Peter Wansly @pwansly

Sharing random thoughts and opinions, not investment advice Joined March 2015

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Peter Wansly @pwansly

7 hours ago

With $orcl getting into the social media business with TiKTok. I am thinking $amzn could buy $snap. Relatively cheap, good tech and ad business comes along. $qqq

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Peter Wansly @pwansly

3 days ago

I will speculate that the following will be lower than they are today 52 weeks from now $app $sndk $b $gs and $oklo. $qqq $gld

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Peter Wansly @pwansly

2 weeks ago

Short term top is close $qqq

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Peter Wansly @pwansly

4 weeks ago

ISAP contract extension for 6 to 12 months expected by end of August $geo

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Peter Wansly @pwansly

a month ago

if you are bullish on the economy $ups looks very cheap here $spy $dia

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Peter Wansly @pwansly

a month ago

$amc has diluted shareholders to no end, but is change in the air? Box Office ok but not off the charts. Opportunity or value trap? boxofficemojo.com/year/ytd/

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This week showed $aapl didn't need an AI plan, just a paper promise to appease the current administration (and a golden/glass paper weight) still waiting on promises from 2018. No market is perfect, but the current state of $spy is worrisome

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Peter Wansly @pwansly

2 months ago

Who predicted all these tarrifs implemented, China still outstanding, 50% on India, Switzerland gold impacted and market at all times highs? Hard to apply logic to the current environment $pltr $qqq $spy $gld

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Peter Wansly @pwansly

2 months ago

I'll ring the bell at this top $pltr

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Peter Wansly @pwansly

2 months ago

Long $deck, decent earnings and trading cheap relative to historical ratios

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Peter Wansly @pwansly

2 months ago

Kudos to trillion dollar $msft $meta delivering double digit growth, that said I think this coming peak will be the high for some time. Final squeeze for the few shorts left plus end of month markup. $qqq $spy

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Peter Wansly @pwansly

2 months ago

This feels like the only bearish account left on X. Will $spy $qqq pull back?

Sebastián @SebastinPatron3

2 months ago

This feels like the only bearish account left on X. Will $spy $qqq pull back?

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Peter Wansly @pwansly

3 months ago

Has the countdown started for S&P, Fitch and/or Moody's to downgrade US debt after the passage of the "big beautiful bill"? We import ~$4T in goods and services, even if a 10% offsetting tariffs applied doesn't make a dent on the twin deficit $qqq $tlt $spy

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Peter Wansly @pwansly

3 months ago

Section 232 related tarrifs coming soon? $smh

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Peter Wansly @pwansly

3 months ago

In the short term may explain the easing of SLR for banks and the push for crypto stablecoins as both would create demand for Treasuries, but unless spending gets under control , USD reserve status will end $gld $spy $tlt

Ray Dalio @RayDalio

3 months ago

2K 5K 24K 3.9M 7K

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Peter Wansly @pwansly

3 months ago

Base case is that the "big beautiful bill" passes, I suspect it won't happen by the 4th.

Peter Wansly @pwansly

3 months ago

Base case is that the "big beautiful bill" passes, I suspect it won't happen by the 4th.

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Peter Wansly @pwansly

3 months ago

Market is behaving like TACO will strike again, and tarrif deadline will be extended, opportunity for volatility if that isn't the case. Interesting how nobody's taking his word for it from yesterday's comments $uvxy $vix $qqq

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Peter Wansly @pwansly

3 months ago

Is $rblx becoming like Second Life? Stock at all-time highs because it is a "platform", but unless they figure out how to moderate content and more importantly make money it is hard to see how valuation can expand. Worth currently almost as much as $ttwo and $ea combined. $qqq