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Robert Lee

@roberee.bsky.social
177 followers 47 following 4.9K posts

Private Trader - Equity Long/Short Markets > Media

PostsRepliesMedia
Robert Lee @roberee.bsky.social · 6h
Good investigative reporting.
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Robert Lee @roberee.bsky.social · 7h
Robinhood is ruthless
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Robert Lee @roberee.bsky.social · 8h
CNBC is still struggling with accounting.
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Robert Lee @roberee.bsky.social · 9h
$DELL just firm as a rock given whatever negative AI headlines cross the tape
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Robert Lee @roberee.bsky.social · 11h
Katie Stockton is now bullish Nvidia.
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Robert Lee @roberee.bsky.social · 11h
$TLT green
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Robert Lee @roberee.bsky.social · 11h
It's an accounting issue. OpenAI annualised revenues $20bn less than previously signalled www.ft.com/content/b66a...
ft.com
OpenAI annualised revenues $20bn less than previously signalled
AI giant recently told investors the key figure was approaching $50bn in September, far less than the $70bn that was widely reported
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Robert Lee @roberee.bsky.social · 12h
What a joke 🤡 Trump keeps changing who gets his $5,000 dividend, and only 21% of voters believe he’ll actually pay it fortune.com/2026/10/08/t...
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Robert Lee @roberee.bsky.social · 12h
LOL Downtown and Harrington debating about oil/energy is just pure entertainment.
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Robert Lee @roberee.bsky.social · 12h
Halftime is laughing it up at the Starbucks Chipotle takeover rumor.
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Robert Lee @roberee.bsky.social · 14h
At least it's not about data centers... "Amtrak’s 47-acre rail yard in the South Loop. The company plans to build a new rail yard in Bridgeport, and let the White Sox build a new stadium at the old site." chicago.suntimes.com/city-hall/20...
chicago.suntimes.com
City Council grills Amtrak over proposed Bridgeport rail yard
Members of the city's Transportation Committee grilled representatives for Amtrak and Sox minority owner Justin Ishbia, who plans to build a Sox stadium on the current Amtrak site.
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Robert Lee @roberee.bsky.social · 14h
$XBI Biotech pullback has been broad and swift.
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Robert Lee @roberee.bsky.social · 14h
That Starbucks Chipotle deal talk is CRAZY!
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Robert Lee @roberee.bsky.social · 14h
The back and fill action is chopping up quite a few fingers in this market.
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Robert Lee @roberee.bsky.social · 15h
Stephen Kim: This isn't the right time to buy housing stocks www.barrons.com/articles/hou...
barrons.com
Toll Brothers, PulteGroup and Owens Corning Are This Housing Analyst’s Best Bets
This isn’t the right time to buy housing stocks, says Evercore ISI ‘s Stephen Kim. But that could change in the next six months if the industry builds less and mortgage rates fall.
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Robert Lee @roberee.bsky.social · 17h
Steeped in Chinese American history, the 98-year-old former On Leong Merchants Association headquarters in Chicago's Chinatown received a $750,000 matching grant from Save America’s Treasures for restoration. chicago.suntimes.com/architecture...
chicago.suntimes.com
Chinatown's former 'City Hall' gets $750,000 restoration grant
The matching grant from Save America's Treasures will help restore the 98-year-old former On Leong Merchants Association headquarters, one of the country's most exuberant displays of Chinese-inspired ...
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Robert Lee @roberee.bsky.social · 17h
Voters may stay home.
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Robert Lee @roberee.bsky.social · 19h
Wall of worry intact: "The AI trade may soon be over in what could trigger the most severe market crash since the global financial crisis." Samsung, TSMC Fail to Excite Investors Used to Torrid AI Growth www.bloomberg.com/news/newslet...
bloomberg.com
Samsung, TSMC Fail to Excite Investors Used to Torrid AI Growth
Get caught up.
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Robert Lee @roberee.bsky.social · 19h
$CAG "RIP Mama Celeste. You were a good one. Those 10 for $10 deals were the pinnacle of the 90s." www.foxbusiness.com/retail/decad...
foxbusiness.com
Decades-old frozen pizza brand ends production, leaving fans nostalgic
Conagra Brands said the move is expected to improve margins, while longtime fans of the budget-friendly frozen pizza shared nostalgic memories online.
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Robert Lee @roberee.bsky.social · 07/10/2026
$39B 10yr notes auction over; carry on
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Robert Lee @roberee.bsky.social · 07/10/2026
Weiss "nobody gets shaken up anymore in a drawdown" ... LOL, dude is among the first to shake it when the market is struggling.
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Robert Lee @roberee.bsky.social · 07/10/2026
Nearly every luggage company out there today is going after Rimowa. Just incredible.
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Robert Lee @roberee.bsky.social · 07/10/2026
That's a plus. "Emerging research suggests GLP-1 medications could also affect biological markers associated with aging."
health.yahoo.com
Study: GLP-1s Slow Biological Aging
Study: GLP-1s Slow Biological Aging
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Robert Lee @roberee.bsky.social · 07/10/2026
Micron's biggest Wall Street bull is not Dan Ives; it's Gil Luria. www.marketwatch.com/story/micron...
marketwatch.com
