Hopium vs reality? "When I have to depend on hope in a trade, I get out of it." - Jesse Livermore

Cut losers. Feed winners. Free your cash. Free your mind.

FED Independence intact! Powell did not cave! 🤣

Probability of Sept rate cut 🔻?!

Some beautiful earnings in others besides tech $TMDX 🎆

🤖AI Spending Accelerates $META -> Epic Beat—AI Spending Accelerates $MSFT -> Another AI-Fueled Beat with Record CapEx $NVDA -> the KING with massive AI CapEx Tailwinds They will likely BO smaller Data Center, AI Infrastructure, Energy companies. Any Ideas? $IREN? $CIFR?

Some great BITCOIN cycle charts from Brett! 🙏

⚠️NFP Payroll July UER 4.2% unch (4.0%-4.2% range since May24) REVISIONS: May revised down by 125k (144k to 19k) June revised down by 133k (147k to 14k) Massive discrepancies! Can you really trust any data?

Your GREATNESS is formed from your suffering! 🙏

This is truly the best tweet of the month! Let’s go baby! 📈📈📈😂

*Sunday Reminder* Inflation is NOT higher prices which instead are a symptom OF Inflation. Inflation is when MS increases FASTER than production of goods and services. (It is also currency specific) Therefore it is the CB and governments that create it not the people or

Altai Pazyryk “Inflation is always and everywhere a monetary phenomenon.” Short-term price spikes aren’ true inflation unless monetary policy accommodates them. They are “One off” If CB hold the MS steady, even supply shocks tend to result in temporary price shifts, not long-term inflation.

$PLTR example of NOT knowing what you are invested in makes you money! How the times have changed!

Stagflation?! ISM Manuf 48% July v 49% June CONTRACTION ISM Services 50.1% July v 50.8% June Growing SLOWLY Why Does This Suggest Stagflation? ✅weakening employment ✅sluggish, minimal growth ✅high price inflation

Huge news for $IONQ $AMZN 🎆 Mega caps taking quantum seriously!

$IONQ Q2 2025 strong BEAT top-line revenues EPS big miss - why? The notably large drop in net income and EPS this quarter is mainly driven by acquisition-related accounting impacts—like non-recurring charges or financing costs—rather than a sudden decline in the core business.