Elephant Trunk

I know all about the top

[Elephant Trunk @elephant_trunk]

Everyone has very low price targets for $oscr- My lower end target is $60 by EOY but more likely $80. I’m basing this on an obvious earnings beat possibly $600M for the year at 30 PE but i think that’s conservative.

[Elephant Trunk @elephant_trunk]

All the tech IPOs this year will stretch liquidity just like they did in the dot com bubble. With Spacex, OpenAI, Anthropic, Databrinks, etc we are likely going to hit a very painful bear market beginning this year.

[Elephant Trunk @elephant_trunk]

The constant manipulation in the market just isn’t sustainable. White House insiders are blowing up retail accounts. I think we get a bear market.

[Elephant Trunk @elephant_trunk]

$BTC looks like it will bottom late summer. When we see OI tap 20 I would buy. We’ve seen MACD and RSI bottom on the weekly already just need everyone to forget about it. I don’t think it will be the next $GLD though. Saylor is like the only buyer.

[Elephant Trunk @elephant_trunk]

The nonstop giga dump on $oscr is truly impressive

[Elephant Trunk @elephant_trunk]

$oscr membership is surging and guidance actually seems conservative. Buying a ton more here.

[Elephant Trunk @elephant_trunk]

I for one am shocked

[*Walter Bloomberg @DeItaone]

TARIFFS HIT AMERICANS, NOT FOREIGNERS

New research shows U.S. consumers and businesses—not foreign exporters—are paying almost the entire cost of tariffs. A study of $4 trillion in trade found that foreigners absorbed just 4% of the burden, while Americans paid 96% through higher prices and costs.
The findings contradict President Trump’s claim that tariffs are paid by other countries. Instead, tariffs act like a tax on U.S. consumption and are likely to push inflation higher over time.
While European exporters have been hurt by reduced trade volumes, the economic cost inside the U.S. has been far larger. Economists warn that if tariffs rise further, the financial burden on American households will grow.

[:) @smileycapital]

in hindsight the attention seeking egirls starting their 'trader'/'influencer' arc in 2025 was the most obvious top signal in the history of financial markets

[Elephant Trunk @elephant_trunk]

We didn’t get 4.3% gdp with farmers going bankrupt, tourism dead, recession in 18 states, etc. Lutnick is head of Commerce and clearly fudged the numbers. Might be a while before people figure it out but it’s obvious to anyone with a brain.

[Elephant Trunk @elephant_trunk]

If you’re in tech pivot to healthcare

[Elephant Trunk @elephant_trunk]

Th easiest money this year was actually shorting meme coins when $TRUMP coin launched. @MartinShkreli was the only one I know who saw that opp. He also called $BTC overvalued at $100k basically all year.

[Elephant Trunk @elephant_trunk]

Sell everything (again).

[Elephant Trunk @elephant_trunk]

Markets will hate this

[Thomas Kennedy @tomaskenn]

Cancelled jobs report, inflation report, and now GDP report. I’m sure all a coincidence and everything is fine 👍

[Elephant Trunk @elephant_trunk]

I’m so glad I bought safe health insurance stock instead of risky bitcoin

[Elephant Trunk @elephant_trunk]

This Epstein thing might get him impeached and removed from office. One thing I don’t think he would survive is Americans losing money- and we’re hurting so bad his approval numbers are plummeting.

[Elephant Trunk @elephant_trunk]

Quite simply, last cycle we had multiple VCs and ponzis buying up and pumping projects to the moon. This cycle we didn’t have that. Also AI stocks hype overshadowed crypto hype.

[Elephant Trunk @elephant_trunk]

$BRK Berkshire likely the only safe stock for the foreseeable future. Maybe $DG.

[*Walter Bloomberg @DeItaone]

WHITE HOUSE: FEDERAL STATISTICAL SYSTEM MAY HAVE PERMANENTLY BEEN DAMAGED

WHITE HOUSE: OCTOBER JOBS REPORTS LIKELY NEVER RELEASED

[Elephant Trunk @elephant_trunk]

Developing: Republicans are going to cave on ACA subsidies and $OSCR will blast to $30 and beyond.

[Elephant Trunk @elephant_trunk]

Get your coins off the exchanges

[Elephant Trunk @elephant_trunk]

Buying $DG Dollar General- it’s the only other stock Im confident will do multiples in the coming years.