Micron’s ridiculously cheap stock could triple from here, according to this analyst’s math
A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.
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Robert Lee @roberee.bsky.social · 07/10/2026
$SBUX This is nothing new; Starbucks has always operated smaller format spaces. I think the focus should be really attracting the right baristas like yesteryears.
cnn.com
Exclusive: At Starbucks, the future looks smaller | CNN Business
Starbucks is on a mission to recapture its roots as a place to sit down for a cup of coffee. But it doesn’t think it needs a big footprint to deliver on that promise.
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Robert Lee @roberee.bsky.social · 07/10/2026
$MCD 52wk low yesterday $229.20
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Robert Lee @roberee.bsky.social · 07/10/2026
Is it me or has Krinsky morphed into a top-caller this year?
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Robert Lee @roberee.bsky.social · 07/10/2026
“Remembering who brought ya here: Robinhood traders bought the dips in memory and storage.”
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Robert Lee @roberee.bsky.social · 07/10/2026
$CRWV expands into India
bloomberg.com
CoreWeave Tees Up First India Data Centers With AdaniConneX Deal
AI cloud-computing provider CoreWeave Inc. is continuing an expansion in Asia with its first data centers in India, part of a venture involving conglomerate Adani Group.
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Robert Lee @roberee.bsky.social · 07/10/2026
That's right on the back of Hock Tan's $60B ask to fund chips for Anthropic.
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Robert Lee @roberee.bsky.social · 07/10/2026
I wish there were more permabears on Bluesky; it makes me keep going back to X for hot takes.
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Robert Lee @roberee.bsky.social · 07/10/2026
$BULL just hard to own anything China-related these days “Webull’s ownership architecture, technical workforce, technology infrastructure, cross-border data routing, corporate financing, and compliance frameworks are tied in structural ways to the People’s Republic of China.”
cnbc.com
Trading platform Webull's China ties create national security risk, congressional panel finds
A congressional committee says trading platform Webull is not the ordinary U.S. company it claims, but exposes customer data to Chinese surveillance risk.
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Robert Lee @roberee.bsky.social · 07/10/2026
Sign of the times: Trump's Iran war is the primary cause for the squeeze in diesel prices. www.cnbc.com/2026/10/06/d...
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Robert Lee @roberee.bsky.social · 07/10/2026
As it turns out, banks sell more products to their customers in areas where they have a branch. "In 2024, JPMorgan Chase said it would open 500 branches. Last year Bank of America announced 150 new 'financial centers'. PNC is adding 300 branches." www.ft.com/content/10ce...
ft.com
The tide of bank branch closures is starting to reverse
The business virtues of having a network are being rediscovered in the US and UK
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Robert Lee @roberee.bsky.social · 07/10/2026
Dalio's typical playbook.
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Robert Lee @roberee.bsky.social · 07/10/2026
$INTC Tan reaffirms Intel's participation on Terafab.
bloomberg.com
Intel to Keep Working on Elon Musk’s Terafab Chipmaking Venture
Intel Corp. will continue to work with Elon Musk on Terafab, an audacious attempt by the trillionaire to break into the production of cutting-edge chips, according to Chief Executive Officer Lip-Bu Ta...
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Robert Lee @roberee.bsky.social · 07/10/2026
Yup.
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Robert Lee @roberee.bsky.social · 06/10/2026
Time to stop giving Burry so much press.
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Robert Lee @roberee.bsky.social · 06/10/2026
Cost of living is the top issue. Trump's approval rating held at a record ‌low in recent days, as many Hispanic voters panned his job performance and planned to spurn his Republican Party in next month's midterm elections
reuters.com
Trump approval at record low; Hispanic voters sour on Republicans, Reuters/Ipsos poll finds
The six-day poll showed 32% of Americans giving a thumbs up to Trump's presidency.
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Robert Lee @roberee.bsky.social · 06/10/2026
$UBER catering is a tougher business than realized, but I get why Dara has to do this deal www.bloomberg.com/news/article...
bloomberg.com
Uber to Buy Catering Platform EzCater for $2.3 Billion in Cash
Uber Technologies Inc. is buying catering firm ezCater Inc. for $2.3 billion in a cash deal that will help the Uber Eats delivery platform reach a more corporate clientele.
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Robert Lee @roberee.bsky.social · 06/10/2026
Go White Sox! But, I am a fan of Steven Kwan: "I wasn’t destined to be a major leaguer. Not by any stretch." www.theplayerstribune.com/posts/steven...
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Robert Lee @roberee.bsky.social · 06/10/2026
$MU Make it rain. Few companies are generating as much cash as Micron. www.marketwatch.com/story/micron...
marketwatch.com
Micron’s historic cash bonanza is set to rain down on investors
Micron is taking in more cash than Apple and Nvidia. It’ll soon start doling that money out to shareholders in the form of stock buybacks..
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Robert Lee @roberee.bsky.social · 05/10/2026
Sozzi: tech still looks cheap
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Reposted by Robert Lee
Vandy, C.A. @cavandy.bsky.social · 05/10/2026
this is what I've been thinking about every day since I heard about it
If a man got blackout drunk in a room with seven women, he'd be in the safest place on earth.

