Wallchain NFTs have been up-only since mint.Was waiting for a good entry here but floor price just keeps going up and very few listings.Main drivers: Speculation around platform utility and airdrops https://t.co/Xxu4dW7yCc ...

Market Assessment - The market experienced a slight correction, but excessive speculation is not evident [2] - Continued strong earnings growth and government reopening suggest the market can continue to grind higher into the end of the year [3] - A pullback of less than 5% is not significant [4] - The market hasn't had a 25% pullback since April [4] - Bubblelets in areas like gold and Bitcoin are unlikely to significantly impact the broader market due to strong EPS and earnings growth [5] Risk Factors - Fed tightening is a major risk factor that could lead to market corrections of 20% or more [6] - Exogenous shocks to the economy, such as tariff announcements, can also trigger market downturns [6] Investment Strategy - The S&P 500 is expensive at 23 times earnings, but the equal-weighted index is at 17 times earnings, which helps keep the market in check [7] - Emerging markets and healthcare sectors present alternative investment opportunities [8] - Foreign investors are still buying US assets [9] Market Comparison - The current market situation is more similar to 1997 or 1998, with potential for further capital spending boom [11] - Unlike the tech bubble of the late 1990s and early 2000s, companies now have earnings to support their valuations [10]

分组1: AT&T Inc. - AT&T reported third-quarter operating revenues of $30.71 billion, a 1.6% increase year-over-year, but below the analyst consensus estimate of $30.87 billion [1] - Adjusted earnings per share (EPS) for AT&T stood at 54 cents, which met the analyst consensus estimate [1] - Jim Cramer recommended staying away from AT&T, indicating a lack of confidence in the stock [1] 分组2: SoundHound AI, Inc. - SoundHound AI is considered a "pure spec" by Jim Cramer, who emphasized the need for the company to generate profits before gaining serious backing [2] - HC Wainwright & Co. analyst Scott Buck maintained a Buy rating on SoundHound AI and raised the price target from $18 to $26 [2] 分组3: Rocket Lab Corporation - Jim Cramer views Rocket Lab as a good speculative investment but cautioned about its significant losses, indicating uncertainty about its future [3] - Rocket Lab is set to release its third-quarter 2025 financial results on November 10 [3] 分组4: Nextracker Inc. - Nextracker is described as a "tremendous" company by Jim Cramer, who expressed a desire for the stock to cool off before investing [3] - Nextracker reported better-than-expected results for the second quarter of fiscal 2026 on October 23 [3] 分组5: Stock Performance - SoundHound shares increased by 4.5% to $17.62 [5] - Nextracker shares rose by 2.1% to $101.22 [5] - AT&T shares gained 0.3% to $24.75 [5] - Rocket Lab shares increased by 3.4% to $62.98 [5]

Core Insights - Michael Burry, known for his role in "The Big Short," has returned to social media, expressing concerns about market speculation and indicating a decision to refrain from investing in the current environment [1][2][3] Group 1: Market Sentiment - Burry's recent posts suggest he perceives unsustainable speculation levels in the markets, likening the situation to historical bubbles [1][2] - He updated his profile to "Cassandra Unchained," referencing a Greek mythological figure known for making accurate predictions that go unheeded, indicating his belief that current market conditions are precarious [2] - Burry has a history of predicting market downturns, including a warning in 2021 about a significant speculative bubble and potential crashes in meme stocks and cryptocurrencies [8] Group 2: Investment Strategy - In the second quarter of the year, Burry's hedge fund shifted from bearish positions on six stocks to bullish positions on nine stocks, with notional values of $186 million and $522 million respectively, indicating a change in investment strategy [9] - The fund's portfolio expanded from seven positions at the end of March to 15 positions by June, reflecting a transition from a bearish outlook to a more optimistic stance on market performance [10] - Burry's previous investments included puts on major companies like Alibaba and Nvidia, but recent updates show a diversification into calls and direct stakes in companies like Estée Lauder and Lululemon [10]

Yesterday I talked about this Android called Neo that looked to be rolling out ahead of Optimus from Tesla and I was super excited. Then when I dug into it afterwards, I found out that that product is nowhere near ready to be shipped. It can't even close the door on your washing machine.I mean, it's great that it can stand up. Fantastic. But I'm not paying $20,000 for a piece of metal just to stand there in my living room.So when I take a look at like AI and things like that, there is going to be speculatio ...

