More Housing Built, Rents Fell Despite Developer Optimism
The key to falling rents is building more housing. And the key to building more housing is making developers believe rents will go up (which, in the case of Austin in 2022, they ended up being very wrong about).
Nuclear Stocks Rally on SMR, Enrichment Gains
Nuclear – Daily Gainers & Losers (04/22/26) Nuclear names ripped higher as SMR developers and enrichment plays surged, while large defense contractors and diversified utilities saw mild profit‑taking. – Eagle Nuclear Energy (NUCL) jumped 17.55% to $12.46, extending its post‑SPAC momentum after...
Speculative AI Small‑Caps Surge, Autonomy Stocks Slip
Next Waive – Daily Gainers & Losers (04/22/26) Next Waive names rallied as speculative China‑listed physical‑AI small caps and energy‑software platforms surged, while digital‑engineering and autonomy leaders like Virtuix and Kodiak AI slid on profit‑taking. – Huachen AI Parking Management (HCAI) skyrocketed...
Master Nifty Options Timing with RMI & Sentiment
🚨 WEBINAR ALERT Smart Nifty Options Trading: Timing Entries with RMI & Sentiment Analysis 📊 Learn a structured approach to Nifty option buying 🎯 Use RMI (Rohit Momentum Indicator) for precise entry timing 🌐 Combine market sentiment indicators to confirm trends ✅ Identify high-probability trade...
AI Chip and Biotech Stocks Surge on New Contracts
Core AI – Daily Gainers & Losers (04/22/26) Core AI traded broadly higher as chip design, healthcare AI, and data‑center infrastructure names rallied, even as newly listed robotics platform AEVEX and several small‑cap software names slid. – Aeluma (ALMU) jumped 22.63% to...
Bought MSOS at $4.10, Trimmed at $5.60, Holding Onward
We did buy $msos at $4.10ish and some calls on Monday with @StocksOnSpaces and @WOLF_Financial i did trim some here $5.60+.. I'll stay with some https://t.co/LlsEF5td6t
Bullish Odds Slip: 58% Chance S&P Rise
Probabilities are becoming less favorable for bulls. Roughly a 58% chance for a higher S&P 500 a year from now, down from 82% a little over a week ago. https://t.co/IpLeBfyhKL
Time Multiplies Investments: $10k Grows to $3.3M in 50 Years
If you invested $10,000 in the U.S. stock market 10 years ago you would have $37,595 today. The same investment made 50 years ago would be worth over $3.3 million. The magic of compounding, in one chart… https://t.co/xsMqEDHpje
Oil Futures Backwardation Usually Not Bullish
New free article: Backwardation in Oil Futures is Not Generally Bullish #CL_F Link in reply below. 👇 https://t.co/NTU7sp9zR6
Yesterday's Performance Snapshot of Major Reporting Stocks
This is how the stocks of the reporting companies performed yesterday: $ISRG $UAL $IBKR $COF $CB $EQT $NLY $WRB $EWBC $MANH $BA $VRT $T $GEV $BSX $CME $PM $ELV $MCO $TDY https://t.co/gQAiiCdStw
Million Dollars Buys Less Space Worldwide, Except London, Melbourne
What does $1M buy you in prime real estate? Here's the space you get and how it's changed since 2020: 🇲🇨 Monaco: 16 m², 172 ft², -7% 🇭🇰 Hong Kong: 23 m², 248 ft², 0% ➡️ 🇨🇭 Geneva:...
ELV Cash Margin Triples as Prices Surge, Costs Stay Steady
$ELV reported good CQ1/26 with output up on higher recoveries. Inventories down on higher sales but what stands out for me is the cash margin which rises from US$186/t for the last quarter to US$569/t for this quarter as costs...
Hims Secures GLP Deals, Positioning for Retatrutide Boom
This is massively good news for $HIMS members and $HIMS shareholders. $HIMS now selling $LLY GLPs which is Tirzepitide. $HIMS already selling the $NVO GLPs which is Semaglutide. This also means that $HIMS members should have access to Retatrutide...
Greenfield Builds More Large Apartments than Austin City
The Austin METRO built a ton of housing, not just the City. Yes the City built a lot ... but greenfield did even more. Here's a map of large (250+ unit) apartment buildings built in last 3 years The distribution of single family...
Tesla's $25B Capex and Robo‑Taxi Delay Pressure Stock
based on the chatter it seems the 2 things driving $TSLA lower after the pop are 1. $25B capex 2. robo-taxi scale deployment pushed out to 2027 ------- it's hit both sides of the "risk range" i highlighted ystdy. --i'll trade it long if...
