1. $HTZ is up again today to $2.27, and the full port YOLOs keep stacking, 40k here, 200k there, one guy buying more shares into the run. The short squeeze math (75% of float, days to cover) plus an actual earnings beat is giving the thesis some real legs, not just vibes. Feels like everyone showed up late and is still piling in anyway. Green is green, but chasing something that's already run this hard is a hero move, and we don't do hero moves.
2. Payrolls unexpectedly fell 23k today, normally rate cut fuel, but $TLT is sitting near multi decade lows anyway, with the sub pointing at Kevin Warsh Fed chair chatter as the reason. Weak jobs and a bond selloff happening at the same time is an odd combo. If the long end keeps bleeding even on soft data, that's the market pricing in something other than a friendly Fed. Watching the long bond trade here, not touching it yet.
3. SPCX added 900 million shares and the price barely moved, and half the sub is openly stuck trying to figure out how. That confusion, plus PLTR millionaire screenshots making the rounds, reads like retail chasing anything with a story right now regardless of the mechanics. When nobody can explain why a stock isn't going down, that's a sentiment signal, not a green light to jump in.
Aggregated and distilled by Two Sentence Traders. Not financial advice.