John Thorpe

I'm here to listen until I find a reason to speak.

[John Thorpe @JackThunder33]

@wealthmatica Looking very similar except for some chunks of Avgo, Meli, and HHH.

[John Thorpe @JackThunder33]

@BillAckman Every damn day. But what a blessing to have someone so great in my life that their absence leaves a noticeable gap even 15 years later. Love ya Pop!

[John Thorpe @JackThunder33]

@wealthmatica Entered pretty heavy at @$38. If you believe in AI and Energy Infrastructure this seems like a cheap play.

[John Thorpe @JackThunder33]

@stevenfiorillo I bought Sofi with the same mentality that I bought crypto years ago. I see the vision so I don't stress over the daily charts. Thanks for all of the great research you do on this and the broader market.

[John Thorpe @JackThunder33]

@wealthmatica And they are probably one viral "squid games" type of show from a 10% plus bounce to be fair.

[John Thorpe @JackThunder33]

@0xMarcB Everyone who works for you sees this tweet and now needs to second guess their vacation time and how it will impact their careers. This will hurt their marriages, time with children, and overall health. 0/10 Leadership.

[John Thorpe @JackThunder33]

@Micro2Macr0 Nothing worse than being sick but make sure you are always looking forward to the day when you get healthy again. Wishing you a quick return to health man.

[John Thorpe @JackThunder33]

@stevenfiorillo @SeekingAlpha Feels like one of those earning that takes the market a day or so to really digest.

[John Thorpe @JackThunder33]

@Banana3Stocks @HealthRanger It is much more likely that opponents of data centers are being paid by other countries to push that opinion.

[John Thorpe @JackThunder33]

@cartierfamilyZ Significant amount of high paying blue collar jobs and newest DC's have limited environmental impact.

[John Thorpe @JackThunder33]

@hodgetwins Cool we will just let them and the accompanying jobs go to all of our international competitors.

[John Thorpe @JackThunder33]

@justinamash Criticize the delivery or wording fine, but criticizing building in America and creating more high paying blue collar (electrical, hvac, etc) jobs is just a terrible take. We can work to satisfy the underlyiing concerns, while also stressing the economic importance of the work.

[John Thorpe @JackThunder33]

@LongGameEquity Was at 10% cash, but $APP at this price put a real dent into that.

[John Thorpe @JackThunder33]

@ChrisCamillo @TheICHpodcast @GrahamStephan @jackselby27 For all the negative comments, let me instead say thank you. I already had a large AMZN position and listening to you made me look closer and add even more. On the other side of that I didn't have the $BE understanding or conviction so I didn't follow you there. My loss.

[John Thorpe @JackThunder33]

@robbysoave For me it started with packing lunches, then cutting cable and finally switching to Mint. Over time little savings become big SAVINGS.

[John Thorpe @JackThunder33]

@ChrisCamillo @RealSimpleAriel @amitisinvesting If you paid close attention to Google earnings related to their cloud business growth it gave me great confidence in AMZN's cloud growth beat. That made it a much better bet than usual for an earnings reaction.

[zerohedge @zerohedge]

Premarket movers:

Mag 7 stocks are mixed (Nvidia +1.6%, Alphabet +0.4%, Amazon -0.1%, Meta +0.04%, Microsoft -0.4%, Tesla -0.4%, Apple -1.8%)

Domino’s Pizza (DPZ) falls 3% after the company reported revenue for the first quarter that missed the average analyst estimate.

GE Vernova (GEV) is down 1.6% after BNP Paribas downgraded the power equipment company to neutral, predicting it would find it harder to sustain growth momentum, given that 90% of gas turbine capacity is already contracted through 2030.

Intellia Therapeutics (NTLA) rises 1.6% after saying its gene-editing treatment for a rare swelling disorder met its goal in a late-stage trial, paving the way for the potential first approval of a new way of modifying DNA.

Organon & Co. (OGN) gains 16% as Sun Pharmaceutical Industries Ltd. has lined up a short-term loan to help finance its $12 billion acquisition of the New York-listed healthcare company, according to people familiar with the transaction.

Oruka Therapeutics (ORKA) climbs 15% after announcing positive topline results from a Phase 3 clinical trial of lonvo-z in hereditary angioedema.

Qualcomm (QCOM) jumps 13% after TF International Securities analyst Ming-Chi Kuo said industry checks suggest OpenAI is working with the chipmaker and Taiwan’s MediaTek to develop smartphone processors.

VeraDermics (MANE) climbs 15% after saying its oral extended-release minoxidil formulation VDPHL01 met all primary and key secondary endpoints with high statistical significance in a Phase 2/3 clinical trial for male pattern hair loss.

Verizon (VZ) gains 3% after the company boosted its adjusted earnings per share guidance for the full year.

XOMA Royalty Corp. (XOMA) shares are halted after Ligand Pharmaceuticals agreed to buy the company for $39 per share of common stock in cash

[John Thorpe @JackThunder33]

@NicoleShanahan @RobertKennedyJr In a better world we would all see the bravery and sacrifice displayed today in this speech and we would overwhelmingly vote you both into office.