Bean Oil Near Keltner Break, Possible Bull Trap
Bean Oil - not quite a climax close outside Keltner Channels, but potential bull trap/last gas for now if it drops back into range. https://t.co/MKc2Peq27r
Tesla Gaps Down, Eyeing Cave Fill Before Tech Earnings
TSLA - looking for cave fill repair with gap down this AM...(next week is big earnings week for tech..) https://t.co/2ZSXNvaOjf
Google Leads Magnificent7 as Nasdaq Climbs 18%
Despite 18% jump in #Nasdaq100 no #Magnificent7 stock regained its record. $AMZN is closest to doing so, but $GOOGL remains by far the highest performer since last autumn, +37% vs 15% , 7% and 6% for $AMZN , $NVDA &...
Unbiased Tesla Earnings Call Transcript Cuts Through Media Spin
I'm so sick of legacy media spinning the Tesla stories just as they see fit to fool people. So we created this: https://t.co/ptXSOrCDOg The full earnings call transcript, zero bias, with actual table of contents & accurate (!) descriptions of who...
Low‑rate Lock‑ins Keep Home Prices From Crashing
Why aren't home prices crashing despite record low demand? 🏠📉 With 80% of owners locked into low rates and record equity, nobody is forced to sell. The market is stuck. Full breakdown below, including analysis of Redfin data 👇 https://t.co/KogY0JuwSe
Software Weakness Drives Pullback, SPY Support Holds
📺 THIS PULLBACK IS ABOUT SOFTWARE, NOT THE MARKET The market is opening lower today, led by weakness in software $IGV. Despite that, the pullback in $SPY is relatively small. Yesterday’s gap has already been filled, which resets the chart and removes...
Markets Reach Balance, Enter Bracketing Phase
markets coming into balance now: Indexes, Bonds, https://t.co/KzLjFarnZN.JY, GCC..etc formed 3 bar balance. Markets now in bracketing mode. https://t.co/UmBCm7Gjzj
Market Rally Drives Bullish Sentiment to January Highs
From Peter Boockvar @pboockvar "Nothing like a stock market rally to lift sentiment as mood always follows price. In the most fickle and volatile sentiment survey, the AAII retail one today saw Bulls jump by 14.3 pts to 46, the...
PTX Metals Holds Pent‑Up Exploration Potential Ready to Deploy
PTX Metals $PTX.V $PANXF Overheard about the company and seems quite appropriate: "PTX looks internally busy but externally quiet, which is usually where the real work happens. They now have more exploration capital than originally planned, and the flow‑through...
Central Banks Dominate Ahead of UK Banks, US Tech Earnings
Central banks in focus as UK banks, and US tech giants get set to report https://t.co/zZXdVGgOPE #Fed #BOE #AAPL #NWG
Tesla Earnings Preview Leads Pre‑market Focus
📊 Pre-Market Brief | Thu, Apr 23 ─────── 📅 MACRO DATA Nothing today ─────── 💰 MAG 7 EARNINGS TSLA Wednesday Est 0.35 🏛️ FED No Fed speakers today ─────── 🎬 Trade it live 9am NY: https://t.co/66dSROeuCi
TSMC Share Gap Narrows, UBS Spots Trading Opportunity
The narrowing gap between TSMC’s Taiwanese shares and its US-listed stock is creating a new trading opportunity, according to a UBS client note https://t.co/KZ67CNpx8v
Kinross Poised for Iamgold Takeover Amid Gold M&A Frenzy
Given Agnico $AEM is digesting Finland (not that they are tapped out by any stretch) and beginning to look under the hood at B2 Gold $BTG Have to think this is Kinross $KGC moment to strike on Iamgold $IAG and “make...
USAF to Triple AMRAAM Orders, Boosting Solitron's Top Program
$SODI The US Air Force has requested to triple annual AMRAAM purchases. Based on my due diligence, I believe this is Solitron‘s largest defense program they sell into. https://t.co/azt1d7PWkv
AI Adoption S‑Curve Beats Bubble Narrative
AI "bubble"? Think again. AI stocks are likely to benefit from this S-Curve adoption and our portfolio owns many of these businesses https://t.co/9W3aDdLK3Q https://t.co/UV9KJoT8SH
Platinum Overextended yet Deeply Discounted to Gold
Platinum Is Stretched, But Low vs. Gold Platinum is extremely extended vs. its 60-month moving average, but a primary underpinning may be its steep discount to gold. At about $2,000 an ounce on April 22, my graphic shows platinum around the...
Criticizing Central Bankers Is Pointless if You Oppose Them
It’s tough to take criticisms of how well a central banker is performing their duties if the criticism is coming from someone who doesn’t think central bankers should exist in the first place.
