swingsonly

Great read. This is a genuinely well constructed thesis. I love reading shit from smart ppl

$CRCL trading very nicely around pQ-vwap. A pullback into the $115-113 region would be a nice long.

$PINS Strong earnings today. I took a position on the breakout this morning. Covered 1/3

My Earnings Estimates for $PLTR

$IGV

how do i bet on midcaps falling off a cliff?

rare earth equities are looking pretty good right now. seems like a great wave to ride.

Market's moving like it's waiting for news

Literally all you gotta do in this market.. the devs literally tell you what to buy

You just gotta go with the flow… top blast all of you favorite “bottlenecks” until it doesn’t work.

Companies need to bring back one time fees… charge me a premium idc. anything but a subscription.

Just to add in the technicals.. You'd definitely want to see signs of a bottom forming around 2.08k-2.04k or a swift reclaim of 2.26k $FFH.TO

Looked into it, Im taking the eps miss as noise. The loss is mostly MTM bond declines which “should” reverse when rates stabilize. I think the core business about quadrupled profits YoY. So that’s lit. The Poseidon & Eurolife sales also close next quarter, so that’s about

Well isn’t the trading card market at all time highs? And isn’t the grey market (watches) doing well right now. Both of these things have massive presence on eBay, seems like a great acquisition. $EBAY $GME

What are the odds for weekend escalation?

The plan for today

Closed out. will look again on a deeper pullback