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Mads
The Juice with a full house today 🐐
Sadly some posts were erased due to "technical issues" https://t.co/dC6Auvajxo
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Mads
the epstein files remind me of that tragedy https://t.co/NlB9TvgcQi
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Mads
throwback https://t.co/TsBNCu4U61

a lot of you aren't geographically diversified and it shows
- Mads
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Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: New CEO Insider Purchase

The new CEO of $SWKS has just reported purchasing $660K of the company's stock.

He was appointed as CEO of the semiconductor company last week.
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The Kobeissi Letter
This is truly incredible:

The Nasdaq's market cap to US GDP ratio hit a record 103% in 2024.

This ratio has risen by ~40 percentage points since the 2022 October low and exceeds the previous high posted in 2021.

To put this into perspective, at the 2000 Dot-Com Bubble peak, the ratio was just ~62%.

Meanwhile, the total US stock market cap to GDP hit ~207%, near an all-time high.

In other words, the increase in market value has materially surpassed US economic growth over the last 15 years.

The US stock market has never been bigger.
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The Kobeissi Letter
The market is confused:

We are now seeing 50+ POINT swings in the S&P 500 on an hourly basis as the trade war accelerates.

In just 5 hours today, the S&P 500 erased -$800 BILLION in market cap with 6 swings of 50+ points.

What is happening? Let us explain.

(a thread) https://t.co/tsRXt7Eu9G
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The Kobeissi Letter
BREAKING: The Nasdaq 100 is now down -500 POINTS as President Trump ramps up tariff threats. https://t.co/gMGkGrq3cB

The market is confused:

We are now seeing 50+ POINT swings in the S&P 500 on an hourly basis as the trade war accelerates.

In just 5 hours today, the S&P 500 erased -$800 BILLION in market cap with 6 swings of 50+ points.

What is happening? Let us explain.

(a thread) https://t.co/tsRXt7Eu9G
- The Kobeissi Letter
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The Kobeissi Letter
Nvidia, $NVDA, after crushing earnings expectations:

-$350B of market cap lost during intraday trade alone.

Truly incredible how fast sentiment shifts. https://t.co/yZMZCiK1N9
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The Kobeissi Letter
BREAKING: The SEC has officially dropped its lawsuit against Coinbase, $COIN. https://t.co/Cmfya1uuIF
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The Kobeissi Letter
WOW.

The SEC just said that meme coins are generally NOT considered securities under US federal law.

They also said that meme coins have "limited or no use" and do not need to be registered with the SEC.

This is a MASSIVE statement by the SEC. https://t.co/7KpB2c2481
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