Simplifying Stocks, CPA
September has begun

$SPX avg return in September: -1.9%

Pre-market 🤮🤮🤮 https://t.co/F8G4MS4ZHS
tweet

naiive
holders when Bitcoin goes to the moon and there is no gravity https://t.co/zgI1Hs5F2H
tweet

Iqra Saifi
Veo-3 fast on https://t.co/B5SxubaOvr🔥

"A hyper-realistic, high-speed aerial shot of a black Mercedes-Benz G-Wagon aggressively navigating a sea of immense, sun-scorched dunes during the last moments of golden hour.",
"camera": {
"type": "Dynamic FPV Drone Chase",
"lens": "35mm Anamorphic Lens",
"aperture": "f/8",
"position": "Starts low and directly behind the G-Wagon, capturing the violent explosion of sand from the rear tires.",
"movement": "Over 8 seconds, the camera accelerates, rises, and executes a smooth, high-speed arc from the rear to the right side of the vehicle, showcasing the SUV's profile as it performs a controlled power-slide around a massive dune crest. The movement is fluid but contains realistic micro-corrections, simulating a skilled FPV drone pilot."
},
"environment": {
"location": "A vast, remote desert with massive, rolling sand dunes (e.g., Arabian Desert).",
"terrain": "Fine, orange-gold sand. The dunes feature sharp, wind-sculpted ridges and deep, soft bowls. The G-Wagon carves deep, realistic tire tracks that have their sharp edges slowly softened by the wind.",
"flora": "Extremely sparse, hyper-realistic desert scrub and tough, desiccated grasses clinging tenaciously to the more stable sections of the dunes.",
"atmosphere": "The air is clear but charged with a fine, hanging dust, especially near the ground level. A subtle, physically-accurate heat haze shimmers over the distant dunes."
},
"main_subject": {
"vehicle": "A modern, black Mercedes-Benz G-Wagon (G63 AMG). ",
"material": "The paint is a deep, slightly satin metallic black. The vehicle's body is covered in a fine layer of dust that realistically gathers in crevices and is scoured clean in areas of high airflow.",
"details": "Windows are heavily tinted. The powerful headlights and signature taillights are on, casting a warm, brilliant glow. The tires are wide, off-road models with an aggressive, deep tread pattern."
},
"lighting": {
"primary_source": {
"type": "Setting Sun (Golden Hour)",
"position": "Extremely low on the horizon, to the left of the frame, casting long, dramatic, and sharply defined shadows across the dunes.",
"color_temperature": "3200K (Deep, warm, golden-orange light)",
"intensity": "Strong, creating a bright, specular rim light along the right side of the vehicle and causing the plume of sand to glow with intense, fiery light."
},
"fill_light": {
"type": "Skylight",
"source": "Ambient light from the vast, deep-blue desert sky.",
"color": "A soft, rich blue, which provides a striking color contrast in the shadowed areas."
},
"effects": "Prominent, classic anamorphic lens flare is generated when the camera pans towards the sun. The sand plume is heavily backlit, creating a spectacular, almost tangible volumetric effect."
},
"animation": {
"vehicle_physics": "A complete, physically-based simulation of the G-Wagon's advanced suspension system, showing realistic compression and rebound as it navigates the highly uneven terrain. The vehicle's significant 'weight' and momentum are clearly visible in its movements.",
"sand_simulation": "A hyper-realistic, massive-scale particle and fluid dynamics simulation for the sand being displaced by the wheels. The plume is thick, volumetric, and turbulent, with individual grains of sand catching the light.
It[...]

realistically interacts with the vehicle's aerodynamics and the slight ambient wind.",
"wheel_spin": "The wheels spin at high RPM, intermittently losing and regaining traction, which sends powerful jets of sand flying into the air."
},
"sound": "The deep, guttural, and aggressive roar of a twin-turbo V8 engine under heavy load, punctuated by sharp, realistic exhaust crackles on deceleration."
tweet

Aadit Sheth
This prompt literally rewires your brain to stop procrastinating https://t.co/ojT2NpMD6c
tweet

naiive
when Bitcoin breaks $ 300k and you remember the $3k covid crash in 2020
https://t.co/Pk1sd1xRvM
tweet

Gainify
2/3 of 2025 are in the books and the market’s story is taking shape.

S&P 500 is up +10% YTD

Top 7 Winners:
$PLTR +107%
$NEM +100%
$STX +94%
$WDC +78%
$GE +65%
$CVS +63%
$NRG +61%

Top 7 Losers:
$CNC -52%
$IT -48%
$LULU -47%
$MRNA -42%
$DECK -41%
$UNH -38%
$MOH -38%

Surely some of these are massive surprises... Who flips the script in the final stretch?
tweet

Dalius - Special Sits
Interesting setup on $PXHI. Worth a look👇

@ClarkSquareCap $PXHI Sold its wholesale business in Feb (Close April 2nd) for $60mm pretax (79.5% cash and 20.5% minority ownership subject to 3 yr buyers option). What is now left is a big cash pile, the 20.5% minority ownership, and a SaaS business they spun out of the wholesaler 5 years ago. - Wonder Bread
tweet

naiive
100 to 0 also https://t.co/LQOhztIeFC
tweet

Dalius - Special Sits
Interesting piece from Goehring & Rozencwajg. Current fight between Fed chair and president isn't the first in history. Last two instances led to inflation.

It's a fun read, even if you don't base investment decisions on macro. Full letter👇 https://t.co/u83kdE8msb
tweet

Koldo Huici
𝗢𝗛 𝗝𝗘𝗥𝗥𝗬!
A symphony of everyday chaos.

Opening of a series of episodes about Jerry’s absurd yet adorable life, where the tragic becomes sublime. https://t.co/x7QKuhIac9
tweet