MarketswithMay @marketswithmay

@eurofounder I love this. Not everyone has idea to take on the persona of being both wealthy and cheap to monetize an account. Solid solid! Been trying to learn my self how to be so desensitized as this and just focus on engagement and numbers! Good work!

@urelilbro That’s a little bit the opposite of what you’re suggesting in your original comment if your concern is China.

$MU +18% in the pre-market. This was an insane Q. I have no idea when the run will end, but it is actually driven by legit demand, despite what those betting against the run think. Here's the number. I rarely look QoQ but d*mn....

@Ksvane @Tim_Sweeney_TAR @EquityPulse20 @DataDInvesting One is more of a payment processor. The other is a bank.

Japanese X…. Proof that X does not need to be toxic. 🤣🤣🤣 I love it!!

@Ksvane @Tim_Sweeney_TAR @EquityPulse20 @DataDInvesting Why would $sofi sell to X? Also this looks like it’s a closer comp to $PYPL than $sofi.

Rarely.... but sometimes. The most common chart for me to consider is a basing chart, so these things aren't particularly interesting except to monitor why my names are moving oddly. And when I want that, I don't want all the other stuff that folks try to justify. I just want a strong technical person telling me the truth of what they are seeing and indicating if there is some newsflow they saw that might be related to it.

My friends @GurulaAi got hacked. If you’re looking for someone that does no nonsense technical analysis with folks who have more than 30 years experience each (not collectively) consider giving them a follow.

Gurula AI @GurulaAi

4 days ago

$pltr has hit target. Now shorting 08/21 $95 put for $274 credit. Risk is puts us in stock @ $92.26. Earnings Aug 2. August 21, 2026 Put Chain Quotes $90 Put: $1.85 bid / $1.96 ask (Mid: $1.90) Greeks: ~-0.16 Delta | High-probability income zone (~84% chance of expiring

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@urelilbro You thinking we gonna have a really interest trade agreement with China back half of year that allows that?

$DRI... down 1% on a solid Q Rev + 10%, Net Inc + 12% Positive comps across all their restaurants. No slow down, folks. The industry itself has actually done well (front part of the call) and they just happen to be doing fin within a decent recovery in restaurants. This was a great Q. All of their restaurants had positive comps. There was an interesting discussion about demand for protein (aka meat) on the menu of specifically Olive Garden.

$VIX... ok... so this is working out for me. Let's see how low ya'll take it.... That's the thing with the $VIX... It's a bit like surfing...

MarketswithMay @marketswithmay

5 days ago

$VIX. I sold out of some of my longer $VIX stuff and am reversing something that looks like a decline in $VIX. I'm thinking we get this $MU and then vol drops like a rock into the month-end and July 4th. Maybe I'm wrong.

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@11TakesPhotos @PaulcHealth This is so smart. It's good to try to support the fintechs. Don't get me wrong. At the same time, there is support, and there is letting them put you in an awful spot.

$SOFI... Thx to @PaulcHealth This is great coverage for why $SOFI is a bank not a fintech is my mantra. But let's get really clear and say the quiet part outloud for the folks who are getting gaslit on what happened, Your money is gone from Evolve because someone stole it using the fact there is a middle man between Evolve and Synapse. Think about it. There is NO OTHER WAY for the money to disappear like that. This scam depends on the fact that you deposit money but don't take it out. And it fails exactly when you have declining deposits. Every single time it's been that way. And the fact we aren't saying the quiet part out loud is the only thing missing in this well-covered video. Think about it for a sec. Someone took your money, they gave you a paper higher rate, but actually, no money was in segregated accounts. This is almost quite literally what Bernie Madoff did as relates to statements. It's not even what like $SIVB did or some other bank that just got caught with deposits exiting in a run. This is straight-up, most likely falsifying statements. That is quite literally the only way you have a balance of $23k and end up with $17. And if you're one of these folks and this lady's article is the end of the story, I am so incredibly sorry b/c yes. Someone should most def go to jail b/c they most def ran a ponzi scheme. And if you need someone to help articulate that to a class action lawyer come find a girl. Anywho... thx for sharing.

