Winston941

Financial Advisor with Ameriprise. Tennis Professional. Husband and Father. Tweets not investment advice.

[Charlie Bilello @charliebilello]

Price to Sales Ratio (TTM Sales)
SpaceX: 125
Palantir: 66
Broadcom: 26
AMD: 24
Micron: 21
NVIDIA: 20
Applied Materials: 16
Tesla: 15
Intel: 11
Google: 11
Apple: 10
Microsoft: 9
Oracle: 8
Cisco: 8
Netflix: 7
Meta: 7
Amazon: 3.6
S&P 500: 3.6

https://t.co/mXnDcJZYWa

[Lia the Trader 👸💸 @Liathetrader]

We spent 100 billion so the Strait of Hormuz that has been opened is now reopened.
I don't care what political party you're on, this is retarded.

[National Hurricane Center @NHC_Atlantic]

Sun 6/14 2 PM EDT: A trough is producing showers and storms over northeastern Mexico, and no development is expected in the next 24-48 h. However, the system could move into the northwestern Gulf by midweek where conditions may become more favorable for development. Heavy rain and flash flooding are possible across parts of Texas and Louisiana this week. Check out https://t.co/Wq6ZtKfHp9 and https://t.co/zJDnFUKPfU for the latest information.

[Alfred @Rokeeraccoon]

@unusual_whales Is this the 40th time? How stupid Americans are

[Ed Zitron @edzitron]

Meta is expected to spend billions on AI in 2026 and they are already planning to cut back. Anthropic and OpenAI cannot afford for their customers to slow down their spending. Anthropic calculates ARR based on a four week period of API spend, meaning it's likely dropped already

[The Iranian Letter @TheIranianzg3z]

BREAKING: CNN has released a montage highlighting repeated statements by President Trump claiming that a deal with Iran is close.

According to CNN, he has made similar claims at least 39 times since the start of the conflict, despite no final agreement being reached.

[Roger @rdd147]

$JPM changes view on oil, says prices should be near $130 / barrel now and will have no choice but to spike above $150 / barrel within the next 4 weeks.

https://t.co/4GGsshaQjm

[Don Johnson @DonMiami3]

The bubble is so big we can't even fight a war

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran's Foreign Ministry directly rejects Trump's new claim that "everyone in Iran has approved the deal," including the Supreme Leader, saying no one has accepted it, and "no agreement has been reached," per Fars.

Any agreement requires the US to "accept every demand" from Iran, including that it won't surrender enriched uranium or make nuclear concessions, that the Strait of Hormuz remains permanently under Iranian management, and the transfer of $24 billion in frozen funds. Iran adds "if it were to yield under pressure, it would have done so a year ago" rather than after sustained US bombing.

The spokesperson also denied Trump's claim that the Strait of Hormuz would reopen on a deal signing, saying it "remains closed" under Iranian authority and "safe passage is not possible."

[Winston941 @WinstonCLU]

@Mr_Derivatives Just don’t buy the next Enron.

[The Coastal Journal @1CoastalJournal]

Live look in after you lost -50% of your clients money for over paying for a fast food burger joint at 300 PE.

One minute your a genius when the Fed provides liquidity and back to an idiot when reality comes back to earth

$SHAK

[zerohedge @zerohedge]

CPI 0.5% MoM, Exp. 0.5%
CPI Core 0.2% MoM, Exp. 0.3%

CPI 4.2% YoY, Exp. 4.2%
CPI Core 2.9% YoY, Exp.2.9%

[Edward Dowd @DowdEdward]

We see May CPI coming in at 4.13%.

Free inflation post laying out different Iran war scenarios: https://t.co/5mVjF5YiqP

[Charlie Bilello @charliebilello]

Spending on data centers and other AI infrastructure by Google, Amazon, Microsoft and Meta is expected to hit $670 billion this year.

At 2.1% of GDP, that would represent a higher share of the economy than the investment in the US railroad expansion during the 1850s.

[unusual_whales @unusual_whales]

BREAKING: Bank of America has said that 70% of its bear-market indicators have been triggered.

[Kevin Gordon @KevRGordon]

Per the NY Fed's survey of consumers, the probability of finding a job in the next 3 months rolled over sharply in May and is back near the lows

[Dave Collum @DavidBCollum]

I never call tops or never call crashes. I just believe huge pain is in our future. But if I ever did make such a call, it would be that the SpaceX/AI IPOs will mark a market top.

[The Kobeissi Letter @KobeissiLetter]

The US job market is still showing signs of weakness under the surface:

Full-time employment fell -79,000 in May, to 134.17 million, the lowest since December 2024.

This marks the 2nd consecutive monthly decline and the 4th over the last 5 months, totaling -1.04 million.

Full-time employment is also now below the levels seen in March-June 2023.

As a % of total employment, this metric is down to 82.4%, in-line with the 2020 pandemic low.

By comparison, the 2022 peak and pre-Financial Crisis peak were 83.8% and 83.2%, respectively.

The US labor market is weaker than the headline numbers suggest.

[Florida Tropics @FloridaTropics1]

12z GFS continues with a weak tropical storm near the Big Bend a week from today. Look at all that welcome rainfall! 🌧️🌧️

[Florida Tropics @FloridaTropics1]

18z GFS ensembles showing a range of options in the Gulf in the day 6-10 range.