Second Time Around Fund

Hindsight speculator/trader of U.S. Markets. Educational purposes. Not financial advice.

[Eliant Capital @eliant_capital]

2-days of momentum unwind & ‘bottleneck’ bros are non-existent

[Negligible Capital @negligible_cap]

*JERSEY MIKE'S SUBS FILES FOR IPO, SEEKING NYSE LISTING

Jersey Mikes filed for IPO, ticker will be $JMKE

[Ripster @ripster47]

$AAOI $MU $SNDK $TSM $AMD $SOXL $APLD $CRWV $NBIS $QCOM $DELL $MRVL

[*Walter Bloomberg @DeItaone]

$GOOGL - GOOGLE SEARCH & CLOUD STRENGTH OFFSET PT CUT

Wells Fargo lowered Alphabet's price target to $416 from $435 but kept its Overweight rating.

The firm expects stronger-than-expected Search and Cloud growth, driven by rising user engagement, AI demand, and expanding compute capacity. While higher AI investment trims longer-term forecasts, Wells Fargo believes Google's AI and cloud leadership supports continued earnings growth.

[TFL @TFLabofficial]

Great returns, much deserved.

[Connor Bates @ConnorJBates_]

Anyone been trading $CRWV? Looks like a fun time!

[OptionsTrading101 @OptionsPro101]

Tomorrow morning, Kevin Warsh will be speaking at the ECB Forum on Central Banking in Sintra, Portugal, at 9:00 a.m. ET.

This will be one of his first major international appearances as Fed Chair, and the market will be paying close attention to both his comments and his tone for clues about future Fed policy.

His remarks have the potential to move the market tomorrow morning.

[Stock Talk @stocktalkweekly]

Q2 is officially in the books!

I could have handled the early June correction a bit better, but I’m quite pleased with my performance for the 1st half of the year nonetheless.

YTD: +255.04% vs. +9.59% for the S&P-500

Past 1-Year: +1,151.50% vs. +20.92% for the S&P-500

[Judah Rhodie @judahrhodie]

$BE After hours 345.00 +42.30 (13.97%) - Brookfield expanded its partnership with Bloom Energy (NYSE: BE) into a massive $25 billion framework (a fivefold increase) to finance rapid power projects for global AI infrastructure. Bloom Energy's stock jumped roughly 10% in after-hours trading on this news, driven by the intense demand for reliable data center power. Last two days $BE flow in my Discord. Coincidence maybe ...🧐🤣

[Nathan Michaud @InvestorsLive]

$BE more news -> sick alert today at $277s alert pre -- and the good got better.

AI High-Confidence News: Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25 Billion; Fivefold Increase to Build and Finance Rapid Power for AI Infrastructure - BE

[zerohedge @zerohedge]

Today's most shorted/covered stocks (per GS)

[Sp3cul8r @sp3cul8r]

Secret is out. $FCEL is a mini $BE. Similar story too… a company left for dead and shorted into oblivion by vulture funds, finally finds a foothold in the new Ai world.

If $FCEL doubles from here, it would still be a $4 billion market cap company while $BE is $80 bil 😮

[Alessio @AlessioTMAD]

Clueless people only talk about WTI instead of fuel ⛽️

The gap tells you inflation is here to stay

[BRICK BY BRICK @aincomeinvestor]

So Robinhood just casually launched dividend charts.

This is what I received last year.

$HOOD

[Mike 🇺🇲 @VegasMike27]

Boomers bought $70k houses while making $40k a year. They are trying to convince Gen Z that 700k starter homes at 60k income is the same thing.

[CK Capital @CKCapitalxx]

"I invest in companies like $CRDO"

One of the most important CEOs just told you where the smart money is going.

[i manage risk @i_managed_risk]

Spent the entire weekend banging my head making a momentum leader list on google sheets and just ended up making SB50 by stockbee 😅😅😅

What a waste of time

[Cem Karsan 🥐 @jam_croissant]

Pop-ulism 🎈

[stockbee @PradeepBonde]

Here is my watchlist for news week divided in to high priority and rest.
$INTC $HLIT $DELL

[Martin Shkreli @MartinShkreli]

love LLY's development of brenipatide:
GLP-1 for depression, alcoholism, opioid addiction, bipolar/schiz, smoking and asthma 😂