EndGame Macro
https://t.co/rcQVD9pH8Q

US gas prices reach lowest level in 5 years amid supply glut

#MacroEdge - MacroEdge
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The Few Bets That Matter
$HIMS is down 45% since I closed my position six months ago.

I don't expect the stock to be better over the next months. https://t.co/DIOPWetja4

I decided to close my $HIMS position today, after last night's earnings.

If you are interested by a clear & unbiased summary of the earnings, why I am closing my position & why I believe $HIMS will go through some tough times, it's all detailed below.

https://t.co/vTcjV48al4 - The Few Bets That Matter
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God of Prompt
> find videos crushing it (1M+ views)
> https://t.co/xbX0h07vnI pulls the transcript
> prompt in the next tweet reverse-engineers their entire playbook
> got the hook patterns. retention tricks. emotional engineering. all of it.

“but isn’t that copying?”

no. you’re extracting patterns, not plagiarizing words.

Nike studies what makes Olympic athletes fast. You study what makes videos viral.

the prompt maps:
∙ 10+ different hook types they used
∙ exact moments they created curiosity gaps
∙ how they structured information flow
∙ templates you fill in for your topic

one transcript = blueprint for 50 videos.
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The Few Bets That Matter
$ASML was a no brainer, up ~66% in less than 6 months since this post.

Sometimes the market hands out gifts.

Is $ASML the best stock to buy at Monday's market open?

The company's mistake is to be cautious on guidance due to the actual economy & tariffs risks, while being a pillar of the AI revolution as its lithography hardware is needed everywhere to manufacture chips and many new manufacture hubs are being built in the U.S.

Most of AI hardware stocks are trading at ATH due to strong demand, results & guidance. Meanwhile, $ASML trades close to its lowest valuation ever, bouncing on its 200EMA which is historically a bottom.

A no brainer? - The Few Bets That Matter
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Wasteland Capital
$MU +10.5% on the first trading day of the year to $315, after +240% last year.

Having the highest 2026E revenue growth (+98%!) and lowest P/E of the S&P500 (9.1x), with a 48% net income margin, doesn’t hurt.

Memory is all.

Who told you first...
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Quiver Quantitative
JUST IN: The SEC has announced that commissioner Caroline Crenshaw has left the agency.

The SEC now has all Republican commissioners.
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Quiver Quantitative
JUST IN: The US National Debt has hit a record $38.5 trillion.

It has risen by $2.3 trillion in the last year.
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Giuliano
I’ve heard amazing things about this book.

Been really looking forward to read it. https://t.co/RGgQ1RFEI0
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Wasteland Capital
Could someone check in on SAAS investors… absolute bloodbath.

SOFTWARE deserves a call out today... ABSOLUTELY NUKED in 3rd worst day (so far) in ~20 yrs

- Software v Semis (relative): -700bp
- SaaS (absolute): -450bp
- SMB Software: -400bp https://t.co/1S4K5UGcQR - Jared L Kubin
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Dimitry Nakhla | Babylon Capital®
RT @JaredKubin: No notes. https://t.co/CccrV9TYMj

SOFTWARE deserves a call out today... ABSOLUTELY NUKED in 3rd worst day (so far) in ~20 yrs

- Software v Semis (relative): -700bp
- SaaS (absolute): -450bp
- SMB Software: -400bp https://t.co/1S4K5UGcQR - Jared L Kubin
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EndGame Macro
Let me get this straight…STRC and SATA's yields have risen to 11-13% as MSTR's stock has tanked 61% over the past 6 months. How do they sustain rates triple the 4.19% on 10 year Treasuries without implying a massive risk premium for Bitcoin volatility or dividend cuts, especially amid Fed cuts that obviously signal economic stress? 🤡 🫠

What do you think is going to happen to STRC and SATA when they're paying 11-13% dividends in an environment where the Fed is cutting rates?

A massive bid on Bitcoin is coming from digital credit.

Not a matter of if, but when. - Adam Livingston
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