Learning and journaling publicly
Austin, Texas
Joined June 2013
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Tale as old as time. The smooth brains of Wall St start cutting PTs after the move.
Not interested in this name, but we don’t bottom until it’s kicked out of DJIA
📉 PRICE TARGET CUTS
• $NKE: PT cut to $60 from $75 by Jefferies
• $NKE: PT cut to $36 from $40 by Stifel
• $NKE: PT cut to $24 from $30 by BofA Securities
• $NKE: PT cut to $50 from $55 by BTIG
• $NKE: PT cut to $30 from $38 by Goldman Sachs
• $NKE: PT cut to $29 from $42 by Truist Securities
• $NKE: PT cut to $35 from $44 by Telsey
• $NKE: PT cut to $25 by BMO Capital
• $NKE: PT cut to $30 from $40 by Wells Fargo
• $NKE: PT cut to $32 from $39 by Citi
• $NKE: PT cut to $50 from $60 by Guggenheim
• $NKE: PT cut to $36 from $44 by Baird
• $NKE: PT cut to $45 from $68 by Bernstein SocGen Group
🔵 RATING REITERATIONS
• $NKE: Market Perform reiterated by Raymond James
• $NKE: Sector Perform reiterated by RBC Capital; PT $40
East coast kicking the shit out of west coast
teapawt.net/LeopoldTracker_/status…
🚨🚨 Did Citadel just rug pull Leopold?
July 28: Citadel "predicted" a surprise Fed rate hike, which historically tanks the market
July 29: Market sells off. Situational Awareness gets margin called. Fed left rates unchanged
July 30: Citadel acquires Leopold's entire portfolio
Same day, Leopold's holdings rally 15% to 29%
• $NBIS: +29%
• $BE: +25%
• $SNDK: +22%
• $IREN: +24%
• $CRWV: +24%
• $SKHY: +15%
Absolutely wild sequence of events
Roadmap2Retire retweeted
In a month, everyone's sentiment went from "I support X. I support Y" to "I dont care who wins...I just want Argentina to lose"
Damn....this $NBIS keeps running.
Covered calls I wrote are now ITM. Let it go and take the profit or roll? 🤔
Alphabet Q1 2020 $GOOGL $GOOG
- Revenue of $41.16B (+13.3% Y/Y) (15% in constant currency)
- EPS of $9.87 (-17% YoY)
abc.xyz/investor/static/pdf/…
Alphabet Q4 2025 $GOOGL
* Rev $113.8B +12% Y/Y (Services +14%, Cloud +47%, Other -7%)
* Op income $35.9B, margin 31%
* EPS +31%
* FCF $24.5B
* Dividend $2.5B, Repurchased $5.4B
s206.q4cdn.com/479360582/fil…
slidedeck: s206.q4cdn.com/479360582/fil…
Ugh...X search sometimes yields right results from history and sometimes doesnt. Anyone actually working on fixing these basic things?
But sure...sell me vaporware on how you are going to build a datacenter in space
Good.
Siri as it stands is completely useless and cant perform basic tasks. Its remarkable how Apple managed to f it up so bad
Joint Statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features, including a more personalized Siri coming this year.
After careful evaluation, Apple determined that Google's Al technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users. Apple Intelligence will continue to run on Apple devices and Private Cloud Compute, while maintaining Apple's industry-leading privacy standards.
2025 Inverse Cramer beats Pelosi. The king rules
teapawt.net/pelositracker/status/2…
