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| Relentless 💯 | tinkerer 🔨 | Data Science |

[NodeLookup @nodelookup]

While capital chases AI, Netflix keeps compounding. Revenue up 6.6x in ten years, operating income up about 43x. The market may be underrating it. https://t.co/uTsFxaOc1M

[NodeLookup @nodelookup]

The Clarity Act vote is happening AGAIN today. If it passes, these companies will gain the most.

Notice that all of them except for Block($XYZ) is up this year. They are all down bad 😅,

I also attached a fundamental infographics for the data nerds.

⚖️ $SPY: +16.2% 👈 benchmark
🟢 $XYZ: +6.6%
🔴 $HOOD: -4.5%
🔴 $GLXY: -25.2%
🔴 $CRCL: -33.6%
🔴 $COIN: -45.1%
🔴 $BMNR: -54.4%
🔴 $GEMI: -86.0%

[NodeLookup @nodelookup]

Happy Labor Day y'all 🇺🇸🍻

ZIRP ended in March 2022. I pulled Zillow's county-level data to see which US housing markets gained the most since the Fed started hiking.

The typical county is up 12%. These 50 are up 35% or more.

Did you county made the list?

Here are the results 👇

#housingmarket #realestate #interestrates $OPEN

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$NKE will be removed from the S&P 100 after 18yrs. The stock has been underperforming since 2022 when ZIRP ended.

[NodeLookup @nodelookup]

ZIRP ended in March 2022. By January 2023 the fed funds target was already 4.25% to 4.50%.

Home prices since then:
Connecticut +29.9%
New Jersey +29.8%
Rhode Island +27.3%
New York +27.1% 💎

Colorado +6.0%
Texas +7.3%
Florida +8.7%
California +10.3% 🤔

These markets survived despite higher interest rates. I have been telling my friends who are still waiting for rates to come down. Buy a house now, prices will keep increasing. If rates come down, it will trigger another ridiculous price increase like 2020.

#HousingMarket #RealEstate #HomePrices

[Light Mode ☀️ @is1andPanda]

@matinintoronto Rome vibes

[NodeLookup @nodelookup]

Every time the 30 Year Yield blew through 5%, the S&P printed a new high in the days/weeks after.

2023 was the exception that cross happened in a selloff, and the record took until Jan 2024. Models were not equipped to anticipate the effects of ZIRP ending.

Since then the pattern has held, May ���25, Jul ’25, May ’26, Jul ’26.5% is the line. My proof 👇

[Light Mode ☀️ @is1andPanda]

@dieworkwear You would've made a scary political operative. Glad you just care about fashion and walkable neighborhoods.

[NodeLookup @nodelookup]

I guess diamonds aren’t forever. Their entire market is crashing with ongoing pressure and soft demand.

$100 in 2016:

🏅 Gold → $371
💎 Natural diamond → $72
🧪 Lab-grown → $8

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Every major US trading partner is accumulating.

[NodeLookup @nodelookup]

As confidence in fiat currencies begins to unravel, sovereign reserves become more important than ever.

Gold gives nations a neutral store of value an asset no foreign government can print, devalue, or create offering protection in an increasingly uncertain monetary and geopolitical world.

Here are the countries with the largest gold reserves, according to the World Gold Council.

$GC.F

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@crazyclips_ Who is better ?

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@jeffye888 They are killing it in the worst housing macro environment. Big things ahead 🚀

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@shortsqueeznews $COST Kirkland has launched a killer product. Cheaper and tastier.

[NodeLookup @nodelookup]

Mag 7 on the incline after whispers of pausing the Iran conflict since the 30yr yield about to hit a new all time high 😆

$META and $TSLA are lagging and are still in the red

Mag 7 YTD
🟢 $AMZN +25.4% | $3.06T
🟢 $GOOGL +18.7% | $4.57T
🟢 $AAPL +12.2% | $4.46T
🟢 $NVDA +9.6% | $5.01T
🟢 $MSFT +3.6% | $3.62T
🔴 $META -9.1% | $1.50T
🔴 $TSLA -26.5% | $1.27T

[NodeLookup @nodelookup]

@Kalshi Revenues don't lie. $AMZN generates more revenue than most top Countries in the World.

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$AAPL is an S Tier stock. Its similar with holding SPY ETFs. Volatility is low, stock price appreciates yearly, and they also pay a dividend.

Their annual returns since 1980 proves this. A 19% CAGR is insane.

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@TH3B1GT33 🤣 they really do. They keep tagging Kaz like toddlers asking "are we there yet?"

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If you can't stomach the volatility then sell. Bitching everyday about the price is exhausting. Companies don't make turnarounds overnight. It requires patience and time.

Kaz has been executing from day 1 with amazing results.

$OPEN 🚀

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Margin with options is more dangerous than cocaine.

[NodeLookup @nodelookup]

💔Leopold Aschenbrenner's SA fund SOLD to Citadel after heavy losses.

1 month can change everything. A Look side by side of how things changed in a month.

⚠️If you must use leverage with option, know the risk. it does not stop at $0.00, the losses can decrease so much that you end up owing.

🗓️ Jun 30, 2026 → Jul 30, 2026
🏆 $AVGO: +2.1%
🔴 $CLSK: -0.6%
🔴 $SPY: -0.9% 👈 benchmark
🔴 $NVDA: -3.4%
🔴 $ORCL: -13.5%
🔴 $CORZ: -14.4%
🔴 $TSM: -15.6%
🔴 $AMD: -16.1%
🔴 $ASML: -17.3%
🔴 $HIVE: -17.7%
🔴 $RIOT: -18.5%
🔴 $IREN: -19.4%
🔴 $MU: -24.9%
🔴 $APLD: -25.4%
🔴 $CRWV: -26.1%
🔴 $PSIX: -28.4%
🔴 $BTDR: -29.3%
🔴 $BW: -31.9%
🔴 $BE: -32.1%
🔴 $NBIS: -32.4%
🔴 $WYFI: -34.4%
🔴 $INTC: -34.5%
🔴 $SEI: -35.7%
🔴 $SHAZ: -41.9%
🔴 $SNDK: -45.0%
🔴 $GLW: -47.5%
🔴 $TE: -55.4%

[Light Mode ☀️ @is1andPanda]

@nodelookup $SNDK is such a beast