Tony Holland
@tjholland.com
Full time trader and venture capitalist trying to find where all the traders went
Reposted by Tony Holland
Torsten fixed it: www.apolloacademy.com/the-daily-sp...
November 22, 2025 at 8:24 PM
Torsten fixed it: www.apolloacademy.com/the-daily-sp...
fun to read the replies.
Man, everything is so bleak, anyone got a fun fact or little bit of trivia they want to share
November 21, 2025 at 5:14 PM
fun to read the replies.
Reposted by Tony Holland
$ORCL now in a 44% drawdown, worst week since 2018.
Among the stock's worst b2b sessions since the dot-com crash. -14% Thurs-Fri
Basically UNCH from a year ago
Among the stock's worst b2b sessions since the dot-com crash. -14% Thurs-Fri
Basically UNCH from a year ago
November 21, 2025 at 4:04 PM
$ORCL now in a 44% drawdown, worst week since 2018.
Among the stock's worst b2b sessions since the dot-com crash. -14% Thurs-Fri
Basically UNCH from a year ago
Among the stock's worst b2b sessions since the dot-com crash. -14% Thurs-Fri
Basically UNCH from a year ago
Reposted by Tony Holland
Reposted by Tony Holland
A peppy, broad bounce at the open. 85% upside volume. Nvidia restores confidence in the AI-infrastructure food chain for now, though shares only back to a 10-day high.
Watching for potential friction overhead: A purely mechanical oversold index bounce often stalls near the 20-day moving average...
Watching for potential friction overhead: A purely mechanical oversold index bounce often stalls near the 20-day moving average...
November 20, 2025 at 2:57 PM
A peppy, broad bounce at the open. 85% upside volume. Nvidia restores confidence in the AI-infrastructure food chain for now, though shares only back to a 10-day high.
Watching for potential friction overhead: A purely mechanical oversold index bounce often stalls near the 20-day moving average...
Watching for potential friction overhead: A purely mechanical oversold index bounce often stalls near the 20-day moving average...
Reposted by Tony Holland
I know it’s too cute by half but .. American Express (in blue) separating from shares of Mastercard and Visa tells you a lot about this two-speed economy.
@cnbc.com $AXP $V $MA
@cnbc.com $AXP $V $MA
November 20, 2025 at 4:12 PM
I know it’s too cute by half but .. American Express (in blue) separating from shares of Mastercard and Visa tells you a lot about this two-speed economy.
@cnbc.com $AXP $V $MA
@cnbc.com $AXP $V $MA
Wowsa.
November 20, 2025 at 2:03 AM
Wowsa.
Reposted by Tony Holland
BREAKING: Nvidia $NVDA earnings
EPS $1.3 vs $1.26 expected
Revenue $57 Billion vs $55 billion expected
Nvidia has said that Blackwell sales are off the charts. Cloud GPUs are sold out.
Expects revenue of $65 billion next quarter (higher).
Live numbers: unusualwhales.com/earnings?for...
EPS $1.3 vs $1.26 expected
Revenue $57 Billion vs $55 billion expected
Nvidia has said that Blackwell sales are off the charts. Cloud GPUs are sold out.
Expects revenue of $65 billion next quarter (higher).
Live numbers: unusualwhales.com/earnings?for...
unusualwhales.com
November 19, 2025 at 9:27 PM
BREAKING: Nvidia $NVDA earnings
EPS $1.3 vs $1.26 expected
Revenue $57 Billion vs $55 billion expected
Nvidia has said that Blackwell sales are off the charts. Cloud GPUs are sold out.
Expects revenue of $65 billion next quarter (higher).
Live numbers: unusualwhales.com/earnings?for...
EPS $1.3 vs $1.26 expected
Revenue $57 Billion vs $55 billion expected
Nvidia has said that Blackwell sales are off the charts. Cloud GPUs are sold out.
Expects revenue of $65 billion next quarter (higher).
Live numbers: unusualwhales.com/earnings?for...
Reposted by Tony Holland
700 ETFs, guys.. $NVDA
November 19, 2025 at 7:01 PM
700 ETFs, guys.. $NVDA
Reposted by Tony Holland
The whoosh lower in the NDX and S&P 500 serving as a "catch-down" to the stuff that's been under pressure for weeks (crypto, small-caps, homebuilders), and the dip-buyers jumped in just above the September/October lows, the level everyone was watching as the lower end of the post-Labor Day range...
November 18, 2025 at 4:34 PM
The whoosh lower in the NDX and S&P 500 serving as a "catch-down" to the stuff that's been under pressure for weeks (crypto, small-caps, homebuilders), and the dip-buyers jumped in just above the September/October lows, the level everyone was watching as the lower end of the post-Labor Day range...
