roqueig.bsky.social - Profile | ThreadSky | a Reddit-style client for Bluesky

Game changer for the credit card market and for Capital One

submitted 19 minutes ago • 0 comments

Key regulator approves merger of Capital One and Discover, paving the way for what would become the biggest credit card company in the US

submitted 1 hour ago • 8 comments

If only Alphabet mgmt acted like they knew it… $GOOGL

submitted 5 hours ago • 0 comments

Somebody needs to raise guidance!

submitted 20 hours ago • 0 comments

Given Ackman's involvement in the name earlier in the year, and his most recent tweet, I would lean toward the odds favoring the former as opposed to the latter in my hypothesis below

submitted 20 hours ago • 0 comments

Phil LeBeau has been working overtime with his coverage of the Auto tariffs + airline earnings season over the past few weeks. The guy is literally everywhere lol

submitted 21 hours ago • 1 comment

Are we sure the move in Oil isn't a reflection of the increased probability of a military conflict in the Middle East as highlighted earlier this week by @osinttechnical.bsky.social ? Something to monitor there for sure heading into the long weekend.

submitted 22 hours ago • 0 comments

The market's reaction to the Google news is consistent with the price action that the stock has seen this year. The pressure on its multiple has been evident and suggests the market understand the neg regulatory impact. Maybe this will help push mgmt to focus on Waymo / Youtube ? Probly not tho

submitted 1 day ago • 0 comments

UBER really stands out over the past few weeks given its steady strength - to me, I would guess, either a big buyer in there or the company is repurchasing a lot of shares

submitted 1 day ago • 0 comments

Microsoft is almost getting into (almost) stock-return-over-the-past-18-months-is-so-poor-compared-to-the-rest-of-the-market territory that management / activist activity wouldn’t be so out of the question

submitted 49 days ago • 1 comment

Looks like the credit issues will be on the smaller companies who are reliant on Chinese imports and the import / export companies who use credit to finance their business to facilitate trade. Whether that leads to a credit event, or at least one of relevant size, is still yet to be seen.

submitted 1 day ago • 0 comments

@carlquintanilla.bsky.social - to what Jim is talking about, in the interview @andrewrsorkin.bsky.social did with the MSFT CEO's, you can see Nadella is almost a bit uncomfortable when Balmer is pushing him to spend more on AI.

submitted 1 day ago • 1 comment

"In the hourlong meeting, which has not previously been reported, (Ted) Cruz said he “explicitly and unambiguously” told Pichai his committee would press Google on what he called the company’s ongoing efforts to throttle conservative content."

submitted 1 day ago • 0 comments

The Tech CEO's get a lot of praise (rightfully so for many of them), but David Ricks is as good a CEO as anyone out there. $LLY

submitted 1 day ago • 0 comments

Works at the “speed of light”

submitted 1 day ago • 0 comments

Great listen, great interview by Rene 👇 podcasts.apple.com/us/podcast/t...

submitted 1 day ago • 0 comments

How many more points to the downside until Ackman steps in again?

submitted 1 day ago • 0 comments

I will say, it's really unhelpful (similar to DeepSeek) that Nvidia mgmt doesn't come on a network today and talk about what happened. China isn't a large portion of their revenue and likely even smaller % of earnings. Could've helped stem the bleeding a bit to talk about all the good going on

submitted 1 day ago • 0 comments

Starting to bleed now as even the "safer" names come off... BRK.B MCK PG TJX

submitted 1 day ago • 0 comments

META back down at its bear market low here

submitted 1 day ago • 0 comments

Google catches a stray

submitted 1 day ago • 0 comments

Interesting move in equities considering how the bond market is taking Powell's comments

submitted 1 day ago • 0 comments

All things considered - incredible Judge Boasberg is both presiding over this and the ongoing Meta trial

submitted 2 days ago • 0 comments

New from @truth.bsky.social: the US is preparing a massive buildup in the Middle East as the Yemeni Civil War prepares to reignite. Hunterbrook tracked hundreds of USAF cargo flights in CENTCOM over the last month, seeing a nearly 400% increase as the US deployed numerous assets.

submitted 2 days ago • 11 comments

Spooz probably range bound between the Friday open on April 4th (at the bottom) and the Thursday open on April 3rd (at the top) for the near term So far, oil pricing in much more of the positive news about US / Chinese talks than equities Bonds taking the day of so far

submitted 2 days ago • 1 comment

Large underperformance continues for Amazon versus Costco and Walmart No bump from this morning's retail sales numbers for AMZN My read on this: market is continuing to discount anything AI in this market until given a reason not to

submitted 2 days ago • 1 comment

Heck of a story from the team at @truth.bsky.social, certainly worth the read 👇 hntrbrk.com/yemen-civil-...

submitted 2 days ago • 0 comments

I suppose you can argue that the China business was such a cloud over Nvidia for the past 12 months or so that at least investors can now move forward with some clarity there

submitted 2 days ago • 0 comments

Wow, very contradictory to what was reported across the media landscape last week: www.cnbc.com/2025/04/15/n...

submitted 2 days ago • 1 comment

I have never seen what United Airlines just did

submitted 2 days ago • 0 comments

The White House being non-committal / not knowing their final decision on whether to increase the corporate tax rate or not seems like huge news to me. The bullish argument for equities is to use the "second half of the year" narrative with a focus on dereg + tax cut extensions.

submitted 2 days ago • 1 comment

Significant strength in the cyber names today, CrowdStrike specifically Lots of hack / cyber news over the past few days and heightened geopolitics likely buoying in the sector

submitted 3 days ago • 0 comments

Nice scoop from the team @theverge.com "OpenAI is working on its own X-like social network, according to multiple sources familiar with the matter." www.theverge.com/openai/64813...

submitted 3 days ago • 0 comments

Looks like the ownership structure of one of the health insurance companies

submitted 3 days ago • 0 comments

I find it hard to understand the FTC's case against Meta. Maybe it made sense a decade ago, but the development of various media platforms (TikTok especially) and the growth of iMessage throws a wrench in that I would think. This is especially true in the US where Whatsapp is not as popular

submitted 3 days ago • 0 comments

China accused the United States National Security Agency of launching 'advanced' cyberattacks during the Asian Winter Games in February, targeting essential industries reut.rs/42CjoZl

submitted 3 days ago • 5 comments

I had to do a double take of this post from Sundar (Google’s CEO) to see if it was real and then immediately thought of @bowulf.bsky.social IYKYK 🦅

submitted 3 days ago • 0 comments