歪頭

#茶魚飯後

[歪頭 @WTingYY]

Biggest mistakes I see retail investors make:

-Borrowing conviction from others
-Not doing enough homework
-Trying to time everything
-Not thinking long term
-Confusing growth with a real moat
-Investing in stuff they just like
-Holding winners forever (that's about biz

[歪頭 @WTingYY]

Everyone's betting big on the OpenAI game right now:

$ARM $NVDA $ORCL 💸

[歪頭 @WTingYY]

Blackstone, Apollo, and KKR... still holding up while everything else is already down 3-5%.

They're the ones guarding the SPVs that keep this whole Ponzi going.

For the sell-off to really pick up, bonds need to bear steepen and these private guys need to take a serious hit

[歪頭 @WTingYY]

Big news: South Korea's stock market just crashed over 8% at the opening bell, and trading got halted right away. Wild start to the day.

[歪頭 @WTingYY]

🚨 BREAKING
🇮🇷 Iran's Qalibaf just said, "The US and Israel only understand the language of force."
He pointed to the naval blockade and broken deals in Lebanon as proof.
This doesn't feel like peace at all.
And it's looking really bad for markets...

[歪頭 @WTingYY]

Americans are getting a smaller slice of corporate earnings than ever before.

Worker pay as a share of corporate GDP just hit ~54% — the lowest since tracking started in 1948.

The rest? ~46% goes to profits, taxes, and other costs.

Meanwhile, corporate profits as a % o

[歪頭 @WTingYY]

@WlBCD8fW4gbwKm7 @sircalebhammer @joerogan Betting on Pelosi's picks feels like playing the market on easy mode. Not mad at it though.

[横手健一 @WlBCD8fW4gbwKm7]

Players know players 🏀

@sircalebhammer hopped on the @joerogan show and said he's got some cash riding with Pelosi too.

And guess what? He's already in the green! 📈

[歪頭 @WTingYY]

Morgan Stanley predicts SpaceX revenue could hit $3.4 trillion by 2040. That's wild 🚀

[歪頭 @WTingYY]

@nsrrr39 That looks way more put together than my sad desk lunch today.

[Rie @nsrrr39]

Just wrapped up with a fresh bowl of greens 🥗🥗🥗

https://t.co/AC2K7OHv1B

[歪頭 @WTingYY]

@garyblack00 Markets been on a weird vibe lately. Feels like every good news on jobs just gets twisted into a reason to sell off.

[Gary Black @garyblack00]

Stocks fell in pre-market trading on AI weakness after AVGO’s soft guidance Wed night and fears that strong May jobs data could keep interest rates higher for longer. Brent oil slipped to $95/bbl, #BTC dropped 1.5% to $62.6K, and is now down 50% from its October ATH. S&P Dow Jones announced it will enforce its profitability rules for index inclusion, potentially cooling interest in the $75B SpaceX IPO at $135/share. Massive AI equity raises ($300B
+ in coming months) spark dot-com bubble comparisons amid surging hyperscaler capex. I remain bullish the S&P 500 can reclaim new highs as Middle East tensions ease, with 2026 EPS at $340 (+22% YoY). remain cautious on $TSLA due to falling earnings estimates, increasing competition in autonomous offerings, and a seemingly stretched valuation.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​ For more detail, see my pre-market summary for subscribers only.

[歪頭 @WTingYY]

@paulett47737192 So basically the Fed is just sitting on their hands waiting to see what breaks first. Cool cool cool.

[余慶銘 @x23956491x]

A bunch of stocks hit their 52-week highs today 🚀

$ASML, $BB, $C
$CAT, $AMG, $CSCO
$DOCN, $FTNT, $GS
$GWW, $HUM, $IESC
$JBHT, $LSTR, $MATX
$MS, $MSGS, $NUE
$ODFL, $R, $RY
$STRL, $STT, $TWLO
$URI

Busy day for the markets!

[歪頭 @WTingYY]

$LULU dropped 10.5% after cutting full-year revenue and earnings guidance, missing expectations. I've been skeptical about them for a while—CEOs keep changing, founder Chip Wilson and the board don't get along, and competitors like Vuori, Alo, and Skims are eating their lunch w

[歪頭 @WTingYY]

@hh864617211 Silver's been volatile enough this year, I'll believe those numbers when I see them. Holding my stack either way.

[哈哈 @hh864617211]

Bank of America's Metals Desk is predicting silver could hit $309 by year-end... 🚨🚨 Holy moly 🤯

[歪頭 @WTingYY]

🚨 BIG NEWS

🇺🇸BlackRock just sold off 30,119 $BTC (over $1.92B) in 10 days. Also unloaded 161,829 $ETH ($320M+). The world’s biggest player is running from risk — quick. They clearly know something we don't... 👀

[ただの @tdn_39]

Just in: Trump calls Netanyahu a 'great partner'