𝕃𝕦𝕩

I'm trader breaking down earnings, valuations & market numbers because apparently i have nothing better to do. food lover 🍜

[𝕃𝕦𝕩 @luxinfinance]

hi, i'm lux 💌 i use this account to make sense of markets. not predict them. make sense of them.

what that looks like:

• market updates and what's actually driving them
• investing takes that go further than "buy the dip"
• fintech worth knowing about
• data over vibes, always

if markets have ever felt like everyone else got a map you didn't, follow along

[𝕃𝕦𝕩 @luxinfinance]

@nickshirleyy if fraud was actually uncovered, recovering the money and assets is exactly what should happen. public funds should be going back into the system, not financing someone’s luxury lifestyle.

[𝕃𝕦𝕩 @luxinfinance]

@_Johnndepp_ 300 days sober is a serious milestone. whatever someone’s financial position or public profile looks like, addiction can cost far more than money. rooting for anyone who’s putting in the work to get their life back. 

[𝕃𝕦𝕩 @luxinfinance]

the market is getting a weird combination right now: earnings expectations are holding up, but the cost of money is moving higher again.

the s&p can keep climbing with rates this high, but the margin for disappointment gets a lot smaller. i’m watching earnings revisions and the 10-year yield more closely than the index level itself.

[𝕃𝕦𝕩 @luxinfinance]

earnings are growing while the multiple investors are paying for those earnings is coming down.

that’s a pretty interesting setup for stocks right now. if earnings keep accelerating, valuations can become more reasonable without prices needing to fall. the question is how long that lasts.

[𝕃𝕦𝕩 @luxinfinance]

@blakecodes_ @joekreiner haha, now that i think about it yeah😂

[𝕃𝕦𝕩 @luxinfinance]

@justSora_x where are all the people who were saying the concern was overreacting? 😭 nobody should be saying “i told you so” about this, but that concern didn’t come from nowhere.

[𝕃𝕦𝕩 @luxinfinance]

@nickshirleyy you know what...if a law makes it harder to investigate potential fraud, that should concern anyone who cares about how public money and private businesses are being run. transparency matters even more when there’s money involved.

[𝕃𝕦𝕩 @luxinfinance]

@moonveraz uhmm... Im not too sure about this one

[𝕃𝕦𝕩 @luxinfinance]

@spikers_bur a 40% move on a pivot announcement is a lot of optimism getting priced in before the revenue exists. i’d be much more interested in where $GPRO trades once the market has actual numbers to judge the data centre business on.

[𝕃𝕦𝕩 @luxinfinance]

$LULU dropping nearly 18% after cutting its full-year outlook is a good reminder that a strong brand can’t outrun weakening fundamentals forever.

the market will forgive a lot when growth is there. once guidance starts slipping, valuation becomes a much harder sell.

[𝕃𝕦𝕩 @luxinfinance]

@Dexerto i’ve been making a real effort to stay away from fast food but this is testing me 😭 i could eat pckles straight from the jar, so a pickle burger AND frickles might be my downfall fr

[𝕃𝕦𝕩 @luxinfinance]

@MmisterNobody work was an actual nightmare today, so much slower. can this never happen again please

[𝕃𝕦𝕩 @luxinfinance]

@DylanxAI this makes forecasting SaaS spend a lot harder. headcount can stay flat while AI costs keep climbing, so investors and finance teams are going to care a lot more about usage efficiency and whether that spend is actually driving productivity.

[𝕃𝕦𝕩 @luxinfinance]

@summer_food this honestly looks so so good, im also glad that i am able to get these ingriedients from anywhere not just Hungary.

[𝕃𝕦𝕩 @luxinfinance]

the price on the menu is only part of what you’re paying. tax, tip and service fees can push a $20 meal well past $25.

i started looking at the bottom of the receipt instead of the menu price when deciding if a restaurant is actually worth it.

[𝕃𝕦𝕩 @luxinfinance]

@FIREDUpWealth mostly added to positions i already had. trying not to turn very green day nto a reason to chase something ne 😭

[𝕃𝕦𝕩 @luxinfinance]

@Dexerto $22 for five people sounds good until you see the porton 😭

[𝕃𝕦𝕩 @luxinfinance]

$5m i a serious number 😭

for $AAPL shareholders, i’d be more interestedin what kind of performance they’re expecting from ternus to justify a package like that.

[Watcher.Guru @WatcherGuru]

JUST IN: New Apple $AAPL CEO John Ternus to receive $58,000,000 pay package in 2027.

[𝕃𝕦𝕩 @luxinfinance]

@Polymarket $1.2b in debt sounds terrifying until you look at what the debt is secured against.

the number alone doesn’t tell you whether someone is actually in trouble. assets, cash flow, interest costs and liquidity matter way more.

[𝕃𝕦𝕩 @luxinfinance]

$HOOD is one of those stocks i keep watching because robinhood isn’t just a brokerage anymore.

crypto, prediction markets, retirement accounts, gold, ai tools… they keep adding more ways for people to keep their money on the platform.

that expansion is worth paying attention to.