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@kautiousCo "Autodesk just deflated its $25B PTC trial balloon filed an 8-K & doubled down on organic cloud-/AI-first priorities. Result: $ADSK +6% pre $PTC X% as rumor premium evaporates. In 2025 even AI-branded software isnt a free rideADSK is green while much of SaaS bleeds. Watch $XXX support/$310 breakout: reseller revamp fattens margins but price will keep the score"
@kautiousCo on X 2025-07-14 12:36:40 UTC 1079 followers, XX engagements

"S&P XXX just drafted Block $SQ (+10% pre-mkt JPM PT $90) but the real juice may be in the sub-$5 league: $WKSP fresh $2.8M DOE grant +581% YoY rev solar truck beds already on the road. Mobile power not PowerPoint. $GEAT micro-float scoops WallStreetStats fusing AI sentiment with HR perks to lock in sticky ARR. Fintech gets the headline; clean-tech torque and AI microcaps could own the follow-through"
@kautiousCo on X 2025-07-21 16:50:23 UTC 1079 followers, XX engagements

"SPX/QQQ print new highs but athleisure trips: LULU -XX% YTD sinking pre-mkt after JPM slices it to Neutral PT $XXX (GS 251). Downgrades: CRCL SHOP et al; upgrades: CLF BAH. XXX puts busy markdown chatter loud. Watch margins next printtrade the market not the yoga mat"
@kautiousCo on X 2025-07-22 13:54:57 UTC 1078 followers, XX engagements

"Markets eyeing Asia: Trumps Oval tirades keep DC noisy but the trade desk is busiertariff letters at XX% for Manila XX% Brunei XX% Laos while PH & Indonesia stay in the good books. Tariff roulette + Epstein-file chatter = extra volatility on SE-Asian supply chains. Hedge up"
@kautiousCo on X 2025-07-23 02:05:42 UTC 1079 followers, XX engagements

"Cantonese cliff notes for the week: Beijings muscle just met Web3: CMB International is the 1st mainland broker SFC-licensed to trade BTC ETH & stables shares already up 200%. 40-plus heavyweights (Ant Ping An the usual SOE suspects) now sprint for Hong Kongs Aug-1 stablecoin licences while HSBC beta-tests e-HKD on Arbitrum. Fireblocks says stablecoins = XX % of its volume. Korea & Japan fast-follow with KRW/JPY coins before deposits bolt to USDT Asias becoming the stablecoin standards body by default. Macro backdrop HKMA yanked HK$9.4 bn liquidity overnight HIBOR hit 5-month highs New World"
@kautiousCo on X 2025-07-17 00:56:55 UTC 1077 followers, XX engagements

"Space divorce 🚀💔: Trumps $175B Dome woos Bezos Kuiper Rocket Lab ($RKLB) & other primes post MAGAMusk bust-up. Starlink stays vital but SpaceXs share may slim as the first $25B gets bid. Desk view: lighten Musk bid alt-launchers$RKLB up. #Space"
@kautiousCo on X 2025-07-22 13:50:34 UTC 1077 followers, XX engagements

"Cap recap: $TSLA stole the show. Musks America Party sent puts +85% iced a Tesla ETF whipsawed shares 274342red. Bulls hail China service; bears mumble subsidy cliff. Meanwhile $NVDA rips $SPY idles and $CNC $FTV $MOH fell 15%"
@kautiousCo on X 2025-07-06 11:25:30 UTC 1078 followers, XXX engagements

"4843 cr in escrow andabracadabraSEBI unfreezes Jane Street. Futures trading back on options & cash still benched. Since the 18-day exile index-option turnover XX% yet BSE rallied X% on the comeback signal. Retail rage meets regulator realpolitik: deterrent or door charge Buckle upHFT heat returns to Dalal Street"
@kautiousCo on X 2025-07-22 01:53:48 UTC 1079 followers, XX engagements

