Real trading signals pulled from social media
Zeta Global just clocked its 15th straight beat-and-raise quarter. That’s not a typo. Revenue hit $264.4 million in Q1 2025, up 36% year-over-year. Adjusted EBITDA came in at $46.7 million, up 53%. Margins moved to 17.7%, up from 15.6% last … Read more
Nike just posted its fiscal Q4 2025 earnings and the numbers are rough. Revenue came in at $11.1 billion, down 12% from the same quarter last year. Net income dropped to $211 million, down 86%. Gross margin fell 440 basis … Read more
If "Bitcoin is going up forever," why are your insiders selling all of their $MSTR stock Saylor? 🤔pic.twitter.com/sHr7NYIahM https://t.co/UgUkk48mrJ — Financelot (@FinanceLancelot) June 29, 2025 Confidence. Bitcoin heading to 21 million 😅😅😅 21 cents by 2027 https://t.co/g9SRRq3DNg — The Great … Read more
One of the regionals slipped under the waterline last Friday. Not national news yet. Not big enough to trigger Fed chatter. But it defaulted. Real estate and private equity exposure stacked too high. Cash ran thin. Doors didn’t close, but … Read more
Oscar Health is not your grandfather’s insurance company. It is a digital-native operator that just posted $3.05 billion in Q1 revenue, up 42% year over year. Net income hit $275 million. That is not a typo. That is a profitable … Read more
Stocks expensive? What’s the news? pic.twitter.com/NH8bmWiOld — King 📈 (@KSM_Capital) June 27, 2025 Hot take: Most investors still don’t understand what makes a business valuable. They’ll pay 110x Revenue for a hyped-up story like $PLTR, but then ignore $BMBL, which … Read more
Wall Street is hypnotized by Nvidia. But AMD just made the loudest move of the year without raising its voice. The Instinct MI350 Series is out. It is not a refresh. It is a leap. Built on CDNA 4, the … Read more
The housing market has officially lost its grip. For the last few years, it levitated on low inventory and asset-charged demand, even while affordability cratered. But now, the concrete’s cracking. Home prices fell again in April, the second straight monthly … Read more
The global economy is easing. The United States is not. So far in 2025, central banks around the world have cut interest rates 64 times. That is the most since the pandemic panic of 2020. The European Central Bank has … Read more
The tariff wall is no longer a threat. It is standing. On April 2, 2025, the United States imposed a 10% baseline reciprocal tariff on imports from nearly every major trading partner. That includes allies. That includes rivals. The move … Read more
$TSLA Another way to look at this stock – long term structure. Don't be a panican. The crappy headlines this week really burned alot of options. pic.twitter.com/Far9FXdn48 — John @ The Rock Trading Co. (@The_RockTrading) June 28, 2025
OpenAI just made a move that should have every chip investor paying attention. They are now renting Google’s TPUs to help run ChatGPT. That marks the first time OpenAI has meaningfully used non-Nvidia silicon. Until now, it was all Nvidia … Read more