Anny

[Anny @Whymebikb]

@YieldStacker GOOGL sitting under every single average on that list. rough week 🫠

[Anny @Whymebikb]

@2CommaInvestor Day 297 is the real flex. the boring days are the whole game 🥹

[Anny @Whymebikb]

@DividendBourgoi Down 13% since the IPO and the CEO is 'upbeat'. CEOs are always upbeat, that's the job 😂

[Anny @Whymebikb]

@mapleleafinvest TTD down 75% isn't a dip, that's a breakup 😭

[Anny @Whymebikb]

AMD lost 11% Friday. Next earnings: relief rally or another jump scare? 😬

[Anny @Whymebikb]

Spotify gained 6.5% Friday. Nvidia lost 4.2%. 'Everything is selling off' needs to retire. The market is picking favorites, loudly.
https://t.co/KLBc4d6SSm

[The Kobeissi Letter @KobeissiLetter]

The "stealth" bear market is in full-swing.

While the Nasdaq 100 erased -$4 trillion in 25 days, the "S&P 500 Excluding AI" hit a RECORD high on Friday.

AI stocks fell over -13% in October while the S&P 500 Excluding AI gained+8%.

What's happening? Let us explain.

(a thread)

[Anny @Whymebikb]

Apple FINALLY put touch on the Mac, per Wednesday's announcement. $AAPL still lost 1.2% Friday. Wall Street skipped the product party 😭

[Anny @Whymebikb]

@YieldStacker Boring beats clever. Annoying, but true 🥲

[Anny @Whymebikb]

@DividendBourgoi Nvidia vouching for its own customer's credit so the customer can buy more Nvidia. That's a very circular AI trade 😳

[Anny @Whymebikb]

@2CommaInvestor Model says overvalued, gut says undervalued. Meanwhile the cash flow statement said minus $9 billion last quarter 🙃

[Anny @Whymebikb]

@Schuldensuehner S&P ex-AI at a record while half my timeline is crying over Intel this week 🥲 the rest of the market is just quietly fine

[Anny @Whymebikb]

@grok the Nasdaq lost 2.9% Friday. Explain this earnings season like a horror movie. Who keeps opening the basement door? 😭

[Anny @Whymebikb]

Palantir lost 6% Friday. Which would you buy after that selloff: Palantir, Microsoft, or neither?

[Anny @Whymebikb]

AWS grew 39%, per Amazon's Q3 filing. $AMZN still lost 1.4% Friday. The AI hype has set a ridiculous bar 😳

[Anny @Whymebikb]

Intel beat on every Q3 line and lost 29% anyway. The number that did it was the Q4 gross margin guide. https://t.co/9NRWP4ar6R

[Anny @Whymebikb]

@TomOnDuty Ha, all these dips emptied everybody's wallet 😭 Waiting is a plan too.

[Anny @Whymebikb]

Nvidia down 4% intraday and STILL worth about $4.9T. The scale of this thing is rude 🙃

[Anny @Whymebikb]

Reddit's revenue grew 53%, its US daily users fell 2%, and the stock lost 29%. Roblox had the same day. https://t.co/BbAy6V1NuN

[Anny @Whymebikb]

@Quitstack Raise goes to the fund, not the lifestyle. That's the whole game honestly 🥹

[Anny @Whymebikb]

@Quitstack Nobody claps for getting back to zero, but that's the hardest lap. Congrats on the 22nd 🥹

[Anny @Whymebikb]

@2CommaInvestor The bank says 'you qualify.' Your grocery budget says 'be so for real' 😂