Bank earnings tomorrow morning will get you your answer quickly

being a bear doesn't look good on you

Indices down 25%ish makes them ~flat on the year. Not much of a burst.

Yes, Skydance buying you.

I have no idea what I’m talking about but couldn’t they just capture that value through proper corporate taxation? (Rather than participating in equity upside)

I take it back

Agree. AMZN did not correlate to MSFT last q. AAPL has a nice iPhone tariff pullforward print otw, but thats well known, and not what people are paying for right now (which ofc is AI or bust).

tomorrow will be 13 gap ups in a row...

Consumers are doing well right now due to 1) Pent up demand from March-early May and 2) Money made in the markets.

Companies seem to be extrapolating that forward. Which is justifiable, but this is where the opportunity lies.

(None of this is that shocking tbc).

Please do keep these going

Don’t forget bitcoin