Paul Seth @PaulcHealth

5 days ago

Every $SOFI investor should watch this. Most FinTechs have a major problem including $HOOD. Only SOFI is the king. youtube.com/watch?v=hiE7Nv…

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I totally agree. I've come off my venom to $HOOD b/c despite how much Kenny G is loathed, this is not the type of graft machine he runs. He mostly stays compliant and avoids any exposure to bank run situations where folks might clean him out. This is not a risk for $HOOD any longer.

Yes! I totally agree! This is the first real contender to have a shot at being another true vendor for TTS using the innovations of today. If I had to chose one of these old timers to listen to it's $BK. That particulr CEO sees it so clearly and is so instructive in how to think about $SOFI in this biz. I very much admire the CEO of $BK who saw the writing and modernized a lot of $BK's operations over the last 5 years so that it could keep up. Still, there is always room for another competent player. $SOFI has some things to dev, but I have faith that they are taking strong, consistent steps in this direction, esp with how they are talking about Stablecoin. I'll offer my notes on $ BK this coming quarter, and obvi $SOFI, though my schedule is a bit hectic.

$SOFI....Ya'll know I am not a fan of the crypto-bro's who have questionable understanding of the financial system and how gold, the USD and stablecoin relate to crytpo currency in general. BUT... this is meaningful part of what I might term Part 2 of my $SOFI thesis is about building out Stablecoin and what it implies the bank can do that others might not be able to. My initial $SOFI thesis (2023-current) was simply that they were in a better position coming out of $SIVB than pretty much anyone else and I felt axed on it b/c the folks covering $SOFI - while clever on fintech demonstrated daily a lack of understanding for banking. That will drive what is happening through 2026. HOWEVER, what's going on in stablecoin is a 2027 and out phenomenon. And I still feel I'm axed relative to most posters on the name, namely b/c of this. Even if some have sorted out Fintech and/with Banking (regional/majors), most DO NOT meaningfully understand what has traditionally been the relationship of TTS (Treasury & Trade Solutions biz that encompasses custody, clearing, prime, settlement, etc) to the rest of the structures within global financial services at large. I have mentioned this more than once. Call it what it is, but ya'll know your girl has a different vibe on all the crypto, and stablecoin in particular for $SOFI, and this is partly why. I'm not trying to pump a coin. I"m trying to make sure I understand the more meaningful structural dev in global financial services as relates to the US. And anyone else thinking they are doing this without learning about $SOFI is just missing it. If you care on this, def prepare to get smart on $C $NTRS $BK, what they do, where it sits, and why it is profitable and stable as well as why that is unique to the USD. Only then do I think you'll appreciate why I'm bullish $SOFI. Anywho... happy Hump Day, ya'll!

Cointelegraph @Cointelegraph

6 days ago

🔥 BULLISH: Fed Governor Waller says "dollar backed stablecoins may create a new channel linking global liquidity demand directly to US Treasury markets"

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@TomHamil3 @PaulcHealth Hopefully, this helps folks understand why I say, I don't really do fintech b/c the bulk will only survive by being bought by a bank that needs their tech. Their biz models are often not what one thinks, even if one believes themselves a great thinker...

@n3yd1e @SoFiIR This is not marketing let alone marketing to women.

$SOFI....@SoFiIR I think it's great that you plow a bunch of marketing into sports, but has it occurred to you that the ladies who - studies show clearly - make some of the biggest financial decisions don't watch/care about sports? Real Question: What are you doing about that?

@PaulcHealth Sorry. NYT, not CNBC...

@PaulcHealth Nah dog. He was 100% embezzling: Here's a 5 part series I did on the interview SBF did with CNBC.... youtube.com/watch?v=R59lgd…

@PaulcHealth buggy software no matter what is going on does not result in a full loss of assets (aka $23k to $17). This looks almost identical to the value outcomes from FTX.

@PaulcHealth GS most def has a banking charter. that was the outcome of 2008. I'm not 100% sure but I think Fidelity does too, but no matter, Fidelity is unambgiously covered under SIPC.