Emma retweeted
βοΈ MARKET WEEKLY UPDATE (1W performance):
S&P 500: +1.15% π’
Nasdaq 100: +0.24% π’
Dow Jones: +0.93% π’
VIX: 14.8 | -0.47 pts (-3.07%) π’β¬οΈ
Leaders: Utilities +3.97%, Staples +3.60%
Laggards: Tech -0.52%, Industrials -0.41%
Emma retweeted
βοΈ MARKET UPDATE AT CLOSE
S&P 500: -0.47% π΄
Nasdaq 100: -1.39% π΄
Dow Jones: +0.10% π’
VIX: 15.6 | +0.47 pts (+3.12%) π΄β¬οΈ
Leaders: Energy +2.97%, Staples +2.11%
Laggards: Tech -1.79%, Health Care -0.39%
Emma retweeted
NEW ALL-TIME HIGHS
These companies closed at a new all-time high today (by market cap):
1. π $NVDA
2. π AMD
3. π ABBV
4. π FTNT
5. π PANW
Emma retweeted
βοΈ MARKET WEEKLY UPDATE (1W performance):
S&P 500: -0.27% π΄
Nasdaq 100: +0.65% π’
Dow Jones: -1.26% π΄
VIX: 15.3 | +0.44 pts (+2.96%) π΄β¬οΈ
Leaders: Tech +1.80%, Energy +1.26%
Laggards: Health Care -2.65%, Financials -2.46%
Emma retweeted
Emma is one of my favorite follows on X and Iβm hoping to interview her and her husband for the podcast in the coming months!
Top Percentile is also among my top investing websites bookmarked along with Stock Analysis, Quartr, Investors Grow, Fiscal.ai, Insider Flow and others.
Iβm not here to tell you which stock to buy. I think I have something more useful to share.
This is a quick recap on what happens on this account and what I do.
I occasionally share what I have in my portfolio, but thatβs hardly the point.
Most of what I share here starts with a tool we built called Top Percentile.
It reads every single SEC filing and converts the data into a quality score for every company, every day. It then ranks them, telling you who is #1, #2, #3... all the way through the market.
$TSM currently holds the #1 spot, after taking over from $NVDA during the last earnings season.
Thatβs our superpower.
Why should you care?
Because it helps you understand exactly what you are buying, including its strengths and weaknesses, and more importantly helps you see the whole board and who actually stands out. This is where some of our best investments have come from.
So, whether you come here with a stock idea or find one through the data, weβre here to help you evaluate it using our unique dataset and build your own conviction. You still need to do a bit of work and ask the questions, but weβve done the hard part for you.
The site is there for you to explore. And this is what I do on this account:
Post about earnings because ultimately they drive the siteβs quality scores. But I focus specifically on why the earnings matter, with a relevant chart.
Walk you through the recent tensions around a company and what I think is worth looking at.
Share comprehensive monthly market reviews to get you up to speed with what happened, why it happened and hopefully improve your understanding of the market along the way.
Build visual industry stacks. AI and every branch of it, humanoids, space and more. Mostly to give you a simple perspective on who does what and where everyone sits.
Share a glimpse of my investing library every Sunday. It also gives you some sense of what went into building Top Percentile.
Give you brief weekly updates, occasional thoughts on market news, rare introductions like this one and a tiny bit of my personal life.
Finally, I always love questions, so ask me anything. I donβt know every stock, but our site often does. And soon, weβre going global.
Ah, and everything on the site is free for individual investors. Link in bio. We have separate paid B2B services for funds.
Happy weekend everyone.
Emma retweeted
STOCK STREAKS
Longest winning streaks
1. π₯ FRO 9d
2. π PG 6d
3. π TEM 5d
Longest losing streaks
1. βοΈ RJF 9d
2. βοΈ CRS 8d
3. βοΈ LII 8d
Will these streaks continue today?
Emma retweeted
NEW ALL-TIME HIGHS
These companies closed at a new all-time high today (by market cap):
1. π $CVX
2. π DELL
3. π SHEL
4. π MPC
5. π VLO
Emma retweeted
Replying to @PolymarketMoney
And with good reason:
1) Barriers to entry for the likes of $MU and $SKHY are about as high as they get
2) Forward multiples in single digits are incredibly attractive and point to major future returns
3) Future capacity increases will drive their volume and hence revenues higher
4) Demand will still continue to outstrip supply even with the extra capacity comes online
Emma retweeted
βοΈ MARKET OPEN UPDATE
S&P 500: -1.05% π΄
Nasdaq 100: -1.55% π΄
Dow Jones: -0.67% π΄
VIX: 15.8 | +1.59 pts (+11.16%) π΄β¬οΈ
Leaders: Energy +2.09%, Health Care +1.38%
Laggards: Comm Services -2.09%, Tech -1.86%
Emma retweeted
AI pricing is starting to tell an interesting story.
