Jackson

happiest as could be #raisehail

[Jackson @danielsforsix]

@TheGhettoGronk Only playcall the bears have:

[Awful Announcing @awfulannouncing]

"Cape Verde. Thank you, on behalf of the world. You made us dream and watch your dreams lived out in real time. We’ll never forget you. What a performance against the world champions."

- Fox analyst Stu Holden ⚽️🇨🇻🎙️

[Jackson @danielsforsix]

SOCCER IS SO PEAK

[k @kurtos]

they used to have so much swag bro the wizards beard making space for the w was such a good touch why did they ever rebrand😭

[sreeky @sreekyshooter]

Ant yelling slurs out the passenger window while Lamelo’s pushing 120mph in his pink cybertruck

[Tae 👑 @Splashh_Gordon]

Adam Silver said AJ’s government name & I almost shit my pants bro

[Washington Wizards @WashWizards]

D.C. is ready 💯

[Jackson @danielsforsix]

@WashWizards @AJ_Dybantsa BANGGGGG

[Washington Wizards @WashWizards]

WELCOME TO THE DYSTRICT🧙‍♂️

#ForTheDistrict | @AJ_Dybantsa

[Jackson @danielsforsix]

@JoeSchoenMVP Same dude

[ً @JoeSchoenMVP]

I can taste it.

[Jackson @danielsforsix]

LETS GO WIZARDS ‼️‼️‼️

[Yahoo Sports @YahooSports]

It’s been 7 YEARS since the Nationals were 3 games over .500 🤯

Washington has won 7 of their last 10 games 🔥

[The Big Brief @TheBigBriefNews]

This is incredible:

The "stock market" stopped being one thing on November 30, 2022. Here's what nobody's chart shows: for all of 2022, mega-cap concentration was UNWINDING. The cap-weighted S&P lost ground to equal-weight for 12 straight months (−7%). The market spent a full year rotating away from the giants as rates rose.

Then ChatGPT launched. The ratio V-bottomed within weeks and has compounded +7.5%/yr for three years since — 4x its pre-2022 pace. The Mag 7 against the average stock: +64%/yr.

The detail that kills the "cheap money" explanation: this ignited during the most hostile rate environment in 20 years. The Fed was still hiking until July 2023 and held 5.5% deep into 2024. You can't blame liquidity. A new earnings engine replaced the old one.

And the old one? Since early 2023:
Mag 7 +158%
S&P 500 +78%
Equal-weight +46%
Real consumer spending +8%

The index no longer prices the consumer. It prices a capex arms race. That's why "bad jobs number, stocks rally" is now normal — payrolls matter through the Fed's reaction, not through demand.

• Nov 30, 2022 — ChatGPT launches: the narrative re-rates
• May 24, 2023 — Nvidia guides ~50% above consensus: the narrative becomes earnings
• 2024–2025 — hyperscaler capex raises: the earnings become a GDP-scale investment cycle underwritten by the rate path, not the household.

Data: S&P 500, RSP, Mag 7 via Yahoo Finance. Real PCE via FRED.

[Nike Basketball @nikebasketball]

Sleep well, NY.

[The Big Brief @TheBigBriefNews]

Here is how the stock market has started today:
Dow Jones: +0.36%
S&P 500: +0.28%
NASDAQ: +0.41%
IWM: +1.06%

[Daily Noud @DailyNoud]

Baby Keem says he needs a golden carrot and a fermented spider eye, reasons unknown.

[THE GARDEN IS ROCKING @MSG_Rocking]

Gonna raw dog the Knicks game tonight.

No food, no drinks, no talking. Gonna stand five feet from the TV with my arms crossed for three hours.

[Pardon My Take @PardonMyTake]

“Your outie loves the Knicks”

[Fluka Magic @FlukaMagic]

8 foot fall demi god recreating Steph Currys greatest career shots in the WCF

[Washington Commanders @Commanders]

Ice @TreyAmos01 🥶