Sam Ro 📈

Award-winning writer of @TKerLLC, the newsletter about how the stock market usually goes up. 36k+ subs. Long-term optimist. Short-term cautious optimist.

[Sam Ro 📈 @SamRo]

Dang that’s cool

[TKer @TKerLLC]

Thank you @Nasdaq!! 🎉📈

[Luke Kawa @LJKawa]

Nasdaq 100 -2.5% or worse & S&P 500 Equal Weight +0.5% or better:

Today
March 8, 2021 (GME ramps on Cohen stuff, short squeeze)
-April 26, 2001
March 8, 2001
March 2, 2001
Oct 30, 2000
April 24, 2000
April 3, 2000
March 30, 2000
Jan 6, 2000
April 14, 1999
March 1, 1996

[Sam Ro 📈 @SamRo]

CVS app is amazing. It’ll tell you if it’s cheaper to buy the your prescribed medication without your insurance, which happened to be the case for something I just picked up. Btw, health insurance companies are committing fraud.

[Guillaume Huin @HuinGuillaume]

The McRib is coming back as early as 10/27 in select McDonald's restaurants across the US.

The legend says that the McRib first came to life to compensate for... a McNugget shortage issue! Apparently, McNuggets had become so wildly popular that our supply could not keep up with demand. So we needed a new recipe with another protein to give us a bit of time to bring in more McNuggets.

The McRib was created IN 1981 by René Arend, a Luxembourgish-American chef who became our very first executive "chef".

What was a temporary solve quickly became a cult classic, with fans begging for its return every year. Funny enough, over the years, the McRib has found new meaning online within the crypto community, as some claim Bitcoin tends to perform well after the McRib makes a comeback, particularly in 2017, 2020, 2021. The joke reached its peak in December 2024 when Bitcoin broke $100,000 for the first time in history on the exact same day the McRib returned to menus.

Welcome back, Legend!

[Jurrien Timmer @TimmerFidelity]

So far there are few signs that the second derivative in earnings estimates is slowing down. The expected growth rate for both 2026 and 2027 EPS is still advancing.

[Sam Ro 📈 @SamRo]

@RobinWigg 📈📈

[Joseph Fahmy @jfahmy]

Magically long on the up days and magically short on the down days. No one's buying your bullshit.

[Sam Ro 📈 @SamRo]

Chart of the year

[Yardeni Research @yardeni]

Semiconductor earnings are up 176% year-over-year, yet the industry's P/E has collapsed to just 14.2. The market doesn't believe its own profit forecasts.

🔒 Members-Only
https://t.co/ulSOmC1SvI

[Eric Katz @EricM_Katz]

SCOOP: The State Dept has started asking career diplomats up for promotion if they voted for Trump in 16, 20, 24.

Federal law prohibits politically based hiring for career staff.

State tells @washingtonsun it's screening for "fidelity" and execution of the president's vision👇

[Sam Ro 📈 @SamRo]

Stocks are down

[Madison Mills @MadisonMills22]

SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.

The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.

Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.

Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.

Read my latest for Axios here: https://t.co/Q3bda5In8q

[tom keene @tomkeene]

whatever your thoughts: tweet of the day @PIIE

[Dan Lamothe @DanLamothe]

A group dispatched by Hegseth's team in February attempted to move the historic globe, said to be used by Eisenhower during World War II.

They lifted it from its home in an Army office in the Pentagon ... and dropped it.

[Sam Ro 📈 @SamRo]

High beta stocks often move like high beta stocks

[Annmarie Hordern @annmarie]

FT: Treasury secretary Scott Bessent told investors in a private meeting that he did not see a “systemic problem” with the AI boom, downplaying concerns that the industry is in a bubble like the one that preceded the dotcom bust.

“I’m good at figuring out when there are problems in systems,” Bessent, said when asked about AI in an interview with Bridgewater chief executive Nir Bar Dea, according to three people who were present at the event. “I don’t see a systemic problem.”

[Sam Ro 📈 @SamRo]

@JuliaLaRoche I agree. This is categorical

[Sam Ro 📈 @SamRo]

@Todd_Sohn 🎯

[Sam Ro 📈 @SamRo]

Ordering food and having it delivered has gotten really expensive. Is anyone talking about this?

[Sam Ro 📈 @SamRo]

The secret to fun small talk with strangers is “Yes, and…” In every context

[Sam Ro 📈 @SamRo]

@hayesy316 This is a good point

[Sam Ro 📈 @SamRo]

When someone hands you their phone to show you a photo, that’s not permission for you to start scrolling through their camera roll. Do you have any idea how obnoxious that is you sociopath?

[Sam Ro 📈 @SamRo]

@IvanTheK Why should I have to inconvenience myself for someone with no manners