".. Only 135 of the SPX constituents in 1996 are still in the index today. Capitalism moves fast."
(via OpCo desk)
(via OpCo desk)
July 10, 2026 at 2:28 PM
".. Only 135 of the SPX constituents in 1996 are still in the index today. Capitalism moves fast."
(via OpCo desk)
(via OpCo desk)
OPCO: “.. the fact that #$GOOGL chose equity vs. credit suggests the market has become less favorable to AI DC financing ..
“.. could be the first catalyst to more rational spending ..” 👀
“.. could be the first catalyst to more rational spending ..” 👀
June 2, 2026 at 4:41 PM
OPCO: “.. the fact that #$GOOGL chose equity vs. credit suggests the market has become less favorable to AI DC financing ..
“.. could be the first catalyst to more rational spending ..” 👀
“.. could be the first catalyst to more rational spending ..” 👀
“.. S&P 1500 Software revenue per employee has gone parabolic. If you are looking for evidence that AI is starting to impact the real economy, this is exhibit A.”
(via OpCo desk)
(via OpCo desk)
September 15, 2026 at 1:26 PM
“.. S&P 1500 Software revenue per employee has gone parabolic. If you are looking for evidence that AI is starting to impact the real economy, this is exhibit A.”
(via OpCo desk)
(via OpCo desk)
OPCO DESK: ".. Yesterday was the stock market's worst start to a month all year. Welcome to September! Of all the 1-day selloffs since May, September 1st had the most New Lows since then."
September 2, 2026 at 3:29 PM
OPCO DESK: ".. Yesterday was the stock market's worst start to a month all year. Welcome to September! Of all the 1-day selloffs since May, September 1st had the most New Lows since then."
"These numbers aren't final yet, but looking like a record 98 million people didn't vote this year. Number of people who didn't vote jumped from about 82 million to 98 million."
- OpCo desk
- OpCo desk
November 11, 2024 at 4:23 PM
"These numbers aren't final yet, but looking like a record 98 million people didn't vote this year. Number of people who didn't vote jumped from about 82 million to 98 million."
- OpCo desk
- OpCo desk
OPCO DESK: ".. For only second time since 2010, #$SPY and market breadth have moved in opposite directions for six consecutive days. The last occurrence came in Jan 2026, just ahead of an almost 10% pullback."
June 30, 2026 at 1:20 PM
OPCO DESK: ".. For only second time since 2010, #$SPY and market breadth have moved in opposite directions for six consecutive days. The last occurrence came in Jan 2026, just ahead of an almost 10% pullback."
OPCO DESK:
".. The first half of July has long been a sweet spot for the #$SPX, ranking as the strongest half-month of the year since 1950."
".. The first half of July has long been a sweet spot for the #$SPX, ranking as the strongest half-month of the year since 1950."
June 30, 2026 at 1:41 PM
OPCO DESK:
".. The first half of July has long been a sweet spot for the #$SPX, ranking as the strongest half-month of the year since 1950."
".. The first half of July has long been a sweet spot for the #$SPX, ranking as the strongest half-month of the year since 1950."
OPCO DESK:
".. #$NDX swung from +2% to -0.5% intraday while within 5% of its [all-time high], yet still closed positive. The last time this happened was before the 2025 sell off, 2022 bear market, 2020 recovery and the 2000 dot com bubble."
".. #$NDX swung from +2% to -0.5% intraday while within 5% of its [all-time high], yet still closed positive. The last time this happened was before the 2025 sell off, 2022 bear market, 2020 recovery and the 2000 dot com bubble."
June 26, 2026 at 1:25 PM
OPCO DESK:
".. #$NDX swung from +2% to -0.5% intraday while within 5% of its [all-time high], yet still closed positive. The last time this happened was before the 2025 sell off, 2022 bear market, 2020 recovery and the 2000 dot com bubble."
".. #$NDX swung from +2% to -0.5% intraday while within 5% of its [all-time high], yet still closed positive. The last time this happened was before the 2025 sell off, 2022 bear market, 2020 recovery and the 2000 dot com bubble."
OPCO DESK, on #$NFLX:
“.. Implieds have blown out to multi-year highs. Check out the last 4Q 1D stock moves post earnings below. Options are pricing in a 7.2% move, so strap on those helmets.”
“.. Implieds have blown out to multi-year highs. Check out the last 4Q 1D stock moves post earnings below. Options are pricing in a 7.2% move, so strap on those helmets.”