"@AravSrinivas In the future well all be browsing with PRYvacybrought to you by the Ministry of Oversight. Default homepage: XXX Freedom Not Found. #FutureIsNow #GovgleChrome"
@kautiousCo on X 2025-07-23 13:25:01 UTC 1079 followers, XX engagements

"TariffTape 25: Court labels Trumps IEEPA tariff blitz illegal yet a stay lets 10-40 % reciprocal duties run to the X Aug reset (metals XX % autos XX % Brazil beans XX % Tesla batteries XX %). CPI just ticked to XXX %; JPM pegs an $XX bn hit for mid-caps and Tax-Foundation says $XXX k per household. Retail sales still +0.6 % but a Warren price-gouge bill would arm the FTC with $X bn. S&P coasts on a softer dollar while desks bake in a 0.5-1 ppt GDP dent. Hedge caffeine sneakers and coppergo long lawyers & lobbyists: welcome to Reciprolypse Now"
@kautiousCo on X 2025-07-20 22:17:11 UTC 1078 followers, XX engagements

"Tariff roulette: $STLA eats $350M posts record loss yet pops X% on talk of a US-Japan deal cutting auto levies to 15%. $GM pencils in $4-5B hit $F fumes lobby screams. GM vows no sticker shockmargins will. Japan orders XXX $BA jets. Stay nimble watch tariff tape. #Autos"
@kautiousCo on X 2025-07-23 12:39:22 UTC 1079 followers, XX engagements

"Tariffs just mugged Detroit: $GM absorbed a $XXX B Q2 hit (-29 % of profit) and admits the tab could balloon to $X Bonly a third hedgeable. Shares X % cheapest calls on the screen vol on tilt. S&P XXX still sneaks in a record while the macro chessboard reshuffles: homebuilders (DHI +17 % PHM +12 %) soar on rate-cut hopes IQV rockets +18 %; defense giants $LMT/ $NOC bleed MSCI & PMI data cool and option flow lights up $OPEN $KSS $TSLA. Big Tech judgment day next: Alphabet & Tesla report with skew screaming mind the gap. Across the aisle cryptos yelling gm = get money as ETH open interest"
@kautiousCo on X 2025-07-23 01:17:55 UTC 1079 followers, XX engagements

"Caffeine comeback alert: $SBUX just ripped +4.6% vaulting the 200-day & turning last weeks Jefferies downgrade into a textbook failed-two launch pad. Smart money scooped sub-$96 calls clipped 50-100% in hours and option flow now targets the unfilled $98-101 gap with a weekly $XXX breakout teed up ahead of earnings. Twenty-five indicator Strong Buy revived China chatter and relentless buyback juice say the beans still have room to roast. Anchor to $XX sip an Aug 100/105 call spread and let the caffeine compound your P&L"
@kautiousCo on X 2025-07-23 16:44:27 UTC 1079 followers, XX engagements

"Nikkei blasts past XX k (+3%) while USD/JPY flirts with XXX as Tokyo digests the double whammy: 1) Mainichi-flagged Ishiba exit by end-Aug after that bruising Upper-House rout and 2) Trumps Mr Japan mega-deal XX % reciprocal tariffs + XX trn ($550 bn) JP cash XX % profits USA (details still MIA). Diet sign-off uncertain LDP knives outTakaichi XX % Koizumi XX %. Cue carry-trade whiplash and BOJ hawks sniffing room to tighten. Strap in: every headline until August could move and ticks"
@kautiousCo on X 2025-07-23 03:05:28 UTC 1079 followers, XX engagements

"Quick pulse for the desk 🚀 Invesco just lobbed a live grenade into ETF land: proposal to flip $360B QQQ from UIT to 40-Act open-end shaving fees to XX bps and redirecting $140-200M/yr back to IVZ (TD Cowen says game-changing bumped PT to $25). Vote XX Oct. Market loved it: $IVZ popped XX% on filing day Nasdaq issued a carefully worded noted statement BNY quietly sweating the lost trustee fees. Meanwhile QQQ itself keeps printing ATHs (560) on AI euphoriaKen Griffin Izzy Englander & the pod shops are still buying size yet whale hedges ($11M OTM puts) remind us FOMO is married to VaR."
@kautiousCo on X 2025-07-21 13:47:26 UTC 1082 followers, XX engagements

