Jon Evangelista

Finance, Sports & Politics

[Manz🌪 @ManzTrades]

“If you simply bought High Quality Companies at the 200 Week Moving Average, you’d outperform the S&P 500 by large margin over time”

- Charlie Munger

$MSFT

[ETF Tracker @TheETFTracker]

Here is a full overview of Vanguards 11 sector ETFs:

$VDE Energy ETF: oil and gas producers, refiners, and energy equipment companies

$VCR Consumer Discretionary ETF: retailers, automakers, restaurants, and travel companies

$VPU Utilities ETF: electric, gas, and water utility providers

$VGT Information Technology ETF: software, hardware, and semiconductor companies like NVIDIA and Microsoft

$VIS Industrials ETF: aerospace, defense, machinery, and transportation companies

$VNQ Real Estate ETF: REITs across warehouses, offices, cell towers, and apartments

$VDC Consumer Staples ETF: food, beverage, and household product companies plus big box retailers

$VOX Communication Services ETF: media, entertainment, and telecom companies

$VFH Financials ETF: banks, insurers, asset managers, and payment companies

$VAW Materials ETF: chemical producers, miners, and packaging companies

$VHT Health Care ETF: drugmakers, medical device makers, and health insurers

[Jon Evangelista @TheOnlyJonE]

@stevehou With most of these memory stocks being already cut 20-30% atleast, the stock splits that come from both $MU and solana:SNDKbwMUQvZhnLnxLduradgLHG5KrPuKwpnrkkGRhfH will mark the top of this trade after the final run up

[Peter Savodnik @petersavodnik]

Democrats who think the only way to beat Trump is to be him will destroy their own party.

[Jon Evangelista @TheOnlyJonE]

We need to do better as a society if these people continue to be voted in

[Drop Site @DropSiteNews]

The New Yorker’s David Remnick asks DSA co-chair Megan Romer whether “Israel has a right to defend itself.”

[Joseph 🕊️ @CaudilloXIV]

“we’ve got over 50 beers on tap” wow that’s great miller lite please

[Nikesh Arora @nikesharora]

Checking the sandbox before releasing the next cyber model. Something the frontier models should have done.

[Jon Evangelista @TheOnlyJonE]

@jordihays Hang this quote in the rafters Jordi

[Jordi Hays @jordihays]

I weighed in on one of the defining stories of our time:

[Enes Kanter FREEDOM @EnesFreedom]

After careful consideration and reviewing the current eligibility guidelines,
I’m officially declaring myself a @WNBA prospect.

If simply declaring who you are is all that’s required, then I meet every single requirement necessary to compete in the WNBA.

My team and I have carefully examined the WNBA’s eligibility criteria and governing framework surrounding self-identification and inclusion. Based on the current guidelines, I can and am officially declaring my eligibility for the upcoming WNBA draft in April 2027.

I know my presence on the court will stir up strong opinions.
I am definitely not here to mock, make fun of, or disrespect any community or personal choices.
I’m simply asking that the current rules be applied equally to everyone — the rules that represent the very values many WNBA players and coaches have publicly advocated for.
My team and I are prepared to ensure these guidelines are applied equally, consistently, and without exception, and I look forward to the #WNBA honoring its stated principles.

See you at training camp.

https://t.co/zlwWpVF0Ou

[Jon Evangelista @TheOnlyJonE]

50 mil for yelling at someone after birth?

[Kylie Cheung @kylietcheung]

idk much about any of this but it's sad so many people don't seem to care that he yelled at her so intensely in the hospital delivery room after she *gave birth* that police had to come. rushing to make her the villain here is really a choice

[East Village Guy @eastvillageguy]

Bro are you thinking what I’m thinking?

[Jon Evangelista @TheOnlyJonE]

@Ross__Hendricks @Picolospolitics Don’t send the man to slaughter with a useless thesis

[zerohedge @zerohedge]

*CITADEL FUND UP 5.9% IN JULY AFTER SITUATIONAL AWARENESS DEAL

[Hugh Hewitt @hughhewitt]

Abdul El-Sayed has not yet been declared the winner in Michigan’s Democratic primary yet, but it sure looks like like the most radical major party state-wide candidate in the history of the United States is coming out of the Wolverine State.

El Sayed wouldn’t even comment on Iranian dictator Khamenei’s death, with him expressing fear of alienating his radical base among MI’s large Arab-American population —even after Khamenei ordered 40-50K Iranian citizens gunned down in January.

El-Sayed is the fusion candidate and poster child for the Red Green alliance. He’s a menace to the country and @MikeRogersForMI must win. Every Republican and Independent should support him —link to his campaign to volunteer and/or contribute is the replies. Even many Democratic normies will defect. They should resist having their party captured by the fringe of the far left.

[TrendSpider @TrendSpider]

Elon Musk, SpaceX $SPCX earnings call:

"We are going to build factories on the moon"

[Jon Evangelista @TheOnlyJonE]

How many Ed Zitron tweets are we gonna get for that capex number

[Wall St Engine @wallstengine]

AMD $AMD Q2’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $11.5B (Est. $11.28B) 🟢; +50% YoY
🔹 Adj. EPS: $1.66 (Est. $1.62) 🟢; +246% YoY
🔹 Data Center: $6.7B; +107% YoY
🔹 CapEx: $808M (Est. $298M) 😕

Q3 Guide:
🔹 Revenue: ~$13.0B +/- $300M (Est. $12.5B) 🟡
🔹 Non-GAAP Gross Margin: ~56%

Segment Net Revenue:
🔹 Data Center: $6.72B; +107% YoY
🔹 Client and Gaming: $3.8B; +6% YoY
🔹 Embedded: $977M; +19% YoY

Other Q2 Metrics:
🔹 Non-GAAP Gross Margin: 56%; +1,300 bps YoY
🔹 Non-GAAP Operating Income: $3.1B; +245% YoY
🔹 Adjusted EBITDA: $3.3B (Est. $3.37B) 🟡
🔹 Free Cash Flow: $1.6B (Est. $1.65B) 🟡
🔹 Non-GAAP Net Income: $2.76B (Est. $2.64B) 🟢; +253% YoY

Comments:
🔸 “We delivered an excellent quarter, with record revenue and profitability as Data Center revenue more than doubled year-over-year,”

🔸 “We expect Data Center sales to accelerate in the second half of 2026, driving stronger overall revenue growth and continued earnings expansion.”

[Jon Evangelista @TheOnlyJonE]

@blondesnmoney I thought mine was bad

[Jon Evangelista @TheOnlyJonE]

Parody account

[Krystal Ball @krystalball]

The left is the most pro-American faction in American politics and it's not close.

[Jon Evangelista @TheOnlyJonE]

This fucking guy again right as it begins to breakout $AMZN

[tradfi news @tradfi]

[OLD]

*BEZOS FILES TO SELL $4.07B IN AMAZON SHARES

$AMZN