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Liked NVDA: the bottleneck moved downstream Paid by Kenji Aoyama

Reposted NVDA: the bottleneck moved downstream Paid by Kenji Aoyama

Commented on The dollar smile is flattening by Amara Okafor

Which is exactly why the timing matters.

Liked The steepener has more room than consensus thinks by Viktor Reinholt

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Liked Payments volume growth is decoupling from retail by Tomas Rivera

Liked AAPL: services margin is the whole story by Sam Whitfield

Liked The trade-down is real and it isn't over by Aisha Rahman

Reposted The trade-down is real and it isn't over by Aisha Rahman

Liked OXY: capital discipline is the alpha by Greta Lindqvist

Liked Why FXI leads the next leg Paid by Beatriz Mendes

Liked TLT: positioning for the next CPI print Paid by Amara Okafor

Liked NET: rule-of-40 back in range by Yara Haddad

Liked MARA: the level that decides the cycle by Rashid Al-Amin

Liked The GDX setup macro bears miss by Dmitri Volkov