Meet Kevin😇
@realMeetKevinMeet Kevin: 007 dad and your financial agent.
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bro this is a vibe @lexfridman
Looks like Trump is going to win, potential landslide. Leading in every swing state. Let that sink in. PS: Long-form podcasts FTW. I hope to see politicians from both sides doing 2-3+ hour genuine, human conversations moving forward.
⚠️Why I'm a dirty bear.⚠️ 😇 Serious Risks, by Meet Kevin 😇 ➡️ Hawkish Fed: DOWNSIDE RISK looking at lagging data. Very stupid. Leading indicators are BAD. Overtightening substantially. ➡️ Hawkish yields: DOWNSIDE RISK. Tightening conditions. ➡️ Topping / Greedy Market on…
Stock Market Open Live & Crypto November 15, 2024 x.com/i/broadcasts/1…
In 2016, Democrats won 64% of the vote in Miami, #Florida (Dade County). In 2024, Democrats only won 44% vs #Trump. Oops.
We need a “chainsaw Milei” in California!
Holy sh*t @RobertKennedyJr wants to make “health”care about health and not perpetual “sickcare” via meds. His focus? Fitness, nutrition, and ending chemicals in our foods FIRST.
Harris only won New York by 11% vs #Trump, Democrats’ worst performance since 1988.
Absent a market correction, $ENPH probably hit peak fear this morning and is up from here. ➡️ Cheap valuation (less than 1 PEG) ➡️ Fortress balance sheet ➡️ 5% cashflow yield, conservatively ➡️ Recent layoffs may prop margin ➡️ Max Trump pain may be IN for #solar. I just bought.
😍 #bond
#JamesBond producer Barbara Broccoli shares details on what they're looking for with the next 007 • Male • Likely in their 30s • Whiteness is not a requirement • Expected to play the character for a decade (via @Independent)
My @Tesla Cybertruck had its delivery delayed twice (once by a day, then by 3). They said "transit issues." Is this good news on excess demand? I would say so! $TSLA
WOW Tesla reps "support ending EV subsidies." Yikes!! Per Refinitiv alerts right now. -They've already killed the competition in America; they're already the best IMO $TSLA. Hmmmmm
This is a misleading quote from the $GOOG earnings call. Much of this is likely "complete the syntax" code, not actual raw code. (Like you start writing a line, and it fills the rest in)
Over 25% of Google’s, $GOOGL, code is now written by AI, per FORTUNE.
Stock Market Open Live & Crypto November 14, 2024 x.com/i/broadcasts/1…
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