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John @roqueig.bsky.social · 05/10/2026

hmmm sounds familiar ... from Bloomberg (link below) #Brazil

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John @roqueig.bsky.social · 27/08/2026

$IREN providing some context on where cloud economics have gone recently ...

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John @roqueig.bsky.social · 24/08/2026

This book feels topical today

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John @roqueig.bsky.social · 20/08/2026

and if you back out the full health and wellness category comps were up 30bps YoY

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John @roqueig.bsky.social · 05/08/2026

Initial reaction from Mallaby (author of The Infinity Machine). I generally agree with this thesis. It seems across the 3 major labs that they feel AGI is becoming much more realistic in the near term. Again, caveating, that idk if anyone knows what that means

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John @roqueig.bsky.social · 05/08/2026

Good insight into how $UBER is approaching AI token spend after making headlines earlier in the year

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John @roqueig.bsky.social · 22/07/2026

I also don't know if that is what Director Kratsios was saying either (image below):

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John @roqueig.bsky.social · 21/07/2026

oops, forgot chart - $AAL $GE $UAL $DAL $AIR

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John @roqueig.bsky.social · 15/07/2026

Since the $MU print / $AAPL price hikes morning ... would've been a nice pairs trade

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John @roqueig.bsky.social · 05/06/2026

Big fan of Nadella, but this is complete bs - $MSFT is renting / signing leases with neoclouds for compute because they paused, which is objectively lower margin and less predictable. That doesn't even consider the fact that they are now throttling Azure growth to allocate more compute internal

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John @roqueig.bsky.social · 04/06/2026

Not a single follow up question on this, again bizarre ... are $AVGO $APO $BX launching a cloud? Who are the other investors? Is the 20GW additive to the other deals signed with OpenAI and Anthropic? How involved is $GOOGL here? 20GW is (conservatively) $260bn of compute spend over ~30 months

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John @roqueig.bsky.social · 19/05/2026

heat wave in the northeast will deliver some not so fun utility bills before the summer even starts ... www.gridstatus.io/live

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John @roqueig.bsky.social · 15/05/2026

Amazing segment by Scott

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John @roqueig.bsky.social · 08/05/2026

tells the story $WMT $COST $BBY $WHR

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John @roqueig.bsky.social · 12/03/2026

this is very ugly $JEF ...

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John @roqueig.bsky.social · 11/03/2026

A chart that will make $SBUX mgmt happy though - albeit, still a good bit to go to get back to long turn run rate levels

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John @roqueig.bsky.social · 24/02/2026

I wonder if $META would be interested here given some of the stable coin reporting out this morning and the further clarification from the comms team just recently …

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John @roqueig.bsky.social · 10/02/2026

nice comparison versus $QQQ and $SPY -

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John @roqueig.bsky.social · 10/02/2026

The $MAR chart since the Covid 2020 lows is really incredible - all dips have been buying opportunities and looking to open today at an all-time high

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John @roqueig.bsky.social · 05/02/2026

new year, same Jan / Feb price action for $COST

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John @roqueig.bsky.social · 04/02/2026

just incredible leverage here ...

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John @roqueig.bsky.social · 04/02/2026

With $AVGO through the 200d, $NVDA up next on the 200d watch. Of note, $NVDA went through the 200d last year in the first week of Feb (on the back of the DeepSeek scare) before rebounding and then falling again on the tariff announcements

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John @roqueig.bsky.social · 03/02/2026

very, very close.... (200d) $AVGO

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John @roqueig.bsky.social · 29/01/2026

From last February ... nothing has changed (including the stock price lol)

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John @roqueig.bsky.social · 29/01/2026

$QQQ bounced right off those Oct / Nov highs and immediately retreated ...

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John @roqueig.bsky.social · 29/01/2026

Screenshot below highlights the portion of the article that I think (and I suppose whoever runs MP’s Twitter also believes) was added in

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John @roqueig.bsky.social · 28/01/2026

as @hmeisler.bsky.social just mentioned - seems like a critical level for $PLTR here ...

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John @roqueig.bsky.social · 21/01/2026

$ORCL now officially 50% off its 52w high and trading just around the level it was at this time last year prior to Ellison, Altman, and Masa's Stargate announcement in the White House - took the elevator up and escalator down this time ...

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John @roqueig.bsky.social · 13/01/2026

MSFT continues to test the 2024 summer high which coincidentally was also a FWD PE high prior to the big Azure reacceleration we saw in the first half of 2025 ...

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John @roqueig.bsky.social · 09/01/2026

BA looking to test its 2025 summer highs. This chart is ugly, especially when you back out to 5 years. Going out to the all-time chart, looks like a break through 240 sets up for a test of 260. Ugly, ugly chart ... but FCF changes all

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John @roqueig.bsky.social · 06/01/2026

Elevator up for breakfast and then working off those calories by taking the stairs alllll the way down ... 5 straight days

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John @roqueig.bsky.social · 24/12/2025

From Apollo this morning …

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John @roqueig.bsky.social · 12/12/2025

I got back to what I posted after the ORCL call. It didn't help either that Clay and Mike were not very good on the call, while Larry wasn't really heard from... There is a reason why Nadella did not want this business and purposely pursued a "fungible" strategy.

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John @roqueig.bsky.social · 11/12/2025

COST earnings tonight as it looks to decide if it's a winner or loser in the new retail environment...

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John @roqueig.bsky.social · 10/12/2025

interesting comment from Ellison:

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John @roqueig.bsky.social · 10/12/2025

The TJX chart YTD is really something to admire. ~175bn market cap company (>4 TGT's now)

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John @roqueig.bsky.social · 10/12/2025

The 5 year CBRL chart is really ugly ...

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John @roqueig.bsky.social · 09/12/2025

Interesting inflection point at the end of May / beginning of June for COST vs WMT. Big divergence in performance between the two stocks, which were trading together beforehand:

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John @roqueig.bsky.social · 22/09/2025

Some chatter in early sept that cattle futures finally broke to the downside - this last leg up is trying its best to defy that belief...

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