Anil

Lust, liquor, and leverage. The 3 L's that end more careers than competition ever will. Jensen Huang beat the shorts, the export bans, and the cycles. Then the first L got him. One should stay away from all three. $NVDA

No single fund exploded today — this was a liquidation. Nasdaq-100 -6.4%, SOX -10.5% (worst since Mar 2020), VIX +70%. Walleye ($17B) is returning capital & gutting equities after -5.9% in Oct. Crowded AI longs + margin calls did the rest.

I have been playing with $META muse, this thing is game changer.

fYI: after our bid and ask spread is around 1.25% . Tomorrow normal market hours trading will be grey price discovery for $TMDX

$TMDX Q2 '26 Earnings: • Rev: $189.9M (+21% YoY) vs $184M est 🟢 • Adj. EPS: $0.44 • Gross Margin: 60.0% (up +180 bps QoQ) • Service Rev: $78.8M (+29% YoY) • FY26 Rev Raised: $737M–$757M Strong top-line beat & logistics efficiency driving margin rebound.

A trading system’s value: Expectancy = (Win% × Average Win) − (Loss% × Average Loss) You can win 35% of the time and be enormously profit‐ able if your winners are 4x the size of your losers. You can win 80% of the time and go broke if your rare losses are catastrophic.

61.5% of sectors are up over the last 21 days. $XLE +9.3% · $XLF +5.6% · $XLV +4.3% $SMH -15.0% · $LIT -12.6% · $XLK -5.7% That's not risk-off. That's a crowded trade unwinding. First day of rally attempt!

Expectancy = (Win% × Avg Win) − (Loss% × Avg Loss) Notice what's missing: being right. Win 35% with 4:1 winners → rich. Win 80% with catastrophic losses → broke. Obsessing over win rate is a beginner's error.

Every industry improves with competition. Except world football — FIFA’s had a monopoly for a century. Time somebody built the challenger. ⚽ #fifa #worldcup

Argentina! What a come back!!!

Cape Verde. Population around 500,000. First World Cup ever. Despite losing the game, won the world! The best match of this series- Cape Verde vs Argentina,

Is $TMDX stock price reacting to 8 days old analyst report? earningshub.com/news/01KVDBY…

In stock market, price action and volume often tell a truer story than any analyst's narrative!

Spending time online makes it feel like the world is nothing but division and anger. It’s a good reminder that social media algorithms amplify the loudest friction, but the physical world is still full of quiet kindness, cooperation, and everyday decency.

$AVGO guidance miss by $360M on a $22B quarter triggered a $1.2T wipeout across the chip complex. Korea circuit breaker fired. Hot jobs report (172K vs 88K est) sent yields higher while stocks, oil, gold all down simultaneously.That’s a regime change. Cash is a position.

The capacity to be ordinary in small moments is part of what makes the larger excellence sustainable.

Every time $TMDX invests for future growth and expand the overall market, the stock gets punished! 🤷

BTW; $TMDX is just trading at 3.6x 2026 revenue after this sell off!

$TMDX keeps organs alive outside the human body. Unfortunately gives heart attack to the equity owners given its wild ride! The company saves life . Shareholders? not so much!