Nkozi Knight

Wealth Advisor | Commercial Real Estate Investor | NEST Healthworks Founder | Focused on investment opportunities, economics, ownership & legacy.

[Nkozi Knight @NkoziKnight]

Michael Burry, the investor behind The Big Short, is warning AI and semiconductor stocks could fall 30%. He says the chip rally looks like the 2000 dot-com bubble, with the semiconductor index stretched above its 200-day average at levels not seen since 2000.

[Nkozi Knight @NkoziKnight]

President Trump’s 2025 financial disclosure reveals more than 21K stock trades across 8 investment accounts, averaging roughly 83 trades per trading day. The filing reports more than $2.2 billion in 2025 income, most he has ever made in a calendar year.

[Nkozi Knight @NkoziKnight]

Great investment opportunity in Downtown Milwaukee. Exclusive luxury boutique hotel project is built for executives, athletes, entertainers, business travelers, and investors who understand timing and getting positioned before the market catches up. Contact me for information.

[Power of Positivity @LIVEpositivity]

Let this be your reminder for the month ahead: be kind to yourself, be patient with yourself, and never stop believing in yourself. Happy July.

[Nkozi Knight @NkoziKnight]

@DiligentDenizen A coordinated internal effort.

[Nkozi Knight @NkoziKnight]

@IGraceAshford You know when that happens? When you are rigged with a small explosive device that is detonated nearby with a countdown *allegedly*.

[Nkozi Knight @NkoziKnight]

@BasedSamParker The person who wired the mic on him.

[Nkozi Knight @NkoziKnight]

@5149jamesli It’s still an Israeli front company.

[Nkozi Knight @NkoziKnight]

@LIVEpositivity Agree to disagree

[Nkozi Knight @NkoziKnight]

@Sunny61120 @ProjectConstitu The guy with the hat on placed the mic on him. @RealCandaceO What can you tell us about these two?

[Nkozi Knight @NkoziKnight]

@Write4Republic The problem with saying “people who live off the government should not vote” is that it would also apply to judges, politicians, police officers, firefighters, teachers, postal workers, active-duty military, veterans, and government contractors.

[Nkozi Knight @NkoziKnight]

@katlu3 @KaySu00 @AngelFallen7 It’s real but it says 2:30pm

[Nkozi Knight @NkoziKnight]

@RealCandaceO You said August 13 on the show but I believe you meant off until July 13. Please confirm.

[Hedgeye @Hedgeye]

Investors are running record low allocations to treasuries

[Power of Positivity @LIVEpositivity]

The older we get, the more we realize how much our fathers gave without asking for anything in return. Happy Father's Day. ❤️

[DANNY @Danny_Crypton]

The most overvalued market in 100 years.

Retail is still buying like nothing is wrong.

100 YEARS.

Samuel Benner predicted this in 1875.

But this pattern has NEVER failed.

100 out of 100 years showed the same thing:

The S&P 500 is already following it.

→ Dot-com bubble
→ Housing bubble
→ AI bubble

And SpaceX is the final liquidity event before it all breaks.

Keep in mind: I’ve called every major market top and bottom for over 10 YEARS.

I was one of the only people who called the top in October, and I’ll do it again.

That’s literally my job.

If you still haven’t followed me, you’ll regret it.

[Global Markets Investor @GlobalMktObserv]

⚠️The US stock market has NEVER been this expensive:

The US equity market valuation has now reached the highest level on record.

This includes P/E, forward P/E, Shiller P/E, Price-to-Book, Price-to-Sales, EV/EBITDA, Q ratio, Warren Buffett indicator, and Return on Equity (RoE).

This combined metric is now higher than previous peaks seen before the Great Depression in 1929, or at the 2000 Dot-Com Bubble peak.

Historically, such periods have followed years of US stock market underperformance.

Is history set to repeat, or will the US equity market continue to thrive?

[The Kobeissi Letter @KobeissiLetter]

Unprofitable companies are outperforming the market:

Russell 2000 companies with negative earnings per share (EPS) have returned +60% since April 2025.

At the same time, firms with positive EPS have gained +38%.

As a result, the Russell 2000 has rallied +48%, ranking among the best-performing major equity indices.

By comparison, the S&P 500 has risen +38% while the Nasdaq 100 has surged +58%.

The outperformance accelerated in April, as investors rushed into small-cap tech stocks following the Iran-US ceasefire announced on April 7th.

Investors are rewarding AI exposure over profitability.

[Bull Theory @BullTheoryio]

Warren Buffett passed on Amazon’s IPO in 1997.

A $1 MILLION investment back then would be worth roughly $3.28 BILLION today.

Buffett later called it one of the biggest mistakes of his career.