Stock Talk

AHEAD OF THE HERD ™ | See our full portfolio and all live entries/exits at

[Stock Talk @stocktalkweekly]

FINAL 2025 FULL-YEAR PERFORMANCE

+505.20% vs. +17.25% for S&P-500

Truly life-changing year for me. Full portfolio transparency the entire way shared with thousands of members.

No meme stocks and no 0DTE options. Just deep-research on themes & industries.

Proud & humbled.

[Stock Talk @stocktalkweekly]

@mellowrk_lion Thank you brother. And yessir would love to see you if you’re ever in town or next time i’m in LA! Cheers bro 🍻

[Stock Talk @stocktalkweekly]

@mellowrk_lion Love you brother! Enjoy a well deserved retirement.

[Stock Talk @stocktalkweekly]

*BLOOM ENERGY $BE , EVERPURE $P , ILLUMINA $ILMN TO BE ADDED TO S&P-500

[Stock Talk @stocktalkweekly]

@LogicalThesis He do be saying shit 😂😂

[Stock Talk @stocktalkweekly]

*PRESIDENT TRUMP: INTEREST RATES SHOULD BE AT 1% OR HALF A PERCENT

[Stock Talk @stocktalkweekly]

*PRESIDENT TRUMP: "GROWTH DOES NOT CAUSE INFLATION. STUPIDITY CAUSES INFLATION."

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@JPXiiilxxv No, it won't. They aren't cutting either way. But at least it'll stop them (and the bond markets) from raising them.

[Stock Talk @stocktalkweekly]

The issue with threatening the Fed and the bond vigilantes with trade is that... they don't care. Jobs data remains strong, which is emboldening their resolve.

However, President Trump does have a card of his own to play if he wants to impact rates: end the war with Iran.

[Stock Talk @stocktalkweekly]

*PRESIDENT TRUMP WARNS FED & BOND MARKETS: "LOWER [INTEREST] RATES, OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT"

[Stock Talk @stocktalkweekly]

*PRESIDENT TRUMP WARNS FED & BOND MARKETS: "LOWER [INTEREST] RATES, OR I'LL STOP TRADING WITH COUNTRIES WITH WHICH WE HAVE A DEFICIT"

[Stock Talk @stocktalkweekly]

Not only were August's NFP numbers a massive beat (tripling expectations), July's NFP report has also been revised, from a loss of -23K jobs, to a gain of +21K jobs.

Six-month hiring average is now +107,000, the highest level in over two years.

The U.S. job market is strong.

[Stock Talk @stocktalkweekly]

U.S. NONFARM PAYROLLS: +162K VS. +55K EST.

U.S. UNEMPLOYMENT RATE: 4.1% VS. 4.1% EST.

[Stock Talk @stocktalkweekly]

U.S. NONFARM PAYROLLS: +162K VS. +55K EST.

U.S. UNEMPLOYMENT RATE: 4.1% VS. 4.1% EST.

[Stock Talk @stocktalkweekly]

@ShakePryzby1 Every data release is the most important of our lives until the next one, get with the program 😂

[Stock Talk @stocktalkweekly]

@amitisinvesting "maybe the market has moved on from caring about rising bond yields and oil"

lol, you know better than that, Amit

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@Nerd_0ne @pequityresearch Yes, this is a good take

[Stock Talk @stocktalkweekly]

*PRESIDENT TRUMP HAVING PRIVATE DISCUSSIONS WITH AIDES ABOUT WHETHER TO DECLARE THE IRAN WAR “OVER”, U.S. OFFICIALS TELL WALL STREET JOURNAL

[Stock Talk @stocktalkweekly]

@ManzTrades

[Stock Talk @stocktalkweekly]

@pequityresearch They're likely just gameplanning whatever they can to get yields down

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@dhurstell Yeah I think the White House has begun to realize this which is why they’ve hesitated to pivot back to the “MOU”

[Stock Talk @stocktalkweekly]

The public has soured on the odds of an end to the U.S.-Iran conflict.

Current Kalshi odds for U.S.-Iran nuclear deal:

- By end of year - 8.8%
- By end of next year - 18%
- By end of 2028 - 32%

Back in April, odds for a U.S.-Iran nuclear deal by the end of year were at 82%

[Stock Talk @stocktalkweekly]

@TeslaFuzz Major factor

[Stock Talk @stocktalkweekly]

*NBA PUNISHES LA CLIPPERS FOR BALLMER-LEONARD UNDER-THE-TABLE PAY SCANDAL

- CLIPPERS TO PAY $30 MILLION FINE
- CLIPPERS FORFEIT FIVE, CONSECUTIVE FIRST-ROUND PICKS
- BALLMER SUSPENDED FROM ALL LEAGUE & TEAM ACTIVITIES FOR 1-YEAR
- KAWHI LEONARD TO PAY $700K PERSONAL FINE