I Just SOLD 1 Stock & Bought 3 Stocks‼️👍🏼

10-year Treasury yield blocks mortgage relief

The stubbornly high 10-year yield at 4.2% prevents meaningful mortgage rate declines, stalling the housing market until rates drop into the 3% range.

Crypto assets bounce hard off bottoms

Bitcoin, Ethereum, and silver have shown strong upward momentum after last week's lows, with Bitcoin rocketing upward after touching the 60K level.

Prioritize liquidity over slightly higher yields

Tilbury prefers high-yield savings accounts over CDs or Treasuries to maintain immediate access to capital for sudden market drops and avoid early withdrawal penalties.

Marcus by Goldman Sachs leads at 3.65%

Marcus offers up to $1,500 cash bonuses with a 3.65% yield, though funds must remain for 90 days to qualify for bonuses.

SoFi and Ally provide flexible alternatives

SoFi offers 3.3% to 4% with direct deposit and up to $300 bonuses, while Ally provides a stable 3.3% with no minimums or maintenance fees.

Avoid sketchy regional banks despite higher rates

Despite potentially higher yields at smaller institutions, Tilbury recommends sticking with established names for security despite FDIC insurance protections.

Revenue beats significantly exceed historical norms

With 73% of companies beating revenue estimates compared to a 10-year average of 66%, alongside 76% beating EPS, the season shows strong fundamental performance.

Palantir earns historic A++ grade

Palantir received Tilbury's highest income statement grade ever, joined by A+ performers AMD, SoFi, and Microsoft, while Tesla and Starbucks received D grades.

Meta's C-grade signals dangerous cost explosion

Meta's disappointing grade reflects exploding AI and R&D costs that will plague big tech for 2-5 years, shifting investor focus from EPS to free cash flow metrics.

Sold Google to capture $37,000 profit

Tilbury sold $72,000 worth of Google stock, realizing $37,000 in profits because the stock reached fair value and he identified better opportunities elsewhere.

Duolingo hedge shows profit-taking pitfalls

After selling Duolingo put options for a quick $19,000 profit, the position would now be worth $280,000, illustrating the psychological challenge of timing exits.