SMH Rides 24% Surge, Yet Stretched on Bullish Hope
The market bullish thesis is predicated on this outperformance continuing $SMH Its up 24% since 3/31 Fresh off of 2nd longest winning streak in history (13 days) So stretched. https://t.co/46KPSsraIH
Warsh's Push to Cut Fed Liquidity Tests Rate Limits
Curious, if Warsh wants to trade in fiscal dominance for fiscal discipline - removing to start the $300B/yr Fed liquidity program Powell approved to ease REPO volatility - how low do rates go & how does he get them down...
UK Yields Rise as BoE Shuns Gilt Buying, Unlike ECB
In Oct. '22, the Bank of England refused to keep buying gilts, in contrast the ECB that capitulated to Italy and Spain, capping their yields that summer. Markets now price yield caps for Italy and Spain, but not for the...
Activist Push Reveals Asset Worth Over Company Valuation
High-quality asset trapped inside a dysfunctional company. Activists with 20% stake have forced a strategic review. Core asset alone is worth more than the entire EV. 50%+ upside if the company eventually gets sold. https://t.co/2ryfkObL69
Markets at All‑Time Highs, Crowd Misreads Pullback
Stocks ripping to highs... and the crowd is clueless. Bullish Consensus is in the middle while the S&P 500 prints all-time highs.... The crowd is waiting for another pullback that isn’t coming. Are you following price, or them? 👉 https://t.co/dxD8qHBlrB https://t.co/bHh3Rlvvqs
SONAR Data Indicates Potential New TL Rate Supercycle
After a bullish KNX call, UBS asks about "another TL rate supercycle?" Indeed. SONAR's data certainly suggests so.... https://t.co/yqFfD1X8AW
Whales Stockpile Energy Stocks While Retail Chases AI
Hey @grok Analyze the last 90 days of billionaire 13F filings. Which sector are the whales quietly loading up on while retail chases the obvious AI names? Top 3 tickers.
Netflix Launches $25 B Buyback to Lift Share Price
Netflix Authorizes $25 Billion Stock Buyback in Bid to Boost Share Price https://t.co/COT0WpNmfh via @variety
Tesla Q1 2026 Money Flow Visualized in Sankey Chart
Where did the money go? Here's the Q1 2026 Tesla income statement with the full flow explained in a Sankey chart: https://t.co/3pBpHEDf6z
Vietnam, Philippines Face Sharpest ASEAN Inflation Due to Iran War
Talking about demand decline? here are additional examples ASEAN inflation: Vietnam and Philippines hit hardest by Iran war https://t.co/5t6VZtznvz
SoftBank Seeks $10 B Loan Backed by OpenAI Shares
SoftBank Group Corp. is seeking a $10 billion loan secured by its shares OpenAI https://t.co/38vMHTwsEM
Russia's Fuel Oil Exports to Saudi Arabia Surge 18%
MOSCOW, April 23 (Reuters) - Russia's seaborne exports of fuel oil and vacuum gasoil (VGO) to Saudi Arabia jumped 18% in March from February to 1 million metric tons as soaring oil prices driven by the Iran war reshaped flows,...
Cutting Demand, Not Just Supply, Solves Energy Crisis
Was on @France24_en last night discussing the energy crisis and the scramble for alternatives to Gulf oil. My take: supply substitution alone won't cut it. The only durable answer is fossil fuel demand reduction. https://t.co/JO1XUPfYB2
JNEO's New Acquisition Gains £1m Utility
#JNEO recent acquisition Crime and Fire Defence won £1m of contracts within a 5 year Framework Agreement "with a major UK Utility". ShareScope has fwd p/e 13.2; not much to go on but not expensive. I don't hold.
OMG's £31.7m Cash Pile Fuels
The most interesting bit regarding #OMG is the Cash mountain of £31.7m. ShareScope is showing a Mkt Cap of £56.4m and fwd Divvy 6.7% rising to 7%. Worth considering. I don't hold.
Holding 24150 PE, Expecting IV Expansion Above 130
Today's GammaGrid Insights 😎 Holding Nifty 28 Apr 24150 PE @ 154.15. IV looks decent here, expecting some expansion. As long as it holds above 130, setup is intact. Let’s see if market proves me right 😁 #Nifty50 #optionsTrading
Holding the IPO Yielded 25% Upper‑Circuit Gains
Fujiyama Power (UTL Solar ) : Hit 10% Upper Circuit 🔥 We asked to Hold in IPO.✅ Today it hit 10% Upper Circuit and Now trading with above 25% profit 💸 I asked my priorities members to Hold it. Even I did...
Investors Fund Proof, Not Pitches—Show Real Customer Data
Investors don't fund ideas. They fund evidence. Customers who paid real money. Problems you describe better than the people experiencing them. Early data from real transactions. The best pitches aren't inspiring — they're reassuring. Build evidence before you build a pitch deck.