This is where it gets tricky... $WMT $MCD

This trajectory is effectively inevitable. Many companies have pursued the same model $AMZN being the classic case, deliberately operating at a loss for years to secure customer lock-in/market dominance before emerging as a powerhouse. The outcome here is unlikely to differ.

$HOOD closed Friday at $84.99, down about 11% on the week and 43% off its $150 high. Valuation is still about 37–39x trailing earnings and roughly mid-range for its short profitable history. Broker free cash flow is too noisy to trust here.

The first iPhone (released June 29, 2007) launched in the US at $499 for the 4GB model and $599 for the 8GB model, both requiring a two-year AT&T. $AAPL

a little nibble on $HOOD

If someone doesn’t step in and slow down the AI trajectory, we aren't just optimizing our workflows. Without the friction of survival, or the permanence of legacy, we risk entering a state of ultimate consumer nihilism—where human effort feels entirely pointless. $NVDA $AMD

Claude AI developer Anthropic officially files for IPO under ticker $ANT

$MCD generates $730M in net income per month and controls a large portion of its restaurant real estate. It collects $10.4B annually in rent from franchisees plus royalties, and 50 consecutive years of dividend increases. Extremely smart, high-margin business model.

Why buy $SPCX when Elon is suggesting he will be giving stock away. How valuable is something the CEO is willing to just give away?

Market-wide circuit breakers apply to the S&P 500 $SPY Level 1: 7% drop from the prior close 15-minute halt. Level 2: 13% drop another 15-minute halt (same time restriction). Level 3: 20% drop market closed for the rest of the day (any time).