Thoughts on $CANG , its up 18.54% today but Im asking over the next 3 months.
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Situationally Aware retweeted
September tech led US cuts at about 11k jobs, led by Uber’s 3,300 plus smaller rounds at Amazon, Oracle, Microsoft, Workday and others. Global tech YTD already exceeded full-year 2025 totals as firms restructure for AI. Early October is quieter so far, with Amazon under 1k, HubSpot at 660 and FICO about 15%. Overall US announcements hit a multi-year September low, but white-collar corporate roles remain under pressure.
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PA in $GRPN interesting
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Quick note on $TLRY I'd like to see what happens tomorrow after earnings.
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I do declare, $TLRY has bottomed.
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The sell off in crypto companies is weird. $ASST $MSTR $GLXY why? shouldn't sell off bigly as BTC didn't correctly strongly.
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My beautiful $GLXY, look what they've done to my boy over the past month.
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KEEP THE TRAIN GOING! MORE COAL INTO THE FURNACE.
*BROADCOM ARRANGING OVER $50 BILLION IN FINANCING FOR OPENAI'S NEW CUSTOM CHIP - WALL STREET JOURNAL $AVGO
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I will only call it SI when it takes at least 50% of the jobs away. Until, then it's AI!
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Situationally Aware retweeted
BREAKING NEWS CHILE'S CODELCO IS INVESTIGATING NEW EVIDENCE OF OVER-REPORTED COPPER PRODUCTION IN 2024 AND 2025 This is one of the world's largest copper producers. Read all of this again.
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I've added to $BTDR today, I want to get my average in the 10's, very strongly.
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I do believe that $HOOD is an arm of the state, increase trading volume to capture more taxes. We love it!
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added to few stocks today, sold out of $TMUS
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Situationally Aware retweeted
S&P 500 closed +0.58% at 7818.93 ATH. Led by CEG (+12% on Google nuclear power deal), VST (+11%), MRVL (+6% on guidance), NRG, chips (AVGO, AMD), Lamb Weston. Today ~340 stocks advanced vs ~160 declined. Under the hood: only ~30% of S&P members above 50-day MA, ~47% above 200-day. Russell 2000 fell 0.6%. Rally remains narrow, mega-cap/AI heavy.
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added a little bit of $NEOG here
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Is liquidity is expanding underneath the surface (via deficit monetization, off-balance-sheet vehicles, and corporate cash deployment @grok
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Situationally Aware retweeted
dudes in SF will be like "i need to raise $1B for compute" bro you need to raise a family
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Situationally Aware retweeted
Baby boomers bought houses at 15% interest rates and somehow survived without getting their dinner delivered every night via DoorDash We will never know how they did it
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IMPORTANT
We have 165 new 52 week highs and same amount of new 52 week lows today in the Nasdaq. That isnt normal for a market that’s been hitting nee highs daily. And thr last several days have seen new lows eclipse new highs by a wide margin. This has been going on for awhile. The NYSE is even worse, 43 new highs and 92 new lows today. Underneath the surface this is no longer a bull market. The action is quite alarming. 🚨
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