If Nestle were to release a string of random good news, would we call it a cacaophony?

#$IGV lol

Discuss: ”BNPL is a permanent underclass risk that is far too frequently masqueraded as a near-term economic risk.”

@jamespirruccello.com wonderful bio

BitMine expands its exposure to things that aren’t physically real to include young people’s attention with investment in Beast Industries sherwood.news/markets/bitm...

Big Bang Theory averaged like 18M viewers and some people have the temerity to call AI-produced content “slop”

Everyone’s latest excuse to hate software discussed here: sherwood.news/markets/clau... A reminder that a growth stock that’s sold off is not a value stock. It’s a stock that’s been left to wander the wilderness.

Even the “rotation” trade is still an AI/tech trade: Equal-weight tech outperforming Mag 7 by nearly 6%pts YTD $RSP outperforming $SPY by ~2.5% YTD

Probably doing my sworn duty and bottom-ticking software sherwood.news/markets/clau...

Fairly encouraging to see stocks not care too much about bitcoin’s first failed serious attempt to reclaim $100K

[sign bunny] no one quarter of corporate earnings is sufficient proof in favor of/against a bubble particularly when the biggest drivers of capex have consistently said the risk is spending too little not too much

Tax refunds to help close the consumer “K”-shape “Lower-income households saw a larger spending boost from tax returns compared to the overall US household, especially when it came to discretionary categories like travel, goods, and leisure” -BofA Institute

Forgot that the flow state for tweets is 4am-6am, awouuuuu

Something I also find intriguing is that one wave of diversification away from US (circa 2022) was linked to “well, what if i want to go rogue and upset the existing world order” based on what happened to Russia post invasion And now, this

There was a time when companies like $MTCH were viewed as lay-up long-term winners because “sex always sells.” I am erm, somewhat worried we are approaching a similar point with regards to companies whose business models are reliant on speculative activities.

What is particularly interesting is the context. “fighting the next war, not the last war” is not exactly something that carries a negative connotation, and nevertheless...

Déjà vu all over again. sherwood.news/markets/tari...

We’re seeing it again: Knee-jerk reaction to no tariff ruling is massive underperformance of UBS’ “Trump Tariff Losers” basket

Markets ̶h̶a̶t̶e̶ love uncertainty

Supreme tease

Name change suggestion for Meta: Met.ai

What’s the most followed TikTok-er worth? A company associated with Khaby Lame was bought for $975M by Rich Sparkle Holdings, which rose 250% on the news. $ANPA thinks Khaby can be monetized to the tune of $4B per year (more than Palantir’s T12M revs) sherwood.news/markets/what...

Looks like a lot of apparel sellers need some jean therapy today

One for the files: Chinese food delivery firms rise as antitrust probe may <reduce> near-term push to compete on price

One of the top comments on r/wsb’s “moves tomorrow” thread. Oh how far we’ve come.

I live in a world where I wake up and the top trending news is the Fed calling out subpoenas as a nakedly political attempt to influence monetary policy and the top trending tickers are silver and gold sherwood.news/markets/gold...

Well, nice to get some confirmation that the stock market is pricing in tariff relief.

No tariff ruling today

Odds of Trump’s tariffs being upheld by Supreme Court jump ahead of potential ruling later today

“institutional purchases have declined significantly over the past few years for the same reason that households have pulled back on buying homes: Higher interest rates and rising costs have made homeowning less financially attractive than it was in the 2010s.”

Trump literally pulled a Grok and put defense stocks in a bikini

Defense company intraday charts look an exchange of intercontinental ballistic missiles.

Here’s to hoping we’ll be allowed to get peace through strength dividends from defense companies

Ryan Cohen will be working for GameStop for free unless he’s able to combine the profitability of the 2010s with the stock price of a short squeeze so intense they made a movie about it sherwood.news/markets/game...

In light of the current discourse youtu.be/ePA1e9dtKAU?...

Price action year to date suggesting “PMs came into year with AI risk budgets maxed out and incremental $$$ requires rotation among different AI buckets” (software/hardware/power/hyperscalers)

Very much enjoy @ruoshuiresearch.bsky.social on here, should also check out their longer-form stuff on Substack. Really interesting, well-framed insights. For example: ruoshui.substack.com/p/the-price-...

TIL that a deepfake nude ban, sponsored by none other than Ted Cruz, was signed into law last May www.congress.gov/bill/119th-c...

Jensen has reached Pele/Madonna status where you can just say “Jensen” right?

Sandisk already traded more than 4.7 million shares vs an average of 1.6M for this time of day (past 30 sessions) $SNDK

hilarious claim: "The broader population of gamers is effectively uncountable, in part because the pastime now includes everyone from professional e-sports players to Wordle enthusiasts." www.bloomberg.com/news/article...

Where we are in the chip cycle

Jensen Huang talks about DeepSeek, which inarguably catalyzed his worst personal financial day ever, in as glowing of terms as I talk about my poodle.

Who makes water chillers for data centers and how can i buy puts an hour ago

Presentation-wise, I would not have done computer robot physics after real-world driving

tfw a pedestrian forces you to make the late left after the light changes

The man literally showed a demo of a tool that kicks dogs off couches. He will be attacked by a poodle when he least expects it.

Bringing back our jobs via foreign investment: Hyundai will deploy robot workers at its Savannah factory starting in 2028 www.reuters.com/business/aut...