NASDAQ 100 returns these last few years: • 2023: 54.9%🟢• 2024: 25.6%📷• 2025*: 18.4%📷 stock market 🇺🇸

S&P 500 returns these last few years: • 2023: 26%🟢• 2024: 25%📷• 2025: 15.2% (so far)📷 🟢

$FICO shares are ripping higher, now up nearly 30% after the company said it will license mortgage score directly to resellers, cutting out the big credit bureaus.

PSA: Pre-deal Cantor Fitzgerald SPAC $CEPT is moving higher on substantial volume today (more than 5x daily average) Could be nothing or could indicate someone with knowledge thinks an announcement is close

$RDDT shares are sliding this morning after some chatter that the number of Reddit sources being cited by ChatGPT has dropped off noticeably since Sept.

Flight to safety in zero revenue, zero product companies

I’ve been watching $TGT and $WEN looking for a potential entry point but the charts are just bottomless pits at this point - can’t seem to put in a bottom

Not exactly sure what is brewing with $SNAP but it has had unusually high volume lately (hundreds of millions of shares compared to avg daily volume of ~60 million shares)

RIP $KVUE

Premarket gains erased and it goes red on retail realization that their current technology lags energy output of a potato $OKLO

This is the inevitable future for $OKLO and $RGTI - just a question of how high it goes before the fall

The new $GOOG Google Finance Beta looks pretty good compared to the original and seems to have some AI integration.

$TSLA is trading at 2021 levels and a $1.2 trillion market cap while the fundamentals are awful and continue to deteriorate

Gary is missing his window to do an equity offering. They should have sold shares around the same time all the insiders were dumping $RH

$OKLO down 18% this morning!

$APLD vs $IREN Both have been running very hot but one has more upside than the other in 2H25 - our bet is on $IREN

$KMX Misses Estimates as Fiscal Q2 Earnings, Revenue Decline CarMax ($KMX) posted fiscal Q2 earnings of $0.64 per diluted share, down from $0.85 in the same quarter last year and well below the $1.01 consensus estimate from FactSet.

In honor of $ENPH being kicked out of the S&P500 let’s revisit this letter from TJ Rodgers about about $ENVX short sellers where he highlighted the success of $ENPH as proof of his abilities to identify winners like $ENVX

Calling it now - double top for housing Rug pull next spring

And it happened… $RICK And it’s not even an official recession