Market Sentiment
@mkt_sentiment
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Joined July 2019
After 3 months of development, I have built a personal intelligence assistant that delivers a daily briefing on all my positions. It scrapes hundreds of news sources 24/7, summarizes the findings, and delivers them as a newsletter. Repost/Comment "930" for early access
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RT @rebound_capital: Here’s what ARK predicts about $TSLA in 2030:. a/ $1500 per share.b/ $234B revenue from EVs.c/ $1.5T market cap. All o….
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Blazing-fast image creation – using just your voice. Try Grok Imagine.
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RT @rebound_capital: FICO is having an incredible run. Up 8% this week alone. $FICO Fair Isaac Corp., known for the FICO credit score, pr….
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Can anyone explain why you would be doing secondaries when “AGI is just around the corner”?
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RT @rebound_capital: Let’s just take a moment to see how crazy $GOOG Google has been since earnings:. The DOJ news will decide the future (….
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Only if someone had warned you before!
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Caught in the middle of a political battle, @BlackRock reaffirmed its focus is helping millions of Americans save for retirement. They warned that injecting politics from either side risks undermining financial performance.
prosperityretirementalliance.com
Millions of Ameircans depend on the security of their retirement savings to live with dignity after a lifetime of hard work. That’s why the Alliance for Prosperity and a Secure Retirement (APSR)...
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The entire market is propped up by *checks notes* students using AI to get through last-minute submissions.
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Another short report just dropped.
Residential solar in the US will be an enormous growth category going forward:. 1) clear guidance from BBB.2) clear guidance from POTUS EO.3) increasing traditional electricity generation prices from utilities.4) degrading grid reliability because of maintenance OPEX.5).
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Fund managers hate investing:
A record 91% of fund managers say U.S. stocks are overvalued. This is the most hated rally.
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Nothing says efficient markets like the stock pumping after the CEO gifts the President a glass sculpture with a gold base.
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Be greedy when others are fearful : Reddit edition. đź“·from April 2025
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People figuring out Bloomberg’s sales model 20 years too late.
this guy got a 67% close rate on his sales calls by hiring a model to do literalkg nothing in the background 🤦‍♂️. I can't
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It's an interesting thought experiment. Check it out here.
marketsentiment.co
The companies that will make it to the other side
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Three years ago, I asked my readers which company would still be among the top 10 companies by market cap in 2040. This was my choice.
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I can guarantee you that this thesis is stronger than most 20 page analyst reports.
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Hmm.
PS the number of unsophisticated financial “investors” commenting on this thread is both sad and funny. It’s called leverage folks!. Get an ISDA, be banked by a prime, put the trade on $5-10B a side. This is how it’s done.
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Man being close to Trump right now would be infinite money glitch.
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