anonimocame🔋

Investing, Macro, Geopolitics.

I read the boring reports so you don't have to - numbers first, opinions second. Not financial advice.

[anonimocame🔋 @anonimocame]

10-year #Treasury yields have climbed to 5.2%, just like in 2007, and the same is happening with the 30-year. #Stocks are also at all-time highs. If history is any guide, something not so pleasant is likely coming. Oh, and I almost forgot: what's going on with US debt?

[anonimocame🔋 @anonimocame]

ethereum:native next target 2800$

[TrendSpider @TrendSpider]

Buying Intel $INTC here means you're paying less than the CEO did when he dropped $10,000,000 on his own stock... 🌶️

[anonimocame🔋 @anonimocame]

@StockSavvyShay The numbers: revenue $1.47B (+26%), adjusted EPS $0.31 — a 9th consecutive beat. The headline metric: record net new ARR of $332.8M, accelerating 51% year-over-year. Full-year guidance raised.

[anonimocame🔋 @anonimocame]

$CRWD | "the best quarter in our history." Revenue +26%, record net new ARR of $333M (+51%), 9th straight beat. Stock +11%. The driver? AI creates threats, and companies now accept AI adoption REQUIRES security. Cyber is becoming a non-negotiable line item.

[anonimocame🔋 @anonimocame]

$NVDA | I bet: it doesn't exceed expectations and the #market collapses

[anonimocame🔋 @anonimocame]

The real monetary story isn't #Trump vs the #Fed. It's the wall between fiscal and monetary policy cracking. $40T debt, a Treasury buying its own bonds, a hawkish Fed pulling the other way. Gold up, dollar down. The market is pricing fiscal dominance. #macro

[anonimocame🔋 @anonimocame]

$NVDA | Chip stocks are selling off twice as hard as the broad tech sector today (SOXX −4% vs IYW −2%) — a sector-specific de-risking ahead of Nvidia's earnings Wednesday. Intel −5%, AMD −4%, TSM −3%. Investors are cutting chip exposure before a binary event. #semiconductors

[anonimocame🔋 @anonimocame]

@antibearthesis $DUOL $PYPL $NKE

[anonimocame🔋 @anonimocame]

$BSX's CEO just bought $9M of stock after a −50% YTD crash.

#insider #finance

[anonimocame🔋 @anonimocame]

$INTC | 's CEO, Lip-Bu Tan, is buying 12M shares of his own company. Anyone familiar with Wyckoff's theories knows perfectly well that this is #insider #trading.

[anonimocame🔋 @anonimocame]

#CPI | Don't read the headline CPI — read the core. Underneath July's [in-line 3.4%] print, core inflation is [drifting the wrong way], driven by tariffs filtering into goods and a rebound in services. For a Fed already leaning hawkish, this complicates any path to cuts. #Fed

[anonimocame🔋 @anonimocame]

@PeloSwing $NKE is building up before the next move

[anonimocame🔋 @anonimocame]

$INTC | Two weeks ago Intel posted its best growth in 15 years. Today it's selling $15B in stock — after a 400% run. Smart capital timing: raise equity when your price is high and buyers are euphoric. It dilutes holders (~150M new shares), but funds a $20B+ capex year.

[anonimocame🔋 @anonimocame]

@0xChiefy bullshit

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Berkshire Hathaway has begun deploying the $397.4 billion cash pile that Warren Buffett accumulated for 14 consecutive quarters.

Details include:

1. Instead of continuing stock sales, Berkshire was a net buyer of equities in Q2 with $19.8 billion in net purchases

2. Berkshire now holds $364.7 billion in cash and cash equivalents

3. The company invested $10 billion in Alphabet, $GOOGL, during Q2 in addition to acquiring Taylor Morrison Home for $6.8 billion

4. Berkshire bought $23.5 billion of equity securities during in Q2 and sold $3.7 billion in the same period

Berkshire Hathaway appears to be leaning bullish again.

[anonimocame🔋 @anonimocame]

@Giosh3871301 It's not public yet. Sorry

[anonimocame🔋 @anonimocame]

After months of work and testing, I can finally show you my software.
Today, using this tool, I'm sharing $LULU with you — a company active in the athletic apparel business.
I think it's an excellent opportunity, with stable margins and both revenue and earnings growing.

[anonimocame🔋 @anonimocame]

Not investment advice. Do your own research.

[anonimocame🔋 @anonimocame]

$QSR | Burger King's US turnaround is real: same-store sales up 8.5%, powering a Restaurant Brands earnings beat. Years of value menus, digital ordering and remodels are paying off. In a stretched consumer economy, value fast food is quietly winning share.