Market

“I am not sure why markets were up given that there’s lots of posturing on both sides, but Iran refused the ceasefire offer, because they believe they have the leverage of world’s oil via the Strait of Hormuz” 😊 😋

Meta $META ( ▲ 0.33% ) is laying off 100s of employees in the cost saving measure to spend more on AI and Capex. At the same time Meta wants to give senior executives stock options tied to the company’s market cap hitting $9 Trillion by 2031 (It is at $1.5 Trillion today).

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Insights from the portfolio

Video of the day

Today’s video is on Chewy $CHWY ( ▲ 13.31% ) the online petstore.

Deep dive of the day

Good setups for swing