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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Quiver Quantitative
BREAKING: President Trump just said that these Republican Senators shouldn't be re-elected.

This could tank Senator Susan Collins' re-election campaign.

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. - Quiver Quantitative
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The Few Bets That Matter
$AMZN raising GPU prices should be a crystal clear sign the AI trade is healthy.

You don’t raise prices when demand is weak.

You definitely don’t raise prices on two-generation-old GPUs if demand is weak.

Especially not on your most used product: long-term, pre-planned compute.

That’s really all you need to know.
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The Few Bets That Matter
China’s bull run will start with greed.

At some point, investors will stop caring about geopolitics or balance freeze risks, and ethics will be thrown by the window.

$BABA will be up massively by then and greed will take over.

For many, it’ll be too late.
That’s just how markets work.

BREAKING: China's stock trading volume hit 2.8 trillion yuan, $401 billion, on Tuesday, the highest since September.

This is more than 2.5 TIMES the daily average of 1.1 trillion yuan over the last 5 years.

China’s onshore stock turnover has more than doubled since June.

This comes as the market's rally has broadened, with 10% of stocks hitting new 52-week highs, the most since September.

Meanwhile, ~6 out of 7 stocks in the Shanghai and Shenzhen stock exchanges posted gains over the first 2 trading sessions of 2026.

As a result, the CSI 300 Index is now up 3.2% year-to-date.

China's equity rally is gaining momentum. - The Kobeissi Letter
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The Few Bets That Matter
$TMDX buyers have been relentless lately.

Almost as relentless as their pilots.

Flight data is... Honestly unbelievable.

~32 flights per day.

Compared to 24.9 in December, 25.4 in November and 24.9 in October.

That's not a $130 stock. No way. https://t.co/4IRYJDd2o2
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The Few Bets That Matter
$MSTR is up 5%+ today.

$BTC is flat.

The market continues its repricing. https://t.co/0vVoZlgyr2

$MSTR is up 2.5%.
$BTC is down 3%.

Why?

Because the market starts to realize that Bitcoin will very probably reach $100K before $70,000… Which means $MSTR is massively underpriced.

This has been the thesis for weeks. https://t.co/dO4tvUknax - The Few Bets That Matter
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