Izumi_

[Ted @TedPillows]

If you’re still here, don’t give up.

The bear market is almost over. I know it hasn’t been easy, and there have been moments when it felt like it would never end. But those who stay strong through the difficult times will appreciate the better times even more.

Better days are coming. Better times are ahead.

Stay strong. Stay patient. Keep believing in yourself and the journey. We’ve made it this far, so let’s keep going.

Thank you to everyone who has supported me along the way. Your support means more than you know.

We’re still here. And that matters.

[Izumi_ @imori1967]

Threw together a Qullamaggie-style screener 📈
45 stocks on the list

$FBRX $CDNA $RNG $MAN $MGNI $LIFE $LIND $PGEN $CRSR $FIVN $NSIT $VAC $URGN $TXG $CORT $ELVN $TPC $BJRI $CBRL $IOVA $BLZE $MBX $RHI $ADPT $TWST $ORKA $PANW $PRCH $QURE $LQDA $CRWD $NTAP $HNGE $BFLY $GH $DNTH

[Izumi_ @imori1967]

@DeFiTracer Funny how the biggest traditional finance guy suddenly loves crypto after years of calling it garbage. Guess the money talks louder than the skepticism.

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

BLACKROCK CEO LARRY FINK RECENTLY SAID ON CNBC:

"BITCOIN’S LEVERAGE HAS WASHED OUT, AND STABILITY HAS IMPROVED."

HE ALSO ADDED THAT HE IS BULLISH ON THE CRYPTO MARKET RIGHT NOW

THIS MAN RUNS THE WORLD’S LARGEST FUND, WITH OVER $15.3 TRILLION IN ASSETS

HE DEFINITELY KNOWS SOMETHING!!

[TrendSpider @TrendSpider]

Back at the line 👀 $TSLA

[Nick Schmidt @NickSchmidt]

Look at this side eye I’m getting

[Izumi_ @imori1967]

$AAOI - Looking at a massive $471M in transceiver revenue every single month. That's the projection.

[Izumi_ @imori1967]

@nanalyzetweets The echo chamber effect is real. I've already caught AI citing its own generated content as fact. It's like watching a snake eat its tail.

[Nanalyze @nanalyzetweets]

AI allows us to do a lot more research but checking sources is an absolute must unless you specify the source.

One problem we will face is that AI will be used to create massive amounts of slop. Said slop will be ingested by AI algorithms and used as "sources" when in fact it's all a big circular slop generation exercise.

Where AI is proving to be particularly useful is in generating charts of data based on data points spread across multiple SEC filings, for example.

When you control what it consumes and nudge it in the right direction, it largely behaves quite well.

[Izumi_ @imori1967]

@CryptoParadyme @panamaXBT Been seeing this cycle for years now. People get loud when it's up and quiet when it's down. Just buy what you can and stop checking the charts every hour.

[Izumi_ @imori1967]

@0xbeehive Honestly the whole narrative around these unlocks feels overhyped every time. People act like insiders are gonna dump everything at once, but most of them are in it for the long haul. The real question is whether the core business numbers hold up.

[bee🐝 @0xbeehive]

MUSK HAS ONE CARD LEFT TO PLAY TODAY

SpaceX already down 50% from ATH

Unlocks (bad for $SPCX) starting August 11

Today's revenue will not meet your expectations

SpaceX's official 2025 revenue was $18.67B

For now analysts expect $6.9B for Q2 2026

For most retail that sounds massive. But most retail isn't looking at the other numbers

SpaceX's current market cap sits at ~$1.57 trillion

That's a 57x price-to-sales ratio on annualized revenue

For comparison - SK Hynix, one of the world's top AI chip companies:

Market cap: ~$150-180B
Quarterly profit: ~$6-7B

A company that actually prints money from the AI revolution is valued at a fraction of SpaceX

Now here's the part I find most interesting

If I were Elon Musk, I'd definitely bring up Tesla on this call

Imagine - two of your most valuable companies bleeding at the same time

And this earnings call would be the perfect chance to give them both a little boost

Just like Tesla x SolarCity back in 2016

But here's what I know for sure - for $SPCX, this bounce won't be the salvation

It's just another trap to shake retail out on the hype

Don't be retail

FOLLOW +NOTIFS ON - I'll make sure you're informed before it matters!

[Izumi_ @imori1967]

$MELI revenues grew 59% YoY in Brazil. ‼️
That's three times as strong as two years ago.
Brazil ranks in the top 5% of GDP globally.
One of the biggest markets out there with 215 million people.
But the wild part is that 37% of people using one app in their ecosystem are n

[Izumi_ @imori1967]

@BenBajarin I've been following the breadcrumbs for months and honestly the only shock is how long it took everyone else to catch on.

[Ben Bajarin @BenBajarin]

No surprise here to anyone who tracks the space.

[Ash Crypto @AshCrypto]

HUGE: 🇺🇸 Senator Kennedy says the Senate needs to vote on the Crypto bill now, after years of work.

PLEASE PASS THE CLARITY ACT!!

[Izumi_ @imori1967]

Fck $UBER... they send these right when the cancelled ride would've shown up (booked days ahead of time)

[Izumi_ @imori1967]

@fammetaX Usually when something drops that hard that fast it's not one bad day—it's dilution or a lockup expiry. Check the news feed, not the charts.

[Izumi_ @imori1967]

$AMD’s numbers look solid, but when capex comes in at almost triple what everyone guessed, a selloff is basically inevitable.