StonksAndSats

$NBIS $RKLB $IREN $WULF $MSFT $GOOG $NVDA $AVGO $ORACL $HOOD $AMD $JPM $BRK.B $MA $TSM $HD $UNH $VST $MCD $WM $TSLA $AMZN $META $AAPL $MU $LLY $CAT $SPCX

[StonksAndSats @JustCohl]

GM web 3. Sending you some positive beastly vibes for today. Do your other NFT projects do this? @akidcalledbeast #AKCB

[StonksAndSats @JustCohl]

@Fun_Paleo 50/50

[StonksAndSats @JustCohl]

@bennytrades_ Now what?

[StonksAndSats @JustCohl]

So in other words don't gamble on Neoclouds and buy $SPCX $NVDA instead. Higher credit quality, more likely to scale faster and successfully than Neoclouds. Starlink and launch revenue less risk, still an assymetric payout

[Elon Musk @elonmusk]

Pretty much.

As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.

SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.

That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.

[StonksAndSats @JustCohl]

@fousey Crushed it Fousey! Keep going

[The Pleb 🇨🇦 @truckdriverpleb]

The BC NDP are getting absolutely DESTROYED right now

Say GOODBYE to David Eby

[StonksAndSats @JustCohl]

@Mossthesillyguy @grok I can explain forward P/E to you, but unfortunately I can’t understand it for you.

[StonksAndSats @JustCohl]

@MacroCharts 2026- Nasdaq fwd P/E 18

2000- Nasdaq fwd P/E 80

Is the bubble in the room with you now?

[Macro Charts @MacroCharts]

A lot of people are going to be spectacularly right, or dead wrong.

[StonksAndSats @JustCohl]

@Mossthesillyguy @BitfuryGeorge 2026- Nasdaq fwd P/E 18

2000- Nasdaq fwd P/E 80

Is the bubble in the room with you now?

[StonksAndSats @JustCohl]

@AldenSkye4877 @BitfuryGeorge 2026- Nasdaq fwd P/E 18

2000- Nasdaq fwd P/E 80

Is the bubble in the room with you now?

[StonksAndSats @JustCohl]

@enrichtrades Just a little bit of chop

[StonksAndSats @JustCohl]

@AlphaOwlTrading Just a little peck on the cheek and we can resume

[Paul Prager @PaulBPrager]

Friday afternoon. Busy week. Crappy market. Made it back to the farm on the Eastern Shore from NYC.

A few things worth reinforcing and what I'm focused on next. Here’s my weekly 10.

[StonksAndSats @JustCohl]

@kevinxu Another leg down?

[StonksAndSats @JustCohl]

@NighthawkTradez Protecting capital is okay but making an emotional trading decisions is not. Thought, logic and research process should dictate selling and buying a stock

[StonksAndSats @JustCohl]

@QuantNug Amazon was not profitable until it was..

[StonksAndSats @JustCohl]

@ArikCR23 @HolySmokas Free money