Tech Bull

Nobody knows what happens next. I post what I find worth sharing. Not financial advice.

[Tech Bull @techstox]

@antibearthesis Everyone is a Genius in a bull market until the bull market is over

[Tech Bull @techstox]

@Kalshi They have the problem of too many overpaid, unproductive workers due to German labor laws. They can’t just fire them — they have to pay severance, often several hundred thousand each

[Tech Bull @techstox]

@unusual_whales They have the problem of too many overpaid, unproductive workers due to German labor laws. They can’t just fire them — they have to pay severance, often several hundred thousand each

[Tech Bull @techstox]

@CNN They have the problem of too many overpaid, unproductive workers due to German labor laws. They can’t just fire them — they have to pay severance, often several hundred thousand each

[Tech Bull @techstox]

@AlertaNews24 They have the problem of too many overpaid, unproductive workers due to German labor laws. They can’t just fire them — they have to pay severance, often several hundred thousand each

[Tech Bull @techstox]

@Polymarket They have the problem of too many overpaid, unproductive workers due to German labor laws. They can’t just fire them — they have to pay severance, often several hundred thousand each

[Tech Bull @techstox]

@stats_feed They have the problem of too many overpaid, unproductive workers due to German labor laws. They can’t just fire them — they have to pay severance, often several hundred thousand each

[Tech Bull @techstox]

@Polymarket By 2030

[Tech Bull @techstox]

@Kalshi -> Observe $USAR stock now (Rare Earth Company)

[Tech Bull @techstox]

Lululemon dropped 18% after cutting its forecast for the second time this year.

Sales fell 4% and comparable sales fell 9%. The profit beat only looked good because of a one-off tariff refund.

$LULU is down about 43% this year and roughly half off its high. People just stopped buying the leggings.

The 1 year Price Target is not higher as it is now.

[Tech Bull @techstox]

💳 You can't scroll five seconds without someone calling $SEZL a 10x. Here's why.

Sezzle — $122.96 — is the "pay in 4" button at checkout. No interest for you, but somebody makes money on it.

🟢 It's profitable: about $130M last year, from just 201 employees. The biggest player doing the same thing is worth $26B. Sezzle is worth $4 Billion.

That gap is the whole bet.

The risk: this is lending. If people stop paying, it hits fast.

The average analyst price target is $168.

[Tech Bull @techstox]

@Doctor_Doomie @Polymarket As long as they are corrupt yes and western countries have enough to fix in their own countries

[Tech Bull @techstox]

@BullTheoryio Their friend USA told them

[Tech Bull @techstox]

@unusual_whales Best post on X today

[Tech Bull @techstox]

@unusual_whales Does anyone care? Does anyone even know him?

[Tech Bull @techstox]

@BrnMeetsWlth No

[Tech Bull @techstox]

@Kalshi_Finance So should people short it now?

[Tech Bull @techstox]

@Barchart It still too expensive for working class

[Tech Bull @techstox]

@Kalshi His bosses

[Tech Bull @techstox]

🧲 Every Tom, Dick and Harry is pushing $USAR as a 10x. Here's why.

There's a magnet in your EV, your headphones, and the fighter jet overhead. China makes 90% of them.

USA Rare Earth — $17.69 — is one of the only American companies making them there, start to finish.

🟢 Every robot, every EV, every defense program needs those magnets. Washington wants them made at home. USAR is standing right there.

But revenue is tiny and losses are near $300M. This is a bet, not a business yet.

The average analyst price target is $35.75.