"Stocks" by @KamalBaldawa
BARCLAYS: “.. the risk of course would be if .. growth/eps expectations for next year are unrealistically high .. .. every investor should take a long hard look at the 'E' in SPX valuations .. if they are going to buy into the 'stocks are cheap' narrative.”
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Carl Quintanilla retweeted
BARCLAYS WARNS STOCKS ARE NEARING A BREAKING POINT Barclays warns that rising bond yields are making equities less attractive, with the extra return stocks offer over bonds near multi-decade lows. Despite resilient earnings and AI-driven growth, oil above $100 and renewed central-bank tightening are increasing market risks. The bank remains overweight equities, but expects volatility to persist ahead of Q3 earnings as investors assess how much higher yields stocks can withstand.
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6️⃣0️⃣ Seconds $AKAM $INTC $META $AMD $GM $ZS $NKE 🦆🇨🇳 Duck Diplomacy With Xi, Pandas 🐼 Bound For Atlanta #ITSNOTANOPTION 📙 Bang! 💥 RebelCon 2026 Oct 19-21 Vegas 👉 tinyurl.com/8zcjumak
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Carl Quintanilla retweeted
$INTC Lip-Bu Tan reveals Intel has about 70 people working on quantum computing and is making it a strategic direction for the next five to 10 years "Good news, right now Intel Capital is also under my watch, so Intel Capital also invests into some of these quantum computing startups" "And by the way, I just asked my CTO, Pushkar, quantum computing we have like 70 people working on this, the spin quantum, and we also have a fab, we're also working on some of this testing of whether it works." "So I think we're going to put that into work, and this becomes part of the very important strategic direction that Intel want to have in terms of five year, 10 years from now." _______ More from Lip-Bu Tan and his AI playbook: firesidealpha.substack.com/p…
$INTC Lip-Bu Tan admits Intel can fill only half its CPU orders and apologizes when CEOs call him "Yeah, I think inferencing is very important. When you want to drive some of this reinforced learning, and also in terms of agentic AI, CPU is the best." "GPU is very good for training, but CPU is really good for orchestration, control plane, and driving some of this even single thread rather than multi-thread has become very useful." "It happened that I invest quite a few companies in the frontier model. They all tell me that, 'Lip-Bu, we need more CPU.'" "So good news is, right now, sometimes in life you need some help. And so the help that come to me is that CPU is so high demand, I only can provide 50% of what the customer want. So many CEO call me up, I had to apologize, I'm not manufacturing enough for them."
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McDonald's makes aggressive $8.5B move after previous effort Read more: thestreet.com/investing/stoc…
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GOLDMAN: “.. We believe there will be a lot of hyperscaler issuance. .. For that sector at large we are underweight knowing more issuance will come.” @SeekingAlpha seekingalpha.com/news/464696…
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Novo Nordisk's CEO delivered a warning that sank its stock by 8% Read more: thestreet.com/investing/stoc…
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President Trump says the U.S. and China should ‘continue to build a relationship that promotes prosperity and security.’ Read more: thestreet.com/stock-market-t…
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Formerly unheard story of Jim Copenhaver
While shorting the market’s favorites, he’s quietly going all in on names most investors have written off. Read more: thestreet.com/investing/stoc…
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35-14. Falcons didn't just beat Green Bay Thursday, they embarrassed them. this weekend Chiefs-Dolphins, Ravens-Cowboys from Rio. Back Monday with more 🏈 NAJARIAN SPORTS 🏴‍☠️ with @petenajarian @MarketRebels #ITSNOTANOPTION 📙
🏈 NAJARIAN SPORTS 🏴‍☠️ with @petenajarian #4 LSU vs #5 Texas A&M this weekend somebody walks away with 2 losses in a brutal Playoff race Watch Mississippi State: could be the sleeper that turns into a nightmare, with a QB playing like the best in the game #ITSNOTANOPTION 📙
Discount retailer closes 5 stores across multiple states Read more: thestreet.com/retail/marshal…
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Carl Quintanilla retweeted
I’ve watched this 20 times it’s like de niro’s face is on baldwins skull
Ver a Alec Baldwin incorporando la entidad de Robert De Niro sin necesidad de acudir al rito umbanda me eriza los pelos del culo. Se le transforma el rostro al hijo de remil puta.
