The Immigrant Investor

Immigrant techie | Documenting the road to wealth in a new country - real numbers, not tips | Not Financial Advice

[The Immigrant Investor @TechieInvests]

Done 🎯

[The Immigrant Investor @TechieInvests]

@FL0WG0D Don't mind - It's going to 55 first !

[The Immigrant Investor @TechieInvests]

@ZTheTrader I saved too - Thanks to your post !

[The Immigrant Investor @TechieInvests]

@FL0WG0D Don't mind - It's going to 55 first !

[The Immigrant Investor @TechieInvests]

@CheddarFlow It's going to 55 first !

[The Immigrant Investor @TechieInvests]

@ThematicTrader @AtlasShrug1 They keep on pulling down this too much !!

Now we have to wait for next quarter stellar earnings again to prove !

Flat till then 🥲🤦‍♂️

[The Immigrant Investor @TechieInvests]

@CKCapitalxx Issue with this stock is that it will only move when it has a good earnings report and will now remain flat until it presents another stellar report - which it will !!

[The Immigrant Investor @TechieInvests]

@Han_Akamatsu Can we get Trinity update again
@Han_Akamatsu
?

[The Immigrant Investor @TechieInvests]

@UberEats @Uber_Support My grocery order #9C48A (Oct 11) was marked delivered but never arrived - likely dropped at the wrong address. I was charged $149.03 for groceries I never received, and support says it's 'not eligible' for a refund. How is that acceptable? Please fix this

[The Immigrant Investor @TechieInvests]

@BrandonWealth Wait until 82 😂😅

[The Immigrant Investor @TechieInvests]

On my radar today:
$MU reports AMC: Street sees ~$51B revenue (+~350% YoY). The guide is everything.
$BA won the ~$20B Navy F/A-XX jet contract; $NOC lost out (~-3%).
$HOOD +5% on AI trading agents + 24/7 weekend stock trading.
Not financial advice -- sharing what I'm watching.

[The Immigrant Investor @TechieInvests]

Takeaway: a 5.25% yield doesn't doom stocks — it reprices them.

Last time there WAS a cushion and it still hurt. This time there's no cushion at all. Know exactly what you're underwriting.

Follow @TechieInvests for real numbers, no hype.

[The Immigrant Investor @TechieInvests]

The 10Y just touched 5.274% — its highest since June 2007.

So we did the comparison everyone keeps skipping: what markets looked like the LAST time yields were here.

Same yields. Very different setup. 🧵

[The Immigrant Investor @TechieInvests]

The real lesson is about the E in P/E.

2007's forward earnings peaked that October and didn't recover until 2011. That's what turns a valuation problem into a disaster.

Today record forward earnings are doing ALL the heavy lifting — the multiple is actually falling (Yardeni).

[The Immigrant Investor @TechieInvests]

BREAKING: August PCE came in cool — 3.4% y/y vs 3.7% expected; core 3.0% vs 3.3%. Q2 GDP revised up to 2.2% from 1.5%.

S&P futures +0.3%, 10Y dipped to ~5.20% on the print as October hike odds faded. All eyes on $MU earnings after the close.