Travis_T

Your Friendly Neighborhood Trader 🤓
The market's rigged... but it can still be played 🤷🏾‍♂️
3D Strategy: Diversified • Dividend • Directional

[Travis_T @inc_passive]

Noteworthy indeed…

[Andrew Yang🧢⬆️🇺🇸 @AndrewYang]

This seems noteworthy. 👀

[Travis_T @inc_passive]

The world is still swiping. Mastercard just keeps collecting the toll.

$MA doesn’t lend money. It runs one of the world’s biggest payment networks, collecting a small fee every time consumers or businesses use a card. That’s why investors watch spending trends more than interest rates. As long as transactions keep growing across travel, e-commerce and everyday purchases, Mastercard benefits whether you pay today or next month. It’s one of those businesses that quietly wins when the economy keeps moving.

[Travis_T @inc_passive]

24/7 Grift

[Insiderwave @insiderwave_]

🚨BREAKING

President Donald Trump will sell Wall Street faster access to his Truth Social posts

[Travis_T @inc_passive]

$UNH is America’s largest health insurer, covering millions through employer plans, Medicare and Medicaid. After a brutal year of rising medical costs and regulatory pressure, investors are watching one thing: can margins finally stabilize?

A strong report could bring money back into healthcare after months of chasing AI. The tell is, this isn’t just about earnings. It’s about whether confidence in the entire managed-care sector starts coming back.

[Travis_T @inc_passive]

$TSM just reminded everyone that AI demand is still strong.

Profit jumped about 77%.

So why did the stock fall?

Because the market isn’t asking if AI is growing anymore.

It’s asking if expectations have gotten too high.

That’s a very different conversation.

[Mehdi Hasan @mehdirhasan]

“Egregious cases of fraud” you say?

[Melanie D'Arrigo @DarrigoMelanie]

The Pentagon failed its last 8 audits.

Military contractors spent $43M on the last election.

Trump's sons own drone companies getting military contracts.

Members of Congress own and trade military stocks.

In case you were wondering why the military budget always goes up.

[Melanie D'Arrigo @DarrigoMelanie]

Trump imposed tariffs…

So businesses raised prices and passed on the extra costs to consumers…

Then consumers paid more for everything…

And now Trump gave $49.1B in refunds to businesses, many of which donated to his campaigns.

This is what a rigged system looks like.

[Travis_T @inc_passive]

@unusual_whales Comic book villain type shit

[Travis_T @inc_passive]

I know Zuck can be cold, but this is some Mr. Freeze type shit.

[unusual_whales @unusual_whales]

Meta, $META, reportedly used AI to target workers with medical conditions for layoffs, per Reuters

[Stocktwits @Stocktwits]

The only guaranteed way to beat the market

[Ro Khanna @RoKhanna]

Looks like there is body camera video of this unprecedented, illegal detention of Americans by a foreign country. When are the arrests of these violent settlers and 4 IDF officers taking place @netanyahu?

[Travis_T @inc_passive]

For real, for real.

What to do in case of a Manchurian Candidate and an occupied Congress?

Asking for a country.

[Travis_T @inc_passive]

Everybody knows Uber. Fewer people realize Southeast Asia has its own version… and it’s bigger than just rides.

$GRAB lets people book transportation, order food, pay bills, borrow money and shop through one app. Think Uber + DoorDash + PayPal rolled into one ecosystem.

The stock has quietly bounced after months of pressure. The next real catalyst is earnings on August 3, where investors want proof that profits and cash flow are catching up with growth. The long-term story is ecosystem expansion. The near-term story is execution.

[Travis_T @inc_passive]

$PAVE may be the quieter winner hiding behind the oil headlines.

The fund owns U.S. companies tied to construction, engineering, machinery and infrastructure. Saudi Arabia’s proposed pipeline expansion shows countries are spending to redesign vulnerable supply routes, not merely waiting for peace.

That connects energy security to industrial spending. Crude is the headline. Infrastructure may collect the longer paycheck.

[Travis_T @inc_passive]

$META jumped because Wall Street is starting to see AI as more than a giant expense bill.

Meta owns Facebook and Instagram, but its next advantage may come from custom chips and cheaper computing. The company gained about 6% Friday as money rotated back toward large AI platforms.

This looks more durable than a one-day headline. The question is whether lower infrastructure costs eventually show up in margins. 🤔

[unusual_whales @unusual_whales]

US fossil fuel power investments are outpacing China's for the first time in decades, per FT:

[unusual_whales @unusual_whales]

The US entry-level job market is at its weakest in 37 years, with the share of unemployed new entrants hitting 13.3%, per YF

[Kegham Balian @kbalian90]

BREAKING: U.S Democratic Representative Ro Khanna has become the first American congressman in history to be detained by Israeli settlers while on a visit to the West Bank.

[unusual_whales @unusual_whales]

Lockheed Martin, $LMT, which donated $1 million to Trump's inauguration and over $10 million to his ballroom project, is reportedly donating $5 million to build the White House helipad, per CitzensForEthics.

So far, the company has received over $40 billion in in new and expanded government contracts.