The Few Bets That Matter
$PYPL announced a partnership with $MSFT to power it's agentic shopping platform.

The market doesn't give a f*ck.

With reasons.
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The Few Bets That Matter
$BABA trades up or down depending on the latest geopolitical choices on Nvidia's GPUs.

But.

At the end, $BABA will have access to GPUs. Will remain the #1 AI/cloud service in China. Will continue to accelerate growth.

Volatility is a gift.
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Quiver Quantitative
BREAKING: Representative Byron Donalds has filed a purchase of up to $100K in Bitcoin, $BTC.

Donalds sits on the House Subcommittee on Digital Assets. https://t.co/n7Xe7ePdY5
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Fiscal.ai
Reed Hastings on Power/Market Leadership:

"Power is a way of saying above-market margins. So the theory is that we can all earn a marginal rate of maybe 6%. But to earn above that is because it's hard for competitors to do what you do."

$NFLX https://t.co/0dix5HVj3S
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Brady Long
RT @yuchen__wu: Self-driving cars and autonomous ad systems have more in common than you think.

Both need the same layers working in a continuous loop.

Get them right, and your system improves itself.

Most platforms are missing the two that matter most.
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Illiquid
$3393 flat today. On one hand, this FUD.
https://t.co/1SG0O6F6R4
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Quiver Quantitative
BREAKING: The US Senate has advanced a resolution to block Trump from using the military in Venezuela without congressional authorization.

Final vote was 52-47.

Five Republicans voted in favor: Rand Paul, Murkowski, Young, Collins, and Hawley.
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The Few Bets That Matter
$ETH gave you the perfect pullback.

While everyone is explaining that Friday's rulling on tariffs will be the new liberation day, crypto is telling you the contrary.

Many other stocks have bullish setups, after weeks/months of everyone telling you the bull run wasn't over.

The irony.

$ETH is ready to burst.

Broke its trendline, reclaimed its moving average, higher highs on dying volume.

One last shakeout before we go👀? https://t.co/foQihXygj2 - The Few Bets That Matter
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The Few Bets That Matter
Few stocks on my watchlist at compelling price - some would call undervalued, but I am not ready to buy yet.

$NVO
$ADBE
$LULU
$TGT
$NFLX
$JD
$VG
$SE
$MELI https://t.co/NbW76ZTCaZ
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memenodes
Brain: She clearly has no interest in you
Heart: Bro this time he is right https://t.co/QOU4cBS1cV
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memenodes
Sometimes the heart is deceiving, I’d recommend the brain
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Fiscal.ai
Google is now officially the 2nd largest company in the world after surpassing Apple.

1. Nvidia: $4.48T
2. Google: $3.95T
3. Apple: $3.8T

$NVDA $GOOGL $AAPL https://t.co/OlqaOgC7rD
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