Corporate Mundo 📈

Mundo is back from the dead

[Corporate Mundo 📈 @MundoXBT]

@NautilusCap can you post forward returns for the SPX?

[Bob Loukas 🗽 @BobLoukas]

Gold Cycles are generally the cleanest out there. And I believe Sept will offer up another amazing opportunity to load up again.

[Bob Loukas 🗽 @BobLoukas]

Looks like the Daily cycle low is not in. Very bear market like behavior. #Stocks

And 3 days left on the monthly, clearly showing the 4 yr Cycle top in development.

[Bob Loukas 🗽 @BobLoukas]

Stocks are approaching the 2nd Daily Cycle Low, timing is mid next week.

But the damage is done. The next Daily Cycle (last of the weekly) is where the pain would come from. Weakness into mid may.

[Oguz Erkan @oguzerkan]

$MELI stock has done literally nothing in the last 5 years..

Meanwhile:

- Revenues have grown by 3x
- Net income has grown by 24x
- Net margin expanded from 1% to 7%

It’s currently trading at its lowest valuation ever.

This is the moment you should be aggressive.

[Bob Loukas 🗽 @BobLoukas]

Stocks showed us a Failed Daily Cycle this friday on closing basis. In last 4 years, only 2nd such case (March 25 other) of a Failed cycle when it wasn't expected or due.

Doesn't guarantee anything, but does very often signal an intermediate timeframe downturn is underway.

[Oguz Erkan @oguzerkan]

Looks like the sell-off has stopped for now.

If it continues, here are 10 stocks and prices below which I’ll be a buyer:

- $PGY, $16
- $SOFI, $18
- $CHYM, $16
- $AMD, $160
- $NBIS, $70
- $OSCR, $11
- $HOOD, $50
- $META, $600
- $AMZN, $180
- $MELI, $2,000

What else are you watching?

[The Kobeissi Letter @KobeissiLetter]

https://t.co/smgK72PeXk

[Campbell @abcampbell]

https://t.co/rKwF6Gn56n

[JH @CRUDEOIL231]

Goldman's 2026 Commodities Outlook.

#oott #com

[Oguz Erkan @oguzerkan]

Aswath Damodaran: "Market excluding the Mag-7 is pretty expensive."

I agree that Mag-7 valuations are less concerning, as they are justified by consistent growth and margin expansion.

What's concerning is the rest of the market trading at 22x forward earnings.

[Tuvidex @tuvidux]

Metals - Morgan Stanley

Bullish: Uranium, Lithium, Aluminium, Copper

Bearish: Silver, Iron Ore, Palladium and Zinc

[Corporate Mundo 📈 @MundoXBT]

@MuroCrypto it worked pretty well haha

[Corporate Mundo 📈 @MundoXBT]

@MuroCrypto Ill wait for the liquidity grab at recent highs or lows and take that as my stop

[Corporate Mundo 📈 @MundoXBT]

@zachxbt @beeple @LoganPaul They sacrifice morality for clicks. Pretty sure they are aware how scummy he is

[Corporate Mundo 📈 @MundoXBT]

@insiliconot Nah bro we don't work here. I wanted to buy some groceries but then I realized I'll have to eat bread only for today

[Corporate Mundo 📈 @MundoXBT]

@bitcoinpanda69 Appreciate you shouting him out. I feel like many don't like Zach for he is calling out some friends of some people in the space

[Corporate Mundo 📈 @MundoXBT]

@Pentosh1 I like to dump on my friends

[Corporate Mundo 📈 @MundoXBT]

@DegenSpartan Now? Has it ever been different lol