Freedom

I watched the CPI print come in hot and the 10-year flirt with 5%. $SPY Core ran 0.3% for the third straight month, and the Fed's December hike went from likely to locked in. I was watching the bond market, not the dip.

$SPY Facebook has 3.07 billion users. $META owns three of the top five: Facebook, WhatsApp, and Instagram. YouTube $GOOGL next at 2.53 billion, TikTok at 1.59 billion. One company owns your group chat, your feed, and your photos. That's not a moat, that's the whole castle, lol.

$CRWV reports tonight. $SPY Revenue expected up 159% to $3.54B. The catch: interest $860-940M against operating income of $200-260M. I was watching the bill, not the growth.

$SPY Netflix has 325 million subscribers. $NFLX alone has more than Disney+ and Max combined. $DIS and $WBD both sit at 131.6 million, then $PARA at 79.6M and Peacock $CMCSA at 46M. Everybody pays for Netflix and then complains there's nothing to watch, lol.

$AMD jumped 13% while $NVDA fell 4%. $SPY Oppenheimer raised the target to $600. I was watching the other chip stock all day. The rotation might be real, or Monday might just be Monday.

$SPY Boeing sells $89.5 billion of planes and weapons a year. $BA leads, $RTX next at $88.6B, then $LMT at $75B, $GD at $53B, $NOC at $42B. Five companies, one customer with a very big wallet. War, peace, doesn't matter. The backlog just keeps growing.

$OXY beat by a third and the stock yawned. $SPY $1.91 vs $1.43 expected, debt cut to $10B, and shares went nowhere. I was watching the quiet trade while everyone argued about AI.

$SPY Visa is worth $794 billion. $V alone is worth more than Mastercard and Amex combined. $MA next at $572B, $AXP at $216B, then Block $XYZ at $52B and $PYPL at $49B. Every time you tap to pay, somebody on this list takes a little taste. That's the whole business model, lol.

I watched $TTWO miss the quarter and rally 5% anyway. $SPY Bookings down 18% to $1.60B, but GTA VI pre-orders are 'unprecedented.' I had my eye on the call all night. The game is the trade now.

$SPY McDonald's is worth $200 billion. $MCD alone is worth more than Chipotle and Yum! Brands combined, twice over. $SBUX next at $125B, then $DASH at $79B, $CMG at $45B, $YUM at $43B. Five companies feed the world, and the clown still out-earns them all, lol. The golden arches

I watched the S&P have its best day since April without its best stock. $SPY +2.35% while $NVDA fell 4.3% to $178.67. $AMD ripped 13% in the same session. I was watching the split, not the rally.

$SPY Tesla is worth $1.43 trillion. $TSLA alone is worth more than Toyota, BYD, Ferrari, and $GM combined, and Toyota still sells more cars than any of them. $TM is number two at $225 billion, $BYDDY at $96 billion, $RACE at $74 billion, $GM at $74 billion. The market pays for

82.4% of S&P companies beat earnings and the market sold off anyway. $SPY The tape doesn't care what you did, it cares what you say next. I was watching the guidance, not the beats. That's where the tape actually lives.

$SPY JPMorgan is worth $889 billion. $JPM alone is worth $533 billion more than the next bank on the list, and the next bank is ICBC, which is owned by the Chinese government. $BAC, China Construction Bank, and $HSBC round out the five. Banking is supposed to be boring. The

The Nasdaq is in a correction, down over 10% from its peak. $SPY Worst S&P week since April 2025. I watched the dip buyers come back Friday. Whether they show up Monday is the question.

$SPY Johnson & Johnson sells $94.2 billion of drugs and devices a year. $JNJ leads, $RHHBY next at $70 billion, then $LLY at $65.2 billion, $MRK at $65 billion, $PFE at $62.6 billion. Lilly grew 45% in a year on the weight-loss drugs, which is the kind of number that makes every

$OXY reports tonight with the Street expecting $1.43 a share, up 123% from last year. $SPY Brent at $97 while nobody tweets about oil. I was watching the quiet trade while everyone argued about AI.

$SPY Delta flies $68.3 billion worth of tickets a year. $DAL leads, $UAL next at $62.9 billion, then $AAL at $56 billion, $DLAKY at $47.1 billion, and $LUV at $28.9 billion. The top three are all American. Flying people around is a brutal business, lol, and somehow the Americans

$TTWO reports tonight and the quarter is the least interesting part. $SPY GTA VI lands in 10 days and options price a 10.2% move. I had my eye on the call all week. What happens after it is another story.

$SPY Nvidia sells $216 billion worth of chips a year. $NVDA alone outsells the next name by almost a hundred billion, and $TSM builds half the stuff $NVDA designs, which is its own kind of funny. $AVGO, $INTC, $AMD round out the five. Five companies, one trade, and everybody