AkhenOsiris
$SHOP back to 52wk highs

$SHOP hit $159 on Monday and just hit $139.xx today. Large pullback, while consumer spending data holding up well, 3P data also decent (GMV accel'd to 30% last qtr). Natural fit to be at forefront of agentic e-comm, having partnered with OAI and Perplexity.
- AkhenOsiris
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Offshore
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Investing visuals
Feels like we're getting close to peak euphoria right now. https://t.co/6Wi4SzKjUY
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Offshore
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 1):
- @finance_schmidt (portfolio update) - $IMB.AX, $ACP.WA, $ACNT, $MCB.TO, $KLNG, $IRIX, $BLM.V, $SUP.L, $NOW.V
- @TheRayMyers - $NU (neutral)
- @stpioc - $NTWK (neutral)
- @slocapital - $TGT https://t.co/H6IJ3PTwBD
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Offshore
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt 2):
@wolfofharcourt (portfolio update) - $RBRK, $MELI, $INPST.AS, $V
@SharpeStack - $MOG-A, $MTRN, $NEU
@Unclestocknotes - $NKE (earnings)
@thewritser - $FPH
@mvcinvesting (portfolio update) - $NBIS, $RKLB, $HROW, $PGY, $CLPT, $DLO https://t.co/AcMQGRPu7H
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Offshore
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Yellowbrick Investing
Added 62 new stock write-ups to the site (pt final):
@waterboycap - $CRBG
@felix__archive - $DUOL
@alexeimartov (portfolio update) - $4755.T, $STZ, $VEON, $ISSC
@treiner5 - $DASH (update)
@PipelineDataLLC - $GKPRF (update) https://t.co/koMUMQYghZ
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Yellowbrick Investing
In the last two days, I've seen a Twitch streamer dunk on a biotech investor for a bad call and an NFL player pitching stocks.
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