Brrr Infinity Capital

Affiliate of "Some people get rich studying artificial intelligence. Me, I make money studying natural stupidity." - Carl Icahn

[Brrr Infinity Capital @InterestRateArb]

Via @emersonmbe #sellvol2ball

[Alek Dimitriev @tensor_rotator]

In case you're wondering, yes we're feeling the AGI.

[Bram Van Genechten @BramVGenechten]

$FICO's expected to keep growing big double digits.

[Rob Anderson @_rob_anderson]

NDR's pattern matching tool shows that the NASDAQ has closely tracked the dotcom analog and is closer to 1998 than 2000. It still suggests near-term volatility ahead.

[First Squawk @FirstSquawk]

TRUMP: US IN THE MIDDLE OF FINAL NEGOTIATIONS TO END IRAN WAR

[Planet Of Memes @PlanetOfMemes]

How much do you love your dog?

This much:

[LuxAlgo @LuxAlgo]

$AVGO issues Q3 revenue guidance at +84% YoY. Wow.

‣ EPS $2.44 vs $2.39 Est 🟢 +54% YoY
‣ Rev $22.2B vs $22.1B Est 🟢 +48% YoY

[Karli Bonne’ 🇺🇸 @KarluskaP]

Holy fuckin’ shit I would like to report a murder!

[RunnerXBT @RunnerXBT]

p0rn movies last longer than Nasdaq dips

[Hedgeye @Hedgeye]

The K-Shaped is now appearing in crypto

[ISABELNET @ISABELNET_SA]

🇺🇸EPS

The Middle East conflict is barely denting sentiment on Wall Street, where optimism remains intact. Analysts expect S&P 500 earnings to rise 24% in 2026 and 16% in 2027, with small caps poised to leap 40% this year and 39% next
👉https://t.co/blMxcoFA78

@GoldmanSachs #EPS

[Julian Klymochko @JulianKlymochko]

While betting against beta (long low-beta stocks and short high-beta stocks) has historically produced approximately 8% annualized returns, the strategy has been a ticket to the poor house over the past year as high beta has outperformed low by 123%.

[Charlie Bilello @charliebilello]

US IPOs have averaged a 6% annualized return in the 3 years following their listing.

That's nearly half the return of the broad stock market.

There will always be big IPO winners, but more often than not stocks underperform after going public.

Video: https://t.co/VSTrqeQFWT

[Carson Investment Research @CarsonResearch]

What usually happens after a 9-week win streak?

Since 1950, the S&P 500 was higher a month later 9 of 10 times, and a year later 8 of 10, with a median gain of 12%.

🧵

[Shay Boloor @StockSavvyShay]

$PANW Q3 EARNINGS

• Revenue $3.0B vs Est. $2.9B
• EPS $0.85 vs Est. $0.79
• RPO: $18.4B vs Est. $17.9B
• Next-Gen Security ARR: $8.1B vs Est. $7.8B

FY26 Guidance
• Revenue $11.4B vs Est. $11.3B
• EPS $3.78 vs Est. $3.70

CyberArk and Chronosphere contributed $388M of revenue, while AI security demand continues to support the broader platform story.

[Shay Boloor @StockSavvyShay]

$CRWD JUST CROSSED $800 FOR THE FIRST TIME EVER

[Kekius Maximus @Kekius_Sage]

Stop paying $20 per month for Claude Code. McDonald’s AI bot is FREE.

Someone asked a McDonald’s support assistant how to reverse a linked list in Python.

It answered correctly. Actual code.

We’re definitely at peak AI now.

[CapexAndChill @CapexAndChill]

$SHOP authorized another $3B for their repurchase program 👀

[Josh Schafer @_JoshSchafer]

Truist's Keith Lerner took a look at 30 major IPOs. The Year 1 max drawdown column stands out.

[Charlie Bilello @charliebilello]

S&P 500 is up 9 days in a row and 9 weeks in a row.

One of the strongest, most unrelenting rallies in history.

[MartyParty @martypartymusic]

Charles Schwab announces details on new crypto trading integration into Think Or Swim.

At launch, Schwab Crypto will include:

Direct trading.
In-depth digital assets education and resources, including insights and commentary from the Schwab Center for Financial Research and crypto-focused content through Schwab Coaching®, to help investors understand the digital assets market and how digital assets fit into a broader investing strategy.

The ability to view and trade cryptocurrency and traditional investments side-by-side across https://t.co/3c7Y6cIA00, Schwab Mobile, and thinkorswim®, Schwab’s award-winning trading platform.

Access to Schwab’s award-winning 24/7 support from thousands of tenured service professionals by phone or chat.

Pricing among the lowest in the industry at 75 basis points on the dollar value of each trade.

https://t.co/2R0KMa1Nul