Gampa

bored
🌚💤

[Jurrien Timmer @TimmerFidelity]

Bitcoin’s power law math continues to suggest that a new cyclical bull market is underway after holding $60k, targeting $300k in 2029.

[Ashton Invests @Ashton_1nvests]

I actually LOVE buying falling knives.

Not broken companies.

Stocks where sentiment is awful, the chart looks disgusting, and almost nobody wants to touch them.

Here are 5 falling knives I’d actually catch:

1/ Nike | $NKE

Nike has plenty to fix, but one of the strongest brands in the world trading with this much pessimism is exactly the kind of turnaround setup that interests me.

[Donald Trump Stock Tracker @DJTRadar]

Donald Trump bought this stock at $17.70 and you can buy it 30% cheaper today. You’re welcome.

We track this stuff daily and it's completely free. Follow along!

[The Kobeissi Letter @KobeissiLetter]

Unbelievable.

3 hours later and the 10Y Note Yield is now above 5.20% for the first time in 19 years.

The 10Y Note Yield is now up +50 basis points in 30 days and +30 basis points in 2 days.

Even more remarkable is that the average American has no idea this is happening. Yet.

The bond market is imploding in front of our eyes.

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

The US 10Y Note Yield is now up +70 basis points this month.

We are now above 5.15% for the first time since June 2007.

The bond market is trading like the Fed is hiking rates by 50 basis points at a time.

Q4 is going to be interesting to say the least.

[Sen. Bernie Sanders @SenSanders]

Instead of spending billions more on horrific weapons of destruction, governments must come together to protect working families and the planet.

We must end Trump’s war in Iran, U.S. military aid to Netanyahu, Putin’s war in Ukraine and the UAE’s support for the RSF in Sudan.

[The Kobeissi Letter @KobeissiLetter]

The US 10Y Note Yield is now moving in a literal straight-line higher, up to 5.13%.

This is no longer an issue that we have months or years to address.

This is unsustainable.

[Barchart @Barchart]

60% of S&P 500 stocks are now trading below their 100-day moving average, the worst market breadth since March 🚨

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Copper futures surge to their highest level on record, now up another +22% this year.

This puts copper prices up over +70% since January 2025.

[Financelot @FinanceLancelot]

Alex Karp is warning the AI bubble might collapse the entire stock market.

"When you have unlimited liability, the only way to deal with it would be go to the government, say 'We'll give you 15% of our business."

"Of-course the value of the business will collapse first... It might even collapse the whole market."

He's stating the obvious here that Sam Altman won't file a S-1 because of how bad OpenAI's financials are.

They're burning cash at an astounding rate, and disclosing that fact would cause private credit to cut off all new funding.

Basically both OpenAI and Anthropic are screwed and they know it.

Hence the sudden coordinated psyop to scare the public into accepting the nationalizing of AI companies and a taxpayer funded bailout of all liabilities.

So far they've been unsuccessful, which makes the conspiracy theory of an AI cyber-attack by an "unknown actor" far more plausible.

[David Harris @Davidaiuwhy]

I'm only going to say this TWICE.

If you're under 49, the incoming market CRASH will be a generational time to BUY insanely undervalued stocks at a discount.

Here are 5 stocks I believe can 10x:

1)
$IBM

[Za @ZaStocks]

$INTC

Intel getting into memory could be the catalyst to take it to the trillion dollar valuation club.

What a chart.

[Oli @OInvests]

5 Stocks about to Break Out of Month Long Consolidation Patterns:

1. $IREN

[Levis💎 @LevisNFT]

if you're having a bad day

Closed my $neiro position only 5 days before it got listed on Binance

Held for 2 months, would have been $2k -> $3m trade if I held it just five more days

[The Kobeissi Letter @KobeissiLetter]

While everyone is watching crude oil futures, the physical crude oil market is out of control.

Shipping costs for crude oil are surging at a near-unprecedented rate.

The cost to ship 2 million barrels of crude oil from West Africa to China is now up to $23.59/barrel.

To put this into perspective, in July, the cost for the same shipment ~$6.50/barrel.

That's a +258% surge in shipping costs in just 2 months.

We are witnessing one of the largest global energy shocks ever recorded.

[🐧 @Pentosh1]

there are some really incredible charts forming out there, one I'd like to add to is near:native but not here. I started a position into the move around $3 but not any meaningful size unfortunately, just a starter bag. When this forms a HL will look to get a proper trade on and some targets up.

[Αηg!ҽ @angipathy]

Los vídeos que me manda mi mamá preguntando si es IA

[Frank @frankdegods]

If I'm understanding this correctly:

A: The existing tokenized stocks on Robinhood aren't the "permissioned" versions that are coming. They likely could be composable though.

B: Every single official tokenized stock will trade via a "permissioned pool" onchain.

C: Uniswap Permissioned Pools is the obvious choice for every tokenized stock that will be traded on Robinhood

Can anyone smart help me understand this better? I might be missing some pieces.

[Triple Net Investor @TripleNetInvest]

JUST IN: Lululemon stock continues to PLUNGE and is now down over 80% from its all time high on Dec 2023

We are seeing is one of the fastest collapses of a beloved apparel brand not named Nike

What on EARTH happened to Lululemon and can they turn it around?

[JaguarAnalytics @JaguarAnalytics]

Every restaurant stock is getting killed with rising gas prices at the pump.