futureman@futureman1977

not investment advice

Joined August 2020
221 Photos and videos
$NVO 5%~ yield, well funded + trades at 8x + better performing WL pill (15% in 68 weeks) vs. $LLY (11%, 72 weeks) Novo has captured the holy grail, the best performing WL pill on planet earth, only a matter of time before market figures it out. Collect yield while you wait.
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$GPIQ trades like $QQQ on quaaludes + 10% yield, monthly distributions.
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placid markets $QQQ $SPY
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So when markets are open 24/7 and the market has a major derisking event, it will be like a continuous 24 hour crash, for days, will be totally insane. $QQQ $SPY
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$AVGO is dead money. Nobody believes their forecast because most of it is infra. Commitments from the frontier labs, which are cash burning debt machines with slowing growth.
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So the threat of future hikes will hang over this market for the next 12-18 months like a black cloud. We could even end up in a bear market. Eventually rising rates will suck tech into the abyss with banks, industrials, real estate and con. disc., etc. Joy. $QQQ $SPY
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Also, WTI seems high, considering energy volumes thru the strait have regained pre-war level. Something is keeping WTI and rates artificially high. $QQQ $SPY
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Definitely seems like there's hedge fund shenanigans going on in the bond market. Rise in interest rates across the curve are detached from Fed hike expectations and the outlook for inflation and growth. Something's up. $SPY $QQQ
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Broadcom's stock multiple (19x) is in the dog house until we get a clearer picture as to where the frontier labs will be in the next 24 months. A majority of Broadcom's backlog is dependent on OAI and Anthropic meeting their infra. commitments in 2027-28. $AVGO
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what a weird market $SPY $QQQ
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Rates will kill this bull, it’s already underway. Banks, consumer disc.. industrials, real estate, utilities have been crushed. Now rates are starting to weigh on tech and comm svcs, only a matter of time before they fall. Feels like we are at a major market top. $SPY $QQQ
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$LRCX and $AMAT should be bangin off that massive $MU capex raise.
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Just noticed. $LYFT (18x) has a higher multiple than $UBER (16x)
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Indian media has identified the Captain of Flydubai flight FZ1073 as Smit Machchhar, an Indian national who joined Flydubai in 2022 after flying for a decade at SpiceJet, his colleagues said.
Breaking Aviation News & Videos
@aviationbrk
Sep 30
Photos are circulating reportedly of a passenger who, along with other passengers, managed to subdue one of the pilots on board Flydubai flight FZ1073. An Israeli official said there was suspicion that one pilot may have tried to crash the aircraft before the other pilot, with help from Israeli passengers, managed to subdue him. Flight-tracking data from Flightradar24 showed the aircraft rapidly descending from about 34,000 feet to 14,000 feet, at one point displaying an instantaneous descent rate of about 30,976 feet per minute. Flydubai confirmed that Flight FZ1073 from Dubai International Airport to Ben Gurion Airport experienced an “inflight incident” and landed safely in Tabuk. “All passengers are safe and being looked after,” the airline said, adding that it was cooperating with the relevant authorities and would provide further updates as information was verified. x.com/aviationbrk/status/210…
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$ORCL JUST reported gangbuster earnings, no need for a capital raise, all DC's on track, outlook massive. How did that narrative, from only three weeks ago, flip to, $ORCL is preparing to file for chapter 11 bankruptcy? This is most manipulated market is the history of finance
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It’s like, hi we just bought a brand new fleet of beautiful 787s, and our graduating class of new pilots were flying crop dusting missions over the rice patties near the Mi-Kong delta two weeks ago.
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$META down another 4%, are we going to give the entire move back?? What a scam this market is.
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Why is $UBER trading at 16x??
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Looks like the U.S. government is going to take a massive stake in both Anthropic and OAI. That’s what’s driving this massive frontier labs fake fear campaign. Government backstop. $QQQ $SPY $MSFT $ORCL $AVGO
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Bullishness as it relates to $META on this app is so disgusting, it's beginning to turn my stomach.
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