PHILOSOPHY

Disclaimer: Tweets aren't advice! watcher of disruptive SPAC Dogecoin Bitcoin and other cryptocurrencies

[PHILOSOPHY @WSJticks]

@DeItaone Heavy use of $NVDA ?

[PHILOSOPHY @WSJticks]

@DeItaone Honestly!! $APP earnings and validation of possible fraud which has been leveled against this company just played out.. they’ve been doing some accounting abracadabra it seems..
With the microscope aimed at them, they are disappointing.. we must be careful folks.. $150 possible

[PHILOSOPHY @WSJticks]

$APP bear fraud allegations looking credible $QQQ
We could be looking at a $150 stock here

[PHILOSOPHY @WSJticks]

Just like that $LLY starting to show bears how dangerous it is to short growth.. just ask michael burry #barchart $SPY $QQQ

[PHILOSOPHY @WSJticks]

The next $300 move in $LLY is to the upside.. incredible earnings supported by guidance and margins. Great story

[PHILOSOPHY @WSJticks]

The next $25 move is to the upside in $MCD

[PHILOSOPHY @WSJticks]

$MCD go time!! Confirmed $SPY

[PHILOSOPHY @WSJticks]

$PLTR powerful to $170 $QQQ

[PHILOSOPHY @WSJticks]

$MCD a $3 menu and $4 breakfast sales strong.. analysts argue that the new product will boost sales..
$SPY $SPXL $DIA

[PHILOSOPHY @WSJticks]

No one will bat an eye paying $1 extra for $AAPL music. Bottom line impact however is huge.. $SPY
One more news piece before close likely:
So far, we have:
DOJ settlement, and
Apple Music price hike.
Awaiting 1 more

[PHILOSOPHY @WSJticks]

Russian spy agency $NBIS (Yandex) getting disrupted by $META ..spells trouble for $CRWV also $QQQ

[PHILOSOPHY @WSJticks]

$UBER will no longer be used by $GOOGL Waymo.. This could spell death for this company. $QQQ

[PHILOSOPHY @WSJticks]

$APP is a market catchup trade: increasing revenue growth on faster than expected Axon growth. Excellent earnings read through $SPY $QQQ

[PHILOSOPHY @WSJticks]

Minimum in $MSFT this week is $345.. potentially drops to $337 after announcement of raising prices on its products. IT WILL DROP worse than $AAPL .. why? Because they are exposed to memory price increases in both electronics, and data centers.. inevitable carnage $SPY $QQQ $SPX

[PHILOSOPHY @WSJticks]

@DeItaone Ackman margin calls in $MSFT

[PHILOSOPHY @WSJticks]

@DeItaone Awesome news for $NVDA

[*Walter Bloomberg @DeItaone]

PUTIN, XI JINPING DISCUSSED IRAN - IFX

[PHILOSOPHY @WSJticks]

@DeItaone Prepare for Cyber attacks… $CRWD

[*Walter Bloomberg @DeItaone]

BONDS NO LONGER A SAFE HEDGE, SAYS BLACKROCK

BlackRock says bonds no longer offer reliable portfolio protection amid rising volatility. Spikes in long-term yields are fueling debt concerns, driven largely by U.S. tariff risks, with impacts strongest in Japan. The firm remains underweight long-term U.S. and Japanese government bonds.

[PHILOSOPHY @WSJticks]

@DeItaone This is great for $goog