Heiesnebreng

[Heiesnebreng @rrxom22]

Iran is pushing back on reports of Trump reaching out, while the U.S. insists no warships were hit near Hormuz. https://t.co/r98hXndmry

[Heiesnebreng @rrxom22]

Oracle just reported $638B in RPO at quarter end — that's up 363% year over year and $85B more than last quarter. The huge jumps in their backlog and revenue are fueled by all the demand for cloud infrastructure to handle AI training and inferencing 💻⚡

[Heiesnebreng @rrxom22]

Trump says he's almost ready to order strikes on Iran's power plants and bridges, because they're „tapping the US along“ in peace talks to end the war. https://t.co/8wnkuZUECw

[Heiesnebreng @rrxom22]

Why is no one talking about this?

The S&P 500 is repeating the dot-com pattern from 2000.

[Heiesnebreng @rrxom22]

@FinanceLancelot That's a rough day for Masayoshi Son. Betting big on AI is one thing, but when the financing hits a snag, the market doesn't wait around. Wonder how this shakes up their next move.

[Financelot @FinanceLancelot]

BREAKING: SoftBank shares fall 9% after its attempt secure a $6 billion margin loan backed by its stake in OpenAI fails.

[Heiesnebreng @rrxom22]

GameStop ($GME) reports earnings Wednesday 🚀

The OG meme stock quietly turned into something unexpected — a video game retailer with billions in cash and a growing bitcoin stash, while collectibles now bring in the most revenue.

What analysts are watching:
• EPS: $0.16

[Heiesnebreng @rrxom22]

$IREN is cooling off and heading back toward the bottom of its rising channel after a solid run up.

As long as that support level holds, the overall uptrend is still good.

If it bounces from here, we could see it push up toward channel resistance again.

[Heiesnebreng @rrxom22]

Someone just bought a $151K put on $RCAT 👀
Big bearish bet rolling in.

[Heiesnebreng @rrxom22]

Japanese pension funds bought a record amount of foreign bonds in May. Basically, 80-year-old investors are covering the US deficit 🇯🇵➡️🇺🇸

[Heiesnebreng @rrxom22]

@cobraalerts No rush, I'll check it when I get a sec.

[Heiesnebreng @rrxom22]

@KobeissiLetter I’ve seen a couple houses near me sit for weeks then just vanish from Zillow. Wonder if folks are waiting for rates to drop or just tired of lowball offers.

[The Kobeissi Letter @KobeissiLetter]

US home sellers are retreating from the market:

Delistings as a proportion of all US home listings rose to 5.8% in April, the highest since March 2020.

Excluding the 2020 pandemic, delistings have never been this high.

The absolute number of delistings rose +3.8% MoM, marking the 2nd consecutive monthly increase.

Atlanta led among the 50 most populous US metros, with 10.7% of April listings taken off the market, followed by San Jose at 9.3%, and Los Angeles and Dallas both at 7.8%.

This comes as inventory is rising faster than demand, with buyers gaining negotiating power and many sellers refusing to accept lower offers.

The housing market stalemate is intensifying.

[Heiesnebreng @rrxom22]

@itsCblast @Forged_by_Steel Numbers like that make you wonder how many are actually sticking with the strategy long-term though.

[Chris @itsCblast]

Steel copy trading followers cleared +$236,478.82 in realized profit this past week 🔥

Across 222 subscribers:

• 211 profitable followers
• 95% profitable subscriber rate
• $1,065 avg profit per subscriber
• 94% win rate

@Forged_by_Steel is on fire in Trade Echo. 📈

[Heiesnebreng @rrxom22]

Most people focus on AI compute. But what if the bottleneck is data movement?
You can stack more GPUs, but if the network chokes, performance drops.
Optical networking fixes that. $AAOI is seeing huge demand for 800G gear from hyperscalers building AI.
Financials are looking

[Heiesnebreng @rrxom22]

US jobs blew past expectations in May (+172K vs 88K est), so now all eyes are on inflation. Wednesday’s CPI is expected to jump 4.2% from last year — highest in over 3 years. Core CPI (excluding food & energy) might rise 2.9% YoY and 0.3% MoM, down from 0.4% in April, which co

[Heiesnebreng @rrxom22]

Isn't it wild how they removed the $25k PDT rule this week and then tanked the market? 🤔

[Heiesnebreng @rrxom22]

A -2% to -3% drop is just a normal weekly move.

-5% to -7%? That's a pullback.
-10% is a correction.
-15% means a deeper correction.
-20% to -25% is a bear market.
-30% to -40% is a severe bear market.
-50% is a crash.
-60% is a severe crash.
-70%+ is basically welcome

[Heiesnebreng @rrxom22]

Trying to understand extrinsic value in options? 🧐

It's basically the time + volatility part of the price.

Example: $AMZN 7/2 $250p
Stock: $245.73 | Option price: $10.58

Intrinsic = strike - stock = $4.27
Extrinsic = option price - intrinsic = $6.31

So $6.31 of th