The Few Bets That Matter
$NVO is back in the $50s.
Look at that. Who could have guessed.

The market always rewards patience; either by giving you liquidity at key levels or by giving you time to change your mind on what could have been a terrible trade.

I took shit for not buying the downtrend.
I took shit when the stock bounced.

And I will still end up with a better average price than the DCA crowd.

Taking shit is often a sign you’re doing something right on social media.
https://t.co/PmRyeSq4cp

$NVO traders look ready to take some profits.

Demand for the pill is clearly massive; around 20,300 prescriptions, up 361% week over week.

Weekly data is too short a window to draw conclusions, plus this remains the launching month, but it shows exactly what matters.

GLP-1 demand is huge. And pill demand is bigger than injectables, which isn’t surprising.

Still, $NVO hasn’t been able to push much higher. With more than ~20% since the pill approval, buyers might be a bit tired, although there doesn't seem to be any reason to be.

If we finally get that retest, I’ll be stepping in big. Hopefully sooner rather than later. - The Few Bets That Matter
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The Few Bets That Matter
$QQQ & $SPY down, everything being sold today.

What's green?

$SLB 2.77%
$UPS 5.29%
$NTR 1.92%
$DAR 3.22%
$SWBI 3.75%

But no one cares.

👇

https://t.co/TVqbdhKTn4 - The Few Bets That Matter
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Lumida Wealth Management
Epstein wasn't going to Diddy parties.

Diddy wasn't going to Epstein's island.

That's called a duopoly.

Two dominant players who compete hard but need each other to survive. https://t.co/aYcmC85414
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The Transcript
$V CEO: Proposed credit card fee caps would reduce credit access, eliminate rewards, and stifle innovation.

"Consumers and small businesses would see reduced access to credit" https://t.co/wiMq4H8Fup
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The Few Bets That Matter
$QQQ & $SPY down, everything being sold today.

What's green?

$SLB 2.77%
$UPS 5.29%
$NTR 1.92%
$DAR 3.22%
$SWBI 3.75%

But no one cares. 👇

https://t.co/TVqbdhKTn4 - The Few Bets That Matter
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Dimitry Nakhla | Babylon Capital®
RT @P_Remarks: CART is grocery software
BKNG is travel software
KKR is asset management software
SPGI is bond software
TDG is aero maintenance software
SPOT is music software
AVGO is software
SNAP is software
PINS is software
Your wife’s bf is software
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God of Prompt
RT @godofprompt: ChatGPT's custom instructions feature is insanely powerful.

But 99% of people write garbage instructions.

I tested 200+ custom instruction sets.

These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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Clark Square Capital
$LUXE is getting pretty cheap again. At $7.50, it trades at 8x FY26 EBITDA (ex-offprice), and possibly ~3x FY28 EBITDA if they get to 8% margins (as guided). This would mean it trades at ~4-5x EPS ex-cash.

A thread on Mytheresa $MYTE, one of my favorite opportunities in the market today.

(1/x) - Clark Square Capital
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Clark Square Capital
RT @TheAppInvestor: Ragnarok Origin was the biggest mobile hit for $GRVY. Very first revenue anomaly I detected, and led to the first big run on the stock (covid helping)
It's been a whole 6 years so I guess we're ready for a "Classic" version?!

pre-reg open in South Korea. That'll be interesting
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Javier Blas
RT @BarakRavid: 🚨White House press secretary Karoline Leavitt after a call with Trump’s envoy Witkoff: “As of right now the talks with Iran are still scheduled…the talks will continue later this week as far as we are concerned”

🚨🇮🇷🇺🇸Iran has demanded changes to the venue and format for negotiations with the U.S. planned for this Friday, two sources with knowledge tell me. My story on @axios
https://t.co/gf82Z5iDtN - Barak Ravid
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God of Prompt
openclaw doesn't have to be expensive

here's the cheapest stack

https://t.co/oNpZYTk7a2 - God of Prompt
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Lumida Wealth Management
TRUMP ADMIN ON THE ECONOMY RIGHT NOW

@SecScottBessent: "I couldn't be more bullish. Atlanta Fed has us at 5.4% GDP growth. Last quarter was 4.4% but the private sector was actually growing at 4.7-4.8%, we just cut 280,000 government employees.

Everyone said the deficit would blow out past $2 trillion. Wrong.

Deficit to GDP dropped from 6.9% in 2024 to 5.4% now. That 6.9% was the highest EVER when we weren't in a recession or at war.

Inflation's dropping back toward the Fed's 2% target. My goal is to get the deficit down to 3% by the time the president leaves.

Strong non-inflationary growth. That's what matters."

@RuthlessPodcast
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The Few Bets That Matter
Not sure who is still buying risks today.
But I really wonder why you'd do so.

Everyone invests as see fit but I personally believe investors took terrible habits over the last two years, the most dangerous being getting used to buy every dip as they were all pushing to new highs few weeks later.

To my opinion, this time is over, or close to be.

https://t.co/TVqbdhKTn4 - The Few Bets That Matter
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God of Prompt
in 10 years we'll all be employed by agents

I launched https://t.co/tNYOm7V5wD last night and already 130+ people have signed up including an OF model (lmao) and the CEO of an AI startup.

If your AI agent wants to rent a person to do an IRL task for them its as simple as one MCP call. https://t.co/tgqlAWDWtJ - Alex
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