Cylie Shaffer

snap•cyliesh

[Cylie Shaffer @CylieShaffer]

Jim Chanos is calling out SpaceX’s $1.75 trillion IPO valuation as pure hype, not rooted in solid fundamentals. He says investors are buying into big dreams rather than real profits, and notes the valuation is way higher than Tesla’s. 🤷‍♂️

[unusual_whales @unusual_whales]

This World Cup is set to be the biggest, and most expensive, ever, per BBC

[Cylie Shaffer @CylieShaffer]

Talking $NVDA fundamentals — the dip isn't done yet lol, pretty wild

It's about ~5% above the 200DMA now. Might touch it and bounce back

[Cylie Shaffer @CylieShaffer]

🚨 USA CPI numbers just dropped!

Inflation (YoY) May:
• Actual: 4.2%
• Expected: 4.2%
• Before: 3.8%

Core Inflation (YoY) May:
• Actual: 2.9%
• Expected: 2.9%
• Before: 2.8%

Inflation (MoM) May:
• Actual: 0.5%
• Expected: 0.5%
• Before: 0.6%

Core In

[Cylie Shaffer @CylieShaffer]

Looks like inflation is about to hit 4%, according to MW 📈
Makes me wonder how much more things will cost soon…

[Cylie Shaffer @CylieShaffer]

The US Embassy in Jerusalem just told all government staff and their families to shelter in place. Stay safe, everyone.

[Cylie Shaffer @CylieShaffer]

So back in early 2025, Apple had a secret emergency meeting about AI. Turns out Apple Intelligence wasn't working out, Siri was gonna be late, and competitors like OpenAI, Google, and Meta were way ahead.

Here's what happened: AI chief John Giannandrea got pushed out. Mike Ro

[Cylie Shaffer @CylieShaffer]

@TicTocTick Had no idea the gum test was that fast. Definitely gonna remember this for summer hikes with my pup.

[tic toc tic @TicTocTick]

A heat stroke can kill young healthy dog in 30 minutes.

If you push into gums of your dog & color doesn’t return to pink within 2 seconds, he’s got heat stroke.

Immediately move it to shade and turn on cold air in its face.

Run cold water down its chest.

Every minute counts.

[Cylie Shaffer @CylieShaffer]

@TicTocTick Interesting take. But government buying bitcoin directly would be a whole different ballgame than just a stake in a company. Not sure the taxpayers would love that.

[tic toc tic @TicTocTick]

I would not be surprised if the US government soon announces a stake in Micro Strategy.

This will nail the Bitcoin bears a new one.

As elections approach, Trump is obliged to do something big for the crypto bros.

For 40 billion dollars you get 5% bitcoin ownership!

[Cylie Shaffer @CylieShaffer]

Tom Lee says yesterday's drop isn't the start of the big correction he's been expecting.

But he still thinks one's coming.

His reasoning:

• Markets shot up like crazy last month, so now everyone's expecting too much.

• SpaceX raising $75B in its IPO plus Google add

[Cylie Shaffer @CylieShaffer]

The 10-year yield just shot up hard, and everyone ran for cover. The AI trade got hammered, and the Nasdaq-100 dropped over 3% in one day. Wild.
🧠

[Cylie Shaffer @CylieShaffer]

Big news 🚨: The U.S. Dollar Index $DXY just hit above 100 for the first time in two months 📈💵🇺🇸

[Cylie Shaffer @CylieShaffer]

@garyblack00 The CEO carousel has been a red flag for a while. Hard to build long-term strategy when leadership keeps changing.

[Gary Black @garyblack00]

$LULU -11% AH after cutting its net revenue and earnings guidance for the full year, which missed consensus ests. I have been critical of LULU in the past given the revolving door of CEOs over the past five years, the strained relationship between founder Chip Wilson and the Board, and intense competition from Vuori, Alo, and Skims (Kardashian) with little or no product differentiation.

FY’2027 Forecast
- Net revs $11B to $11.15B, saw $11.35B to $11.5B vs 11.49B est.
- EPS $10.95 to $11.15, saw $12.10 to $12.30, vs $12.38 est

2Q Forecast
- Net revs $2.45B to $2.48B vs $2.6B est
- EPS $1.76 to $1.81, vs $2.69 est

1Q Results
- EPS $1.69 vs. $1.69 est
- Net revenue $2.47 vs $2.44B est
- Total SSS comps -2% vs -0.23% est
- Americas SSS comps -6% vs -7.1% est
- Internat’l SSS comps +8% vs +13.2% est
- Gross margin 54.2% vs 54.6% est

Commentary
- This is last quarter before incoming CEO Heidi O’Neill joins the company from Nike, where she put up mixed results as President of Consumer and Matketing
- CFO Meghan Frank: “We have been navigating headwinds that have led us to adjust our outlook for the full year. We have assessed the business and are taking additional actions to reposition where needed and further strengthen our product engine.”

[Cylie Shaffer @CylieShaffer]

EU might lose 1.3 million jobs if energy prices spike due to a war with Iran. That’s a huge hit. 😟 https://t.co/2qWlnt9SlU

[Cylie Shaffer @CylieShaffer]

Some love is felt, not spoken.

[Cylie Shaffer @CylieShaffer]

Thankful for a love that remains constant, regardless of circumstances.

[Cylie Shaffer @CylieShaffer]

Encountering an old acquaintance, our dialogue unfolded spontaneously, as though we had never been apart.