July 10, 2026 at 2:40 PM
OPCO DESK, on #$NFLX:
“.. Implieds have blown out to multi-year highs. Check out the last 4Q 1D stock moves post earnings below. Options are pricing in a 7.2% move, so strap on those helmets.”
“.. Implieds have blown out to multi-year highs. Check out the last 4Q 1D stock moves post earnings below. Options are pricing in a 7.2% move, so strap on those helmets.”
3rd downgrade for $AAPL in a week. This time, OpCo:
".. 1) stronger competition in greater China and 2) lack of compelling Apple Intelligence and generative AI apps .. With slower-than-expected iPhone sales since last September and elevated valuation, .. challenging for AAPL to outperform."
".. 1) stronger competition in greater China and 2) lack of compelling Apple Intelligence and generative AI apps .. With slower-than-expected iPhone sales since last September and elevated valuation, .. challenging for AAPL to outperform."
January 29, 2025 at 12:45 PM
3rd downgrade for $AAPL in a week. This time, OpCo:
".. 1) stronger competition in greater China and 2) lack of compelling Apple Intelligence and generative AI apps .. With slower-than-expected iPhone sales since last September and elevated valuation, .. challenging for AAPL to outperform."
".. 1) stronger competition in greater China and 2) lack of compelling Apple Intelligence and generative AI apps .. With slower-than-expected iPhone sales since last September and elevated valuation, .. challenging for AAPL to outperform."
OPCO cuts investment banks — including #$GS and #$MS to Sell
“.. we don't think the industry has stopped being relatively mature and cyclical. We've just moved into a later part of the cycle. .. redeploy the funds .. into the Alternative Asset managers, particularly ARES, BX, and KKR.”
“.. we don't think the industry has stopped being relatively mature and cyclical. We've just moved into a later part of the cycle. .. redeploy the funds .. into the Alternative Asset managers, particularly ARES, BX, and KKR.”
June 30, 2026 at 11:28 AM
Today, Gov. Andy Beshear highlighted further growth of the state’s manufacturing industry as Glovesafe OpCo Inc., doing business as GLVUS, announced plans to locate its North American headquarters in Louisville.
Read more: tinyurl.com/57erapj9
Read more: tinyurl.com/57erapj9
December 8, 2025 at 5:16 PM
Today, Gov. Andy Beshear highlighted further growth of the state’s manufacturing industry as Glovesafe OpCo Inc., doing business as GLVUS, announced plans to locate its North American headquarters in Louisville.
Read more: tinyurl.com/57erapj9
Read more: tinyurl.com/57erapj9
Sam Altman is going to be in the history books, but not in the way he’d like.
storage.courtlistener.com/recap/gov.us...
storage.courtlistener.com/recap/gov.us...
Complaint – #1 in Emily Lyons, Administrator c.t.a. and Personal Representative of the Estate of Stein-Erik Soelberg v. OpenAi Foundation f/k/a OpenAi Inc. (N.D. Cal., 3:25-cv-11037) – CourtListener.c...
COMPLAINT against Samuel Altman, OpenAi Foundation f/k/a OpenAi Inc., OpenAi Group PBC, OpenAi Holdings LLC, OpenAi Inc., OpenAi OpCo LLC ( Filing fee $ 405, receipt number ACANDC-21492305.). Filed by...
storage.courtlistener.com
December 30, 2025 at 11:50 PM
Sam Altman is going to be in the history books, but not in the way he’d like.
storage.courtlistener.com/recap/gov.us...
storage.courtlistener.com/recap/gov.us...
OPCO DESK: “.. Staples were a leadership group yesterday as expected on the AI unwind .. Keep in mind that staples are a bond proxy and oil is a major input cost ..
.. As we move into year-end we expect more calls to buy staples on valuation, but we have seen this movie now for too long.” #$XLP
.. As we move into year-end we expect more calls to buy staples on valuation, but we have seen this movie now for too long.” #$XLP
September 15, 2026 at 2:31 PM
OPCO DESK: “.. Staples were a leadership group yesterday as expected on the AI unwind .. Keep in mind that staples are a bond proxy and oil is a major input cost ..
.. As we move into year-end we expect more calls to buy staples on valuation, but we have seen this movie now for too long.” #$XLP
.. As we move into year-end we expect more calls to buy staples on valuation, but we have seen this movie now for too long.” #$XLP
OPCO: “.. MAG7 plus AVGO 1-yr trailing relative returns versus SPX since 2015. MAG7 relative return has only gone negative twice in last decade (2019 and 2022-2023).
