Called it 📣 @Bybit_Official 's DJ30 stock index hit a new record high today! We shared the prospects of a new ATH for DJ30 - as one of "3 Assets to Watch" - in yesterday's #MarketPulse# report 👇🏽 WHY did the DJ30 hit a new ATH today? 📈 $CAT, which alone accounts for over 9% of the #Dow#, reported higher-than-expected earnings and revenue! 📈 $MRK sees itself earning more revenue in 2026 📈 $MCD shares rose in pre-market despite reporting a slowdown in US growth. And that's not all ‼️ There were also fresh record highs THIS WEEK for the SP500 index and $AMZN 📈 #MarketNews# #traders# #stockturnaround# #stock_on_investor_radar# #StockMarketNews# #StockInFocus#

INCOMING: 🚀 @SpaceX earnings! Traders, looking for a guide to set smarter TP levels? Check out forecasted % ⬆️⬇️ post-earnings moves for major stocks (market cap >US$ 100B) this week - published Monday, August 3rd 👇🏽 #MarketPulse# #MarketNews# #earningseason# #stock_on_investor_radar# #StockMarketNews# #StockInFocus# @Bybit_Official @Alpha_Bybit @BybitPlus

━━━━━━━━━━━━━ 【US Listed Stocks Implied Catalyst Brief】🔍 ━━━━━━━━━━━━━ 📅 Date: July 22, 2026 (Wednesday) 🌍 Market: US Equities (NYSE + NASDAQ) 【Executive Summary】 Late July brings a dense calendar of macro data and earnings season for US stocks. Three under-the-radar trends to watch this week: ① Small-cap SaaS firms witness coordinated buying by CEOs and directors ($EVCM, Palisade Bio); insiders start accumulating shares after steep valuation compression. ② Bridgewater’s Q2 13F filings reveal a sharp 70% cut to Apple alongside a 62% increase in $AMD holdings, a clear signal of rotation within AI hardware names. ③ Biotech PDUFA season kicks off; $OTLK faces a July 29 FDA decision with an estimated 89% approval probability. I. Major SEC Filing Announcements (Past 1–2 Weeks) ■ $EVCM EverCommerce Inc. (8-K + Form 4, July 8) CEO Eric Remer purchased 75,000 shares at $9.98 ($748,500). Director Richard Peretz bought 100,000 shares ($995,000). Director Eric Rosenthal acquired 60,000 shares ($601,200). The three executives collectively purchased 235,000 shares on the same day for a total of $2.34 million, marking the largest single-day insider purchase in 18 months. The firm recently divested non-core businesses; its stock trades near the 52-week low of $9.45 with a PS ratio of only 1.8x, representing a 40% discount versus the peer median of 3.0x. ■ $BABA Alibaba Group (8-K, Ongoing Share Repurchases) Repurchases executed between July 2–8: 4.16 million shares on July 2 ($49.99 million); 1.47 million shares on July 8 ($19.99 million). Cumulative repurchases since program authorization stand at 31.26 million shares (0.16% of total shares outstanding). Current trailing PE stands at roughly 12x, within its historical low range. ■ $KR Kroger Co. (8-K, July 1) Definitive agreement to acquire Giant Eagle for a total consideration of $1.65 billion ($1.25 billion cash plus assumption of $400 million debt). Giant Eagle generates approximately $9 billion in annual revenue and operates 197 supermarkets plus 11 pharmacies, with geographic footprints highly complementary to Kroger’s existing markets (OH/PA/WV/MD/IN). II. Insider Trading Activity (Form 4, Past 1–2 Weeks) ■ $EVCM EverCommerce — ⭐Strong Signal CEO and two directors made coordinated purchases totaling $2.34 million on July 8 at average prices ranging $9.75–$10.15. Short interest remains elevated at 8.5% of the float, creating potential short squeeze dynamics on upward price moves. A comparable cluster insider purchase worth $1.8 million in December 2024 preceded a 22% share price gain within six weeks. ■ $FLD Fold Holdings — ⭐CEO Accumulation CEO purchased 250,000 shares at $2.60 on July 6 ($650,000), lifting direct holdings by roughly 15%. The stock sits merely 8% above its 52-week low of $2.40. Q2 earnings are scheduled for July 25. Open interest on $3.00 strike call options has risen noticeably in recent sessions. ■ $PALI Palisade Bio — ⭐Serial Director Buying Director Robert Baltera Jr. completed three tranches of purchases between July 1–8 totaling 125,000 shares: $1.98 (30,000), $2.04 (50,000), $1.97 (45,000), for approximately $250,000 total. His shareholding increased by 34%, representing the largest management purchase since January this year. ■ $ANET Arista Networks — ⚠️CEO Disposition CEO Jayshree Ullal sold approximately 477,000 shares