"Tariff thriller: Washington & Brussels are racing to lock a XX% cap before the Aug X cliff. Car levies sink XXXXXX% aircraft/spirits/med-tech get hall passes and the EUs XX bn XX% bazooka sits on safetyfor now. Markets toast havens wilt but talks are still fluid keep hedges buckled"
@kautiousCo on X 2025-07-23 16:18:05 UTC 1079 followers, XX engagements

"Tariff clock ticks: Trump wants 15-20% floor threatens XX% blanket on EU goods Aug-1. Germany bolts Brussels readies 72B hit list + anti-coercion gear while Lutnick talks up a deal. Markets stay cool but autos copper luxury & FX vols inch higher. HedgeSmoot-Hurry 2.0"
@kautiousCo on X 2025-07-21 12:18:46 UTC 1078 followers, XX engagements

"Japans PM Ishiba hangs on after upper-house loss as Trumps XX% auto/steel tariffs loom Aug X. Yen firm Nikkei off. Bessent touts a 'good deal' desks give XX% odds. X% of jobs & Switch X launch at risk. Watch JPY150 Asia semis US EPS. Hedge volsthe boss fight isnt over"
@kautiousCo on X 2025-07-22 01:18:55 UTC 1078 followers, XX engagements

"2025 MXN cheat sheet for the desks: Spot claws back to XXXX strongest since Aug XX +9 % YTD (USD XX %). The carry trade is beating Big Tech again. Banxicos X XX bp cuts still leave X % policy rate and X % real yield; add $X bn trade surplus + $XXX bn June remittances and the bid writes itself. Tariff theatrics (30 % Trump tax) only spiked XXXX before vols settled near X %; dip-buyers kept their sombreros on. On-chain peso lights up: Bitsos $XX k MXNB hackathon and Tethers MXNT now on DeFiLlama LatAm payments going permissionless. Compliance corner: DOJs 199-like crackdown on Black-Market Peso"
@kautiousCo on X 2025-07-23 16:41:56 UTC 1079 followers, XX engagements

"DJT just turned its balance sheet into a crypto billboard: $X B in spot BTCnow XX % of liquid assetsplus a $XXX M call-option war chest and the stock popped 6-8 %. On the same tape Saylor hoovered up $XXX M more BitGo filed for IPO and the freshly signed GENIUS Act greased the rails. Corporate Treasury XXX is trading ETFs are loading OTC desks are buzzing. If Bitcoin still sits in the other line of your model hit F9: the orange coin just became front-page macro media and politics in a single Monday"
@kautiousCo on X 2025-07-21 16:56:56 UTC 1079 followers, XX engagements

"$VZ just rang the bell on a classic beat-and-raise: Q2 adj EPS $XXXX vs $XXXX est rev $34.5B vs $33.7B FY25 guide lifted EPS +1-3% EBITDA +2.5-3.5% FCF $19.5-20.5B 293k broadband adds (278k FWA) 5.1M subs total broadband +12% YoY Post-paid phone net-loss shrank to 51k the churn bleed is slowing Stock +5% pre-mkt yet trades X fwd P/E with a XXX% divi and Street PT $XX Takeaway: AI edge traffic and fixed-wireless momentum are starting to outrun handset drag. If you need yield optionality on 5G/AI and a management team finally tightening the screws on cap-ex the line is open"
@kautiousCo on X 2025-07-21 11:35:50 UTC 1079 followers, XX engagements

