joe civetz

[tradinglord @tradinglord]

fortunes will be made.. fortunes will be lost.

clocking out for summer, will check-in when alarms hit at key inflection points or if smth really cool happens :)

Have a great summer everyone

[Gus - The Italian Investor @italianinvesto]

33% of world fertilizers has to pass through the strait of Hormuz.
Particularly ammonia, urea and sulfur.
$CF $MOS

[Gus - The Italian Investor @italianinvesto]

Random rules and lessons from 2025:

1⃣ speed of execution is everything.
2⃣ why invest in a value stock without catalysts when you can buy a growth stock with a lot of catalysts? $PYPL
3⃣Value investing can destroy your performance.
4⃣spend more time thinking
5⃣keep some cash

[John Collison @collision]

Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk.

Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session.

00:00:23 Space GPUs
00:35:39 Alignment
00:58:48 xAI
01:15:01 Optimus
01:28:03 China
01:40:46 Management
02:16:38 DOGE
02:34:58 Space GPUs redux

[Puppies & Positivity @Puppieslover]

It’s unhealthy how many times I’ve watched this 😂

[Fun Viral Vids 😊 @Fun_Viral_Vids]

All fails in a clip 😂😂

[Horse @TheFlowHorse]

Lessons here for 2026.

[TrendSpider @TrendSpider]

Happy Sunday ☕️

[Godzilla Trader 🦖 @David_Tracey]

The entire chip industry is dependent on two non US entities. $ASML & $TSM.

[TrendSpider @TrendSpider]

$CRWV starting to look bottomed

+30% upside to the average analyst price target 🔺

[TrendSpider @TrendSpider]

A US Senator reintroduced a bill today to ban lawmakers from trading stocks.

Official name? "Preventing Elected Leaders from Owning Securities and Investments Act."

Also know as The PELOSI Act for short. 😅

[The Kobeissi Letter @KobeissiLetter]

BREAKING: On a point basis, the S&P 500 just posted its largest intraday reversal in history, even larger than 2020, 2008 and 2001.

You have just witnessed history.

[Ito Shimotsuma @ItoShimotsuma]

BTC dominance's short-term uptrend didn't last long.

Q1 is starting within a week, which means alts time will come soon.

For Q1 2025, I'm irresponsibly long on alts in spot.

[End Wokeness @EndWokeness]

Manhattan Project (1942-1945):
$22 billion [adjusted for inflation]

Apollo Space Project (1960-1973):
$257 billion [adjusted for inflation]

Omnibus spending bill (Dec-March):
$400 billion [just to keep gov open]

[Sundar Pichai @sundarpichai]

Introducing Willow, our new state-of-the-art quantum computing chip with a breakthrough that can reduce errors exponentially as we scale up using more qubits, cracking a 30-year challenge in the field. In benchmark tests, Willow solved a standard computation in <5 mins that would take a leading supercomputer over 10^25 years, far beyond the age of the universe(!).

[Gunt A.B @Anarkhuu]

@VertigoWarrior Filming MGM’s iconic intro

[Sergey @SergeyCYW]

@StockMKTNewz CPI and PCE below 3% YoY, we could begin to see increased investment in growth sectors. Bullish for growth stocks $CRWD $SNOW $PLTR $NOW $NET $DDOG $TTD $SHOP
https://t.co/qgcD9gU9gu

[Joaquinkamin @joaquinkamin]

AI second stage: from hardware to soft

software application layer is where the winners will deliver outsized returns by embedding intelligence into every aspect of life. $PATH $SNOW, $CRWD, $NET $GOOG &amp; $MDB will be the biggest winners.

......

$xlk $smh $qqq $spy

[Heisenberg @Mr_Derivatives]

The US government indirectly created Bitcoin if you really really think about it.

Should have taken care of the Dollar when they still had the chance to.

A country is only as strong as their currency. Historically without fail.

Few.

[Fiscal.ai @fiscal_ai]

The world's best investors updated their holdings last week.

Here are 6 of the most interesting buys:

1.) Stan Druckenmiller - Natera $NTRA

Druckenmiller increased his position in DNA-testing company Natera by 80%. This is now his largest position by far.