TAND
TAND
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avatarTAND
02-23 01:33
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@Barcode:$Coca-Cola(KO)$ $Pepsi(PEP)$  $Procter & Gamble(PG)$  πŸ₯€πŸ‘‘ Dividend King doing Dividend King things. $KO just announced its 64th consecutive annual dividend increase. That level of consistency is not accidental. It reflects pricing power, global distribution scale, and one of the most durable consumer franchises ever built. πŸ“Š Dividend update: β€’ Raised about 4% β€’ Quarterly: $0.53, up from $0.51β€’ Annual: $2.12 per shareβ€’ Payable April 1 (record date March 13) Now the perspective that really reframes compounding. Warren Buffett is collecting more than $212M every quarter from Coca-Cola alone. That is about $848M per year. Break it down further:β‰ˆ $2.
avatarTAND
02-23 01:33
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@Barcode:$Alphabet(GOOG)$ $Microsoft(MSFT)$  $NVIDIA(NVDA)$  πŸ“ˆπŸš€ $GOOG AI Infrastructure Breakout Amid Tariff Shock: Capital Cycle Shift Now Pricing In πŸš€πŸ“ˆ Alphabet just delivered one of the strongest sessions of 2026, pushing toward $316 after a sharp intraday expansion πŸ“Šβš‘οΈ I do not view this as momentum chasing. I see the market beginning to price a structural transition in compute economics πŸ§ πŸ’» The critical shift is vertical ownership πŸ”§ Google is moving from being a large buyer of external AI compute toward controlling the stack from TPU silicon through inference delivery and enterprise distribution πŸ§©πŸ—οΈ  That transition c
avatarTAND
02-23 01:33
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@Barcode:$Opendoor Technologies Inc(OPEN)$ $Zillow(Z)$  $Rocket Companies(RKT)$  πŸšͺπŸ“‰πŸ  $OPEN Earnings Drop Today + Mortgage Rates Hit Multi-Year Low. Options Signaling a Big Move? πŸ πŸ“ŠπŸš€ 30-year fixed mortgage rates just plunged to 6.01% (Freddie Mac, Feb 19 release). That is the lowest level since Sept 2022, down sharply from about 6.85% a year ago. The housing market is thawing fast πŸ‘€. This is a meaningful macro tailwind for real estate disruptor $OPEN. Pre-earnings options flow looks constructive: πŸ“Š Calls leading puts roughly 3:1, a bullish lean πŸ“ˆ Implied volatility pricing about a 13.0% move, roughly 61Β’ from recent levelsπŸ“‰ Median actual move over the past
avatarTAND
02-23 01:32
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@Barcode:$CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$  $Zscaler Inc.(ZS)$  🚨 The First Real AI Threat to Cybersecurity Just Arrived And Markets Reacted Instantly πŸ“‰πŸ§  Cybersecurity stocks sold off sharply today. Anthropic launched a Claude feature that can autonomously scan codebases for vulnerabilities and recommend precise patches. This is not incremental innovation. It is a potential paradigm shift that puts traditional detection models under pressure. πŸ“‰ Sector Shockwave β€’ $CRWD CrowdStrike βˆ’7.8% (intraday low βˆ’8.1%) β€’ $NET Cloudflare βˆ’7.3% (intraday low βˆ’8.2%) β€’ $ZS Zscaler βˆ’5.0% β€’ $SAIL SailPoint βˆ’9.4% β€’ $OKTA Okta βˆ’9.2% β€’ Global X Cybers
avatarTAND
02-22 09:12
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@Barcode:$Opendoor Technologies Inc(OPEN)$ $Zillow(Z)$  $Rocket Companies(RKT)$  πŸšͺπŸ“‰πŸ  $OPEN Earnings Drop Today + Mortgage Rates Hit Multi-Year Low. Options Signaling a Big Move? πŸ πŸ“ŠπŸš€ 30-year fixed mortgage rates just plunged to 6.01% (Freddie Mac, Feb 19 release). That is the lowest level since Sept 2022, down sharply from about 6.85% a year ago. The housing market is thawing fast πŸ‘€. This is a meaningful macro tailwind for real estate disruptor $OPEN. Pre-earnings options flow looks constructive: πŸ“Š Calls leading puts roughly 3:1, a bullish lean πŸ“ˆ Implied volatility pricing about a 13.0% move, roughly 61Β’ from recent levelsπŸ“‰ Median actual move over the past
avatarTAND
02-22 09:11
Great article, would you like to share it?
