$TLT $IEF FIG

$ADBE … decent long opportunity could come here. 👀 still watching 👀 for now… (< 0.1 - 1% allocation) I think it needs to retreat to $280-$320 zone to incrementally warrant overweight vs long $SPY … 🎲

Couple names here could dip more then pop. $STZ latest example. 7-8% in a week. Flat now.

I am not going to short 🩳 this thing bc we are in a bull market. $RBLX Roblox has a reckoning, Headed its way. Stories of parents talking to other parents, deleting it, no longer wanting kids on it. 👇 …growing activism against it. … for now, the debasement 🌎

Good visualization $QQQ 👇…. If bull 🐂 is to continue, vol will fall and slow steady drift back to ATH (which I favor) …… ….bears 🐻 need to see failures and chop, both in tech, A/D and the rotation to defensive should catch a bid.

Agree 👇 …. This should be everyone’s base case, until proven otherwise. $SPY $QQQ

Everyone in the $T $TMUS $VZ space needs to read this below and take a breather. 👇 ⬇️ EM out there, full on space X satellite 🛰️ meme’ing everyone. 1.) There is a reason Echostar couldn’t just become the 4th carrier. 2.) There is a reason cable cutting has moved to FWA,

$VZ AI 🤖 Schulman says he has a keen understanding of where it’s going and has spent a lot of time talking to other CEOs. AI 🤖 🔌 … 😂 On AI: Basically, he thinks it will drive cost savings and sees better tailoring. He thinks he can move into specific growth areas. **$VZ

$BMY beginners 🍀 😉… GL … back to equal weight.

Good 👍 morning $KVUE

Down -20%+ … since I flagged this one ⬇️… $RSG 🚮 … K shaped dynamics mean customers will push back…. Forever price increases of the last few years are not sustainable—Even in 🚮 waste management land, people look for alternatives.

$ANF 💥

Lakshman always a good listen. 👇 … $SPY … growth steady and inflation not running away. I would agree. 👍… Goldilocks with sprinkles of debasement 🍩 with oil ⛽️ still tame (for now). …although I think inflation a little stickier than people had become accustomed to