l/s equity, know thyself
Y'all Street
Joined May 2025
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This Jensen news is EXACTLY the type news that would come out right as the AI trade starts to unwind. It鈥檚 really over huh
Who wants to bet that in the last hour before the close today everything pukes and we go negative? No way anyone is looking to hold anything into the weekend when these $MSFT $ORCL type headlines are dropping. Imagine what Monday would look like if we got a couple more headlines like that and an Iran war escalation.
Not sure what the premarket is getting so excited about, Opus 5.5 is one of the most incredible things I've ever seen and this is all it bought Anthropic over the last couple months. It's over
But but but the PEG ratio, you don't understand, this isn't possible, they are gonna buy back the whole float, I have visibility into next year, sold out through '29, 2x fwd earnings
They are really coming for EVERYBODY
BREAKING: JP Morgan stock, $JPM, falls after CNBC reports that Senate Democrats are preparing to investigate the bank's relationship with Jeffrey Epstein.
Hmm what does this mean for $DASH
Amazon $AMZN is replacing Grubhub with Uber Eats $UBER as its Prime food delivery partner, giving US members $0 delivery fees on restaurant orders of $25 or more.
Prime members can order straight from the Amazon app without an Uber account, which puts Uber Eats in front of Prime's customer base as the old Grubhub benefit ends today.
