Unstoppable tank $SNDK is +17 on a day like this, and $MU just flipped green. I guess they're not turning yet...let's see how they react to their own earnings. Madness.

$SNDK is up +90 points in after-hours. Holy moley. But the real story is little pink sheet $KXIAY. I've been the sole bull on this stock on Twitter/X for a bit. It will be interesting to see how it opens, since the after-hours is opaque on unlisted stocks. Here's some great

It's quite remarkable to me that $SNDK, up +90 points on earnings, isn't trending here on X. For all the incredible action in the stock in the past few months, it still might be early-ish.

I feel fortunate to have walked on the Earth at the same time as Catherine O'Hara. Her genius will be missed. Spread a little laughter in her honor, if you can.

What a month. And we are only 3 days into it. Sometimes the best move is to sit and think and digest the available information. My conclusion: it's a good time for me to raise cash. Selling some of my biggest positions, for big profits. No regrets. With a 3-week beach vacation

$GOOGL earning should prop things up again tomorrow. I'll probably have cause to regret exiting the stock beforehand. But I'm in a take-the-money-and-run state of mind.

No matter how much cash you raise, it never feels like enough when the pullback comes a-knocking. Now the question is: pullback or something deeper and more systemic? There's nothing in the earnings to suggest the bull is over. But price compression can certainly feel like a

$SNDK keeps flipping between red and green. Keeping one eye on that one. When the dust settles, it will top the buy list. Fast storage is more essential than ever.

OMG Opus 4.6 ONE SHOTTED THIS 😱😱😱😱

Here we go....where's my Universal High Income?

I hope some of you have been enjoying the $KXIAY rocket ship ride as much as I have. It's starting to get a little pricey up here. I'm scalping a few profits - it's a double for me, since I first started talking about it publicly. YMMV. The story is just starting to gain wider

Whenever I want the latest stock market news to be reported with pinpoint accuracy, I go to a Congressional hearing to listen to #PamBondi go off the rails. Only the finest people.

I hope a few of you enjoyed the $KXIAY rocket ride this morning. While the rest of tech is floundering, the memory and storage trade zoomed higher. I closed out my $KXIAY position today on the big move but am still holding $SNDK and $MU. It is pretty typical for investors and

This is probably the geopolitical insight of the year. It's also why the Age of AI should be shifting towards collectivism, while the US is systemically focused on siloed competition and individual entrepreneurship.

Futures are bright red but no worse than most of the recent pullbacks we have seen, tbh. The real problem is not what markets do tomorrow - it's that we are now entering what is sure to be a protracted period of global uncertainty, instability, and realignment with no timeline

$NVDA finally catching a bid after the post-earnings sell-off. Pricing became pretty irresistible. I'm a buyer. Not a very original idea but a worthy one. Its investment announcement in photonics is intriguing and good for $GLW, $COHR, and $LITE. I'll probably start picking up

INFLATION/DEFLATION: The thing holding down inflation has been lower oil & gas prices, which masked inflation in consumer goods and mitigated the impact of tariffs. What's next, now that oil is shooting higher? AI is deflationary but also on the verge of creating massive job

Pay attention....