Joshua Brist @TurtleShellSwap

On vacation in Italy, so no Stock Talk Live this week... but will try to upload a non-live episode ASAP (today).

Don't look now, but the stock everyone called boring is suddenly up 162% in my priority list 😏 tinyurl.com/MarkG1P When you're using my method, "boring" is what an underappreciated stock gets called before it gets "exciting". The priority list is...🔥🚀 $ALAR, $CXDO, $ECOR, $EVLV, $EVLV, $GEODF, $GKPRF, $IDN, $ITMSF, $IZEA, $KRKNF, $TPCS, $TSSI, $TSSI, $WATT tinyurl.com/MoneyMarkLive

Was a bit short and sloppy (due to celebrating my daughter's second birthday), but we discussed some of TODAY'S BANGERS on Friday's show! youtube.com/live/JQbfh2T6a… Here's the complete list... $AEHR, $AKAM, $ARM, $AVEX, $CLFD, $CURI, $DELL, $DUOT, $EVLV, $EVLV, $GKPRF, $ITMSF, $KRKNF, $MDB, $NVDA, $OKTA, $PPSI, $SNES, $SNOW, $TRAK, $TSSI, $TSSI, $TWLO, $WATT

You have more public companies around you than you realize. I'm sure of it. investorhound.com. At least 1,775 within 100 miles of me. You going to be in an area? Pick your site visits. Make a list. Adding features, looking for feedback.

𝐑𝐢𝐝𝐞 𝐓𝐡𝐞 𝐁𝐮𝐛𝐛𝐥𝐞? 🚨𝐒𝐭𝐨𝐜𝐤 𝐓𝐚𝐥𝐤 𝐋𝐢𝐯𝐞 𝐢𝐬 𝐋𝐈𝐕𝐄!!!🚨 The 30-year Wall Street Technology & A.I. veteran that CRAMER PAID FOR PICKS is LIVE... NOW !!! tinyurl.com/MoneyMarkLive He highlighted $AEHR @ 3, $WATT @ 12, $NVDA @ 40, $MU @ 100, $ARM @ 100, $MRVL @ 70 (and numerous small cap A.I. multi-baggers)🚀 Get his latest A.I. update and ask YOUR QUESTIONS with our global audience of 1O,OOO investors... NOW on Stock Talk Live! youtube.com/@MoneyMarkStoc… 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤: More on $CRBS. Will it impact $MU and $DRAM? AI earnings roundup -- $NVDA $INTU $ZM $WDAY $AVEX earnings Hope for $TSSI ? Invest in Anthropic ! 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO picks closed at a loss since MAY... of 2024 ! What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Nailed $DWAC before it was  $DJT * Lived one town from Roaring Kitty 😹 $AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT

@Variety Y'all in these comments suck. Honestly, get offline y'all. I think you've forgotten what it is like to care about other humans. I hope you take a break and it l realize it feels better.

I drove 14 hours, slept in my Honda Civic in the parking lot of a Hampton Inn, woke up at 4:30 in the morning, and parked in a Wendy's lot across the street from the back loading dock of a $22 million market cap pink sheet manufacturer in southern Ohio for five consecutive days, with a thermos of coffee, a notebook, and a pair of binoculars I bought at a Walmart on the drive in. I counted the trucks. I wrote down the company logos on the side of each truck. I noted the time of arrival, the time of departure, and whether the truck left with a full load or an empty one. I counted 47 trucks on the first day. I counted 52 the next day. I counted 49, 51, and 48 on the three after that. I cross-referenced the logos against the company's customer list disclosed in its last 10-K, which had been filed in 2019 and was technically still the most recent one on file. The trucks were all from the three largest customers named in the filing, plus two new ones that I had never seen mentioned anywhere, and that, with 90 seconds of Google work in the parking lot of the Wendy's, turned out to be regional infrastructure contractors who had clearly become customers some time after the last filing was made. I ran the math on a napkin while eating a Frosty. At the average truck volume I observed, the company was running at approximately 30% above the implied revenue run rate of the most recent quarterly financials it had bothered to release on its OTC Markets disclosure page. The implied EBITDA, even on conservative margins, was somewhere between 2 and 2.4 times what the market was pricing the entire enterprise at. This is the entire game at the bottom of the market. There is no analyst. There is no Bloomberg page. There is no quarterly earnings call. There is a loading dock, and a parking lot, and a thermos, and the willingness to sit in a Wendy's for five days counting trucks while everyone you know is at brunch in Brooklyn arguing about the Fed. Almost nobody is willing to do this. That is the entire edge. It has always been the entire edge. It will be the entire edge as long as small profitable companies file infrequent disclosures and large loading docks remain visible from public parking lots, which is to say, forever, or until someone successfully outlaws Wendy's, whichever comes first.