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Carl Quintanilla retweeted
Meta CEO Mark Zuckerberg says he’s aware some people are using the term “pervert glasses” to refer to his company’s line of smart glasses and tells NBC News chief tech analyst Joanna Stern that he plans a counteroffensive highlighting how Meta tries to deter secret recordings. nbcnews.com/tech/tech-news/m…
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The former CEO of U.S.-based credit union Family First is no longer with the company, days after she posted an allegedly AI-edited family photo of her family with “Lake America” sweatshirts. On Wednesday, a statement posted to the company’s website revealed that Jane Smith was no longer with Family First “effective immediately,” with chief operations officer Jason Acosta serving as interim CEO. It was signed by Maurice Patterson, chairman of the Family First Credit Union board, and Acosta. Read more: cnb.cx/4yeI8oZ
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Carl Quintanilla retweeted
"Dimepiece" A perfect Joe Montana-to-Jerry Rice rainbow opens #49ers scoring in Philly Without question one of NFL Films' finest shots, and one of the prettiest passes in league history September 24, 1989
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Chukwunonso Uzoma David Uzoma Eze, a Nigerian national, stabbed two football players over the weekend, killing one. Well done Massachusetts, I guess that's one way to address NIL inflation
BREAKING: Federal law enforcement sources confirm to @FoxNews that the suspect arrested for stabbing two UMass Dartmouth football players over the weekend, killing one, is a Nigerian national who had been in the U.S. illegally as a B-2 visa overstay, but was shielded from deportation by the Biden administration in 2022 when they granted his request for “deferred action” (a discretionary choice by the U.S. government to delay deportation). He then applied for deferred action again in 2025, and the Trump administration approved it and again shielded him from deportation. Chukwunonso Uzoma David Uzoma Eze was taken into custody by police in Providence, RI after the stabbings, which happened in the parking lot of a lounge, and he is now charged with murder. Full immigration history, courtesy of DHS source: “Chukwunonso Uzoma David Uzoma Eze, a Nigerian national first entered the United States on March 18, 2015, at Boston Logan International Airport on a B-2 visitor visa. He later obtained two approved extensions of that nonimmigrant status: one filed Sept. 17, 2015, and approved Feb. 5, 2016; and another filed March 18, 2016, and approved June 8, 2016. He applied for deferred action, which was approved Sept. 21, 2022.   On Aug. 24, 2023, he applied for employment authorization. That request was rejected Sept. 25, 2023. On Feb. 10, 2025, he filed two applications: one for employment authorization based on deferred action, which remains pending; and another for deferred action, which was approved Oct. 8, 2025, and is set to expire Oct. 7, 2027. On Sept. 21, 2026, the Bristol County Sheriff’s Department in Massachusetts arrested him on a fugitive-from-justice warrant.”
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BRAINWASHED IDIOTS ARE THE ONLY ONES COOL WITH FRAUD! This self-proclaimed liberal cuck is cool with the idea that so many people have been raiding taxpayer funds & can't give Nick @nickshirleyy one reason why exposing fraud is a bad thing.
Self-proclaimed “liberal cuck” tries to shame me at the airport. I gave this man 10+ opportunities to explain why he said that, but he couldn’t come up with one answer. Exposing fraud is not a partisan issue. It affects every taxpaying citizen. EXPOSE IT ALL.
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91-year-old investor sees healthcare titan doubling in 3 years Read more: thestreet.com/investing/stoc…
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Cannot wait for the Madden Movie!
