Nothing To See Here

Commentary for your enjoyment only. None of my tweets are Investment Advice or Stock Recommendations. Do your own due diligence. I only promise lots of typos.

[Nothing To See Here @TylerHardt]

@aldo_arch @SPGlobal That’s what I thought too. It took that long for people to figure it out.

[Nothing To See Here @TylerHardt]

Imagine being $CBOE or $CME and paying a boatload of money to $SPGI to be the exclusive provider of options and futures for their S&P 500 Index and then these clowns sign another deal with Hyperliquid offering "Perpetual Futures". How do they not sue the shit out of @SPGlobal

[Nothing To See Here @TylerHardt]

@rdd147

[Nothing To See Here @TylerHardt]

@JoshYoung Total US Inventories including SPR is down 80 million barrels in the last 6 weeks and we just kicked off summer driving season. 800 million barrels left to go or 60 weeks. #OOTT

[Hedgeye @Hedgeye]

SpaceX isn't just the largest IPO in history, it changed the rules.

A 24-year profitability rule was waived, now forcing $30 trillion of passive funds to buy a company losing $4.9 billion a year.

Here's how they built it to be bought 👇

[Nothing To See Here @TylerHardt]

@TheStalwart

[Nothing To See Here @TylerHardt]

@ZbJohnson124 @shlonjay Its possible, but they also dillied around with a $64 bid from Apollo last fall and then Apollo withdrew their offer.

[Nothing To See Here @TylerHardt]

$OIL is the most mispriced major asset I have seen in a very long time. At least until $SPCX goes public. #OOTT

[Energy Headline News @OilHeadlineNews]

Trump: Could have the blockade of Iran lifted by Labor Day

[Nothing To See Here @TylerHardt]

@Convertbond @jimcramer @andrewrsorkin @BeckyQuick @SullyCNBC Wow, that's a great table

[Nothing To See Here @TylerHardt]

@Mayhem4Markets It’s basically become an endless line of sales people hitting me up for some AI offering for my fund. Don’t think I’ve seen a legitimate networking request in months.

[Kalani o Māui @MauiBoyMacro]

“Goldman economists found that real personal income per worker declined 0.6% over the past year. That’s a pace they describe as ‘rarely seen outside of recession.’” 👇🏼

https://t.co/K7w0oqx2Bi

[Nothing To See Here @TylerHardt]

@MauiBoyMacro Because we aren’t “outside of a recession”

[Nothing To See Here @TylerHardt]

Nice shopping list if you are looking for a place to stash some of those AI bubble profits… 👇🏼

[Evan @StockMKTNewz]

All these stocks hit new 52 WEEK LOWS at some point today

Chipotle Mexican Grill $CMG
Nu Holdings $NU
American Water Works $AWK
Conagra Brands $CAG
CME Group $CME
Copart $CPRT
Erie Indemnity $ERIE
GFL Environmental $GFL
Haleon $HLN
Intercontinental Exchange $ICE
Intuitive Surgical $ISRG
Lowe's $LOW
Mastercard $MA
Medtronic $MDT
National Fuel Gas $NFG
O'Reilly Automotive $ORLY
ResMed $RMD
Rollins $ROL
Service Corp $SCI
Sherwin-Williams $SHW
Sanofi $SNY
Suzano $SUZ
Molson Coors $TAP
Tradeweb Markets $TW
Waste Connections $WCN

[Nothing To See Here @TylerHardt]

@fed_speak Yea, yes it is. But in the south it is better, because it’s really a drinking event for the parents as a bunch of high-school kids chaperone the kids in the pool for a couple of hours.

[Nothing To See Here @TylerHardt]

More companies throttling AI spend. Friends, that’s the sound of the AI bubble popping… @hkuppy

[Polymarket @Polymarket]

NEW: Uber is reportedly capping employee use of AI vibe-coding tools at $1,500 per month after blowing through its AI budget.

[Open Source Intel @Osint613]

The aftermath of Kuwait International Airport following Iranian attack.

[Nothing To See Here @TylerHardt]

Nature is healing…. $SPCE

[The Market Matrix @MarketMatrixs]

BREAKING: $SPCE plummets -40% after redditors start to realize it’s NOT SpaceX

[Nothing To See Here @TylerHardt]

Turns out cleaning off those barnacles is more expensive than anyone thought… JK, I know they don’t want their ships to blow up. #OOTT

[Energy Headline News @OilHeadlineNews]

Maersk suspends Strait of Hormuz transits; says Middle East conflict adds >$500m/month in costs

[Nothing To See Here @TylerHardt]

Another day, another private credit fund redemption requests. The redemption train keeps rolling. Choo choo!! $OWL $ARES $APO $KKR