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The competent high speed rail companies from France and Japan found the US to be more politically dysfunctional than North Africa...

$NBIS Nebius Group shares are trading lower after the company announced it raised $1 billion in convertible notes.

this is “watching Cocomelon on an iPad” on steroids

30-Year Yields around the world have increased a good bit in the past 5 years!!! $TNX $SPY $GLD $DXY

There’s a total of $698 billion worth of homes for sale in the U.S., up 20.3% from a year ago and the highest dollar amount ever, per Redfin.

$CEG Constellation Energy shares are trading higher after the company announced it signed a 20-year nuclear power deal with Meta.

April’s JOLTS report defied expectations: job openings climbed by 191,000 to nearly 7.4 million, beating the 7.1 million forecast. Hiring and layoffs both rose, keeping the jobs‑to‑unemployed ratio near 1.03. Meanwhile, factory orders fell 3.7%.

x.com/i/article/1929…

👀👀👀

$VRT

$ZS (earnings matter)

$MELI earnings matter

$CRWD is expensive; I think that the full year guidance last quarter of 21% wil not cut it at these prices; needs a beat and raise.

will need to be a very strong call to support this price... I'm long and hoping for it...

The call orbited around CrowdStrike Falcon Flex which is a consumption-based licensing model. Falcon Flex has rapidly evolved the go-to-market motion and customer experience, turning what used to be multi-module sales cycles into large, consolidated platform deals. Since its

Another example: $CRWD 5-minute / 10-day chart. Look at that buying from the open.

“We suffer more in imagination than in reality.”

Yowza. Big move in the 10-yr. Today everybody wants safety...