Pullman
@Pullman95736095
"It's ok to be wrong. It's not ok to stay wrong." ”Where FOCUS goes, energy flows!
The S&P 500 closed at a record high for the fifth straight day 📈 That’s the longest streak since November 2021 🗓️
Nvidia ( $NVDA ) just hit a fresh intraday all-time high 📈 Since the April 8th Low: ➕ Up 80.54% ➕ Up $1.8 trillion in market cap
Nasdaq 100 has added $11 trillion in market cap in 4 months. The “Big 7” are worth $28 trillion. Nvidia alone has added over $1.5 trillion YTD on pace for the largest annual gain by any company in history. This isn’t 1999. It’s a leveraged system built on a narrow cliff.
TESLA CFO TANEJA: POLICY SHIFTS DELAY AFFORDABLE EV ROLLOUT, HIT CREDITS || REGULATORY CREDIT SALES EXPECTED TO BE IMPACTED BY RECENT POLICY AND LEGISLATIVE CHANGES || LAUNCH TIMELINE FOR TESLA'S CHEAPER EV MODEL PUSHED TO NEXT QUARTER, SLOWER THAN INITIALLY PLANNED || THE NEW…
$Tesla Q2 2025: Revenue down 12% Deliveries down 13% Free cash flow: $146M (↓89%) Gross margin: 17.2% GAAP EPS: $0.33 (was $0.60) disaster
If Nvidia were forced to forfeit China, that would deprive it of a growing market, unlike Apple’s stagnating one. Worse, it would be a boon for Chinese rivals such as Huawei economist.com/business/2025/…
😂😂😂 “Are you here to vibe or to provoke?” Which one are you today ? taco or FAFO? Crash this market $ndx
The EU plans 30% tariffs on $117 billion of U.S. goods if a deal isn’t reached by August 1 and the U.S. imposes similar tariffs on EU exports, per FT
AbCellera is not just a biotech it is a data flywheel Like Palantir or Snowflake it builds proprietary value through every partnership But in biology which is far harder Know how plus data plus code equals unmatched edge $abcl A must-acquire target for pharma giants
This morning’s move $ndx is a bull trap ahead of OPEX. Call buying is at extremes ,retail, quants, and trend chasers are all piled into $NDX and big7 ($NVDA $MSFT $AAPL $SMCI). Expect a sharp -3% to -7% reversal once the positioning unwinds. Everyone’s long. No one left to buy.
$ndx Everyone’s been trained to buy every dip as if gravity no longer applies. But this isn’t a strategy anymore. It’s picking up pennies in front of a steamroller. Earnings are falling. Rates aren’t zero. The cracks are just beneath the surface. tax cuts and tariffs Insanity
Nvidia worth $4 trillion. Meanwhile: Samsung warns: -56% profit $Nvidia lost China Big 7 slashed AI capex Who’s left to buy all these premium chips? Retail? Governments? Grandma? Bezos “needs liquidity” sells $1.4B of Amazon stock at ATH. Still worth $230B. he’s cashing out..
🚨 Amazon’s Jeff Bezos Sells $665.9 Million of Shares. He has now sold $6.4 billion worth of $AMZN shares since June 28. Must have been an expensive wedding.
From Lego to Novo Nordisk, many of Europe’s top firms come from the region. One factor is that Nordic businessmen, like their Viking ancestors, are foreign adventurers economist.com/business/2024/…
Neonode vs Samsung appears settled. Multiple sources incl. ex-Bloomberg journalist Michael Shapiro confirm both parties filed notice. Reddit claims 8-K due before July 16. Rumored settlement: $3.2B. Neonode patent upheld at Fed Circuit. $NEON
With a $3.2B Samsung–Neonode settlement rumored (~$1.2–1.6B net to $NEON, or $72–97/share), attention turns to Apple ($AAPL). The touch-interface patent is final law, and Neonode is reportedly working with top-tier global IP counsel. The next chapter may just be beginning. #NEON
$NEON First day in the Russell 2000 and speculation is swirling: The Samsung–Neonode settlement may total $3.2B, with $1.2–1.6B net to Neonode. That’s $72–97/share based on 16.5M shares outstanding. No 8-K yet. Watching closely. #NEON #Samsung #Russell2000 #IP #settlement