marginal view

Climbing the wall of worry

[marginal view @marginalview]

@RampCapitalLLC @WarGasum92 😫

[marginal view @marginalview]

$SPX 6000

[marginal view @marginalview]

$SPX 5000

[TheLAPurchaser @TheLAPurchaser]

$META entering an AI CAPEX cycle in 2024+....where were the signs??

[marginal view @marginalview]

Peaple luv to hait $Abnb

try to understand the way Brad understands

↘️

[Stock Market Nerd @StockMarketNerd]

$ABNB at $85:

"Regulation will kill it & landlords will replace it."

$ABNB nearing $150:

"Its complex 🌎 regulatory compliance is a mini moat & landlords desperately need its network effect."

Sentiment. Follows. Price.

[marginal view @marginalview]

$SPX 5000

[marginal view @marginalview]

@stocktalkweekly @Stocktwits

[marginal view @marginalview]

@zerohedge If ever there was a time

[Jake @EconomPic]

Threads has frequently been unusable these days.

Not sure if it’s a lack of posting or the algorithm.

Getting a sense that “we’re” (timeline FinTwit) not what they want over there.

[marginal view @marginalview]

@StockMKTNewz I think the short term top is in.

Time for a pull back and consolidation

[marginal view @marginalview]

@Kj64Man @LuoshengPeng COGS going higher for $NFLX ?

[marginal view @marginalview]

@Kj64Man @LuoshengPeng FWIW

[TheWrap @TheWrap]

#UmbrellaAcademy writer Molly Nussbaum says that even after executive producing a streaming series, she was forced back into driving for Lyft: "[It] doesn't make any sense." https://t.co/jfaV8kJNVf

[marginal view @marginalview]

@zerohedge Strikes hit different

[marginal view @marginalview]

@NPH521 How were they so confident with major strikes happening?

[marginal view @marginalview]

@LuoshengPeng True they have mortgages too.

[Luosheng Peng @LuoshengPeng]

$NFLX $TSLA were down AH. Both ERs were not perfect, but honestly, $NFLX looked better to me. The subs add & FCF beat was very impressive & most important. Q3 est. also calls for another 6M subs add.

[Stocktwits @Stocktwits]

Nothing changes sentiment like price.

[Ryan Detrick, CMT @RyanDetrick]

As we've noted multiple times, it is the first half or so of July that stocks tend to do well. ✅

In fact, they peak on July 17 before some end of month consolidation. ❓

[marginal view @marginalview]

Bingo

[Dividend Growth Investor @DividendGrowth]

@RampCapitalLLC The markets are climbing a wall of worry..

[marginal view @marginalview]

@RampCapitalLLC @WarGasum92 😫

[marginal view @marginalview]

@AoDespair @om ⬇️