The Madden trailer is here, and this movie already looks awesome https://nitter.net/t.co/j12X0bwnCE
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Carl Quintanilla retweeted
Pour yourself a cup of ambition. It’s Dolly Parton Day! Across the world, communities are dedicating Friday to honoring the beloved country singer. The day is falling on Sept. 25, a wink at Parton’s hit song “9 to 5.” Read more: abcnews.link/hJJKKb8
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Vote Mike Rogers! Undercover video from the Socialism 2026 Conference where Abdul El-Sayad's half-sister Eman Abdelhadi states "Abdul is not a f**king capitalist" while discussing his U.S. Senate campaign and urging focus on policies to "get him in."
BREAKING: Abdul El-Seyed’s sister is caught on film admitting that Abdul is lying about his policies and that he’s not a capitalist. https://nitter.net/t.co/RAswPiAHW0
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Thanks for doing this work Christopher @christopherrufo @ManhattanInst $11B per year in fraud, openly flushing taxpayer funds down the California toilet
California has built a shadow welfare system for the undocumented, which costs taxpayers more than $11 billion per year. We exposed it all. https://nitter.net/t.co/eUR480EcYn
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Good on you DJ @idjmoore
DJ Moore went to lunch at ZJ's Family Restaurant in Hamburg, New York. It is a family diner. Not a place with a velvet rope. Booths, a counter, regulars. Somebody in there recognized him, and quietly paid for his meal. They never told him who they were. They just did it and let the server deliver the news. So Moore pulled out cash and handed it to his server, a woman named Carol Poules. "This is for everyone's meal that's sitting here, and the rest is for you." Six or seven tables. Plus everybody sitting at the counter. A couple hundred dollars, and then a tip on top of that for Carol. Her words. "It was so exciting, it was a pinch-me moment. Very cool. He just seems like a good, genuine person." One of the people who got a free lunch out of it was a woman named Carol Conklin. "Nothing's ever happened like that to us before where someone will buy your lunch." On his way out, the room called out Go Bills. He said it right back. Here is the part that makes it land a little harder. DJ Moore has been a Buffalo Bill for about six months. He did not grow up there. He did not pick it. Carolina drafted him in the first round in 2018, then traded him to Chicago in 2023. Chicago traded him to Buffalo on March 11 of this year for a second round pick. Eight seasons, more than 8,000 receiving yards, three teams. He has spent his career being moved around by people who make those decisions in rooms he is not in. And then he walked into a diner in a town of 60,000 people, in a city he got assigned to, and a stranger who had nothing to gain from it bought him a sandwich and disappeared. So he bought the room. Buffalo does this. This is the city where fans sent hundreds of thousands of dollars to Andy Dalton's charity because of one throw, and where they gave more than a million dollars to a children's hospital in Josh Allen's grandmother's name after she died. It goes the other direction too, apparently. A guy who has been traded twice paid for six tables of strangers because one of them was nice to him first.
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Believe Hasan Piker when he speaks like this
If this doesn't convince you to go out and vote, nothing will. 🔴 WATCH LIVE: rumble.com/v7fx87y-is-this-t…
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Michele Tafoya @Michele_Tafoya for US Senate!
Two days. Seven cities. Eight stops.  Our Southwest Minnesota tour was about showing up, listening, and meeting great Minnesotans. I’m grateful for every conversation and every community that welcomed us.
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ObamaCare has a fraud problem, not a coverage problem.
