Wasteland Capital
Looks like algos having a very hard time interpreting the jobs report.
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Offshore
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Clark Square Capital
RT @deusexdividend: Cancel the pterodactyl, get me the biggest T-Rex money can buy https://t.co/Ra8L5Y2Xza

$NVDA @agnostoxxx 🦕🦖🦕🦖🤪🥳🤑 https://t.co/rUmbXjSXRo
- jedimarkus77
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Offshore
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Quiver Quantitative
JUST IN: President Trump has said that this video by Democratic lawmakers is seditious and punishable by death. https://t.co/MQx4iUeEHo
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Offshore
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EndGame Macro
RT @DiMartinoBooth: "Like all good economists in order to read through these minutes we need 3 hands…No Fed Chair in history has the network of CEOs that Powell has. He doesn't need an industrials report to know what is going on in this economy…"
#fbn #federalreserve #powell #dimartinobooth #economy

https://t.co/fp2PeNKdh3
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Offshore
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Quiver Quantitative
Two months ago, Eric Trump said that he thought Q4 would be unbelievable for crypto

$BTC has now fallen almost 25% since then. https://t.co/onndgZOxR2
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AkhenOsiris
$DDOG gap fill, nerves about $PANW deal for Chronosphere

DDOG CFO at RBC 2 days ago said quarter and momentum solid, was quite bullish in his comments (usually a bit reserved).

OAI exposure, but deal signed and risk put to bed.

Maybe an opp here
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AkhenOsiris
Two ecommerce darlings, $MELI and $SE brutal drawdowns from ATH earlier in the year.

SE punished due to investment, MELI dealing with that and politics.
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AkhenOsiris
$SPOT sub-$600, lowest since April
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AkhenOsiris
Holy shit, Nas is 200 pts away from a 1000 pt intraday drop 😱
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AkhenOsiris
$WMT unfazed, K-shaped upper slope all shopping there with the low end, what's not to like
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AkhenOsiris
Of the myriad data points we watch to gauge where things stand, here's a simple one: $NVDA $180
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AkhenOsiris
Sentiment check:

Heard on the street

"I don't care how good the reported quarter was, not going near it if it's within 10-15% of highs"
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