Trade Watcher
06 May 2025 14:14
JUST IN: Tesla’s car sales in the UK plunged 62% year-over-year last month — hitting their lowest level in over two years.
Another red flag for $TSLA in a cooling EV market.
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Trade Watcher
06 May 2025 12:42
Corn falls to lowest closing price this year
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Trade Watcher
06 May 2025 10:19
🚨 Alpha Alert: Real AI infra token still under the radar — $FORT
$FORT powers Forta Network’s AI firewall that blocks hacks before they hit the chain.
Already used by rollups like Mode and Plume — with fees flowing back to treasury.
• Backed by a16z, Coinbase, DCG
• Listed on all major CEXs
• Featured in Messari’s latest report
• On the first page of top smart money AI token holdings
• Token fully vested in September — capped supply, no minting
In accumulation near all-time lows
Room to run: never had a proper bull cycle
Real AI product, real users, real revenue — and still flying under the radar.
Watch closely.
Pay Attention.
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Trade Watcher
06 May 2025 08:47
Treasury Secretary Scott Bessent:
President Trump has brought in more investment in 100 days than Joe Biden did in four years.
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Trade Watcher
05 May 2025 20:46
Investing Risk Pyramid
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Trade Watcher
05 May 2025 19:17
Netflix $NFLX brought in $2.7 Billion of Free Cash Flow in Q1 its highest ever FCF in a single quarter
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Trade Watcher
05 May 2025 18:21
Palantir Technologies $PLTR reports earnings today!
Investors are focused on commercial growth, gov deals, & AI.
Take advantage of the stock's expected volatility
Sentiment is still Extremely Bullish, but has dipped slightly today
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Trade Watcher
05 May 2025 17:34
Trump administration says it will pay immigrants in the United States illegally $1,000 to go home, per AP
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Trade Watcher
05 May 2025 17:08
$BABA is quietly becoming one of the most asymmetric AI bets on the market.
• Trading at just 9.4x forward P/E
• Holds $78B in cash, zero debt
• Cloud Intelligence grew 21% YoY
• China just committed $47B to AI infrastructure
• US-China trade thaw reduces regulatory overhang
Burry holds a 23% weighting of $BABA in the fund. The stock is up 48% YTD.
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Trade Watcher
05 May 2025 16:01
Warren Buffett said he was retiring at the end of this year from Berkshire.
$BRK.B is down 5% today.
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Trade Watcher
05 May 2025 15:39
A red morning
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Trade Watcher
05 May 2025 14:26
Apple has begun a four-part corporate bond issuance — likely aimed at helping fund its newly announced $100B share buyback, the largest in the company’s history.
The move comes just days after its May 2 earnings report and reflects a classic strategy: borrow at scale to return capital to shareholders.
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Trade Watcher
05 May 2025 12:17
Still trying to make money, mfckers?
#retire
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Trade Watcher
05 May 2025 09:47
Update on the Taiwan setup.
$TWD just ripped higher — possibly pricing in some kind of deal with the US or China.
But under the surface, it’s not all bullish.
• Taiwan life insurers are getting crushed — they hold USTs but have TWD liabilities, and don’t hedge
• Stronger $TWD = serious P&L pain
• Foreign bond exposure is massive
• If tensions escalate, liquidity risk spreads beyond semis
Sometimes the real volatility doesn’t start on the front page — it’s buried in FX and insurance books.
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Trade Watcher
05 May 2025 08:57
US Dollar Cycles Since 1977
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