John
@roqueig.bsky.social
Brewery Enthusiast. Stetson Collector. Hedge Fund Manager. Philly Sports Optimist…
Some chatter in early sept that cattle futures finally broke to the downside - this last leg up is trying its best to defy that belief...
September 22, 2025 at 8:03 PM
Some chatter in early sept that cattle futures finally broke to the downside - this last leg up is trying its best to defy that belief...
@barakravid.bsky.social reporting on Twitter 👇
September 9, 2025 at 1:06 PM
@barakravid.bsky.social reporting on Twitter 👇
A chart out from Apollo this morning, which was a bit surprising to me
I would have thought the median age of IPOs was becoming an outlier to the upside given the length to which companies are going to stay private. I suppose the outlier is likely not in terms of time, but revenue (and mkt cap)
I would have thought the median age of IPOs was becoming an outlier to the upside given the length to which companies are going to stay private. I suppose the outlier is likely not in terms of time, but revenue (and mkt cap)
September 9, 2025 at 12:10 PM
A chart out from Apollo this morning, which was a bit surprising to me
I would have thought the median age of IPOs was becoming an outlier to the upside given the length to which companies are going to stay private. I suppose the outlier is likely not in terms of time, but revenue (and mkt cap)
I would have thought the median age of IPOs was becoming an outlier to the upside given the length to which companies are going to stay private. I suppose the outlier is likely not in terms of time, but revenue (and mkt cap)
The portion of the article that discusses the chip prototype:
August 29, 2025 at 10:58 AM
The portion of the article that discusses the chip prototype:
Obviously untrue, Texas is a great example of supply growth in power being driven by solar and wind …
August 20, 2025 at 2:08 PM
Obviously untrue, Texas is a great example of supply growth in power being driven by solar and wind …
Additional context of what is expected to come in Texas:
August 19, 2025 at 1:33 PM
Additional context of what is expected to come in Texas:
The Axis' on this graph from Slok and team at Apollo is doing a lot of the leg work here
August 18, 2025 at 12:02 PM
The Axis' on this graph from Slok and team at Apollo is doing a lot of the leg work here
Since Jan 2022 ...
TJX vs TGT
TJX vs TGT
August 15, 2025 at 12:44 PM
Since Jan 2022 ...
TJX vs TGT
TJX vs TGT
I mean, what are we doing here?
".. make a significant dent in Nvidia's AI chip dominance."
Really amazing
".. make a significant dent in Nvidia's AI chip dominance."
Really amazing
August 14, 2025 at 6:51 PM
I mean, what are we doing here?
".. make a significant dent in Nvidia's AI chip dominance."
Really amazing
".. make a significant dent in Nvidia's AI chip dominance."
Really amazing
heck of a chart today from $HIMS
here is the 5 day:
here is the 5 day:
August 5, 2025 at 6:09 PM
heck of a chart today from $HIMS
here is the 5 day:
here is the 5 day:
$NVO - the rare escalator up and escalator down 5-year chart. With all the stories in healthcare / pharma right now, this certainly feels like the biggest. Yesterday's guide cut was the back breaking straw
The market doesn't seem happy with an internal replacement at the CEO role either...
The market doesn't seem happy with an internal replacement at the CEO role either...
July 30, 2025 at 2:14 PM
$NVO - the rare escalator up and escalator down 5-year chart. With all the stories in healthcare / pharma right now, this certainly feels like the biggest. Yesterday's guide cut was the back breaking straw
The market doesn't seem happy with an internal replacement at the CEO role either...
The market doesn't seem happy with an internal replacement at the CEO role either...
But then farther down the article there is an image of the giant Abilene facility that is being built and the article clearly states it's "A Stargate AI-infrastructure site... "
Screenshot below:
Screenshot below:
July 22, 2025 at 2:59 PM
But then farther down the article there is an image of the giant Abilene facility that is being built and the article clearly states it's "A Stargate AI-infrastructure site... "
Screenshot below:
Screenshot below:
Here is the $BA chart - pretty bad. looking to make a more sustained rally above the 200-week than its last attempt in the Fall / Winter of 2023.
$BA was below it's 200-week from Feb 2020 until the Summer of 2023 (which only lasted a few months)
$BA was below it's 200-week from Feb 2020 until the Summer of 2023 (which only lasted a few months)
July 14, 2025 at 7:48 PM
Here is the $BA chart - pretty bad. looking to make a more sustained rally above the 200-week than its last attempt in the Fall / Winter of 2023.
$BA was below it's 200-week from Feb 2020 until the Summer of 2023 (which only lasted a few months)
$BA was below it's 200-week from Feb 2020 until the Summer of 2023 (which only lasted a few months)
the $UNH chart is really, really nasty when you toss in the 200-week SMA. Can't recall seeing a company blow through that this bad since idk, maybe $BA in 2020 ??
July 14, 2025 at 7:46 PM
the $UNH chart is really, really nasty when you toss in the 200-week SMA. Can't recall seeing a company blow through that this bad since idk, maybe $BA in 2020 ??
Cryptic message by Waymo posted on Twitter…
July 7, 2025 at 2:10 PM
Cryptic message by Waymo posted on Twitter…
From @wsj.com
"The number of packages that Amazon ships itself per employee each year has also steadily increased since at least 2015 to about 3,870 from about 175, the analysis found, an indication of the company’s productivity gains."
"The number of packages that Amazon ships itself per employee each year has also steadily increased since at least 2015 to about 3,870 from about 175, the analysis found, an indication of the company’s productivity gains."
July 1, 2025 at 12:04 PM
From @wsj.com
"The number of packages that Amazon ships itself per employee each year has also steadily increased since at least 2015 to about 3,870 from about 175, the analysis found, an indication of the company’s productivity gains."
"The number of packages that Amazon ships itself per employee each year has also steadily increased since at least 2015 to about 3,870 from about 175, the analysis found, an indication of the company’s productivity gains."
remarkable consumer spending chart MoM:
June 27, 2025 at 12:36 PM
remarkable consumer spending chart MoM:
Interesting to see the consistency from the WSJ, I suppose the less search reliant, the better moving forward. I wonder how this is impacting ESPN and other sports websites as well
June 10, 2025 at 11:09 AM
Interesting to see the consistency from the WSJ, I suppose the less search reliant, the better moving forward. I wonder how this is impacting ESPN and other sports websites as well