across July 9–10 for aggregate proceeds of $89.5 million. While classified as routine selling, the sizable volume warrants monitoring. III. Institutional Position Shifts from 13F Filings (Latest Quarter) ■ Bridgewater Q2: Sharp 70% Cut to AAPL, +62% Stake Increase in AMD Total portfolio market value stood at $19.2 billion (a $600 million quarter-over-quarter decline). The most notable adjustment: substantial reduction in Apple (-70%), paired with a 420,000-share addition to AMD (+62%). Positions in TSM, NVDA, MU, AVGO, MRVL and other AI semiconductor names were retained. Bridgewater is rotating AI exposure away from richly valued large-cap leaders toward second-tier semiconductor stocks. ■ Berkshire Hathaway Q1 (First Post-Warren Buffett 13F) New $2.6 billion position in DAL (Delta Air Lines), marking a return to airline equities. Stake increase in GOOGL elevated it to the seventh-largest holding. New $55 million position in Macy’s. Full liquidation of AMZN and Visa. The new management team demonstrates a tilt toward value recovery and cyclical consumer plays. ■ Composite Signal: Q2 13F data reflects institutional “sell expensive, buy undervalued” positioning — trimming high-valued AI leaders including MSFT/NVDA/AAPL while adding AMD/MU/MRVL and other second-tier semiconductor names. Select institutions have begun tentative repositioning into rate-sensitive cyclicals such as airlines and retail. IV. Analyst Rating Revisions (Past 1–2 Weeks) ■ $XYZ Block — Piper Sandler Two-Tier Upgrade to Overweight Target price raised from $58 to $100 (+72%), driven by projected gross profit growth and margin expansion. Recent underperformance across payments and consumer finance stocks stems from valuation compression rather than EPS deterioration. The firm also assigned Overweight ratings to V/MA/AXP/AFRM/COF. ■ $FIVE Five Below — Bernstein Upgrade to Outperform Target price lifted from $247 to $250. Discount retailers stand to benefit from consumer downgrading trends amid weaker economic conditions. ■ $ADBE Adobe — HSBC upgraded to Buy ($308) on July 2, followed by another firm downgrade to Sell ($240) on July 21. Widening rating divergence reflects unresolved market debate over AI’s impact on creative software. Bulls argue Adobe Firefly unlocks new growth avenues; bears warn of market share erosion from competitors including Canva. ■ $PLTR Palantir — DA Davidson Upgrade to Buy Target price set at $175. Growth accelerates on both government and commercial demand for its AIP AI platform. ■ $SHOP Shopify — Stifel Upgrade to Buy Target price increased from $110 to $150. Consistent profitability improvement for the e-commerce SaaS platform. V. M&A & Corporate Combination Announcements (Past 1–2 Weeks) ■ GSK Acquisition of $NUVL Nuvalent — $10.6 Billion All-Cash Deal GSK closed its acquisition of Nuvalent on July 15 at $124 per share in all cash. Nuvalent develops precision oncology therapies targeting ALK/ROS1 mutations. The transaction featured a substantial acquisition premium, and Nuvalent delisted from Nasdaq. ■ $AA Alcoa Acquisition of South32 Aluminum Assets — Up to $5.6 Billion On July 1, Alcoa announced acquisition of South32’s integrated bauxite, alumina and aluminum smelting assets to solidify its position as the world’s largest aluminum producer. AA pre-market fell 3.6% on announcement amid investor concerns over overpayment, though scale advantages and cost synergies from integration merit follow-up. ■ $KR Kroger Acquisition of Giant Eagle — $1.65 Billion See Section I above. Kroger intends to accelerate Giant Eagle’s growth via data analytics, e-commerce solutions and operational discipline. VI. Share Repurchase Authorizations (Past 1–2 Weeks) ■ $NU Nu Holdings — New $1 Billion Buyback Program Board approved a 12-month $1 billion repurchase program on June 4. The Brazilian digital bank continues generating substantial excess capital while expanding into Mexico, Colombia and the United States. Current market capitalization stands at roughly $53 billion; the buyback represents approximately 1.9% of market value. ■ $NWSA News Corp — Ongoing $1 Billion Repurchase Program Aggregate repurchases reached $364 million as of July 14 (including a $2.72 million tranche on July 14). Approximately $636 million of authorization remains available, equivalent to 3–4% of market cap, signaling constructive capital