$AMZN showing how they have a cash machine which can be turned on and optimized for profits. Great earnings and they are unstoppable. Guidance for Q3 showing no stresses in the business in this environment.

$AAPL iPhone sales slowdown is concerning. But services revenue is higher than all mac, ipad and wearables combined and is biggest growth driver. With margins being much higher on services, AAPL only needs to sustain iPhone market share which improved well this quarter.

With most critical tech #earnings behind us, the focus would shift to macro picture again. We have long #bonds yields rising and potentially breaking out in territories where stock valuations may look too expensive. What will drive #StockMarket from here?

📈 Navigating the economic landscape feels like a balancing act, especially with inflation and interest rates in the mix. 📉 🔗 [Read Now] blockstart.substack.com/p/the-economic… #Economics #Inflation #InterestRates #Substack #BlockStart #FinancialAnalysis

📉 As China's economy stumbles post-COVID, US tech giants brace for impact. With rising geopolitical tensions and soaring interest rates, could this signal the end of the US tech rally? Read our latest post. 🌐 blockstart.substack.com/p/the-wounded-… #stocks #AAPL #ChinaNews

Beware: soaring IPO valuations might not tell the full story. 📈 As 'cost of capital' rises to levels not seen in decades, businesses tread into uncharted waters. 🌊 It's more than a trend—it's a seismic shift! 🧭 #stockmarketcrash #US10Y Read more @🔗 [open.substack.com/pub/blockstart…]

🎥Watch one of the most enlightening talks on how regulations, historically, tend to favor monopolies while curbing innovation. It's a must-see if you want to understand the intricate dance between policy & market dynamics. #regulation #BigTech youtube.com/watch?v=F9cO3-…

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JPMorgan is finding random reasons to write negative reports about Bitcoin. For an event that is pre-programmed and known since inception of Bitcoin, how can it be justified to have a huge price impact after the fact? Miner AISC for gold is $1200-$1300/oz. Why is gold at $2000?

📈 When TSLA was at $140, Proflex believed in its potential while others overlooked it. Now, with the crowd clamoring at $240, our early insights pay off. Stay ahead with Proflex's market-beating strategies and see opportunities before they become obvious. #Proflex #TSLA #Invest

We are testing 140 on Yen again. Market may celebrate higher odds of 50bps but Yen carry trade may blow up again if Fed is too aggressive. #yencarrytrade #StockMarketNews $SPX $SPY

High skilled immigration has been central to America leading the world in tech. The biggest misunderstand about high skill immigration stems from people thinking that the market opportunities in tech, and tech-adjacent fields, are zero sum. This essentially imagines innovation

After a wild year for Bitcoin and with the Trump administration incoming, the denial about what’s imminent is astonishing. Bitcoin is digital gold, and we’re not going back. Yes, it’s volatile—just like gold was 50 years ago. Long term? UP only. 🚀 #Bitcoin #DigitalGold”

Stock market is wondering about sustainability of the bull run which is purely driven by AI trade in last 2 years. But openAI raised $40B, Google's Isomorphic raised $600m, Anthropic raised $3.5B in the current market

Jane Street – Why it deserves Our Gratitude: Exposing the Fragile Underbelly of India's Markets I’ve been watching the markets for years - managing wealth, building portfolios, witnessing booms, crashes, scams, reform cycles, and regulatory knee-jerks. But nothing baffles me

Tulips are not durable, not scarce, not programmable, not fungible, not verifiable, not divisible, and hard to transfer. But tell me more about your analogy...