Altoneer
@altoneer
The trading platform bringing you politicians stock trades
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$BE is up ~34% in the past month
Pelosi took a ~$12M stake in late July
Spider-Man: Brand New Day hit theaters on 7/31
BMW partnered with Marvel to feature two of its vehicles in the plot (iX3 and 5 Series Sedan)
$BMWKY stock is +6% since
What to know ahead of Warsh’s news conference today:
A massive $6,000,000 put was placed on the Cboe $VIX Index yesterday
It expires on 10/21
Bc of the VIX’s behavior of going up when markets are going down, a put on this index would be a bet that the market will go up
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Forgent Power Solutions reported earnings this morning
- Q4 revenue was ~$461M (+94% YoY)
- Backlog hit a new ATH of ~$3B
- Revenue guidance was way higher than anyone expected
$FPS has added ~$1,100,000,000 in market cap today
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Nikesh Arora said internet traffic could 6x within five years
How? AI traffic
A real opportunity might be in data centers needing higher-bandwidth connectivity to support increased internet traffic
Credo Tech makes high-speed connectivity products that could benefit from this
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AeroVironment reported earnings after the bell yesterday
EPS: ~$0.59 (beat)
Revenue: $480.5M (beat)
Backlog: $1.5B (up ~37% YoY)
$AVAV has added ~$850,000,000 in market cap this morning
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$META is up ~6% today after introducing AI agent “Muse”
Know this:
1. No projected rev was mentioned for Muse subscriptions (but investors are hyped)
2. It can send emails for you, place orders, and more
3. The “muse” handle on IG was taken from a famous band w/ 2.7M followers
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It’s looking less like a coincidence ✍
GoPro $GPRO is now up ~153% since Markiplier bought it less than two months ago
This brings his unrealized gains to ~$14,229,000
Snowflake $SNOW is minting millionaires as we speak
The stock is up ~207% since its YTD low
And is currently headed toward all time highs
Breaking: $DELL is spiking after reporting $60.9B in AI server orders
This is the same stock that Trump bought on 2/10
Dell has added ~$11,520,000,000 in market cap today
That sell button has to be tempting right about now
Markiplier purchased ~$9.3M worth of GoPro on July 13
$GPRO has jumped ~104% since
~$9,672,000 in unrealized gains
Breaking: PG&E stock is getting smoked after California lawmakers advanced new wildfire legislation
If passed, the bill would leave the company exposed to potentially massive wildfire liabilities
$PCG is down ~18% today
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Revolution Medicines $RVMD pancreatic cancer pill has officially been FDA approved as of 8/26
Cost? $39,800/month for patients suffering from late stage cancer
The stock is +167% YTD
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$CRM (Salesforce) is up ~20% after announcing something called “Claudeforce”
Claude will be integrated into Salesforce’s ecosystem, and vice versa
+$34,000,000,000 in market cap today
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And just like that
I sense a monumental day
If you had invested $1,000,000 in the S&P 500 10 years ago
You'd have ~$3,530,000 today
Quick reminder that the store selling 4 pound boxes of butterfingers is outperforming your portfolio
Two days ago, Trump met with crypto leaders, including executives from Coinbase, Kraken, and others to push Congress to pass the CLARITY Act
Since 8/19, Bitcoin is up ~20%
Walmart $WMT is down ~22% from its ATH and getting close to $100/share
Its annual dividend yield has jumped to 0.96%
It's like they cured cancer or something
Of course Rep. Ro Khanna bought Moderna $MRNA on 6/30
