Markets, crypto & AI investing, minus the suits. Building Kyro: every broker, exchange & wallet in one view. Not financial advice.kyro.app WorldwideJoined August 2026
Long bonds are what you buy so you can sleep at night.
$10k in $TLT in August 2020 is worth about $5.7k today, dividends included. At the worst point it was down 48%.
If a tech stock did that, nobody would ever call it safe again.
$GOOGL just doubled Google Cloud revenue to $30.7B, and the stock still fell about 7% after hours. Total revenue of $127.58B came in a touch under estimates, GAAP EPS of $2.12 took an $8.7B hit from equity losses, and $51.4B of quarterly capex pushed free cash flow negative. Tonight the market is looking at the spend, not the growth.
$MSFT just put up a clean beat, with revenue of $92.28B vs $90.63B expected and Azure up 48% ex-FX. The surprise is capex at $39.4B, well under the roughly $46B the Street had penciled in. More cloud growth on less spend is exactly what the AI capex worriers wanted to see, and shares are up about 5% after hours.
@InvestwithColby Ten feels like a lot for forever. Your core, growth and momentum picks are mostly the same megacaps in different wrappers, so it's really more like eight.
The Fed held at 3.75% to 4% as expected, but the 10-2 vote is the story. Cook and Hammack both wanted another hike today, and the market now prices about 85% odds of one in December. $SPY $TLT
Datavault AI says it hasn't been able to withdraw 818 $BTC from an exchange since June, and the stock has reportedly been cut in half.
A balance on someone else's screen was never the same thing as holding the coins.
@EmmanuelInvest Yeah, the customer base is the cheat code. Every company already pays for Office, so the upsell is basically one email. Renewals after year one will tell us if it's real.
Two weeks ago the AI trade was a bubble. One SK Hynix report later and the same accounts are posting $MU supercycle charts again.
Most people's conviction just follows the last candle.
@Seixas_Capital Negative free cash flow at Meta is a sentence nobody would have believed two years ago. The ad machine is basically funding a data center habit now.
@EmmanuelInvest Copilot is the bit I'm least sure about. Azure demand kind of sells itself, but getting companies to pay per seat for an assistant is a much harder sell.
$HOOD missed on both lines tonight, with adjusted EPS of $0.51 vs $0.55 expected and revenue of $1.42B vs $1.43B. Revenue still grew 12%, but shares are down about 5% after hours. When the bar keeps rising, a near miss reads like a real one.
The "just buy the S&P, you don't need anything else" crowd had a decent year. $SPY up 14%.
Taiwan is up 69%. Korea is up 62%. Even Japan beat it.
Home bias feels safe right up until you check what you missed.
$V beat on revenue by about $10M on a $12B quarter, which is basically in line. EPS of $3.48 vs $3.44 and 74.2B processed transactions look solid, but the stock is slipping after hours anyway. At this size, matching the bar isn't the same as clearing it.
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