760,000 ObamaCare enrollees had no Social Security or immigration numbers, paid no premiums and filed no medical claims. Yet taxpayers were footing their bills. ObamaCare has a fraud problem, not a coverage problem. Glad to see the Trump administration cleaning up the mess. wsj.com/opinion/obamacare-fr…
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Little Abdul El-Sayed refuses to condemn the IRGC and the atrocities they committed against their own citizens. HOW could this cuck represent Michigan's citizens? @AbdulElSayed
This is insane. A young Iranian-American describes how his family has been hunted by the IRGC, cites tens of thousands of protesters reportedly killed by the regime, and asks Abdul one simple question: Will you condemn the IRGC? Abdul refuses. https://nitter.net/t.co/zJprDlQuXd
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This is only one of the many reasons we celebrate John Madden every day
44 YEARS AGO: John Madden told one of the GREATEST stories of all time on Saturday Night Live involving #Raiders legend Ted Hendricks, money, and a toilet. Madden’s storytelling was truly one of a kind. The greatest to ever do it. 😂😂😂 https://nitter.net/t.co/NbpZ7tVW2X
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Don’t wait for cheaper stocks — Rebecca Walser on stocks to buy now Read more: thestreet.com/video/dont-wai…
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$META is a reminder that “AI downstream” stocks are working PS: and also the folly of ‘timing’ markets Get the premium service “first word” at fundstratdirect.com/tlee-ser… @fundstratdirect 🥇 Use evidenced based research to understand markets and build a portfolio PS: Free 30-day trial FYI 🆓 😍
META IS NOW UP 40% IN JUST THE LAST 1 MONTH WTF ??? $META
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HUANG: “.. Try getting a kid to do long division right now. Multiplication tables are starting to be forgotten. Doing square roots? My goodness. .. .. Does it matter? .. I don’t think it does.” @ezraklein @JensenHuang https://nitter.net/t.co/b18d0rhUXm
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Thomas (Tom) Lee (not drummer) FundstratDirect.com retweeted
I think Tom Lee is right! We have oil that is $100 per barrel, we have midterm elections and we have tariffs. All those inflationary short term contributors will likely fall in the new year. Inflation on the economy should get better from here on out in a stock market I think will appreciate because of the uncertainty that it takes off the market in the short term. Will we have a war in Iran over the next 6 to 9 months? In my opinion, I don’t think Iran can hold out that long. In the meantime, the US will have created diversified logistics around oil trade and increase their economics along the way.
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Suze Orman lays out stark 401(k) reality for your 60s Read more: thestreet.com/retirement/suz…
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😂 Keep stacking
There is no second best (duo) @saylor ft. @fundstrat $COINAGE
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Apple's rumored iPhone 20 could change the phone's look in a big way Read more: thestreet.com/investing/appl…
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Danish intelligence officials have warned that Russia could launch a “limited” military attack against a NATO member in the coming months, saying the Kremlin appears more willing to take risks after more than four-and-a-half years of war against Ukraine. The Danish Defence Intelligence Service (DDIS) on Thursday identified a “low but growing risk” that Russia could carry out isolated strikes with long-range weapons on infrastructure that is critical to the support of Ukraine. Read more: cnb.cx/46NYWam
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5-star analyst resets Micron stock price target by 8% Read more: thestreet.com/investing/stoc…
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Cathie Wood buys $25 million in tumbling tech stock Read more: thestreet.com/investing/stoc…
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Costco Wholesale Corp. Q4 2026 Earnings: Recap of $COST Earnings Call, Stock Forecast Read more: thestreet.com/latest-news/co…
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Crypto exchange Bitget suspects North Korean hackers may be behind a security breach that affected about $351.6 million in digital assets. Bitget CEO Gracy Chen said investigators identified internet protocol addresses linked to VPN services previously used by a North Korean hacking group. The pattern of the attack also resembled earlier operations attributed to the country. Learn more about the hack and its implications: cnb.cx/4z2BLoV
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Disney World ends a free perk that helps visitors save money Read more: thestreet.com/travel/disney-…
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Bank of America has strong message for Merck stock investors Read more: thestreet.com/investing/stoc…
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16 trucking companies file Chapter 7 or 11 bankruptcy in 30 days Read more: thestreet.com/retail/truckin…
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Bank of America doubles down on Micron stock before earnings Read more: thestreet.com/investing/bank…
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Dave Ramsey warns Americans on 401(k)s, Roth 401(k)s Read more: thestreet.com/retirement/dav…
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Washington’s oil lever is depleted, John Divine says the next move is in the VIX and natural gas Read more: thestreet.com/crypto/markets…
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JPMorgan sends strong message to Meta stock investors Read more: thestreet.com/investing/stoc…
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Grocery giant recalls applesauce over potentially harmful toxin Read more: thestreet.com/retail/shoprit…
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Chinese leader Xi Jinping pledged two giant pandas to Zoo Atlanta, reviving Beijing’s decades-old charm offensive on the opening day of his first state visit to the U.S. in more than a decade. “Americans may not like China, but they will certainly like pandas,” an analyst said, highlighting the symbolism behind the gesture. Find out more about panda diplomacy: cnb.cx/4z0gufB
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Michael C. Khouw retweeted
Replying to @Polymarket
And 100% chance LA loses.
