1. The top discussion today is asking how this market prints all-time highs against sticky inflation, debt through the roof, and IPOs soaking up whatever liquidity is left. Best answer the crowd could muster: calls first thing Monday. That's the whole tape right now. Everyone sees the cracks, nobody's fading it.
2. $SPCX is struggling to hold a bid post-Nasdaq 100 inclusion and a post today explains why. First post-IPO unlock window is 911.5M shares, 142% of the entire IPO float. If the Q2 price trigger hits, another 456M could layer on top. Crowd's watching $150 and $135 as the key levels, lot of supply to absorb against either.
3. $MSFT bagholder frustration is at peak volume today, 4K upvotes on worst investment ever made after seven months of flat. Separately, someone rolled $450K in $META profits directly into $MSFT and $NFLX calls, so at least one person likes the setup. And there's a $1.3M $SOFI YOLO on the board keyed to July 29 FOMC, thesis being 66% odds the Fed holds and fintech catches the tailwind if they blink.
Aggregated and distilled by Two Sentence Traders. Not financial advice.