Elaine Sullivan

Mostly stocks. Usually early. Occasionally wrong. Looking for businesses I’d be happy to own for the next 10 years.

[Elaine Sullivan @ElaineSullivan_]

$UEC produced 82.7K lbs in Q4, up 157% from Q3. Total cost per pound fell 33% to $36.54.

More production at a lower unit cost is encouraging. But at 229K lbs for the full year, the ramp is still early.

Can they keep costs down as Burke Hollow expands? That’s what matters next.

[Elaine Sullivan @ElaineSullivan_]

@BullTheoryio If everyone tries to keep fuel at home, importers are the ones left scrambling. Curious how much of this move sticks once the actual policy details catch up with the headlines.

[Elaine Sullivan @ElaineSullivan_]

Christian Fromhertz reports +22% YTD through September, without options.

Solid year. What caught my eye was the 81 straight months of posting results.

I’d rather follow that kind of running record than a feed full of winning-trade screenshots.

[Elaine Sullivan @ElaineSullivan_]

@PhilakoneCrypto Exactly. A close back above $80.5K keeps the dip-buy thesis alive. Acceptance below it makes $76K the next magnet.

[Bull Theory @BullTheoryio]

BREAKING: The US Dollar Index just hit its highest level in 17 months.

Back in January, it was sitting at 95.5, a near 4-year low.

It's up about 6.6% since that January low.

Yesterday's PCE data showed inflation cooling. But the dollar is trading like the Fed plans to keep policy tight anyway.

[Elaine Sullivan @ElaineSullivan_]

$ASTS is back around $62, but that rejection near $65 still matters.

Tight bands alone aren’t a buy signal. I’d want a close above $65 with stronger volume before leaning bullish. Until then, the squeeze can break either way.

[Reformed Tr🅰️der @Reformed_Trader]

$ASTS the Bollinger Bands are the tightest they've been since October of 2023 similar to implied volatility lows. This indicator doesn't predict direction but it does a good job predicting that volatility is ready to start expanding

*NFA

[Elaine Sullivan @ElaineSullivan_]

@Reformed_Trader $ASTS getting this quiet is almost suspicious. The first move out of the range should be interesting. Whether it holds through the close is the part that matters to me.

[Elaine Sullivan @ElaineSullivan_]

Cooler PCE, and the 10-year is still above 5%.

Apparently “good inflation news” buys a little breathing room these days.

After this month’s run in yields, I’m going to need more than one friendly report to relax.

[Elaine Sullivan @ElaineSullivan_]

Dan Ives’ new $IVAI fund priced its $200M IPO at $10 a share, with plans to invest in private AI companies.

I get the appeal of buying in before an IPO. Curious to see which companies it actually lands—and what it pays for them.

[Elaine Sullivan @ElaineSullivan_]

@masked_investor Every little bounce gave sellers another shot. $TSLA made “surely that's the bottom” an expensive hobby on this chart.

[Fthegurus @fthegurus]

This graph is brutal.

[Elaine Sullivan @ElaineSullivan_]

@fthegurus Almost three 40-hour workweeks at average pay for one ounce, before taxes or living expenses. “Just buy gold” is a lot easier advice to give when you already own it.

[Elaine Sullivan @ElaineSullivan_]

$AMD around $608 is a tough one.

Q2 revenue grew 50%, and data center revenue more than doubled. Plenty to like about the business.

But how much of the next few years’ growth am I already paying for? That’s what keeps me from getting too excited at this price.

[Elaine Sullivan @ElaineSullivan_]

@PhilakoneCrypto The close matters more than the intraday wick—otherwise $76K is still in play.

[Elaine Sullivan @ElaineSullivan_]

The S&P 500 is up about 12% this year, but fewer than half its stocks are above their 200-day moving average.

Explains why the index can look fine while your watchlist looks awful.

I’d feel better about this rally if more stocks were joining in.

[Elaine Sullivan @ElaineSullivan_]

Over 2.5 million Iranian rials for $1 on Tuesday. Another record low.

Oil exports are getting squeezed, cutting off a key source of dollars. That adds pressure on the rial and makes imports harder to afford.

Hard to see that easing without oil revenues recovering.

[Hanno Lustig @HannoLustig]

2024 may also be remembered as the year U.S. fiscal exuberance died.

post-mortem 🧵 on how we got here.

Right now, with the 10 year US Treasury yield trading well above 4.5% and the federal government spending roughly the equivalent of the defense budget just on interest expenses, a fairly broad-based consensus seems to be developing among economists that the fiscal path we’re on is in fact not a sustainable one, as Jay Powell pointed out 4 weeks ago. r<g logic no longer seems as compelling.

The figure below plots the federal government's interest expense as a fraction of US GDP.

[Frederik Ducrozet @fwred]

🇪🇺 Euro area PMIs defying oil and political gravity, partly driven by rising AI and defence spending. Yes, inflationary pressures are rising again, but PMI gauges look contained and risks of second-round effects remain limited.

[Advait Arora @WealthEnrich]

This was Jan 2025.
I already owned ITD Cementation, NRB Bearings and Yatharth Hospitals and felt all three had 60–100% potential over the next 3 years.
Turns out, the move came much faster & all three are now around 2.5x.

₹3 lakh invested equally then
= ~₹7.5 lakh today & counting !!

[Darshit Patel @darshitpatel84]

🚨 IMPORTANT: FAKE PROFILE WARNING

It has come to my notice that several fake profiles are being created in my name and are DMing people with various offers.

These fake accounts claims:

❌ “We have created a WhatsApp group where we provide free stock calls/advice.”
❌ “We provide crypto calls or manage money in crypto.”
❌ “We run a paid advisory service.”
❌ “Join our Free/VIP/PAID Telegram group.”
❌ “Transfer a small amount of money to my account.”

PLEASE NOTE: NONE OF THESE ARE RUN BY ME.

I want to make this absolutely clear:

➡️I DO NOT run any stock Free/Paid advisory service.
➡️I DO NOT operate any Telegram or WhatsApp groups for stock calls.
➡️I DO NOT provide crypto trading calls or manage money in crypto.
➡️I DO NOT ask anyone to transfer funds to me.
➡️I DO NOT DM anyone for investment opportunities.
➡️I DO NOT reply to investment-related DMs.

If someone approaches you claiming to be me or representing me, please do not send money, share personal/banking details, or follow their investment instructions.

I have attached screenshots and links of some fake profiles for reference.

⚠️ Please verify the account carefully before interacting. Do not get trapped by impersonators.

@bineeshkp1
@AveryRo93678663
@KCramer3041
@MubarikNuredin
@ShrvanK70937519
@AdrienneSw22706
@2UjJN4cmSynPNAF
@GeoChCh
@bineeshkp1
@Renan405
@kameron_mce664
@AveryRo93678663