Here is the full analysis. The biggest part of the article is FREE! Enjoy it! potentialmultibaggers.com/p/mercado-libr…

𝐁𝐮𝐛𝐛𝐥𝐞 𝐨𝐫 𝐁𝐞𝐚𝐫? 🚨𝐒𝐭𝐨𝐜𝐤 𝐓𝐚𝐥𝐤 𝐋𝐢𝐯𝐞 𝐢𝐬 𝐋𝐈𝐕𝐄!!!🚨 The 30-year Wall Street Technology & A.I. veteran that CRAMER PAID FOR PICKS is LIVE... NOW !!! tinyurl.com/MoneyMarkLive We highlighted $AEHR @ 3, $WATT @ 12, $NVDA @ 40, $MU @ 100, $ARM @ 100, $MRVL @ 70 (and numerous small cap A.I. multi-baggers)🚀 Get the latest A.I. update and ask YOUR QUESTIONS with our global audience of 1O,OOO investors... NOW on Stock Talk Live! youtube.com/@MoneyMarkStoc… 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤: Buy the $CRBS IPO? Could it impact $MU and $DRAM? Are we finally in a bubble... and did it just burst? $WATT earnings & NEW investor deck! AI recap 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO picks closed at a loss since MAY... of 2024 ! What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Sparked THE #1 performing Tech stock of 2013 * Called the rise/fall of MoviePass (& was in the movie!) * Lived one town from Roaring Kitty 😹 $AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $INVE, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT

New $WATT investor presentation is out. Good, bad, neutral? We will review it in depth, along with this week's earnings announcement, AI news on today's addition of Stock Talk Live! tinyurl.com/MoneyMarkLive 𝐓𝐡𝐞 𝟑𝟎 𝐲𝐫 𝐯𝐞𝐭 𝐂𝐫𝐚𝐦𝐞𝐫 𝐩𝐚𝐢𝐝 𝐟𝐨𝐫 𝐩𝐢𝐜𝐤𝐬 𝐢𝐬 𝐋𝐈𝐕𝐄 𝐚𝐭 𝟐𝐏𝐌!!! youtube.com/@MoneyMarkStoc… 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO picks closed at a loss since MAY... of 2024 ! What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Nailed $DWAC before it was $DJT * Lived one town from Roaring Kitty 😹 $AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT

Whoa. Trading opportunity. I'm taking it.

Evolv Technology @EvolvTechnology

3 weeks ago

It has come to our attention that certain market data websites misreported our results for Q1 2026. To be clear: We reported Q1 revenue of $46.3M, up 45% YoY, and raised full year guidance. 👉 hubs.li/Q04gpkTY0… $EVLV #EVLV #Investing #Stocks #FinancialNews #Trading

2 9 28 10K 4

People questioned when I exited $IDN at $6.61. Some even laughed when it popped above $9 (which is silly - what do I care?? 😂), but I'm not here to ride momo or capture every dime of profit. I'm here to follow the process I was taught, which pays me millions literally year after year after year. Those who held on through this morning would love to get $6.61 right about now. More on Friday's show tinyurl.com/MoneyMarkLive 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO picks closed at a loss since MAY... of 2024 ! What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Nailed $DWAC before it was  $DJT * Lived one town from Roaring Kitty 😹 $AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT

The side parking move by BYD cars

I see a lot of faulty analyses on many of the AI darlings out there #10000Clowns. That's not to say the stocks can't or won't continue higher, but the analysis is often faulty. More importantly, the valuations are far from cheap IMHO. We are in a supply constrained environment for AI (something I called when many AI stocks were still cheap), but supply/demand imbalances in technology always get resolved. This is why seemingly "cheap P/E ratios" are meaningless for many companies right now. My priority list has NO (ZERO) losers (15 for 15) over the past 2 years tinyurl.com/MarkG1P but I'm having a VERY difficult time finding names that look TRULY and intuitively attractive at these levels. To be honest, it's starting to feel like 1999... and you either know how that ended or can easily look it up. So, stay disciplined and stay #PickyPickyPicky the rules continue to work great for me. +180% last year and +80% year to date. No need to push. That's how things break. FYI, you can catch my latest AI analysis every Friday. This week's replay is already approaching 2,OOO views youtube.com/live/ZEkZXFw9U… 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO picks closed at a loss since MAY... of 2024 ! What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Nailed $DWAC before it was  $DJT * Lived one town from Roaring Kitty 😹 $AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT

🚨𝐀.𝐈. 𝐁𝐥𝐚𝐬𝐭 𝐎𝐟𝐟!!🚨 The 30-year Wall St Tech/A.I. vet is back @ 2PM! tinyurl.com/MoneyMarkLive We highlighted $AEHR @ 3, $WATT @ 12, $NVDA @ 40, $MU @ 100, $ARM @ 100, $MRVL @ 70 (and numerous small cap A.I. multi-baggers)🚀 Get his latest A.I. update and ask YOUR QUESTIONS with our global audience of 1O,OOO investors... on Stock Talk Live! 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤: $WATT happened this week? Which A.I. candidates could take off next? Earnings analysis $GOOG $MSFT $AAPL $MSFT went crazy last week Let's discuss the implications and $TWLO $AKAM $CXDO $AMD $ARM $INOD What's wrong with quantum? $IONQ $QBTS $RGTI 𝐓𝐡𝐞 𝟑𝟎 𝐲𝐫 𝐯𝐞𝐭 𝐂𝐫𝐚𝐦𝐞𝐫 𝐩𝐚𝐢𝐝 𝐟𝐨𝐫 𝐩𝐢𝐜𝐤𝐬 𝐢𝐬 𝐋𝐈𝐕𝐄 𝐚𝐭 𝟐𝐏𝐌!!! youtube.com/@MoneyMarkStoc… 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO picks closed at a loss since MAY... of 2024 ! What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Nailed $DWAC before it was  $DJT * Lived one town from Roaring Kitty 😹 $AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT

$MELI Q1’26: el mercado se enojo por la compresión de margen (operating bajó de 12.9% a 6.9% YoY) y se perdió el plot. Lo que parece deterioro es contabilidad. Lo repito como un loro. Bajo US GAAP (ASC 326 / CECL), cuando $MELI emite un préstamo nuevo tiene que provisionar el expected credit loss de por vida el día 1 (antes de cobrar un solo peso de interés). Si el credit book crece +87% YoY (a $14.6B) y el revenue +49%, las provisiones del trimestre se comen una parte desproporcionada del P&L vs. los ingresos que esos mismos préstamos van a generar a lo largo de su vida. Dos tercios de la compresión vienen literal de ahí. No es que el negocio se deteriore, es que aceleraron originación y la contabilidad cobra antes que el cliente pague. Lo asimétrico está en los cohorts. Cada tarjeta emitida arranca con pérdida contable. Recién entre el mes 12 y 18 la cohorte cruza NIMAL breakeven. Hoy ~75% del book de tarjetas en Brasil ya pasó ese punto y está en modo cobranza pura. Lo que duele en el P&L de Q1’26 es la cosecha 2026 que recién arranca a marcar pérdida, pero esa misma cosecha va a estar pagando spread durante años. Mientras más rápido emitan hoy, más feo se ve el P&L de hoy y más gordo el de 2027-2028. Es el trade-off clásico de un book de crédito que crece: pagás caja primero, cobrás P&L después. El otro tema pesimamente interpretado: la duration de personal loans en Brasil pasó de 5 a 8 meses. Sí, más riesgo, más provisión upfront. Pero contexto: los bancos tradicionales operan personal loans hasta 60 meses (Itaú) y 72 meses (Bradesco), y mis bros en $NU (donde también laburé) hoy llega a 48 meses en su Empréstimo Pessoal. $MELI a 8 meses sigue siendo de los plazos más cortos del mercado por mucha distancia. Si Selic se mueve, repricean en meses, no en años. Es duration extension con paracaídas: capturás más yield y subís ARPU sin casarte con un balance largo. Sumemos: revenue +49% (más rápido en casi 4 años), +17M nuevos active buyers en 12 meses (84M total), TPV +50%, AUM +77%, items sold en Brasil +56% (más del doble que antes del cut de free shipping threshold). NPL 90+ levemente mejor a 8.0%, allowances cubren 149% de los créditos vencidos +15 días. El mercado está cobrando la compresión de hoy y no está pagando nada por la opcionalidad de mañana. Y acá está el dato que el sell-side todavía no internaliza: $MELI está ganando share en Brasil mientras $SE acelera en su mercado más importante (GMV global de Shopee +28% YoY en Q3’25, el ritmo más rápido desde Q2’24, con Brasil absorbiendo los recursos liberados al cerrar Chile y Colombia). Aún así, $MELI elevó conversion rates 1pp YoY en Brasil (un movimiento gigante a esta escala) con NPS y market share en récords. Cuando ganás cancha mientras tu principal rival pisa el acelerador, no es momento de ahorrar capital. Es momento de double down. La factura llega en 2027-2028 en forma de operating leverage IMHO. Y ahi it rips. No es recomendacion. Yo me tomo el tiempo de tener mi propia opinion en base a hacer la tarea. Abrazo

