AkhenOsiris
Nasdaq down 5% YTD, basically a nothing burger. Been a nasty 10% dump in just a cpl weeks off highs however.

Here are a smattering of names that have greatly outperformed, stock pickers market you bastards 😂

TTWO 17%
NTDOY 30%
DKNG 14%
SRAD 25%
GENI 12%

Video games and gambling don't give two shits about tariffs or weakening economy (everyone buying GTA even in recession...gamblers get more desperate to strike it rich)

META 10%
OKTA 46%
SE 36%
SNOW 10%
ZS 16%
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AkhenOsiris
VIX 25+ again

Are you buying something today?
- Hell Yes
- No
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AkhenOsiris
Why don't the business channels show every Trump appearance live? Every quote counts
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AkhenOsiris
If markets go green the day Trump screams "Even Nauru is getting tariffs!", then we can be sure peak tariff tantrum has arrived
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AkhenOsiris
RT @WallStJesus: $CFLT Summary of 13:45ET Morgan Stanley Technology, Media & Telecom Conference: Positive near-term outlook was reinforced by stable consumption trends and strategic investments, suggesting continued revenue growth and margin improvement throughout the coming quarters.
- (Source TradeTheNews)
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⁠The Kobeissi Letter
The statement that broke crypto markets tonight:

“The government will not acquire additional assets for the Stockpile beyond those obtained through forfeiture proceedings.” https://t.co/KXBTjmEQM1
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⁠Finding Compounders
What’s the advantage of a business having a negative working Capital ?

I go through this on my newsletter

The link is in my bio https://t.co/fM1xE91ZFD
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⁠Capital Employed
FRESH OFF THE PRESS 🔥

Investor interview #108 Alex Feng from @SnowsofNebraska

Alex discusses two stocks they're bullish on + much more...

https://t.co/sNzD5IlpYA https://t.co/di78Kulx4L
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⁠Alvin
The red accent on the Black Xiaomi 15 Ultra looks awesome. https://t.co/a8SeUOe86L
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⁠Finding Compounders
Aswath Damodaran on the shortfalls of ROIC

Source: @MT_Capital1 https://t.co/NP89FBziug
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⁠Finding Compounders
Seeking value in small caps https://t.co/03xf92UEPe
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⁠Hidden Value Gems
What do you think of the European market rally? 📈

1️⃣ A short-term trade as markets reposition from being overweight US

2️⃣ A long overdue discovery of value and quality offered by European companies
- Option 1
- Option 2
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⁠Alvin
Got an EDGE signal...
IN 2025

Average third-world country right there. https://t.co/pEA84wTcFN
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