Reposted by Tony Holland
Bitcoin under $74k would be interesting - takes out the April low and the MSTR average acquisition cost
November 17, 2025 at 6:28 PM
Bitcoin under $74k would be interesting - takes out the April low and the MSTR average acquisition cost
Reposted by Tony Holland
Despite spike in $VIX the Nov-Dec futures are still slightly in contango. And rest of term structure looks orderly. Selloff not creating panic yet.
November 13, 2025 at 8:45 PM
Despite spike in $VIX the Nov-Dec futures are still slightly in contango. And rest of term structure looks orderly. Selloff not creating panic yet.
Really glad @mikezaccardi.bsky.social has joined us here - his stuff is really good.
November 13, 2025 at 1:23 PM
Really glad @mikezaccardi.bsky.social has joined us here - his stuff is really good.
Wowsa
Median Age of All US Homebuyers: 59 Years.
It was 39 in 2010.
Torsten at Apollo
It was 39 in 2010.
Torsten at Apollo
November 13, 2025 at 1:22 PM
Wowsa
Reposted by Tony Holland
There goes 90+ day credit-card delinquencies. New cycle high.
(via Kev Gordon)
(via Kev Gordon)
November 12, 2025 at 8:25 PM
There goes 90+ day credit-card delinquencies. New cycle high.
(via Kev Gordon)
(via Kev Gordon)
Reposted by Tony Holland
Bitcoin testing its Stage 4 breakdown again $BTC
November 11, 2025 at 8:18 PM
Bitcoin testing its Stage 4 breakdown again $BTC
Reposted by Tony Holland
Health Care big and small ripping.
$LLY getting closer to the trillion-dollar club.
AI stocks soft.
$LLY getting closer to the trillion-dollar club.
AI stocks soft.
November 11, 2025 at 6:03 PM
Health Care big and small ripping.
$LLY getting closer to the trillion-dollar club.
AI stocks soft.
$LLY getting closer to the trillion-dollar club.
AI stocks soft.
Reposted by Tony Holland
Yesterday's put/call ratio on the VIX was 1.08. The day before was 1.04.
First consecutive readings over 1.0 since just prior to the election last year.
First consecutive readings over 1.0 since just prior to the election last year.
November 11, 2025 at 12:53 PM
Yesterday's put/call ratio on the VIX was 1.08. The day before was 1.04.
First consecutive readings over 1.0 since just prior to the election last year.
First consecutive readings over 1.0 since just prior to the election last year.
Reposted by Tony Holland
While we have more progress to make, Kentucky scored as one of the better-performing states in the nation for home affordability. Every person deserves to live out that American dream, and we're working hard to ensure it's in reach for every Kentuckian. www.yahoo.com/news/article...
Kentucky Is in Good Standing With Affordability and Homebuilding: Can Gov. Beshear Keep It Growing?
Kentucky’s housing market is feeling the squeeze as affordability slips and construction falls behind demand.
www.yahoo.com
November 10, 2025 at 4:38 PM
While we have more progress to make, Kentucky scored as one of the better-performing states in the nation for home affordability. Every person deserves to live out that American dream, and we're working hard to ensure it's in reach for every Kentuckian. www.yahoo.com/news/article...
Reposted by Tony Holland
BURRY won’t let up — now arguing that Oracle and Meta are overstating earnings by understating depreciation:
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
November 10, 2025 at 4:58 PM
BURRY won’t let up — now arguing that Oracle and Meta are overstating earnings by understating depreciation:
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
“.. By 2028, $ORCL will overstate earnings 26.9%, $META by 20.8%, etc.”
Reposted by Tony Holland
November 6, 2025 at 8:55 PM
There are so many photos that paint a picture of Trump presidency
incredible photo that's definitely worth at least 1,000 words from Andrew Harnik of Getty
November 6, 2025 at 7:59 PM
There are so many photos that paint a picture of Trump presidency
Reposted by Tony Holland
Members of Team Kentucky worked through the night to process the partial SNAP benefits released by the federal administration. Here in Kentucky, we want to fight hunger, and we're doing everything we can to help our neighbors who rely on this program.
November 6, 2025 at 3:17 PM
Members of Team Kentucky worked through the night to process the partial SNAP benefits released by the federal administration. Here in Kentucky, we want to fight hunger, and we're doing everything we can to help our neighbors who rely on this program.
Reposted by Tony Holland
Beshear: Let me be clear. The president has both the funding and the authority to fund snap during a shutdown. In fact, every other president in every other shutdown has done so. People going hungry in this instance is a choice that this president has made.
November 5, 2025 at 4:45 PM