Bullish With Rahul

I try to simplify the markets ➡️ Micro insight 🔎 | stock market info 📊 I Tech news 💬 | Free 🗞️
@TheOneRead | Not financial advice.

[Bullish With Rahul @BullishRahul]

🚨 Don’t waste time filtering through all the stories in the financial markets.

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@TheOneRead @CrewexAlex $SPX $QQQ #stocks #investing #news 📰

[Gator Research @GatorResearch]

This is one of those weeks where the market does not line up cleanly

I review each part of the picture, including technicals, breadth, risk, credit, and $VIX, and what I'm watching next

Data through Wednesday's close

https://t.co/Sw9VyWOV1V

[Barchart @Barchart]

ATTENTION 🚨: We need 50,000 subscribers on our YouTube Channel. Help us get there 🚨

Link to Subscribe: https://t.co/Lrpti2ljVy

[Bullish With Rahul @BullishRahul]

Week ahead 🎞️:

▪️ Existing 🏠 sales Tue
▪️ 🚨 CPI Wed
▪️ PPI Thurs
▪️ $SPCX IPO Fri 🚀

$SPX $QQQ $VIX

[Bullish With Rahul @BullishRahul]

Week ahead 🎞️:

▪️ $PANW $ULTA $GTLB earnings Tue
▪️ ADP employment report Wed
▪️ 🚨 $CRWD $AVGO earnings Wed
▪️ Consumer credit Fri
▪️ 🚨 Non-farm payrolls and unemployment Fri

$SPX $QQQ $VIX

[Bullish With Rahul @BullishRahul]

🚨 Straight line up from March 📈, $SPX at all time highs.

▪️ Clarity act tomorrow
▪️ Trump meets Xi tomorrow
▪️ $NVDA all time highs into earnings next week

[SixSigmaCapital @SixSigmaCapital]

Put together a write up on $COIN with @PositionJournal

Free to read and easy to understand. Check it out below!

https://t.co/CuiDvng2Tl

[Bullish With Rahul @BullishRahul]

A year ago, the consensus was AI would destroy Google.

Now Google is one of the biggest AI winners on earth.

Turns out owning the distribution layer for the internet still matters.

By 2030 which one is worth more?
$NVDA or $GOOGL?

[Bullish With Rahul @BullishRahul]

Week ahead 🎞️:

▪️ Existing 🏠 sales Mon
▪️ $CRCL $HIMS earnings Mon
▪️ 🚨 CPI Tue
▪️ $SE $JD earnings Tue
▪️ PPI Wed
▪️ $BABA $CSCO earnings Wed
▪️ 🚨 US President Trump meets with Xi Thurs
▪️ Monthly OPEX options expiration Fri

$SPX $QQQ $VIX

[Bullish With Rahul @BullishRahul]

Always enjoy reading your content and insights!!

If you haven’t already, def check out @SixSigmaCapital work 👇!

[SixSigmaCapital @SixSigmaCapital]

Just realised, it’s been exactly a year (!) since I started sharing my thoughts on the SS platform

It’s been a lot of hard work, but proud of the community I’ve built and especially grateful to those who backed me early on.

Be sure to check out the page via bio!

[Jon Ma @jonbma]

Coinbase is the winner of AI-native finance.

We believe $COIN can be a ~$300B+ company (6x from today)

Artemis open sources the BEST Coinbase financial model using onchain data.

You can now build models like the BEST analysts.

We believe Coinbase is WINNING in stablecoins, agentic commerce – not just as a crypto exchange.

Here’s the core assumptions
> Stablecoin supply reaches ~$3T in 2031 (~US Treasury official estimates)
> USDC is 30% of stablecoin supply
> Agentic Commerce ~$7.5T in yearly spend in 2031
> Coinbase Agentic Commerce is able to monetize and captures 1bp of the entire TAM
> Net transaction revenue grows 11% CAGR
> Subscription & Services goes from 40% of total revenue to 65% of revenue in 2031

In our bull case, Coinbase does ~$23B revenue in 2031 with ~$10B of net income.

At 30x PE that assumes ~$300B of marketcap (6x+ from today)

Full 12 page thesis drops at 5pm ET 👀

[Bullish With Rahul @BullishRahul]

Week ahead 🎞️:

▪️ New 🏠 sales Tues
▪️ 🚨 CPI Tues
▪️ Retail sales 🛍️ Wed
▪️ $C $WFC $BAC earnings Wed
▪️ $TSM $GS $BLK earnings Thurs
▪️ 🚨 PPI Thurs

$SPX $QQQ $VIX

[Bullish With Rahul @BullishRahul]

🚨Timmy cheering $TSLA dropping at $225 on stage was the start of his demise lol.. 😂

Bye bye, won’t be missed..

[Bullish With Rahul @BullishRahul]

Week ahead 🎞️:

▪️ ADP employment report Wed
▪️ JOLTs job openings Wed
▪️ Consumer credit Thurs
▪️ 🚨 Non-farm payrolls and unemployment data Fri

[Bullish With Rahul @BullishRahul]

🚨 The path forward probably is leaning towards the (lower est) it seems. 📉

QT ending, Dec rate cut odds have spiked, and by May 26’ you’ll have a Trump selected Fed chair who would be dovish if we had to guess.

Hard to fight the Fed. $SPX $QQQ $VIX

[Bullish With Rahul @BullishRahul]

Week ahead 🎞️:

▪️ $MDB earnings Mon
▪️ $CRWD $MRVL $OKTA earnings Tues
▪️ JOLTs job openings Tue
▪️ ADP employment report Wed
▪️ 🚨 $CRM $SNOW $AI earnings Wed
▪️ $DOCU $ULTA $S earnings Thurs
▪️ 🚨 Non/farm payrolls and unemployment data Fri
▪️ 🚨 PCE Fri
$SPX $QQQ $VIX

[Bullish With Rahul @BullishRahul]

🚨 Interesting chart, $GOOGL and $NVDA leading the year.

$MSFT in the middle of the pack

$AMZN and $META lagging.

What changes next year?

[ᗩｖ𝔦 🥞 @AviNMash]

Nearly 5 years after this tweet I finally was able to met the wonderful and brilliant @CathieDWood in person !

[Bullish With Rahul @BullishRahul]

Week ahead 🎞️:

▪️ $SE $NBIS $OKLO earnings Tues
▪️ $CRCL $CSCO earnings Wed
▪️ 🚨 CPI Thurs
▪️ $DIS $JD $NU earnings Thurs
▪️ 🚨 PPI Fri
▪️ Retail sales 🛍️ Fri

▪️ 𝗙𝗥𝗘𝗘 newsletter: —> https://t.co/co1IDQURwE <— $SPX $QQQ

[Bullish With Rahul @BullishRahul]

Week ahead 🎞️:

▪️ $ZM earnings Mon
▪️ Consumer confidence Tue
▪️ $BABA $DELL $ZS earnings Tue
▪️ Pending 🏠 sales Tue
▪️Q3 2nd GDP estimate Wed
▪️ 🚨 PCE Wed
▪️ New 🏠 sales Wed
▪️ Thanksgiving 🦃 Thurs

▪️ 𝗙𝗥𝗘𝗘 newsletter: —> https://t.co/co1IDQURwE <— $SPX $QQQ