"🧠 Some pros do consistently beat the S&Pwith rare discipline strategy and time horizons far beyond most. 🏛 Take the Tampa Firefighters & Police Pension Fund: managed by Bowen Hanes & Co. since 1974 it has returned XXXX% annually in equities vs. XXXX% for the S&P. Even with XX% in bonds overall returns hit XXXX% growing from $XX M to $XXX B over XX years. 🔬 Then theres Renaissance Techs legendary Medallion Fund: XX% gross (39% net) annualized returns from 19882018 with just one down year and massive gains in crisis years like +82% in 2008 . What sets them apart X Ultra-long-term vision"
@kautiousCo on X 2025-07-22 00:00:39 UTC 1082 followers, XX engagements

"Trump floats X% cap-gains on primary-home sales (MTG bill awaits). $LEN $DHI $TOL $Z $OPEN spiked; deficit hawks wince. Could free $1T equity juice transactions cost $60B/yr. Populist rocket fuel or campaign confetti Track housing liquidity bond supplycrypto domino"
@kautiousCo on X 2025-07-22 16:51:07 UTC 1079 followers, XXX engagements

"@DanielPriestley The original definition of inflation is the expansion of money supply so when the government creates fiat boom 🤷♂"
@kautiousCo on X 2025-07-21 01:36:55 UTC 1077 followers, XX engagements

"Tariffs are back on the Bloomberg terminal: Trumps Aug X salvo slaps XX % on Japan S Korea & Malaysia XX % Indonesia XX % Thailand/Cambodia XX % Laos/Myanmar plus XX % for EU/Mexico/SA and XX % for Brazil. At the KL summit PM Anwar brands it weaponised trade while racing to shave Malaysias hit to XX %. Futures only XXX % AI/tech still green but CFOs are reopening 2019 playbooks and baking pass-throughs into Q3 guidance. Hedge FX guard marginsthe Aug X clock is now the loudest ticker in the room"
@kautiousCo on X 2025-07-22 02:45:52 UTC 1079 followers, XXX engagements

"Silence on the tape and zero likessometimes the markets most eloquent signal. When the timeline is empty volatility is loading. Treat the lull as free risk-management time: rebalance books refresh hedges stack liquidity and get ready for the next macro plot twist. #FinTwit"
@kautiousCo on X 2025-07-21 17:04:36 UTC 1079 followers, XX engagements

"Scott Bessents playbook: keep Powell but launch the first Fed full audit; tariffs already net $100B YTD aiming $300B after Japans XX% fix; Stockholm next week to slide the China Aug-12 deadline. Equities at ATHs and the WSJ is still nursing the 'high-functioning president' burn"
@kautiousCo on X 2025-07-23 11:56:18 UTC 1079 followers, XX engagements

"S&P tests highs while earnings hand investors a sugar rush. $KO flexes its 140-yr moat: EPS beat vol X% price/mix +6% but stock fizzes X% on cane tweak. $PM firm; meanwhile $GM eats a $1.1B tariff charge $LMT sputters $NOC climbs. $DHI firm; momentum rules tariffs the joker"
@kautiousCo on X 2025-07-22 16:51:06 UTC 1079 followers, XXX engagements

"Trump-Japan mega deal in the wild: XX% reciprocal tariff (autos slashed from 27.5%) $550B Tokyo FDI aimed at U.S. chips roads & LNG XX% profits booked stateside. Markets roarNikkei +3% Toyota +11% Mazda +17% Dow fut +200. Detroit grumbles FX desks pile into risk-on. EU mulls XX% counter-jab. Tariffs are back carry trades rejoice. #markets #macro #trade"
@kautiousCo on X 2025-07-23 11:43:22 UTC 1079 followers, XX engagements

"Zuck just went nuclear in the AI talent war: $XXX M/4-yr packages werent enough so he dangled a private name-your-number offerrumored at $X Bto pry OpenAIs CRO Mark Chen loose. Chen said no blasted Metas raids as a home invasion and OpenAI hit DEFCON-bonus: pay recalibrations a one-week recharge shutdown and 24/7 retention calls from Altman. For the finance desk: GPUs are pricing like commodities elite researchers like scarce optionsexpect compensation expense not cap-ex to be the next line item that shocks your models"
@kautiousCo on X 2025-07-21 16:13:56 UTC 1079 followers, XX engagements