Group 1: Nvidia and Nokia Partnership - Nvidia has taken a $1 billion stake in Nokia, acquiring a 2.9% stake with 166 million shares at $61, focusing on AI native mobile networks and AI network infrastructure [1] - Following the announcement, Nokia's stock surged by 23%, rising from $6.42 to $7.77, with a peak trading price of $8.19 [2] Group 2: Nuclear Energy Sector - The U.S. government has signed a deal with Westinghouse, which is co-owned by Brookfield Renewable Partners and Camo, to construct $80 billion worth of new nuclear reactors, reviving previously decommissioned plants [4][5] - Camo's stock increased by 23% in one session due to its profitable uranium production, highlighting a significant market reaction [5] Group 3: Cybersecurity and AI - CrowdStrike's stock rose significantly after Nvidia's CEO, Jensen Huang, endorsed the company for its role in protecting AI, leading to a quick increase of $10 in its stock price [6] Group 4: Mergers and Acquisitions - Skyworks and Corvo, two competing companies in the radio frequency chip market, have decided to merge, resulting in a surge in both stocks, indicating a favorable environment for mergers under the current administration [7][8] Group 5: Speculative Market Trends - The current market is characterized by high speculation, with various sectors experiencing significant gains, including critical minerals in coal companies, suggesting potential hidden value [9][10]

Market Trends & Investment Opportunities - Nvidia acquired a 2.9% stake in Nokia, representing 166 million shares at $61 per share, to collaborate on AI native mobile networks and AI network infrastructure [1] - Nokia's stock surged 23% in one day, from $6.42 to $7.77, reaching as high as $8.19 [2] - The US government signed a deal with Westinghouse, jointly owned by Brookfield Renewable Partners and Cameco, to construct $80 billion worth of new nuclear reactors [4][5] - Cameco's stock jumped 23% in one session due to its profitable uranium production [5] - Jensen Wong announced a collaboration with Crowdstrike to make cyber security AI agents, leading to a quick 10-point increase in Crowdstrike's stock [6] - Skyworks and Corvo decided to merge, causing both stocks to soar [7] - The Commerce Department may take a stake in quantum stocks, similar to the Chips Act and Intel [9] Company & Industry Specifics - The report highlights the potential of "vampire plants," referring to reopened decommissioned nuclear power plants [4] - The speaker acknowledges concerns about a potential market crash similar to 1999-2000 but notes the current market's ability to generate significant profits [10]

Crypto Market Analysis - Crypto's greatest invention might be speculation via stablecoins and 24/7 perpetual futures markets [1] - 95% of the volumes could come from equities [1] - It may further entrench the dollar and existing global financial system [1]

"Why would I use Breakout when I can just trade my personal account?"Brother you can do both.There are a plethora of ways to speculate on the markets now.Spot, perps, prop, options, prediction markets etc.Why limit yourself?Breakout (@breakoutprop):Breakout shouldn’t entirely replace your personal account.It’s a different but complementary product.Some of our best traders fund their personal accounts with their Breakout profits.Use both to scale. https://t.co/BF83ZHAh6a ...

[Applause] What does OK really do anyway. How about the new scale power. What does QBTS stand for.Should I buy more GLD. Time to average down on RedCat. If these questions cross your mind today, then I think you need to recognize that you're not investing, you're speculating, and you're speculating poorly.We've had a huge wave of debtfueled speculation that now threatens to wipe out your savings in a heartbeat. These stocks have been moving straight up for a long time now. And there's a huge cohort of peopl ...