@MoneyMarkStocks UNREAL

top 5 CNBC clips of all time

🚨𝐀.𝐈. 𝐒𝐭𝐨𝐜𝐤𝐬: 𝐁𝐮𝐛𝐛𝐥𝐞 𝐎𝐫 𝐁𝐥𝐚𝐬𝐭 𝐎𝐟𝐟?🚨 The 30-year Wall St Tech/A.I. vet is back... This week, at a 𝐒𝐔𝐑𝐏𝐑𝐈𝐒𝐄 𝐬𝐭𝐚𝐫𝐭 𝐭𝐢𝐦𝐞 𝐨𝐟 𝟏:𝟑𝟎𝐏𝐌!! tinyurl.com/MoneyMarkLive We've picked $AEHR @ 3, $WATT @ 12, $NVDA @ 40, $MU @ 100, $ARM @ 100, $MRVL @ 70 (and numerous small cap A.I. multi-baggers)🚀 Get the latest A.I. update & ask YOUR QUESTIONS with our global audience of 1O,OOO investors... on Stock Talk Live! youtube.com/@MoneyMarkStoc… 𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤: A.I. IoT stocks TAKE OFF!! Are semis overextended? Which A.I. candidates could take off next? Who's getting into the Russell 2000? What's wrong with quantum? $IONQ $QBTS $RGTI Earnings analysis $GOOG $MSFT $AAPL $MSFT $META $TWLO $GKPRF $INTC 🔥𝟏𝟓 𝐲𝐞𝐚𝐫𝐬 𝐨𝐟 𝟒𝟎% 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐭𝐮𝐫𝐧𝐬!!🔥 NO picks closed at a loss since MAY... of 2024 ! What do you expect from the guy who literally... * Sold picks to Wall St in the '99 bubble * Was paid by JIM CRAMER'S funds! * Called the rise/fall of MoviePass (& was in the movie!) * Lived one town from Roaring Kitty 😹 $AEHR, $CTLP, $CURI, $CXDO, $DELL, $DRSHF, $GEODF, $GKPRF, $GLD, $IDN, $INFU, $ITMSF, $IWM, $IZEA, $KRKNF, $MOB, $MU, $NVDA, $OPTX, $SMCI, $TPCS, $TRAK, $TSSI, $TWLO, $VTSI, $WATT

Earth, rotating in full view, captured by NASA’s EPIC camera aboard NOAA’s DSCOVR spacecraft. DSCOVR sits near Sun-Earth L1, about 1 million miles away, where it can continuously view the fully sunlit side of our planet. This is not composited, these are full Earth hemisphere photos assembled into a video. EPIC takes 10 narrow-band spectral images of Earth, from ultraviolet through visible light, roughly 13 to 22 times per day. The public images are natural-color views assembled from that real data. Frame after frame, Earth turns. Cloud systems move. Continents rotate through sunlight. Weather evolves across a curved, spinning world. This is what reality looks like. Flerfs in denial.