Posts
Grandma would be proud
This honestly might be my favorite trade ever can’t believe I got in at 18 and it went up soon after that… oh and that I held through the volatility so far.
Trump Fed pick Kevin Warsh clears key Senate hurdle, teeing up final vote
It could happen
Bought these yesterday thinking I was on the 5/1 page and was stealing lmao
It is time for META!
The sleeping giant is finally waking up $NOK
**The Thesis: The AI Gold Rush Needs Shovels** Everyone is piling into AI chips, but nobody is looking at the pipes. You can’t run a trillion-parameter LLM across the globe on old-school copper or legacy fiber. Nokia’s Network Infrastructure segment just upgraded its growth outlook to 12–14\*\*%\*\* for 2026. Why? …
How are you guys positioning after today’s move?
$SOUN - Borrow Rate Hit 51% in 9 Days. 37.59% Float Short. Short Squeeze Setup. Earnings May 7. Do The Math. [DD]
Alright degenerates, sit down. I've done the work so you don't have to. This isn't hype. This is math, and the math is getting violent. **THE SETUP IN ONE PARAGRAPH** SoundHound AI ($SOUN). 37.59% of float is short. 146.6 million shares short. Borrow rate was 8% nine days ago. It …
SOFI -9% premarket as earnings meet EPS but tech platform revenue falls 27% despite 41% revenue growth
Source: [https://finance.yahoo.com/markets/stocks/article/sofi-earnings-meet-expectations-while-its-tech-platform-struggles-110124682.html](https://finance.yahoo.com/markets/stocks/article/sofi-earnings-meet-expectations-while-its-tech-platform-struggles-110124682.html) SoFi posted a solid quarter of growth on Wednesday, even as its banking-as-a-service platform struggles. Adjusted net revenue for SoFi climbed 41% to a record $1.1 billion, exceeding analyst estimates for $1.05 billion, according to data compiled by Bloomberg. “We had an excellent first quarter,” CEO Anthony Noto …
Fed holds rates + Big Tech earnings this week, most volatile setup of 2026 so far?
Third Fed pause in a row. No surprise there. But combine that with Big Tech earnings dropping this week and you've got two major catalysts hitting simultaneously. Powell speaks at 2:30pm ET today. Hawkish on inflation → dollar up, tech valuations under pressure. Cautious on Iran energy shock → dollar …
The SoH is fundamentally impaired. The back end of the oil curve is priced for a reality that doesn't exist.
The macro landscape is clear to anyone paying attention. The conflict in the Middle East has effectively shuttered the Strait of Hormuz, and despite the persistent narrative regarding diplomatic off-ramps, those channels are currently non-existent. This is not a temporary logistical hiccup; it is a structural impairment of global energy …