Timothy .Bohen 🇺🇸

Dedicated family man, entrepreneur, builder, financial contrarian and writer.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Friday close.
Don’t just review what moved.
Review what changed your expectations.
A surprise jobs number.
A failed breakout.
A stock that ignored bad news.
A leader that suddenly weakened.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Tesla’s Cybercab is officially carrying riders in limited parts of Austin.
No steering wheel.
No pedals.
No mirrors.
The concept is becoming a real product.
Now comes the harder part:
Scaling it.
Ideas get attention.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Jobs report at 8:30.
Last month:
Payrolls: -23,000.
Unemployment: 4.1%.
I’m not guessing today’s number.
The reaction tells me more than the prediction.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

$GPRO is being repositioned through a $285M deal with Starman Optical.
GoPro holders are set to receive cash and retain about 10% of the combined company.
The new strategy targets AI data centers, defense, and aerospace alongside GoPro’s consumer business.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Uber’s president thinks personal car ownership could look very different in 15-20 years.
His argument:
Cars sit idle roughly 98% of the day.
Robotaxis, transit, bikes, and scooters could change the economics.
Long-term themes often start as uncomfortable predictions.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Meta agreed to pay up to $18B to settle claims over how Facebook and Instagram affected younger users.
Huge companies can have huge businesses AND huge liabilities.
Never study the upside of a company without understanding the risks attached to it.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Some of the biggest improvements in trading happen when you stop asking:
“How do I make more?”
And start asking:
“What keeps costing me money?”
Fix the leaks first.
Growth gets a lot easier when fewer mistakes are working against you.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

A big green day can teach the wrong lesson if you let it.
Maybe the setup was great.
Maybe you just got away with bad sizing or a bad entry.
Don’t let the result rewrite what actually happened.
Separate good trading from good luck.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

$AON is reportedly close to a $17B deal for USI Insurance.
It could be announced as soon as today.
Key word: reportedly.
Keyword: reportedly. The ticker on the screen.
Confirmation tells you what you’re actually trading.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Monday doesn’t need to confirm everything you believed Sunday night.
That’s not the job.
The job is to leave today with a clearer read than you started with.
New week.
New evidence.
Update accordingly.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Treat your watchlist like an editor treats a draft.
Cut the weak ideas.
Keep the strongest setups.
Don’t get attached just because a ticker looked interesting this morning.
New information should improve the list all day.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Fed Chair Kevin Warsh speaks at Jackson Hole at 10 AM.
Plenty of people will try to predict every word.
I’d rather watch:
Yields.
QQQ.
The dollar.
Whether the first move holds.
The speech is the catalyst.
The reaction is the trade.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

$NVDA gained $442B in market value Thursday.
In ONE day.
That’s the second-biggest one-day gain by any stock ever.
Being a $5T company doesn’t mean momentum disappears.
Never assume a stock is “too big to move.”

[Timothy .Bohen 🇺🇸 @Timbohenx1]

Your edge doesn’t have to look impressive.
Maybe you avoided the obvious chase.
Maybe you noticed expectations were too high.
Maybe you recognized the failed reaction faster.
Getting harder to fool is progress too.

[Timothy .Bohen 🇺🇸 @Timbohenx1]

You know what gets expensive fast?
Needing to be right.
A thesis can be wrong.
An analyst can be wrong.
The crowd can be wrong.
The chart doesn’t care.
Stay flexible enough to change your mind before the market changes your account.

[Charlie Kirk @charliekirk11]

It’s all about Jesus.

[JohnRocker @itsJohnRocker]

ANYBODY WHO IS HAPPY ABOUT CHARLIE KIRK GETTING SHOT IS A DISGUSTING HUMAN

[Timothy .Bohen 🇺🇸 @Timbohenx1]

@Toddrick33 THATS WHAT I SAID!!!!!!!!

[Timothy .Bohen 🇺🇸 @Timbohenx1]

That bed was so comfy, but i think the late night talks made it even better 🥺

[nees @AneesaLynn]

i wish the bed kels and i slept on the last 2 nights at the Airbnb was my bed.. i miss that bed 🫤

[Timothy .Bohen 🇺🇸 @Timbohenx1]

@AneesaLynn & we’ll be closer 💕