Sol Mate

Grumpy NFT

[Allen Lattimer @allen_lattimer]

🚨 BREAKING: Claude can now map out your retirement better than most people charging $2,000 ever will.

Here are 10 prompts to figure out exactly when and how you can retire.

(Save this before it disappears).

[Value SnapShot @ValueSnapShotio]

$NFLX 5 years ago:
Stock price: $67
FCF: -$132M
Revenue: $29.7B
Subscribers: 222M
Operating income: $6.2B

$NFLX in 2026:
Stock price: $67
FCF: $11.2B (+8,600%)
Revenue: $51B (+72%)
Subscribers: 300M+
Operating income: $16B (+160%)

Stock didn't move, fundamentals compounded.

[Better Men @Better_men]

Married couples don’t need another dinner and Netflix date night.

You need something that makes you feel like people again, not just two tired roommates coordinating snacks, bedtime and the dishwasher.

Here are 40 date ideas for couples who want to actually reconnect:

[Coach Mak | Know Your Money @WealthCoachMak]

My RULE # 2 for SELLING Options:

✅ Delta 0.15 to 0.25

- Selling Delta 0.10 is too conservative

- Selling Delta 0.50 is too at risk of ending in the money

Keep it between 0.15 and 0.25 (most of the times)

Rule No. 1?

Always sell options on Quality stocks you want to own

[Sol Mate @ericle0314]

@benjamincowen I appreciate this post. Good and clear view !

[Coach Mak | Know Your Money @WealthCoachMak]

If I had $75,000 and I wanted to keep my trading strategy really simple with not much time and effort?

I would pick 1 HIGH quality stock

$AMZN

Here would be my system:

[Sol Mate @ericle0314]

@amitisinvesting whats crazy is I yesterday was down and today is up 😂😂😂

[Lorwen Harris Nagle, PhD @LORWEN108]

Look closer.

This is what “change” looks like inside your brain:

1. Stop rehearsing disaster.

[Sol Mate @ericle0314]

@elonmusk @davelee Lee should make more videos again, he is a greatest Tesla investor.

[JADED BULL @jksti]

@TJTheWheelDeal $AFRM

[Sol Mate @ericle0314]

@EchoAnalysis are we wave 3

[Echo Analysis @EchoAnalysis]

$AFRM No changes 👀

This has turned into an expanded correction due to yesterday's bounce.

The downside targets remain the same. Support in the buy zone is where I'll buy.

Wave 3 target: 214% 🚀

[Sol Mate @ericle0314]

$afrm why so long bro , earning when ?

[Priyank Ahuja @ahuja_priyank]

Apple sold you an iPhone with its top camera settings switched off. On purpose.

$1,200 for a camera you've never actually used. Six settings are off by default, and they're the ones that can make your photos look dramatically better.

Fix these 6:

[Jason Luongo @JasonL_Capital]

Peter Lynch averaged 29% a year for 13 straight years. He did it with one favorite metric: the PEG ratio.

PEG = P/E divided by growth. Under 1 means the growth is on sale.

Here are 10 stocks under 1 right now:

1. $SOFI ~0.9x

Record $1.2 billion in quarterly revenue, record member growth, profitable, and guidance just raised. The PEG is under 1 because the market still prices it like a niche lender instead of the bank an entire generation is switching to. That mispricing is the opportunity.

[Kawsar @Kawsar_Ai]

🚨 BREAKING: Google Gemini can now analyze any stock like a Wall Street analyst (for free).

Here are 09 insane Gemini prompts that replace $4,000/month Bloomberg terminals:

[ Save for later 🔖 ]

[Сarm1ne @carm1nee]

Stan Druckenmiller told Scott Bessent exactly what it would take to stop Washington from spending: "the clowns in Washington - unless they get a signal from the bond market, they're just going to keep spending"

this is him explaining the arithmetic nobody runs on corporate America, why he went from 93% invested to flat over a single Trump tweet, and what he says the Fed has actually built over the last ten years

"when the Trump tweet went out I went from 93% invested to net flat. not because I'm trying to make money - I just don't want to play in this environment"

"corporate debt went from $6 trillion to $10 trillion. profits went from $1.7 to $2.2 trillion. and the interest cost on that extra $4 trillion only went up 23%. you'd think profits would explode with that formula. they went up 29% - over eight years"

