$Invesco QQQ(QQQ)$ Just bought 200 shares of $McDonald's(MCD)$ and 500 shares of $Nike(NKE)$ after hours. Never owned either of these companies before. Not sure what to make of it yet, but here we are.
$Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Not sure how markets managed to rally in June. The only real difference was rates weren't as high. Now it feels like everyone is completely overwhelmed by anxiety. Iran, the 30-year, Japan, tariffs, China, an AI bust, an economy bust, margins, competition, everything framed as a bust. Give me a break. Things aren't as bad as Ray Dalio wants you to think. The backdrop is actually pretty solid.
$Meta Platforms, Inc.(META)$ There's something about $Solowin Holdings(AXG)$ that keeps pulling me back. Maybe it's the 895% revenue growth. Maybe it's the $848.8M AUA. Maybe it's the $1.04B stablecoin and fiat trading volume. Or maybe it's the idea of one company trying to connect stablecoins, AI infrastructure, payments, and tokenized assets under a single ecosystem. I don't know where $Solowin Holdings(AXG)$ ultimately goes. But I'd rather understand the story early than catch up after everyone else is already talking about it.
$Meta Platforms, Inc.(META)$ Typical pump and dump. Took a while to play out, but it went as usual. I actually had some hopes for this one today — it made me believe for a second.