Chinese models have become good enough and cheap enough that companies such as DoorDash and Airbnb are already shifting some workloads toward them.
US labs are responding. OpenAI cut GPT-5.6 Luna pricing by 80%, while Anthropic has pushed prices lower across parts of its model range.
Prices paid for leading US models are down almost 25% since mid-July.
That sounds like a straightforward race to the bottom.
But DeepSeek has now gone the other way and raised prices on its V4 models.
That suggests something more interesting may be happening.
The middle of the market could become brutally competitive, with customers switching between increasingly capable models based on price and performance. But genuinely better models may still be able to charge a premium.
For customers, this is great. AI gets cheaper and usage should grow.
For investors, the implication is more complicated:
AI demand can explode without every model provider earning great returns.
If models become easier to substitute, the value may increasingly sit with whoever remains genuinely differentiated, or owns the distribution, data and customer relationship.
That is why the AI capex debate is getting more interesting. Demand may not be the difficult part. Who ultimately captures the economics could be.
Emma retweeted
Here's just a few of my favorite follows for trading and investing
@Jake__Wujastyk
@Zac_Markovich
@investingluc
@Mr_Derivatives
@TJTheWheelDeal
@HatedMoats
@epictrades1
@LEAPTRADER_
@HertzyTrades
@EmmaStockNotes
@RosannaInvests
@Ashton_1nvests
@TacticzH
@LukeBruni17
Let me know who else I should be following for swing trading, long term investing, and premium selling.
Have a great weekend!
Emma retweeted
My friend @EmmaStockNotes has built a really cool tool for stock research. You can use a lot of the features without even registering.
The below is from $CRWD data off the site. Link is in her bio and I have no financial affiliation with the product π
Emma retweeted
βοΈ MARKET UPDATE AT CLOSE
S&P 500: -0.32% π΄
Nasdaq 100: -0.33% π΄
Dow Jones: -0.34% π΄
VIX: 15.3 | -0.18 pts (-1.16%) π’β¬οΈ
Leaders: Energy +1.25%, Utilities +1.16%
Laggards: Real Estate -0.72%, Comm Services -0.50%
Emma retweeted
βοΈ MARKET OPEN UPDATE
S&P 500: +0.64% π’
Nasdaq 100: +1.94% π’
Dow Jones: +1.13% π’
VIX: 15.6 | -0.30 pts (-1.89%) π’β¬οΈ
Leaders: Tech +3.39%, Industrials +0.35%
Laggards: Energy -2.36%, Utilities -1.56%
Emma retweeted
π΄ MARKET UPDATE AT CLOSE
S&P 500: +0.21% π’
Nasdaq 100: -0.98% π΄
Dow Jones: +1.03% π’
VIX: 18.2 | -0.44 pts (-2.36%) π’β¬οΈ
Leaders: Health Care +2.36%, Staples +1.99%
Laggards: Tech -1.84%, Energy -1.35%
Emma retweeted
WATCHLIST MOVERS TODAY
Top risers
1. π WDAY +15.38%
2. π₯ NOW +14.81%
3. π₯ SHOP +13.29%
Top fallers
1. π₯ SNDK -20.62%
2. βοΈ NBIS -14.97%
3. βοΈ LITE -14.60%
Emma retweeted
βοΈ MARKET UPDATE AT CLOSE
S&P 500: -0.14% π΄
Nasdaq 100: -0.54% π΄
Dow Jones: -0.01% π΄
VIX: 17.0 | -0.05 pts (-0.29%) π’β¬οΈ
Leaders: Utilities +2.25%, Materials +1.44%
Laggards: Comm Services -0.75%, Discretionary -0.74%
Emma retweeted
βοΈ MARKET UPDATE AT CLOSE
S&P 500: -0.19% π΄
Nasdaq 100: +0.04% π’
Dow Jones: -0.59% π΄
VIX: 18.5 | -0.27 pts (-1.44%) π’β¬οΈ
Leaders: Energy +0.45%, Comm Services +0.14%
Laggards: Health Care -1.14%, Materials -0.99%
Emma retweeted
$ISRG reports Q2 earnings in about 30 minutes.
Historically, the stock has moved an average of 6.7% the day after earnings over the past 5 years, ranking in the 56th percentile for earnings volatility against every company in Top Percentile's database.
Source: Top-Percentile.com


























