ふれと

ただの学生です。

[ふれと @ze_hure]

Breaking: Trump says fresh Iran talks kick off tomorrow

[ふれと @ze_hure]

$NVDA is trading at its lowest valuation in 10 years.

But keep in mind—almost all that revenue comes from just 4 or 5 big cloud companies.

That's massive customer concentration, so the earnings aren't really up to Nvidia—they're tied to Microsoft, Amazon, and Meta's spen

[ふれと @ze_hure]

Billionaire Jeremy Grantham just dropped his latest stock moves:

$MSFT: $2.87B (6.18M shares)
$GOOGL: $2.46B (6.9M shares)
$AAPL: $2.14B (6.94M shares)

And get this—his gains? MSFT +790%, GOOGL +438%, AAPL +754%

This guy clearly sees something we don't.

[ふれと @ze_hure]

Just saw that only 66% of guys 20 and older are working or job hunting now, compared to 73% back in 2006. Wild shift, huh? WaPo has the numbers.

[ふれと @ze_hure]

Funny how our brains work sometimes.

Someone gives you two choices - buy or sell a stock. They ask what you'd do.

Pick the one they already wanted? Silence. They move on.

Pick the other one? Suddenly they've got a full breakdown ready on why you're wrong.

They weren'

[ふれと @ze_hure]

Breaking: There's a 40% shot the Crypto Clarity Act gets approved.

[ふれと @ze_hure]

Apple ($AAPL) ended the day just about $50B shy of hitting a $5 trillion market cap for the first time 🍏📉

[ふれと @ze_hure]

Trump says the U.S. could lose its status and turn into a 'Third World country.' 😬

[ふれと @ze_hure]

Someone asked Mark Zuckerberg what he looks for when hiring. His answer hasn't changed in 20 years.

Back in Facebook's early days, right after Photos launched, he had two priorities.

First: raw intelligence. A smart person with 10 years less experience will "adapt and lea

[ふれと @ze_hure]

China’s liquefied natural gas imports are skyrocketing:

Weekly LNG deliveries into mainland China jumped +137% week-over-week in the week ending July 19th, to nearly 2.0 million metric tons, the highest in 22 months.

China’s LNG imports have more than quadrupled since mi

[ふれと @ze_hure]

When my portfolio is up, I'm not happier.

When my portfolio is down, I'm not sadder.

It would be foolish to let the market's gyrations dictate my mood.

[ふれと @ze_hure]

Stocks are significantly outperforming housing over the US over the long run:

Since 1975, the S&P 500 has delivered an average annual total return of +12.2%.

This is more than double the +5.1% annual gain in US home prices over the same period.

Even without reinvesting

[ふれと @ze_hure]

The boldest experiment in human history is 250 years old today 🇺🇸

So thankful for the chances this country gave me and for everyone who fought to keep it free.

[ふれと @ze_hure]

Unusual Whales is running a July 4th sale 🎉

Save up to 20%.

We've built tools to help you get through this market.

Jump in: https://t.co/Y6cY8Wig82

[ふれと @ze_hure]

Happy 250th to the ultimate underdog: America.

250 years of American predictions:

https://t.co/VnelG9Qg3i

[ふれと @ze_hure]

Big news 🚨: South Korea
Korean stocks just tanked almost 8% today and are about to hit bear market territory, down 18.5% from last month's record high 📉 🐻

[ふれと @ze_hure]

Big news: OpenAI reportedly offered the Trump Administration a 5% stake to smooth things over politically, per FT.

Key points:
1. Sam Altman says giving the public a stake is the best way to share AI benefits
2. "Early talks" for a public ownership deal are happening as p

[ふれと @ze_hure]

Bloomberg says traders are betting the Fed will raise rates by December 📈

[ふれと @ze_hure]

Europe could face 'mass unemployment' if they don't change things up, says the FT.

[ふれと @ze_hure]

Apple $AAPL is reportedly in talks with two Chinese chipmakers that are on a Pentagon blacklist to secure memory chips. They're trying to ease the strain from the global shortage. 📰🤔