#vikings is a better show than #got

There’s a fine line between patience and hesitation. Patience is waiting for A-grade confirmation before entering. Hesitation is watching the A-grade set up, confirm, and move - while you sat on your hands waiting to feel “more sure.” One of them makes money. The other watches it happen.

Who remembers Charlie the Carrot Chaser?

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6 Steps to Better Decisions as a Trader

And there it is. Nuclear issue is an impasse.

@izzyonit $TSLA down because of the EU tsla FSD news

WARNING AI: Brief history of rate changes Directionality of Federal reserve rate moves extend interyear so one could expect this brand new cycle of hikes to conclude late 2027. Could end earlier if President Trump has genuine interest/control over lowering rates.

Big "if" imo. Trend is NO deal. $spy

$MSOS that needs to be the daily higher low, which means bulls will need to break high of today, on Monday.

I keep seeing this argument that 5%+ treasury yields don't matter, because they're "historically low" (in reality, they're just 0.6% below the historical average, but that's besides my point) The directionality of yields is what the markets care about. Not the absolute number, the trend. Volatility of this kind in bonds means that action in risk & long-duration assets suffer ("chop") from perpetual uncertainty with regard to the pricing of forward expectations. For the past 7 months consecutively, the 10-year yield has risen higher. That's tied for the *longest streak ever*, rivaled by only 2010 and 1978. These are rare events separated by decades. As for those who say yields are up due to "lack of fiscal discipline" -- sure.. that's a tailwind, but that's been an issue for the better part of two decades. That's not the catalyst, though. The more intelligent take, if you're looking for an emerging, more chronic issue is the idea that we are inflecting toward de-globalization because of repeated resource crises during most periods of conflict in recent history, the schism between the U.S. & China over Taiwan, the distancing of the U.S. from NATO obligations and vice-versa, the pervasion of "fairness" doctrines (tariffs), the broader destabilization of Europe & the Middle East through war, and the highly competitive nature of emerging technologies, namely AI, which are increasingly dubbed as national security imperatives. If you're looking for acute cause, there is only one explicit catalyst that is *actually* driving the bond vigilantes to relentlessly push yields, and it's obvious: the 10-year yield is up for 7 months consecutively, from 3.9% to 5.2%. Anyone know what happened 7 months ago? Oh... yeah... the war in Iran. If we want to get yields & interest rates under control, the war must end. Not only will this subdue the acute catalyst, but it will also dampen the risk surrounding the more chronic de-globalization story.

$TSLA OPENS FIRST HIGH-VOLUME SEMI FACTORY Tesla has opened its new Semi factory in Sparks, Nevada, with capacity planned for 50,000 trucks a year, or roughly 1,000 per week. Deliveries begin this week, with DHL, PepsiCo and US Foods among customers. Tesla was also selected as the primary supplier for ZET SCALE’s initial 2,500-truck order, while Einride recently ordered 500 Semis. The long-range Semi is rated for ~500 miles, and Tesla says fleet operations have shown 98% uptime.

Today's Key Events (All EST) — 09/25/2026 05:15: Fed's Williams 08:30: US Durable Goods Orders 09:20: Fed's Schmid 10:00: University Michigan Sentiment Final 13:00: US Baker Hughes Total Rig Count 14:00: Fed's Hammack Before Open 👇 BMO: Tamboran Resources $TBN

$US10Y should’ve peaked for the overnight session. If it isn’t, you’re waking up like this

Drug scheduling nerds: Lysergic acid and lysergic acid amide are schedule iii drugs. Neither has fda approval. A bevy of anabolic steroids are schedule iii despite lacking fda approval. There are many other examples. Thought the nerds should be aware. That is all.

Agentic commerce is a genuine threat to the "platform premium" across most consumer-facing merchants in industries like travel, lodging, shopping etc. Many are complaining about the negative stock reactions in these retail names, but I think it's justified multiple-compression, at least until we ascertain the winners & losers. People stick to central platforms largely for convenience and the brand-associated trust. AI agents will massively reduce the friction required to find the highest-quality options at the best price, regardless of what merchant or website they're available on. There is also an implicit voluntary sacrifice of privacy & security when using these agents, and the growing trend of people connecting their bank accounts and deferring to agent-decisions is evidence of this. Instead of spending hours browsing & comparing to find the best option, AI will do it for you in minutes. This will drive a variety of benefits for the consumer, namely producing a massive incentive for merchants to assure that their prices & breadth of offerings are highly competitive.

$ROKU FOX ROKU $22B ACQUISITION AT RISK AS NEWSMAX CEO PUSHES DOJ BLOCK - SEMAFOR

The market salivates every single time we get a positive headline about resolving the Iran war. The *day before* the war started in February, the 10-year yield was 3.96%, and falling. We were setting up for a goldilocks environment. It's nearly 5.2% today. You'd think with all the repeated headlines and no resolution, we'd be playing "boy who cried wolf" by now, but no -- reopening the Strait of Hormuz is THAT important to near-term inflation expectations. The market is literally screaming at the top of its lungs: "END THE WAR"

$MSOS hourly oversold aligns with a back test of previous resistance zone in the low $ 5s. Bulls must hold the back test or we will start talking about a monthly lower high for continued equilibrium:

Soo $gtbif went up today. Huard $msos sold again. A third of what they sold yesterday. Nothing will matter when the tide lifts all boats. #cannabis also moves with the general market as a proxy for irrational exuberance

$META unveiled Muse Charm, a palm-sized 5G device built specifically for talking to its Muse AI agent. They plan to ship the device in December, in time for the holidays.