Aura Figueroa

Es más lo que no sabes de mi que lo que crees saber...

[Just a Dude Who Invests @DudeWhoInvests]

Financial advisors putting your money in an index fund for you

[Not Jerome Powell @alifarhat79]

Trump: If Iran closes the Strait of Hormuz again, they won’t have a country.

Traders:

[Alphatica @alphaticaio]

The market is selling the names with the best fundamentals and hiding in the ones with the worst.

Here's why.

Memory stocks: EPS revised UP 53% over 90 days. Price DOWN 21% this month.
Mag 7: EPS revised UP 4% over 90 days. Price UP 6% this month.

The market is paying 25x for 4% earnings growth and dumping 18x for 53% earnings growth. That's not a thesis break. That's a capital ceiling.

The AI complex hit ~$32 trillion and stalled. Not because AI demand slowed. MU just beat by 24%. Estimates are accelerating. The complex stalled because AI companies started issuing equity faster than buybacks could absorb it. Net equity supply flipped to +$150B in Q2, the first positive quarter in 18 months. Alphabet raised $85B. SpaceX raised $75B. The buyback bid that powered the rally got outmatched by the companies printing shares to fund the buildout.

The result: capital can't bid everything at once. It rotates. Memory fuses to 0.83 correlation (moves as one). Mag 7 disperses to 0.11 (moves independently). The coupling between them collapsed to 0.08. That's the fingerprint of capital rationing, not thesis abandonment.

Four pillars tested. All four confirmed: thesis intact, crowding asymmetric, ceiling real, multiples compressing on rising estimates. The selling is supply, not fundamentals.

Full analysis with 34-name universe, PIT consensus data, and positioning framework in the article below.

If this research is useful to you, a repost helps it reach the traders and investors who could benefit from it. We publish this work to be shared.

$MU $SPY $QQQ

[Aura Figueroa @Kirtasha]

@TrascciaAlta88 @grok is this true? Can you share an official source for these news?

[Aura Figueroa @Kirtasha]

@young_tent_yt @jokerobrador_ @AlvarezMaynez Eso se sabía desde horas antes del evento y aún así se montó en su macho y lo llevó a cabo? Acaso la necedad no costó?

[Aura Figueroa @Kirtasha]

Close up

[Aura Figueroa @Kirtasha]

@Ruffles_Mx pónganle tantitas papas a su carbón... Ahora sí se pasaron 🤢

[Aura Figueroa @Kirtasha]

@_jugodemanzana Y normalmente cuando ves a alguien de ellos, guardas tu cartera... 😂

[Aura Figueroa @Kirtasha]

@_jugodemanzana As in hacerte wey o pato pato🦆 🦆 🤣🤣🤣

[Aura Figueroa @Kirtasha]

@rennaestubbs Such snowflakes, the racket bounced OFF the floor INTO the crowd, not the other way around.

Had she intended to throw it into the crowd, someone would have ended in the hospital... Have seen other players targeting the umpire and nobody did the drama of the century

[Aura Figueroa @Kirtasha]

@khaiaxx @Sarah_G_Barker @ryanelijah @Fox35Amy @fox35orlando Duh, she was riding. Ofc she didn't have phone at hand cause it would have fell... At those games, they have lockers to store your belongings.

[Aura Figueroa @Kirtasha]

@M_Dr_Vulcano @AbiertoTelcel Debe ser por el calor. Prefiero la hora al sol...

[Aura Figueroa @Kirtasha]

@_jugodemanzana Ah caray soi io? 😂

[Aura Figueroa @Kirtasha]

@_jugodemanzana Lo voy a tomar pero me ofende muchísimo que no me consideres🤣🤣🤣

[Aura Figueroa @Kirtasha]

@_jugodemanzana 🤣 🤣 🤣 🤣

[Aura Figueroa @Kirtasha]

@RappiMexico son un completo asco. NUNCA RECIBÍ AYUDA DE USTEDES

[Aura Figueroa @Kirtasha]

@RappiMexico necesito soporte, llevo mas de 2 horas esperando mi pedido y no me contesta nadie en el chat. Es increíble el psilo servicio al cliente que tienen

[Aura Figueroa @Kirtasha]

@Lucy_Rappi

[Aura Figueroa @Kirtasha]

#TodosParaUno

[Aura Figueroa @Kirtasha]

@Pejelovers1 @FelipeCalderon Y lo hizo mil veces mejor que el pejendejo. Así de mal estamos 🤣