Someone would hand him water. Someone would make him toast.
Someone would dig Advil out of the bottom of her purse. He'd wake up on the couch with a blanket tucked around him and his phone charging.

Now flip it.

I can't stop sitting with that difference.
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Robert Lee @roberee.bsky.social · 05/10/2026
Some extremely oversold stocks out there.
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Robert Lee @roberee.bsky.social · 05/10/2026
Chicago's The Loop transformation from a central business district to a mixed-use neighborhood. www.chicagotribune.com/2026/10/05/4...
chicagotribune.com
As downtown Chicago reinvents itself, demand is high for luxury apartment complexes as building costs rise
As downtown Chicago continues its transformation from a business-focused district into a mixed-use neighborhood with grocery stores, parks and coffee shops, there is huge demand for luxury rentals.
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Robert Lee @roberee.bsky.social · 04/10/2026
$MU good reminder “Don't lose sight of what this company is doing right now, is all I'm saying.” finance.yahoo.com/markets/stoc...
finance.yahoo.com
Micron stock offers an important reminder for investors
Micron is a beast. Don't forget that.
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Robert Lee @roberee.bsky.social · 03/10/2026
Sour grapes.
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Robert Lee @roberee.bsky.social · 03/10/2026
MarketWatch notes that we are in a hidden bear market as 44% of SPX stocks are down 20% or more from their 52-wk highs
marketwatch.com
You might be shocked by how many stocks are in a bear market right now
The S&P 500 was trading within 2 percentage points of its record closing high on Tuesday, but dig a little bit deeper, and things are looking far less rosy.
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Robert Lee @roberee.bsky.social · 02/10/2026
Samsung Proposes HBM4 Prices Above Three Times HBM3E Levels www.tokenpost.com/news/busines...
tokenpost.com
Samsung Proposes HBM4 Prices Above Three Times HBM3E Levels | TokenPost
Micron has agreements for most of its 2027 HBM bit supply as chipmakers negotiate next year's capacity and prices.
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