“.. Performance got as close to 0 on June 25th, at just +2.0ppts. History says that's exactly where this group tends to bottom.”
“.. Performance got as close to 0 on June 25th, at just +2.0ppts. History says that's exactly where this group tends to bottom.”
July 21, 2026 at 2:35 PM
OPCO: “.. MAG7 plus AVGO 1-yr trailing relative returns versus SPX since 2015. MAG7 relative return has only gone negative twice in last decade (2019 and 2022-2023).
“.. Performance got as close to 0 on June 25th, at just +2.0ppts. History says that's exactly where this group tends to bottom.”
“.. Performance got as close to 0 on June 25th, at just +2.0ppts. History says that's exactly where this group tends to bottom.”
He should have incorporated. Maybe got a HoldCo for his OpCo to protect his SpeechCo.
December 13, 2025 at 7:56 PM
He should have incorporated. Maybe got a HoldCo for his OpCo to protect his SpeechCo.
Fenerin ligde 2 farklı önde bitirmeyi öğrenmesi şart. Ligin o kısmı başlıyo. 1 farkla önde olunan maçları kolay piç ediyo opço orçolar.
February 18, 2026 at 5:11 AM
Fenerin ligde 2 farklı önde bitirmeyi öğrenmesi şart. Ligin o kısmı başlıyo. 1 farkla önde olunan maçları kolay piç ediyo opço orçolar.
Every year on my son’s birthday, I create a new OpCo and buy a new domain. I do this so, when he turns 18, he owes a fuck ton of fees.
March 7, 2025 at 11:42 PM
Every year on my son’s birthday, I create a new OpCo and buy a new domain. I do this so, when he turns 18, he owes a fuck ton of fees.
OPCO: ".. We are raising our price target for the end of 2024 to $6,200 (from $5,900) while leaving our earnings estimate unchanged.
"With 453 or 90% of the firms in the S&P 500 index having reported earnings thus far, results are showing a robust third quarter." [Stoltzfus] $SPX
"With 453 or 90% of the firms in the S&P 500 index having reported earnings thus far, results are showing a robust third quarter." [Stoltzfus] $SPX
November 11, 2024 at 2:24 PM
OPCO: ".. We are raising our price target for the end of 2024 to $6,200 (from $5,900) while leaving our earnings estimate unchanged.
"With 453 or 90% of the firms in the S&P 500 index having reported earnings thus far, results are showing a robust third quarter." [Stoltzfus] $SPX
"With 453 or 90% of the firms in the S&P 500 index having reported earnings thus far, results are showing a robust third quarter." [Stoltzfus] $SPX
S&P issues a downgrade on Brightline East, noting that revenues are not rising as quickly as previously predicted and the company's ability to pay debt may be delayed.
March 14, 2025 at 11:05 AM
S&P issues a downgrade on Brightline East, noting that revenues are not rising as quickly as previously predicted and the company's ability to pay debt may be delayed.
📍 Méthode complète + audit OPCO gratuit (entreprises 10+ salariés) : https://businessdigital.fr
October 2, 2026 at 4:01 PM
📍 Méthode complète + audit OPCO gratuit (entreprises 10+ salariés) : https://businessdigital.fr
One is known as OpCo (operating company), the other is know as PropCo (property owning part).
A holding company can be called TopCo or HubCo, these are based in different countries.
A holding company can be called TopCo or HubCo, these are based in different countries.
February 2, 2025 at 11:09 AM
One is known as OpCo (operating company), the other is know as PropCo (property owning part).
A holding company can be called TopCo or HubCo, these are based in different countries.
A holding company can be called TopCo or HubCo, these are based in different countries.
New claim on the shame-site for #ransomware / #datatheft group #SETTRA.
Organization: Golden Pear Funding OpCo, LLC
Location: #UnitedStates
Industry: #FinancialServices
Staff: 51-200 employees
Learn more: https://ecrime.ch/
Organization: Golden Pear Funding OpCo, LLC
Location: #UnitedStates
Industry: #FinancialServices
Staff: 51-200 employees
Learn more: https://ecrime.ch/
October 1, 2026 at 10:30 AM
New claim on the shame-site for #ransomware / #datatheft group #SETTRA.
Organization: Golden Pear Funding OpCo, LLC
Location: #UnitedStates
Industry: #FinancialServices
Staff: 51-200 employees
Learn more: https://ecrime.ch/
Organization: Golden Pear Funding OpCo, LLC
Location: #UnitedStates
Industry: #FinancialServices
Staff: 51-200 employees
Learn more: https://ecrime.ch/