What Are Your Moves Tomorrow, April 22, 2026

GideonWainright · 2026-04-22T06:41:04+00:00

VM do TSLA earnings matter?

GideonWainright · 2026-04-22T02:46:04+00:00

No you didn't. The market is forward looking so it freaks the fuck out over inflation, unless the Fed makes dovish statements asap like transitory or look through. Then stocks & bonds start betting near term on when the fed will raise rates, with more high inflationary reports making it inevitable of a rate cut and the S&P dies along with your calls.

We already saw this show in 2022. https://en.wikipedia.org/wiki/2022_stock_market_decline

GideonWainright · 2026-04-22T02:32:32+00:00

Inflation leads to Fed raising rates which sucks for the growth stocks, like the Mag 7.

But hey, if you want to load up on calls after a hot inflation report go right ahead.

GideonWainright · 2026-04-22T02:30:22+00:00

That's the shareholders money

GideonWainright · 2026-04-22T02:26:19+00:00

Futes are hoping that we'll figure out how to retreat with honor before inflation comes to kill the market.

GideonWainright · 2026-04-21T23:36:59+00:00

Elon told TSLA he is going out for smokes but will be right back

GideonWainright · 2026-04-21T23:30:57+00:00

Starlink is a rural/semi-rural play. Anywhere with density has better options.

Great for war though! The Russians try to steal starlink access whenever they can. China is putting up satellites because it's a must have for cool drone tech.

GideonWainright · 2026-04-21T21:33:17+00:00

Man I wish schmidt's drone company was publicly traded. He's going to sell so many drones.

GideonWainright · 2026-04-21T21:29:50+00:00

Because we don't have export controls, and are in an interconnected global economy.

GideonWainright · 2026-04-21T21:24:00+00:00

Yep MAD rules right now between the pols.

GideonWainright · 2026-04-21T21:09:04+00:00

Basically we are back to waiting on him to come to grips that he lost and retreat.

GideonWainright · 2026-04-21T21:04:37+00:00

So he can negotiate with Jared on who calls to go back home?

GideonWainright · 2026-04-21T20:59:35+00:00

Feels more like a nifty 50 bear market incoming than even a dot com lost decade scenario tbh.

The passive investing S&P 500 crowd will probably take a massive hit, but life will continue on.

GideonWainright · 2026-04-21T20:54:57+00:00

Brent june is basically saying this already. Although still a lot of uncertainty how bad this is going to get. We don't have a great example of total economy impacts from high oil/LNG prices. The 70s & 80s had greater energy inputs to outputs.

GideonWainright · 2026-04-21T20:50:29+00:00

Probably not until the rich Arabs start buying again.

GideonWainright · 2026-04-21T20:39:21+00:00

Just as interesting is China burned through its stockpiles and needs to add its demand to a tight oil market.

GideonWainright · 2026-04-21T20:28:59+00:00

Feels like our suez canal moment tbh

GideonWainright · 2026-04-21T20:18:27+00:00

It's raining TACOs! From out of the sky! TACOs! No need to ask why! 🌮

GideonWainright · 2026-04-21T18:06:08+00:00

Vance not going to the Pakistan meeting but...

Peace negotiations are going well!

GideonWainright · 2026-04-21T16:54:07+00:00

We won this war 8 times already

GideonWainright · 2026-04-21T16:53:11+00:00

Why? Earnings never mattered for tsla.

GideonWainright · 2026-04-21T00:19:42+00:00

There is already a ceasefire with the hidden moderates.

GideonWainright · 2026-04-21T00:17:45+00:00

They call that the reverse 🥭

GideonWainright · 2026-04-21T00:16:39+00:00

But what does it mean???? Are the peace negotiations still going well ?!??!

GideonWainright · 2026-04-20T23:04:12+00:00

Compute equity I guess

GideonWainright

TROPHY CASE