. @adran_r
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and, another one MICHAEL BURRY ADDS $115M OF $UNH
looks like the street loves $UNH the crazy thing here is that UNH dropped to $237…even though all the big guys were buying which means there were other big guys selling shares to Buffet & Tepper so the question is…do people trust Buffet & Tepper enough to pile in? $UNH +14%
looks like the street loves $UNH the crazy thing here is that UNH dropped to $237…even though all the big guys were buying which means there were other big guys selling shares to Buffet & Tepper so the question is…do people trust Buffet & Tepper enough to pile in? $UNH +14% https://t.co/6fpKcb58Sr
STANLEY DRUCKENMILLER'S Q2 UPDATES JUST OUT: New Positions: $SE, $NU, $WBD, $AVGO, $BAC, $MSFT, $IWM Added to: $APP, $ROKU, $TSM, $DAL, $UAL Sold completely: $TSLA, $COF, $AAL, $AMZN
alright folks do we think we see some green this week or no Powell is speaking at Jackson Hole on the 22nd which is just a fancy event they do in Wyoming every year for economists even with the ugly PPI last week, stocks didnt budge and September cut probabilities are at 90%…
IF IT FEELS LIKE EVERYONE IS BULLISH, THAT MAY NOT BE THE CASE. One thing a bull market needs is a "wall of worry." This is a concept describing how markets can rise despite widespread pessimism & negative news, as investors find opportunities amid uncertainty and fear, pushing…
META SIGNS A $10B DEAL OVER 6-YEARS WITH GOOGLE FOR CLOUD SERVICES AS PER THE INFORMATION looks like GCP is becoming really, really good at handling AI workloads enough for Zucks to go with them over competitors to the tune of $10B $META $GOOGL
hopefully Powell is as bright today as the Miami sun expecting him to be hawkish though so bracing for the worst 🥶😭
FED CHAIR POWELL: “With policy in restrictive territory, the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance." FOLKS, WE ARE GETTING A SEPTEMBER CUT.
POST POWELL JACKSON HOLE PRICE ACTION: $PLTR + 1.5% $HOOD +2.3% $NVDA +1.2% $TSLA +4.7% $SOFI +3.7% $RKLB +5.8% $GRAB +2.1% $SPY +1.5% $QQQ +1.7% $AMD +2.5% $META +1.9% $NBIS +3.5% $LMND +6.1% $ETH +8.2% $BTC +2.8%
$ETH +10% oh my powell really pivoted when risk on assets needed a pivot earnings growth + AI + lower rates + crypto deregulation + $7T on the sidelines all the bears did over the past week was sell cheaper Ethereum to the treasuries…
OMG FROM BLOOMBERG: Apple has reportedly explored licensing Google’s Gemini AI engine to power a revamped Siri. Google has begun training models specifically for Apple’s servers. looks like Google may not be out of Apple’s ecosystem after all… so bullish $GOOGL $AAPL
$BMNR Bitmine now holds 1.71M Ethereum after adding 190K $ETH last week. Tom Lee: "At BitMine, we are leading our crypto treasury peers by both the velocity of raising crypto NAV per share and by the high trading liquidity of our stock." NAV was $22.84 in July, now is $39.84.…
$NVDA BREAKING: Nvidia has officially introduced their new humanoid brain called the Jetson Thor. - Powered by Blackwell & offers 7.5x more AI compute and 3.5x greater energy efficiency. - Unlocks real-time reasoning inference, critical for highly performant physical AI…
BREAKING: PRESIDENT TRUMP HAS FIRED FED GOVERNOR LISA COOK. No sitting U.S. president has ever fired a Federal Reserve Board Governor. This is a first.
@JaeKim1089208 Yup, futures don’t like it but they may overlook this because of the cause
$HOOD Markets can take Robinhood down all they want but… - July was a RECORD month - August has been incredible with $ETH volumes likely leading the way + increased margin books and NFL contracts - Banking is launching in the Fall with their active trader summit in 2 weeks…
@rbennett05 Yes 20 days left for it
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