BREAKING: Democratic Socialist Nithya Raman surges ahead of Karen Bass in the Los Angeles mayoral election odds. 58% chance she wins.
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Michael C. Khouw retweeted
100% Watch this
.@JensenHuang is a national treasure 🫡 https://nitter.net/t.co/UiQfXYiEyy
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Michael C. Khouw retweeted
.@JensenHuang DISMANTLES Geoffrey Hinton’s AI doomerism: “All of his predictions have been WRONG. Enough predictions.” “Don’t think for a second just because you’re an alarmist that you’re doing a social good.”
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Michael C. Khouw retweeted
Standing O for the one and only @RickSantelli @CNBC!
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Jim Cramer warns stock market investors who have big gains Read more: thestreet.com/investing/stoc…
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Another airline cancels almost all US flights due to low demand Read more: thestreet.com/travel/norse-a…
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How much can you borrow with a HELOC? Read more: thestreet.com/advisor/how-mu…
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Home Depot cuts back on something shoppers count on Read more: thestreet.com/retail/home-de…
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Falcons better win the Super Bowl or … not great for Packers coaching staff.
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Congrats @BitMNR team $BMNR is in good company
🚨 UPDATE: Only four of the 20 largest crypto treasury companies trade above the value of their holdings, weakening the model they used to raise funds and buy more crypto, DWF Ventures reports. ct.com/news/crypto-treasury-…
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I'm delighted to announce the appointment of Isabel Schnabel as IMF Financial Counsellor, effective Jan. 4, 2027. Her distinguished record, including at the ECB, and leadership in research and policymaking will be invaluable to the Fund. imf.org/en/news/articles/202…
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New Social Security bill seeks to lower retirement age Read more: thestreet.com/retirement/new…
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Carl Quintanilla retweeted
The Tech CEOs have arrived for the US China State Dinner 👇
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Carl Quintanilla retweeted
First Lady Melania Trump @FLOTUS toast Chinese President Xi Jinping, right, with Elon Musk looking on, as @POTUS host a State Dinner at the White House.
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Nirvana’s “Nevermind” turns 35 today — an album the band almost titled “Sheep”, referring to people who follow the herd. “Dreaming of the person you want to be,” Cobain said, “is wasting the person you already are.” “Come As You Are” 🎸
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Mark Zuckerberg says Meta found a way to make more money Read more: thestreet.com/technology/mar…
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Carl Quintanilla retweeted
SCTV: The Greatest Show You've Never Heard Of premieres October 30. Legendary SCTV cast members reunite in this documentary for a funny and heartfelt celebration of a scrappy Canadian sketch show that made comedy history.
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Suze Orman lays out stark 401(k) reality for your 60s Read more: thestreet.com/retirement/suz…
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Pete Najarian retweeted
David Pollack has shared an encouraging update after his wife Lindsey underwent her third surgery during her ongoing battle with brain cancer. 🙏 “God is our refuge and strength, an ever-present help in trouble.” - Psalm 46:1
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Carl Quintanilla retweeted
JUST IN 🚨: 30-Year Mortgage Rate soars to 7.45%, the highest level since April 2024 📈 🏡
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Pete Najarian retweeted
Pete @petenajarian was on News Nation tonight with @connellmcshane watch it here 👇
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