TJ Singh

[Gary Black @garyblack00]

$META likely to follow $GOOG’s trajectory after missing estimates last week - down -10% after the print, and then a quick recovery (+5% so far) as investors came to realize the results adjusted for one time items weren’t bad, and the slightly negative near-term guidance was management taking its usual conservative stance. The main difference between the two businesses - GOOG revs come mostly from search, META mainly from advertising - are punctuated by GOOG having a surging cloud business and highly popular chat bot (Gemini), while META has neither.

GOOG trades at 17x 2026 EV/EBITDA and is growing long-term revs at +20% CGR; META trades at an 11x EV/EBITDA and is growing long-term revs at +18% CGR. So while META is cheaper, GOOG likely has the better business.

[TJ Singh @_tjsingh_]

@MetsDisorder You know what the fucked up part is? I hammered a 1k round robin based on this fucked up analysis

[TJ Singh @_tjsingh_]

@MetsDisorder Damn gotta adjust my model. LOL

[LiveSquawk @LiveSquawk]

#NFP| PREVIEW: January US Nonfarm Payrolls Expected At 160K; Unemployment Rate At 4.0%

What Top Economists Are Forecasting From Friday’s 13:30 GMT US Job Report:

[Adam Kobeissi @TKL_Adam]

OpenAI was founded 10 years ago, has 4,500 employees, and has raised $6.6 billion in capital.

DeepSeek was founded less than 2 years ago, has 200 employees, and was developed for less than $10 million.

How are these two companies now competitors?

[Adam Kobeissi @TKL_Adam]

DeepSeek has now erased $2 trillion worth of market cap in US stocks.

The biggest market headwind comes when you least expect it.

[zenBTC @zenBTC_Official]

$BTC sits at a $1.1T market cap

Yet, $BTC TVL represents <1% of $BTC's market size

And there is STILL a massive gap in $BTC liquidity and yield onchain

We've seen many wrapped $BTC products come out in the past few months...

What makes zenBTC so unique?

zenBTC is not your generic wrapped $BTC product

Native yield will be built into zenBTC, automatically

It can be used permissionlessly across multiple top DeFi lending protocols...

Starting with EVM first and then across all blockchains...

zenBTC is the key to unlock $BTC's full potential in DeFi

Details on design architecture will come out next week.

Follow us to stay in the loop.

[Sami Loyal @samiloyal_]

Suddenly everyone's an expert on peace in the Middle East

How about you pay off your credit card debt before telling us your masterplan for solving one of the biggest geopolitical messes in humanity's history buddy

[TJ Singh @_tjsingh_]

@gurgavin 201.45

[GURGAVIN @gurgavin]

BANK OF CANADA RATE HIKE ESTIMATES FOR TOMORROW

25 BPS HIKE ⬇️

RBC
TD
SCOTIABANK
GURGAVIN BANK
NATIONAL BANK
BMO
CIBC
CITI
JP MORGAN

NO RATE HIKE ⬇️

GOLDMAN SACHS

[GURGAVIN @gurgavin]

CPI ESTIMATES FOR TOMORROW

BLOOMBERG 3%
CITI 3%
HSBC 3%
UBS 3%
NOMURA 3%

GOLDMAN SACHS 3.1%
BMO 3.1%
BARCLAYS 3.1%
CIBC 3.1%
CREDIT SUISSE 3.1%
GURGAVIN CAPITAL 3.1%
MORGAN STANLEY 3.1%
SCOTIABANK 3.1%
TD SECURTIES 3.1%

JP MORGAN 3.2%
RBC 3.2%
VISA 3.2%

MEDIAN 3.1%

[Paul Seibert @BEH0LDINGEYE]

“The Narrows” - @SuperRare. This particular shot has never been taken before. Taken at almost 3 miles above NYC in a 🚁 with the doors open. The pilot had to be on Oxygen to legally and safely pilot the aircraft. This is the result of a highly planned and coordinated photo shoot.

[TJ Singh @_tjsingh_]

@gurgavin I love person

[MDX @MDXreal]

Feels good 🔮 #Bitcoin

[Elon Musk @elonmusk]

@NicoleBehnam I don’t like the taste or effects of most alcohol, but there is something quite beautiful about red wine in a fine glass

[Kendrick Perkins @KendrickPerkins]

Let’s take moment to appreciate Randle, Brunson and the Knicks for playing some damn good basketball… showing the basketball World that you can still compete and win games at a high level without having a “Superstar” on your team!!! Carry on…

[Wasted Bankster @WastedBankster]

@StockMKTNewz

[MDX @MDXreal]

I'm giga long from $16,700 🔮 #Trading

I'm going to give away ALL the profit from this #Bitcoin trade to someone who retweets this tweet!

Check my trade 👉 https://t.co/a9ylufHxqM

[TJ Singh @_tjsingh_]

@danheld Lol

[TJ Singh @_tjsingh_]

@gurgavin 112.23