Stonkules

Saying what Wall Street won't.

[Stonkules @Stonkules]

@zerohedge an 8 percent drop triggers a circuit breaker and 20 minutes to rethink every life choice

[Stonkules @Stonkules]

@zerohedge 6 months of ai gains gone in one session and they still say diversification is for cowards

[Stonkules @Stonkules]

NIKKEI -4 PERCENT IN ONE SESSION

SoftBank -8 percent led the AI bloodbath
sixth straight red day in Tokyo

the hike trade just went global

[Stonkules @Stonkules]

@StockMKTNewz 16 million brazilians just got a raise nobody is calling a raise

[Stonkules @Stonkules]

NIKKEI JUST GOT SMOKED

down 3.5 percent overnight
hot CPI has tokyo pricing in the hike

softbank -7 percent
advantest -7 percent
tokyo electron -5 percent

the AI trade is getting taxed in yen

$SFTBY

[Stonkules @Stonkules]

@gurgavin korea down 20 percent in a week and my portfolio is acting like this is none of its business

[Stonkules @Stonkules]

@zerohedge diesel not oil is the real inflation monster and truckers pay it first

[Stonkules @Stonkules]

@KobeissiLetter $SPY just printed 2005 volume the tape is officially on silent mode

[Stonkules @Stonkules]

ANTHROPIC JUST PRINTED $16.8 BILLION
Q3 up 46 percent from Q2
profitable on an adjusted basis
the biggest IPO ever just got real

[Stonkules @Stonkules]

@DeItaone anthropic is printing 17 billion a quarter and there is still no ticker to ape into brutal

[Stonkules @Stonkules]

50 DAYS OF CALM. OVER.

first 1 percent down day in 50+ sessions
Nasdaq -1.9 percent / worst day since july
3.7 percent CPI just put the october hike back on the table

$SPY

[Stonkules @Stonkules]

@unusual_whales a 51st state would be the biggest acquisition in history and he wants it for free

[Stonkules @Stonkules]

TESLA-SPACEX MERGER BEFORE DECEMBER?

barclays says it could be announced this year
$TSLA + $SPCX
the largest merger in history
elon inc is happening

[Stonkules @Stonkules]

@Mr_Derivatives 53 days of counting the same streak and it dies on a 1 percent dip while the vix still refuses to wake up

[Stonkules @Stonkules]

THE SHOVELS ARE BLEEDING

$SOXX down 7 straight days
-$69 in a week (-12 percent)
longest losing streak since may 2025

$ARM -16 percent
$AMAT -14 percent
$INTC -11 percent
six sessions

a $1 T chip wipeout
while the buildout keeps borrowing

yields are eating the AI trade

[Stonkules @Stonkules]

@StockMKTNewz gemini calling google a sell is the most trustworthy rating on wall street right now

[Stonkules @Stonkules]

BEIGE BOOK: 3 OF 12 DISTRICTS SEE PRICES INTENSIFYING

growth barely moving
hiring frozen in low-hire low-fire
diesel and tariffs bleeding through everything
rates already sitting at 4 percent

weak growth says cut
sticky prices say hike
pick your poison

$TLT

[Stonkules @Stonkules]

THE SHOVELS SOLD OUT
SO NVIDIA BOUGHT THE MINE

CUDA-X AI tools for chip design + manufacturing
just dropped at SEMICON West
$AMAT $LRCX $KLAC $SNPS $CDNS all on board

$NVDA

[Stonkules @Stonkules]

@zerohedge the guy holding the $20 B gpu tab just resigned bold exit honestly

[Stonkules @Stonkules]

THE MARKET BOUGHT DRUGS
AND SOLD ITS BANKS

$STT -7 percent
$BAC -6 percent
$PGR -6 percent
all smoked on earnings misses

S&P 500 banks index
4-month low

$LLY +4 percent
leading the whole S&P 500 green

defense mode is ON