return momentum. ■ $BABA Alibaba — Daily Buybacks Ranging $5–20 Million Repurchase pace accelerated in July. Cumulative repurchases since program launch total 31.26 million shares. Sustained buybacks at depressed price levels alongside a 12x PE ratio provide meaningful downside support. VII. FDA Biotech Catalysts ■ $OTLK Outlook Therapeutics (PDUFA July 29, 89% Probability) Bevacizumab BLA for wet age-related macular degeneration (Wet AMD). The regulatory decision is due in 9 days. If approved, it will serve as a lower-cost alternative to Lucentis, with an addressable annual market exceeding $8 billion. Current market cap sits near $300 million; regulatory results will dictate near-term price trajectory. ■ $CAPR Capricor Therapeutics (PDUFA August 22, 67% Probability) Deramiocel for Duchenne Muscular Dystrophy (DMD) cardiomyopathy. The candidate holds Orphan Drug, Rare Pediatric Disease and Fast Track designations amid urgent unmet patient needs. The 67% approval probability implies elevated uncertainty, yet substantial upside potential upon clearance. ■ $CELC Celcuity (PDUFA Date Elapsed, July 20) Gedatolisib for second-line HR+/HER2- breast cancer, granted Priority Review, Breakthrough Therapy and Fast Track status with a historical approval probability of ~90%. The PDUFA deadline passed July 20; official regulatory conclusions await confirmation. ■ $SMMT Summit Therapeutics (PDUFA November 14) BLA submission for EGFR-mutant NSCLC post-TKI treatment failure. Approval would fill an unmet clinical niche for EGFR resistance cases. VIII. Retail Social Media Trending Equities (Past 1–2 Weeks) ■ $SNAP Snap Inc. — Reddit Discussion Volume +633% Spiking social sentiment likely tied to Q2 earnings expectations due late July. Fundamentals remain pressured by fierce advertising competition, while the potential TikTok ban remains unresolved. ■ $SPCX SpaceX — Sustained Retail Investor Enthusiasm 677 Reddit mentions with 78.6% bullish sentiment. SpaceX remains the primary accessible space-sector name for retail investors, keeping sentiment elevated. Valuation bubble risks require vigilance. ■ $GME GameStop — Meme Stock Revival 586 Reddit mentions with 152.6% bullish tilt. July rebound correlates with upcoming Q2 earnings and potential transformation catalysts, though no fundamental inflection is confirmed; price action is largely sentiment-driven. ■ $MU Micron Technology — Heated Bull-Bear Debate 714 Reddit mentions with largely neutral sentiment (only 2.3% bullish). Headwinds include Korean semiconductor financing risks, balanced against long-term HBM demand; market direction remains highly contested. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 【Ranked Watchlist】Top 5 High-Potential Equities ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🥇 #1#: $EVCM EverCommerce Inc. Core Catalysts: Coordinated insider purchases totaling $2.34 million by CEO and two directors on July 8, the largest cluster management acquisition in 18 months. PS ratio of 1.8x versus peer median 3.0x; non-core asset divestitures set the stage for operating margin improvement. Key Metrics: Share price ~$10.5, market cap $1.85 billion, short interest 8.5% (short squeeze potential). Risks: Small-business SaaS spending may contract amid elevated interest rates; stock remains within a downtrend. Positioning Note: Suitable for medium-to-long-term accumulation on dips. Entry zone $9.5–$10, stop-loss $8.5 (10% below 52-week trough). Target range $13–$15 (implying reversion to 2.5x PS). ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🥈 #2#: $XYZ Block Inc. Core Catalysts: Piper Sandler two-tier upgrade to Overweight; target lifted from $58 to $100 (+72%). Gross profit expansion driven by Square merchant ecosystem and Cash App dual engines. Valuations across the payments sector have undergone significant compression. Key Metrics: Current share price ~$75, target $100, PE has retreated to reasonable territory. Risks: Rising consumer loan credit losses, volatile bitcoin-derived revenue, ongoing regulatory uncertainty. Positioning Note: Enter $70–$75 zone, stop-loss $62. Upside toward $95–$100 if Q2 earnings (early August) validate margin expansion. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🥉 #3#: $AMD Advanced Micro Devices Core Catalysts: Bridgewater lifted AMD holdings by 62% in Q2. Institutional capital is rotating out of NVDA toward second-tier AI semiconductor names. MI300/MI400 ramp accelerates, building AMD’s nascent data center GPU footprint. Key Metrics: Clear Q2 institutional accumulation signal; AMD holds cost-performance advantages over NVDA within AI inference workloads. Risks: Competitive pressure from NVIDIA Blackwell architecture, sentiment spillover from Korean semiconductor financing strains, persistent weakness in PC end-markets. Positioning Note: Existing holders may maintain positions; new entries await the $160–$165 zone. Accelerated adoption in AI inference represents the primary H2 2026 catalyst. Stop-loss $140. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🏅 #4#: $OTLK Outlook Therapeutics Core Catalysts: July 29 PDUFA decision (9 days away) for Bevacizumab in Wet AMD with an 89% historical approval probability. Approval would create a low-cost alternative to Lucentis within an $8 billion+ annual addressable market. Key Metrics: Current market cap ~$300 million, PDUFA scheduled July 29. Risks: Severe share price downside if FDA issues a Complete Response Letter (CRL); questions over manufacturing capacity and commercialization capabilities; potential need for partnerships or capital raises for launch. Positioning Note: High risk, high reward. Limit allocation to speculative tranches (≤2% of total portfolio). Pre-PDUFA share price rallies are typical. Reduce half of the position ahead of the decision date to lock in gains regardless of outcome. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🏅 #5#: $BABA Alibaba Group Core Catalysts: Trailing PE of only 12x with sustained daily buybacks of $5–20 million. Top-tier institutions including Bridgewater and Appaloosa (David Tepper; BABA as the largest 11.7% portfolio holding) maintain heavy positions. Growth drivers include AI cloud and cross-border e-commerce. Key Metrics: Share price ~$120, PE 12x, daily buyback range $5–20 million. Risks: Uncertain domestic macro backdrop, US–China tech decoupling risks, intensifying competition from Pinduoduo and Douyin E-commerce. Positioning Note: Scale in tranches between $110–$120 for long-term holdings. The combination of 12x PE and active repurchases offers robust downside protection. Stop-loss $95. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Follow, share and save. The Wall Street Watch team will continue tracking developments and interpreting quantitative data. Drawing on the WSV Model, we deliver analysis covering equities, gold, bonds (ETFs), sector rotation metrics and individual stock case studies to capture forward positioning opportunities. ⭐️⭐️⭐️ Disclaimer: All content is for informational reference only and shall not constitute investment advice or trading guidance. Information is compiled from public filings and calculated via quantitative machine learning models. No warranty is made regarding the authenticity, completeness or accuracy of data herein. Past performance does not guarantee future returns; case studies do not guarantee profitable outcomes. Investors act at their own risk. All investments carry risk.

10 AI Trading GitHub Repos You Should Have on Your Radar: TradingAgents Multi-agent trading firm with analysts, researchers, risk managers, and a portfolio manager. AI Hedge Fund Investor-inspired agents debating valuation, sentiment, fundamentals, and risk. FinRL-X AI-native infrastructure for data, strategy development, backtesting, risk and execution. Qlib Microsoft’s platform for ML-based quantitative research and production workflows. RD-Agent Multi-agent factor discovery and model optimization for quantitative research. FinGPT Open-source financial language models, datasets and sentiment pipelines. FinRobot LLM agent platform for financial analysis, research reports and strategy workflows. AI-Trader An agent-native platform where AI agents can generate and exchange trading signals. Agentic Trading Lab Traceable experiments, backtests, paper trading, and decision logs for LLM agents. TradingGoose Multi-agent research and portfolio analysis built around market-moving events. The opportunity is not asking an LLM whether to buy a stock. It is building a measurable loop: >data >hypothesis >signal >sizing >execution >evaluation >memory Treat these as research infrastructure, not plug-and-profit bots. Save the list. Fork the systems. Verify every result.

