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10 Jul 2025

Amazing to see that Trump Tariffs 2.0 has caught up with Trump Tariffs 1.0 performance...

(This is the S&P 500 performance during the 2 Trump mandates) Source: Zerohedge

10 Jul 2025

The 9th of July was supposed to be a tricky day (expiration of the 90-day pause on global reciprocal tariffs).

Well, we saw record closing prices today for both $QQQ and $IBIT. Source: Bloomberg, Eric Balchunas

9 Jul 2025

$4 trillion dollar baby !!!

Nvidia $NVDA shares jumped more than 2% on Wednesday and topped a $4 trillion market cap for the first time ever. The chipmaker is the first company to achieve this milestone and has benefitted from the generative AI boom.

9 Jul 2025

Fintech stock $SOFI sofi technlogies JUST HIT $20 AFTER ANNOUNCING RETAIL ACCESS TO PRIVATE MARKETS

New funds now offer exposure to OpenAI, SpaceX & Epic Games -- starting at just $10. SoFi Technologies SOFI +is expanding access to private markets, an asset class once reserved for institutional investors and high-net-worth individuals. Following this news, SOFI stock surged about 5% shortly after the market opened on Tuesday and hit a new 52-week high of $20.89. Through new partnerships with asset management firms such as Cashmere, Fundrise, and Liberty Street Advisors, SoFi is allowing its members to invest in high-growth private companies like OpenAI, SpaceX, and Epic Games with a minimum of $10. SOFI is Breaking Down Barriers Private markets have often delivered strong returns but were inaccessible to retail investors. By lowering the entry point and simplifying the process, SoFi is making it easier and more affordable for retail investors to enter this market. This move is part of SoFi’s efforts to expand its alternative investment offerings. It recently added new funds from big names such as ARK, KKR, Carlyle CG and Franklin Templeton BEN , giving users access to private credit, real estate, and pre-IPO companies. Source: Tipranks.com, Bloomberg AI

9 Jul 2025

Carvana has pulled off one of the greatest comebacks in stock market history.

Carvana Co., together with its subsidiaries, operates an e-commerce platform for buying and selling used cars in the United States. The company offers vehicle acquisition, inspection and reconditioning, online search and shopping experience, financing, complementary products, logistics network and distinctive fulfillment experience, and post-sale customer support. Comment by Next100 baggers on X: "The stock had to rally 9,900 % just to crawl out of a 99 % draw-down, so even at $345 it’s still below the 2021 peak. The turnaround is real, SG&A per unit has fallen from roughly $4.7 k to $2.2 k, gross profit per unit has doubled to about $6.4 k, and the $5.7 B debt deal pushed maturities out to 2030 but fundamentals now carry a premium price tag. At $345 the market cap is roughly $75 B and enterprise value about $50 B, versus Street FY25 EBITDA estimates near $2.1 B, which puts you in the mid 20s EV/EBITDA range while retail unit volume is still shrinking. Fantastic comeback trade, much tougher fresh entry". Source: Brew markets

8 Jul 2025

$TLT vs. $SPX

New lows for LT Treasuries vs. the S&P 500. But hey, at least you got your 4% 🫠 Source: Ian McMillan, CMT @the_chart_life

8 Jul 2025

Tesla $TSLA plunged back below its 200 day moving average

Source: Barchart

8 Jul 2025

BREAKING: Coffee

Coffee falls to its lowest price since November Enjoy your ☕☕☕ Source: Barchart

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