Wasteland Capital
Amazingly sh*tty guide from $NVO. Both sales and operating profit expected to collapse by 5-13% in 2026 as “Most Favoured Nation” pricing hits.

The most obvious outcome, playing out as outlined. Yet so few believed it would. https://t.co/cfwPEEl7iG
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Moon Dev
hyperliquid changed finance forever

we can literally see everyones positions

only wall street and exchanges could see this before

hyperliquid https://t.co/cVSMr3CAo4
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Dimitry Nakhla | Babylon Capital®
$FICO now approaching one of its largest drawdowns of the past 10 years (-44%), despite compounding total returns at 30% annually over the same period.

$FICO trades for ~29x NTM EPS & a 3.32% NTM FCF yield — very different from where the stock spent much of the last few years.

Quality businesses don’t avoid drawdowns. But periods where long-term compounders experience both deep price dislocations and material multiple compression are usually worth paying attention to.
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Bourbon Capital
$AXON makes some of the best YouTube videos, and it has a very strong ecosystem. https://t.co/ubQgvgVFdn

$AXON Projected Rev for 2026, 2027 and 2028 https://t.co/dRYqvFZXKn - Bourbon Insider Research
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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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