"we have all these zombies walking around. the most innovative period since the late 1800s, and you're hardly seeing bankruptcies - because there have been no market signals from the Fed"

"if I were trying to create a deflationary bust, I would do exactly what the world central banks have been doing"

bookmark & watch the full conversation - then read the article below ↓

[MindArch @mindarchx]

Booking Tony Robbins today costs $1 million for a single day. this is a 21-minute tape from inside his own house, filmed over 30 years ago, where he breaks down exactly how to get anyone to say yes. same $1 million material. completely free.

this is a rare, unfiltered tape from decades before this man started charging billionaires just to be in the room with him.

people give you two excuses when they say no, he says. not enough time. not enough money. neither is true. the real reason is they don't believe it's worth it yet, and that's not a money problem, that's a state problem.

so he teaches something he calls attack and confess. instead of arguing with the objection, you confess your own. "I had a chance to go to this thing six months ago and I didn't go until two months ago," he tells the room. "I can't even imagine the time I lost." the room goes quiet. nobody argues back.

he calls it getting someone on the yes train. every small yes you get compounds into the next one, until saying no to the final ask feels harder than saying yes. by the time he asks someone to sign, he says, they've already agreed to it five times over without realizing it.

21 minutes. that's all it takes to walk away knowing the exact two moves people pay $1 million a day to learn: how to read anyone's state, and how to move it. most people spend years in sales guessing at this. he wrote it down on a flip chart in his living room in under half an hour.

a seat in that room cost $125 back then. today it's a $1 million-a-day to sit in front of him.

The tape is free right now, and the answer is in this video.

[amit @amitisinvesting]

Some thoughts on 13F season disclosures that we got…

First, the top 10 names that were bought in Q2 across the largest funds:

$MSFT, $META, $V, $AMZN, $BRK.B, $SPGI, $GOOG, $DIS, $COF, $TMO

It is obvious that the blue chip companies and Mag 7 names continue to be preferred by larger investors over the semiconductor names. Four of the top 10 stocks bought were Mag 7s. While the semiconductor names are getting a bid, they are getting it from the David Teppers, Brad Gerstners, and Chase Colemans of the world. The larger funds that aren’t as aggressive are just buying discounts on some of the highest quality businesses like Visa, Amazon, Meta, and Microsoft.

$UBER got some big buys. Ackman added to his position by 14%, Tepper added to his by 21%, and Terry Smith bought 8M shares.

$GOOGL was the most heavily sold Mag 7. While it was in the top 10 most bought stocks, that was because of concentration vs number of funds. 26 larger funds reduced their position while only 4 added to it, but the ones who added did so heavily. Berkshire increased their stake by 45%.

$SPCX had some heavy buyers but it seems like many of these funds had existing xAI positions, like Nvidia and AMD, and they didn’t sell in Q2 but they didn’t freshly buy on the open market.

$MU and $SNDK were not super present across disclosures. Tepper sold 40% of his position. Brad Gerstner added 209K shares.

$TSM, $AMZN, and $NVDA continued to be very strong large caps that either got a decent amount of buying or holds across portfolios with few sells.

Peter Thiel disclosed a $418M portfolio with 72% of the names allocated to energy which might end up being the next bottleneck that gets significant buyers. His positions: $AMZN, $VIST, $VST, $AEP, $DTE, $FE, $CMS, and $XE.

Overall, it seems like the bias has been around buying large caps with sustainable earnings growth over smaller growth stocks. Financials are not really showing up either, neither is healthcare, but the market is broadening to them. Tech continues to dominate. The S&P is at all time highs so obviously there is significant buying over selling but the question now is, at what point do many of these funds allocate outside of tech or do they continue to double down on the discount that blue chips and Mag 7s are seeing vs the semi names that had a hard July but still trade at much higher multiples vs the rest of the market.

To be honest, $UBER is the most compelling to me from these disclosures. It has been stuck for literally 2 years, the FCF is growing massively, and the big guys are buying in heavily.

Are there any names disclosed that you are starting to get interested in?

[Evan @StockMKTNewz]

Gavin Baker vs Brad Gersnter