Dig deep on tricolor holdings. Then find yourself some similarities. Especially fun is the part where they took advantage of the special treasury programs and used the same collat. for three lenders, sub-prime industry brags about how "everyone does it."

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The National Debt isn't too bad when you compartmentalize it. That's only about $324,000 per taxpayer. They've got a GoFundMe open for it, dig deep guys!

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This is what happened yesterday, then zillow ended that business, finally caught back up, and are now profitable and growing again. OPEN on the other hand, doubled down. Not sure how they intend to dig out of their hole, but I do know i bought 20 2.5p with 34 dte on friday. Meanwhile I am a zillow permabull and up over 100% this year on shares, and way more on options. Bc, you know, zillow actually works.

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One of the mods posted yesterday that he's trying to dig it out of the black hole where he put it and it's refusing to cooperate and show itself no matter how much he beats the app with a hammer.

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Yesterday's jump in ORCL may signal the **start of a portfolio reallocation trend.** **What does that mean?** Large asset managers (BlackRock, Vanguard, Fidelity, State Street, Capital Group, Invesco, etc.) and benchmark-tracking funds periodically adjust weights. That can mean trimming some of the Magnificent Seven (yesterday, we saw AAPL -3.23%, AMZN -3.32%, META -1.79%) and increasing exposure in ORCL. Example: Reducing AAPL’s weight from 5.40% to 4.70% and redirecting that cash to ORCL. Even small percentage shifts can represent billions, replicated across hundreds of ETFs, mutual funds, and retirement accounts. **Because when ORCL weight rises in an index, every fund tracking that index must buy more to match.** And ORCL will likely be added to more allocation engines. For perspective, AAPL is held by 7,500 funds; AMZN, 8,500; MSFT, 10,500; META, 7,300; but ORCL is only in 4,420. That’s a lot of room for new inflows. **So what does this mean?** If you’re a long-term position player or investor, watch which Mag7 names see outflows when there’s no catalyst. And which ones hold up or benefit. You can even dig into fund prospectuses to see portfolio weight shifts. This isn’t about being bearish, though. It’s about spotting where the big money shows conviction.

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I shitpost in the daily and just watch what tickers people are mentioning. Spent enough time in there I can usually figure out who is smart / who is dumb money. Plus means there is probably some hype around it. Smart money often has interesting tickers - which I then dig further into.

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-911 fewer jobs created, even if they weren't destroyed, still suggests the economy isn't as robust as everyone seems to think. WFC said balances were lower than *pre-pandemic*, not covid. Smal but important distinction. I'm well aware that banks tend to front-run their statements, and I often trade against them when they say to be bullish something or bearish something else. > No it isn't. You are misinterpreting the data. Last month we had a massive 0.7% MoM print. When combining both July and August it implies an annualized producer inflation rate of 7.4%. Okay, conceded. > Do you have evidence corporations are inflating their numbers on a wide scale? Actual cash flows are increasing. Moreover the incomes I stated are individual incomes, not corporate. I don't have the evidence on hand but if you really want I can go try to dig it back up. NVDA is doing funny stuff with their books reports, iirc it's something like double-charging their expenditures to make their AI spend look even more exciting than it really is. TSLA is completely fraudulent. And literally just now overnight ORCL claimed [they would double their sales revenue annually for the next several years.](https://cdn.geekwire.com/wp-content/uploads/2017/05/800px-Itanium_Sales_Forecasts_edit-630x428.png) I don't think companies like WMT or TGT are inflating their numbers but they've been saying for awhile now that there's only so much they can do to soak the impact of tariffs. They're also a much smaller portion of the market compared to the wildly inflated bubble companies like mentioned in the previous paragraph. What possibly justifies the insane run STX is on? ANF looked similarly invincible in Summer 2024 before an over 50% correction.

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Shovel sellers making bank, shovel users making losses. Does that indicate a bubble? Yeah. But yall never played this game before. People can dig real big holes before they get tired. Can be real long, especially if the shovel sellers start investing in the shovel users.

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[Start here.](https://www.reddit.com/r/wallstreetbets/comments/ahy7dy/the_legend_of_1r0nyman/) (You may have to dig a little deeper to understand what is actually going on, but it's worth it.)

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These fools really thought no one would dig into the PPI data... just feel the vibes of the top line number. Hint: PPI decreasing because we have no demand for US services is, on the whole, worse than prices going up.

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