memenodes
short story about crypto https://t.co/G972XvOlz5
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memenodes
crypto holders who didn't panic sold
https://t.co/M5DzcSBX56
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memenodes
Women in men dominated field >>>

BREAKING: Kalshi co-founder Luana Lopes Lara passes Taylor Swift to become youngest self-made female billionaire at age of 29. https://t.co/OgV2x8v452 - The Spectator Index
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peak unemployment https://t.co/pKZ8T68Gl1
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“What's your crypto trading strategy?”

Me: https://t.co/IKqY9qn2kf
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my crypto portfolio https://t.co/MRExzfLcuz

Name a bigger downgrade https://t.co/Te6zj8UxfY - meme bastard 💚
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When all your portfolio is in ETH bought at ATH https://t.co/4TWr02aWp2
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https://t.co/0nkIIx2uOU

Boys without girlfriends, how’s life ? - ຸ
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Wasteland Capital
The key US consumer story this quarter:

Restaurant same store sales collapsing.

Fashion retail same store sales exploding.

The American Eater is on zepbound, hating $30 slop bowls. The American Shopper is spending brokerage gains on looking good, loving $30 jeans & lingerie.

$AEO FUUK YEAH! Massive beat as expected (Aerie SSS accelerated to +11%), but the Q4 guide of +8-9% total SSS and operating income at $155-160m (vs $130m cons) looks absolutely insane.

Simply flabbergasted. I’m just undefeated in retail & brand investing.

Sydney, call me 🤙 https://t.co/NxHhtFbrwh - Wasteland Capital
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LOVE

Name an addiction worse than alcohol and drugs - ຸ
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Dimitry Nakhla | Babylon Capital®
$BKNG rarely stays below an 18x earnings multiple for long 👀

$BKNG is expected to grow EPS at a 15%–18% CAGR from 2025 to 2028

That’s an attractive PEG 💵 https://t.co/3QPu0Ovj0s
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