Kevin Paffrath

well then! LFG! Iran, Stocks, Fed, Rates https://t.co/INKzynwU8L

Uh Oh | The Jobs Report https://t.co/HClcZ6N2gf

The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress. https://t.co/XvOANZHddT

Market Recovery, Fed Bailout, Iran, War, Oil, Micron https://t.co/9m3FCqs68w

stocks and oil drop... ohh man https://t.co/4qr69129V2

It's like an Apple event, except it's the government 🤯

Market & Yields, Anthropic IPO, Oura DELAYS IPO... https://t.co/gFdujSSf7e

Anthropic's actual numbers divided by 100k (to relate), are insane: 😇 You make $45.9k/yr 😇 You spend $126.5k/yr 😇 Somehow you're worth $20m 😇 & you just promised you'd spend $5.18m 😇 How? 😇 Rich people keep investing in you 😇 So you can keep buying their products https://t.co/rv2vCSKp9C

So conveniently AFTER the market closed, Trump now says the Axios story on Iran being offered "sanctions relief" by the USA was just "fake" news. https://t.co/1THcX1Snut

Fed Error? More Concern, Yields RISE MORE, Little Iran News, AI FEAR https://t.co/ketpREqDMQ

🚨 BREAKING: Trump says, "I would not have released them." Asked what he knows, he says "I'd rather not say" "but we're working with them very closely."

FSD would have prevented this. Yet NO one has been able to catchup to @Tesla I was just on a quick midday run (re-energize hack for second half). Boom: 3-car collision on redalight pile up just parallel to the park I was in. Basic failure to stop. Obviously, photo taken after I called 911 and checked on passengers / got people out of right lane traffic (people have a tendency to forget cars will still speed by you). $TSLA

Apple wins BIGLY from AI spending… all the “agent providers” are stepping on each other, blowing money on ads, to acquire customers. Apple takes their fee no matter who wins. And prob lets you plug in whatever agent you want $AAPL https://t.co/34rWSfKYIF Painfully unironic that Apple sent me a notification AS I was writing this…. https://t.co/bbz0fG11vx

🚨 Michael Burry now actively moving his bearish bets to PUTS: ➡️ PUT Micron, Nebius, CAT, SOXX, PLTR He says some of it was motivated by tax-loss harvesting (OUCH) Some by his thesis that the "bubble may burst sooner than later."

@vikramskr Read your SS; this was my thought jfyi. Saw your note on memory, etc.

Markets provide only a 19% chance of a nuclear deal between US and Iran by March 1, 2027. I'm betting, after a Hormuz ceasefire/temp deal, these odds skyrocket. Even if only on a "concept" of a plan. https://t.co/xjmK7DIwy1 I also have a referral link for Kalshi! 🚨 🚨 Use code MeetKevin when you sign up for Kalshi, and get $25 when you make your first trade! https://t.co/KxwcQmPG1E 🚨 🚨 (Paid Sponsor)

Deal Uncertainty, Yields Up, Nvidia Stock Buybacks, NERVOUSNESS. https://t.co/TGfU4tc9iO

Trump waiting to “reject“ the Iran deal until after the market closed is not a coincidence.

75% of the S&P 500’s earnings have been AI since late 2022. And this person thinks the S&P is actually diversifying your risk to sandwiches in a meaningful way. 💀 Fwiw, Subway is not even in the S&P 500.

Deal Progress, 5 Rate Hikes, Yields and Oil are a PROBLEM https://t.co/E6xt5PD7ME

Only one was paid off 🫠 …… Today, ya boi Kevin has No debt! https://t.co/vIfVBxF8EZ

Classic real estate move by cheap landlords 😵 ➡️ Cheap, new Florida-red mulch ➡️ Ignore the disconnected gutters damaging the stucco https://t.co/ww0372Is2f

🚨 ABSOLUTE ROCKETSHIP US 10-year treasury going MORE parabolic! Now over 5.20%!!! wtf https://t.co/ACQcP9NOPf

Bitcoin to $150k: The technicals suggest 4% pricing is cheap on Kalshi. bitcoin:native We might not get $150k before January, but we could move substantially towards $102k resistance by December if we get an Iran deal & post-election rally. $36.5m in volume. Not bad. https://t.co/dj2ejvGOpT 📷 📷 Use code MeetKevin when you sign up for Kalshi, and get $25 when you make your first trade! https://t.co/KxwcQmPG1E 📷 📷 (Paid Sponsor) My full video on this and the technicals: https://t.co/CGAWgVhip1

Maybe unironically, if Trump doesn't get a deal with Iran, we do risk 1970s-style inflation. Ghalibaf is publicly negotiating, pushing Trump's buttons.

🚨 Breaking: Talk of phased deal to reopen Hormuz comes at the same time as Vontobel research indicates Trump is **as likely** to TACO as Liberation Day. bullish. #buythedip https://t.co/GULI9TDYg3

Stocks Fall AGAIN. Oil Up, Yield Pain, 5 Hikes, AI.. uhg https://t.co/apd37JnsG0

🚨 Meta bluntly slamming Apple's VR goggles. Frankly, I have the Apple Vision Pro, and the "weight" is RIDICULOUS. Makes it tough to enjoy. Though it has massive potential. https://t.co/tV1ylGPdTv

Odds of an Iran nuclear deal are RISING! Oh wait... f**k. They don't rise for another 1-2 years with a 39% chance we have to wait until the 2029 inauguration... we'll have hella stagflation by then... https://t.co/qxnMkzR47J Kalshi is also now sponsoring my startup! So get $25 when you signup for Kalshi and make your first trade. https://t.co/KxwcQmPG1E https://t.co/MIzkEX35pG

🚨 B-1B Lancer bomber has 4 jet engines!!! Jet I flew had 2 engines. This flyby puppy is about 9x louder than an F-35… and the F-35 is 12x louder than a Phenom 300e 😵😵😵 INSANELY LOUD