(Bloomberg) -- Jane Street Group has begun providing swaps to a swelling cohort of leveraged ETFs, amping up the competition in a niche but lucrative corner of the derivatives market. The trading giant entered the business earlier this year and furnished about $1.2 billion notional of swaps in the second quarter to roughly 75 leveraged and inverse single-stock exchange-traded funds listed in the US, according to quarterly filings data compiled by Asym Research. Focusing on single-stock ETFs, the firm now accounts for approximately 2% for the segment. Clear Street leads the way with about 21%, while Marex Group Ltd holds around 11%. US leveraged ETF assets peaked above $200 billion in the second quarter, fueled in part by the growth of single-stock products. That expansion has created fresh demand for swap dealers — which typically enter bespoke derivatives contracts with ETF issuers to provide the funds’ desired leverage — and greater risk as they take on exposure tied to some of the market’s most volatile stocks. While Jane Street’s market share is so far modest, the move emphasizes the allure of the business, with non-bank dealers that have dominated the single-stock ETFs increasingly competing with Wall Street banks. It also highlights the broader encroachment of market makers into areas traditionally served by big banks. Asym Research Citigroup Inc., Goldman Sachs Group Inc. and Barclays Plc are the most active swap counterparties for index products, each accounting for at least 13% of the segment measured by total notional amount of the swaps. By contrast, Goldman and Nomura Holdings Inc. are the only banks with at least a 10% share of single-stock business. The dominance of non-bank firms in providing leverage to single-stock ETFs partly reflects regulatory constraints on banks. Banks typically have strict risk-weighted asset rules and other requirements in place that are more onerous for positions linked to a single stock than an index. “Newer counterparties likely see the growth of the levered space as well as the potential lucrative revenue,” said Todd Sohn, chief ETF strategist at brokerage firm Baird Strategas. “Pair that off with what may be restrictions from banks’ risk departments, and that is creating an entirely new cohort of counterparties for upstart levered ETF issuers to gain their swap exposure.” Clear Street started working with ETF managers several years ago and has grown to handle swaps on one-fifth of the single-stock segment. The firm chalks up its success in the area to its willingness to do business with unsung ETF issuers, before they became big. “In 2022 and 2023 we directed our attention at some of the relatively new entrants into the ETF space who were below the radar of the big banks,” said John DiBacco, co-president and global head of markets at Clear Street. “We chose to target this group of customers and they had phenomenal business growth.” Bloomberg Intelligence So far, Jane Street has worked with issuers Defiance, Leverage Shares and T-Rex on swap arrangements for ETFs tied to stocks including Strategy Inc., Rocket Lab Corp. and IonQ Inc., according to data compiled by Asym from filings from June through August, which mainly reflect the ETFs’ second-quarter positions. Jane Street declined to comment. Jane Street is already one of the largest ETF market makers, providing day-to-day liquidity to issuers and investors. Becoming a swap counterparty takes that relationship a step further. The business also requires more balance sheet and comes with additional regulatory oversight. “Entering longer-term positions means the two sides have to deal with credit risk,” said Asym founder Rocky Fishman. Jane Street, which is on track for record trading revenue this year despite losing $15 billion in July amid a downturn in AI stocks, received regulatory approval to expand its equity swap dealing capabilities earlier this year. In May, Jane Street Derivatives Dealer LLC was included in the SEC’s list of security-based swap dealers and major security-backed swap participants. Read More on Leveraged ETF Growth The Leveraged AI Bet That’s Whipsawing Markets Around the World AI-Dominated Leveraged ETFs Are Rattling Markets Leveraged ETFs: Wealth Creation Meets Market-Structure Risk Brokers like Clear Street and Marex, which typically don’t hold significant exposure to market moves, are already well set up to manage the risk from the ETFs. While specific arrangements differ case by case, dealers offer swaps that provide an ETF its desired return on a daily basis, and then hedge the risk from the swap by trading the underlying stocks, futures or options. “We use a combination of conventional listed options, sometimes flex, and sometimes over-the-counter options to protect the downside as well as the upside,” Clear Street’s DiBacco said. In exchange for the swaps, ETFs pay dealers a financing fee, typically a spread above benchmark rates, and other contract fees. The ETF posts cash, Treasuries or similar liquid assets as collateral, and the swap is marked-to-market each day. Financing costs can be substantially higher for single-stock products than index ones, especially when the underlying shares are highly volatile or have limited trading float. It also varies depending on the issuer. T-Rex’s 2x Long MSTR ETF, for example, pays a swap spread of roughly 1,000 to 1,500 basis points above the benchmark rate, compared with about 300 points for its 2x Nvidia fund, according to data tracked by Baird’s Sohn. By comparison, the premium on a Direxion Daily Technology Bull 3X ETF is 60 points. Those economics reflect, in part, the risks dealers take on when providing the leverage. As leveraged ETFs have grown, some firms turned to so-called crash puts — sometimes referred to as cliquets or stability notes — to transfer some of the tail risks created by the swap arrangements. Read more: Banks Offload Risk from Leveraged ETFs With Exotic ‘Crash Puts’ “For large market makers already entrenched within the ETF ecosystem, providing swap liquidity is a natural evolution given the attractive financing levels issuers are paying for leverage,” said Jordan Rosenfeld, portfolio manager at Calamos Investments.