@Barcode:$Coca-Cola(KO)$ $Pepsi(PEP)$  $Procter & Gamble(PG)$  πŸ₯€πŸ‘‘ Dividend King doing Dividend King things. $KO just announced its 64th consecutive annual dividend increase. That level of consistency is not accidental. It reflects pricing power, global distribution scale, and one of the most durable consumer franchises ever built. πŸ“Š Dividend update: β€’ Raised about 4% β€’ Quarterly: $0.53, up from $0.51β€’ Annual: $2.12 per shareβ€’ Payable April 1 (record date March 13) Now the perspective that really reframes compounding. Warren Buffett is collecting more than $212M every quarter from Coca-Cola alone. That is about $848M per year. Break it down further:β‰ˆ $2.
avatarTAND
02-22 09:08
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@Barcode:$Alphabet(GOOG)$ $Microsoft(MSFT)$  $NVIDIA(NVDA)$  πŸ“ˆπŸš€ $GOOG AI Infrastructure Breakout Amid Tariff Shock: Capital Cycle Shift Now Pricing In πŸš€πŸ“ˆ Alphabet just delivered one of the strongest sessions of 2026, pushing toward $316 after a sharp intraday expansion πŸ“Šβš‘οΈ I do not view this as momentum chasing. I see the market beginning to price a structural transition in compute economics πŸ§ πŸ’» The critical shift is vertical ownership πŸ”§ Google is moving from being a large buyer of external AI compute toward controlling the stack from TPU silicon through inference delivery and enterprise distribution πŸ§©πŸ—οΈ  That transition c
avatarTAND
02-22 09:08
Great article, would you like to share it?
@Barcode:$CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$  $Zscaler Inc.(ZS)$  🚨 The First Real AI Threat to Cybersecurity Just Arrived And Markets Reacted Instantly πŸ“‰πŸ§  Cybersecurity stocks sold off sharply today. Anthropic launched a Claude feature that can autonomously scan codebases for vulnerabilities and recommend precise patches. This is not incremental innovation. It is a potential paradigm shift that puts traditional detection models under pressure. πŸ“‰ Sector Shockwave β€’ $CRWD CrowdStrike βˆ’7.8% (intraday low βˆ’8.1%) β€’ $NET Cloudflare βˆ’7.3% (intraday low βˆ’8.2%) β€’ $ZS Zscaler βˆ’5.0% β€’ $SAIL SailPoint βˆ’9.4% β€’ $OKTA Okta βˆ’9.2% β€’ Global X Cybers
avatarTAND
2025-11-27
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@Barcode:$Tesla Motors(TSLA)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ πŸš—βš‘πŸ“ˆ $TSLA Daily Structure, Momentum Reset, And A Nine Day Battle For Control πŸ“ˆβš‘πŸš— πŸ“Š My Daily Structure And Technical Read I opened the session watching a tightly coiled nine day consolidation range that has now delivered its highest close of the entire structure. Yesterday’s monster run needed a breather, so the fact that $TSLA still finished green tells me buyers remain in control. The early Bear hit was absorbed quickly, Bulls counter attacked, and price closed at $419.40 with the overnight market sitting at $421.64. Price is now sitting directly under my blue mid term moving average. That leve
avatarTAND
2025-12-06
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@Barcode:πŸš—βš‘πŸ“ˆ Tsla autonomy squeeze ignites as FSD v14 texting and Optimus Gen 3 run put $460 in play πŸ“ˆβš‘πŸš—

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