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AkhenOsiris
Good timing.
Walmart CFO touting they can be a share gainer in this volatile period and they have navigated tariffs before.
Google's Pichai saying $75B capex will stay this year.
How does Jassy respond?
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Good timing.
Walmart CFO touting they can be a share gainer in this volatile period and they have navigated tariffs before.
Google's Pichai saying $75B capex will stay this year.
How does Jassy respond?
A SQUAWK BOX EXCLUSIVE…
Amazon CEO Andy Jassy: The state of the consumer, AI strategy and Amazon's response to Trump's tariff policy.
Stay ahead of the market with Squawk Box, tomorrow starting at 6a Eastern on CNBC. - Squawk Boxtweet
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The Kobeissi Letter
We just witnessed one of the largest intraday S&P 500 option trade gains in history:
Exactly 4 hours ago, the S&P 500 ETF, $SPY, 0DTE calls with a $521 strike were trading at $0.01.
Now, they are trading at $14.58 per contract for a total low-to-high gain of +145,700% in 4 hours.
In other words, if you would've invested $1,000 in these calls 4 hours ago, you'd now have $1,458,000.
That's +$364,250 PER HOUR over the last 4 hours.
Truly insane.
tweet
We just witnessed one of the largest intraday S&P 500 option trade gains in history:
Exactly 4 hours ago, the S&P 500 ETF, $SPY, 0DTE calls with a $521 strike were trading at $0.01.
Now, they are trading at $14.58 per contract for a total low-to-high gain of +145,700% in 4 hours.
In other words, if you would've invested $1,000 in these calls 4 hours ago, you'd now have $1,458,000.
That's +$364,250 PER HOUR over the last 4 hours.
Truly insane.
tweet
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The Kobeissi Letter
Now that the market is up +10%.
It's not exactly clear what this 90-day pause even means, is it:
1. 90-day pause of all tariffs
2. 90-day pause of 10% the baseline tariff and reduction of reciprocal tariffs to 10% (which remain active)
3. 90-day reduction of reciprocal tariffs to 10%, all other 10% baseline tariffs remain active
Do markets even know what exactly we are rallying on?
tweet
Now that the market is up +10%.
It's not exactly clear what this 90-day pause even means, is it:
1. 90-day pause of all tariffs
2. 90-day pause of 10% the baseline tariff and reduction of reciprocal tariffs to 10% (which remain active)
3. 90-day reduction of reciprocal tariffs to 10%, all other 10% baseline tariffs remain active
Do markets even know what exactly we are rallying on?
tweet
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Quiver Quantitative
This is why we recommend you check out Quiver.
We posted this yesterday.
$RH has now risen almost 50% since Marjorie Taylor Greene's purchase: https://t.co/WX9V95tC7g
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This is why we recommend you check out Quiver.
We posted this yesterday.
$RH has now risen almost 50% since Marjorie Taylor Greene's purchase: https://t.co/WX9V95tC7g
tweet
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Quiver Quantitative
Incredible.
We saw Marjorie Taylor Greene buying the tariff dip yesterday.
We posted this video.
Many of the stocks she bought have now risen over 10% in less than a day: https://t.co/Iyw348MCEG
tweet
Incredible.
We saw Marjorie Taylor Greene buying the tariff dip yesterday.
We posted this video.
Many of the stocks she bought have now risen over 10% in less than a day: https://t.co/Iyw348MCEG
tweet