Disclaimer: I have sold this position and have no view on the valuation or future prospects My craziest OTC adventure this year was discovering a single-asset refinery that sells Jet Fuel to the US Military. It sounds kinda crazy, but it's the exact type of ridiculous setup funny enough to look into. In July, refining crack spreads were blowing out, and nearly every refiner $PBF, $PARR, $VLO, $PSX were steamrolling. I wanted some exposure, but I felt sheepish chasing names that were already tearing it up. I started looking at smaller refiners, but nearly everyone was in the 3x - 5x forward earnings range, not expensive, but for a cyclical, also not really that cheap. It turns out that, aside from the megacap refiners and $PARR, there's only one other US listed microcap refiner, Blue Dolphin Energy $BDCO. The stock is heavily insider owned, and at the time, was trading at just over 4x Q1 earnings ($0.99). Crack spreads are publicly viewable, and other refiners were demolishing estimates - $PARR came in at $11 in Q2, triple Q1, so it didn't take too much math to realize BDCO's Q2 was gonna be strong given jet fuel prices, and that the stock was potentially trading under 1x forward earnings. Of course, it's an OTC name with limited liquidity so you can't realize size it up, but how often do you get a chance to buy someone who supplies jet fuel to the Department of Defense under 1x annualized earnings? It was almost comedic, the story was funny enough to swallow the OTC stigma and just pick up a little bit up. About a week later, Q2 results came in at $1.19 (putting 1H earnings at ($2.18), and the market suddenly realized a stock trading at $4 on $2.18 of two quarter's EPS was just too cheap. The stock hit $18 today - I've been trimming since entry and am finally out. It was a tiny position, but I continue to find it ridiculous that these OTC setups exist. With a small amount of capital and a love for reading filings, you can probably find a slew of OTC names that are actually decently profitable that are simply too small for larger investors to take a stab at. I have no position in BDCO and have no opinion on it, $4 and $18 are totally different prices, but the fact this setup existed and somehow flew under the radar until earnings is pretty entertaining.

Nvidia is dominating retail investor demand across the Magnificent 7: Retail investors have bought +$27 billion worth of Nvidia, $NVDA, stock over the last year, the most among all Magnificent 7 companies. Since October 2025, these purchases have more than quadrupled. Tesla, $TSLA, ranked 2nd, with +$15 billion in retail purchases over the last year. Over the same period, retail investors bought +$9 billion worth of Microsoft, $MSFT, stock. On the other hand, Apple, $AAPL, recorded -$5 billion in retail sales over the last year, the only Magnificent 7 company that retail investors sold. For retail investors, Nvidia remains the ultimate AI trade.

Antifragility I'm not euphoric I’m laser focused on applying a high growth startup style playbook on a “meme” It means there is no target. Only mission + vision. We are trying to create the largest and highest impact stock native asset and community in history. One that its impact can only be matched by the rise of retail brokerage. There are only 3 questions: 1. How do we grow faster and eliminate every single bottleneck along the way at any phase? 2. How do we produce more 0-1 moments that can change our trajectory completely? 3. How do we make sure we compound over time and jump higher and higher/retention game(mostly liq compounding we do in many ways) We are 1.5 months in (1y+ in the current market dynamics imo) but the vision started was almost a year ago. I've pioneered the idea of stock pairs and I intend to to grow it to the point it will become so large that my personal impact will be marginal(e.g first investor on pre seed vs post IPO) LONG TERM GAME.

Today on Taking Stock | Dow extends record rally as major indexes trade mixed. @EinsteinoWallSt with the tale of the tape, @Checkmarx CEO @sandeepjohri discusses Checkmarx One + $CMC celebrate its Investor Day! @jd_durkin has more after the close.