flyiggles

[flyiggles @flyiggles1]

@StockSavvyShay I think he needs to consider modifying his terminal value on these deep value companies

[flyiggles @flyiggles1]

@SteadyCompound I use venmo - “settlement” is .5 seconds

[flyiggles @flyiggles1]

@intelfabs Found it thx- excellent piece

[flyiggles @flyiggles1]

@Philsbirdsthrow I think he’s incredibly valuable as part of the battery and overlooked as part of the success of the pitching staff, which is why he is paid - and not paid to do what trea and bryce and bohm should be doing more of which is hitting the damn ball

[flyiggles @flyiggles1]

Too funny / thats a joke, righr?

[Rittenhouse Research @RHouseResearch]

The cost of capital for CoreWeave $CRWV, and data center developments tied to its creditworthiness, continues to decline.

[Roger @rdd147]

If you listened to Jensen Wrong, congratulations, he lost you 23% in days on $QCOM

[flyiggles @flyiggles1]

WIP is a bunch of fcking morons

[Phil Stiefel @Beardaknowledge]

NO NICK SIRIANNI SHOULD NOT BE AND IS NOT RIGHT NOW ON ANY HOT SEAT WHAT SO EVER

[flyiggles @flyiggles1]

@RealJimChanos And Jane street selling 9.2M shares that they bought @ $109 a month or so ago

[flyiggles @flyiggles1]

@Beardaknowledge Nola- Painter can be sent down, we stuck with Nola contract

[flyiggles @flyiggles1]

I dont think boom is the right reaction

[Shalom Lipner @ShalomLipner]

Boom.

[flyiggles @flyiggles1]

This is why twitter is such crap

[0xNobler @CryptoNobler]

🚨 BREAKING

🇺🇸 FED WILL INJECT $3,288,000,000.00 INTO THE ECONOMY RIGHT BEFORE THE U.S. MARKET OPENS!

NEW FED CHAIR, KEVIN WARSH, HAS URGENTLY ORDERED THE FED TO BEGIN QE (MONEY PRINTING) TO PREVENT A BRUTAL MARKET CRASH ON MONDAY.

SOMETHING VERY BAD IS HAPPENING RIGHT NOW…

[flyiggles @flyiggles1]

This is a big ole nothing burger sorry

[Marc Lehman @markflowchatter]

Being told from multiple desks this is a win win for $CRWV and $NBIS .

Great American Artificial Intelligence Act of 2026 .

Expected to formal by tomorrow

https://t.co/EzU5NdTo6q

[flyiggles @flyiggles1]

@EVLongshots Trump curse

[flyiggles @flyiggles1]

@shahh Take profits while you have them especially for high valuation stocks

[flyiggles @flyiggles1]

@MsVeilMoney Needing the govt as a source of funds is a last resort option that signals no other available investor is willing to provide additional funding - that sends a chilling warning to the markets - but thats just one mans opinion- maybe the markets will see it differently

[flyiggles @flyiggles1]

Crazy how little she understands

[Cathie Wood @CathieDWood]

The jobs report was a barnburner. Nonfarm payrolls increased by 172,000 versus expectations for 88,000, while prior months were revised higher by 93,000. Wage growth came in at roughly 0.3%.

Yet the market sold off.

In our view, the market is misreading the signal. It is assuming that stronger than expected employment and growth will cause a an acceleration in inflation. History would suggest otherwise. 

Productivity growth is running near 3%, while unit labor costs are hovering around 0.5%. Those are not the hallmarks of an inflationary boom. They are the hallmarks of healthy, productivity-driven growth that will lower inflation.

Meanwhile, the yield curve continues to flatten despite a roughly 55% increase in oil prices year-over-year based on a three month moving average. In past cycles, an energy shock of this magnitude steepened the yield curve when the Federal Reserve was accommodating it. Instead, the bond market appears to be discounting something much more powerful: the deflationary impact of technological innovation, particularly artificial intelligence, which is beginning to increase productivity across broad swaths of the economy.

If tensions with Iran ease and oil prices retreat, we believe inflation could move into negative territory before year-end.

In our view, the Fed made a historic policy error when it raised rates aggressively into what was largely a supply-driven inflation shock in 2022. We do not believe the next generation of monetary policymakers will be eager to repeat that mistake.

Notably, gold peaked on the day Kevin Warsh was appointed. The inflation trade may already be behind us.

If our research is correct, the next phase of this cycle could be characterized by accelerating growth, declining inflation, falling interest rates, and a strengthening U.S. dollar. That combination would create a remarkably supportive backdrop for innovation-led equities and the technologies driving the next productivity boom.

I discuss this framework in greater detail in this month’s episode of In The Know.

[flyiggles @flyiggles1]

@NotA_Bull Soxx puts