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Mitch

@CTington

*Some data points will not age well, all opinions are being made/stolen by an internet sloth. I am often wrong, early, misinformed.

 USA
Joined May 2020
  • Tweets4.2K
  • Following87
  • Followers86
1.5KMedia
Photo by Mitch (@CTington)Photo by Mitch (@CTington)Photo by Mitch (@CTington)Photo by Mitch (@CTington)Photo by Mitch (@CTington)Photo by Mitch (@CTington)Photo by Mitch (@CTington)Photo by Mitch (@CTington)Photo by Mitch (@CTington)Photo by Mitch (@CTington)
shout out @finviz_com finviz.com/map?st=netmargin Net margin % heat map just one of many heatmaps I use of yours.
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214 SP500 stocks have net margin % > 15% The ones with the highest net margin % seem to carry the higher weighting. More details to come
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One person's "nothing", is another's "busy"
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its finally happening
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Forrest Gump should be in the top 5 Greatest movies of all time.
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Sectors relative performance vs $SPY 10/5 highs Leaders Losers $XLV $SMH $XLP $XLC / $XLK $XLE $XLB $XLF
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Really disappointed in #Fintwit today…. Memes were weak, repetitive, low energy. Let’s regroup, see you on Monday!
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$GOOGL is still growing 25% annually .... some large as numbers to grow at that pace. I'll happily add as it continues to fall
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People posting fake #NFL trades with #BREAKING should be JAILED. NO greater crime committed than spreading #FakeFantasyNews
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Looking for new funding to create entirely satirical political ads .... no equity just debt for now.
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My time horizon if longer than the mid terms, Iran war, AI debt "crisis" I haven't changed my investments ... have you?
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Someone tell Dan Quinn it’s 4th quarter and is 3rd down
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No one serious cares about @Shanemgillis comments. It’s 100% true. It’s not every girl. But you know it when you see it.
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#AIDebt ..TLDR BIG numbers. Scary cuz new. "Too many debt" So far more money willing to lend than debt being requested. I'm unconcerned or I should say the market is pricing in more concern than I have. Should age flawlessly. What could go wrong? *Grok built meme
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I mainly use AI for research. While I understand it's not perfect. It's closer than what I would find myself. nitter.cf/i/grok/share/c2hhcmQtM…

let's do a deep dive on the AI capex new debt issuance. What is the es...

AI-related debt issuance has surged into the hundreds of billions annually (primarily 2025–2026), driven by hyperscaler capital expenditures on data centers, GPUs/servers, power, and related infrastructure. Estimates vary by scope (public bonds only vs. broader including private credit, project finance, leases/SPVs, and neoclouds), but the scale is unprecedented for an industry that historically relied on cash flows.<grok:render card_id="1b48cb" card_type="citation_card" type="render_inline_cita...

Answer by Grok
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🚨 ZERODAY x @tradeify GIVEAWAY 🚨 - 5 winners - 1x Bull Pack each Enter here: fzn.link/5xPack
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"You can't time the market" I agree 100%, but you can get pretty fucking close by educated risk reward setups.
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youtube.com/watch?v=1oMPFt3L… 30 min mark! Great nugget! I search for the bull & bear cases on most investments. Why trade with 1/2 the info? Avoiding "battlegrounds" (lacks catalyst) Look for potential catalysts. Find a spot where the bear/bull case can flip. Be wrong fast!
THE REAL EDGE IS IN PEOPLES' HEADS (Guest: Ahmed Husain)

THE REAL EDGE IS IN PEOPLES' HEADS (Guest: Ahmed Husain)

This week it's an interview only episode with Kevin and Ahmed Husai...

youtube.com
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"During #TNF, The USA National anthem singer CRUSHED it. Canada, first of all, the Barenaked Ladies aren't known being able to pace sub 120 BPM, they can't harmonize as a unit, they really sanked as a band for me after tonight " - Probably @DanSchneierNFL @AdamAizer
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