down 4% pre-market Understanding narratives is just as important as watching charts and flows
Want to know why Gold is going up? Recall this Trump post from April. $GLD rallying into Trump / Xi meeting as both countries fight for position. I’d expect exhaustion in Gold prices any day now, leading to a correction in Nov/Dec.
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$ETH hasn’t had a green candle on a Tuesday since September 9th. 5 red candles in a row. Can we finally snap the streak?
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Like clockwork 🕐 Another $ETH dip below $4K. More accumulation by $BMNR.
It looks like Bitmine(@BitMNR) just bought another 63,539 $ETH($251.6M). 8 hours ago, 3 new wallets received 63,539 $ETH($251.6M) from #Kraken and #BitGo. #Bitmine currently holds 3,299,553 $ETH($13.07B), 2.73% of the total supply. intel.arkm.com/explorer/addr… intel.arkm.com/explorer/addr… intel.arkm.com/explorer/addr…
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$BYND Beyond Meat launched Beyond Test Kitchen It’s a rebrand of its plant-based meat and most of them have already sold out Would you try this?
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How does a 77% annualized return sound? Prediction markets suggest there’s a 16% chance Larry Ellison will be the wealthiest person at the end of this year. Real Time Rankings: 1. Elon Musk: $492B 2. Larry Ellison: $336B $TSLA and $ORCL make up the majority of Elon and Ellison’s wealth, respectively. $ORCL would need to outperform $TSLA stock by appx. 50% to close the wealth gap. By taking the NO side on Ellison, you’d earn a 16% return through the end of the year, resulting in a 77% annualized return. Yeah, I’ll take this over the 3.5% banks offer.
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Noble Investing retweeted
Robinhood watching AWS take the fall for being a bad service
$CRWD declined 30% on their outage last yr $AMZN is up 1.5% on the AWS outage Crowdstrike CEO:
$DUOL Read Between The Lines 👇 Stock is down today simply because an analyst cut its price target by 10% (to $450), while MAINTAINING a buy rating.
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$BYND $OPEN Beyond Meat is having its Opendoor moment
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It’s crazy how doing just a little bit of research can make you money
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