TRUMP: PEACE DEAL DROPPING SUNDAY Iran playing the usual timeline games, but the momentum is real. De-escalation incoming = oil calming down = markets getting the green light

Russell 2000 had gained 19% YTD The biggest three positions in the index are: Micron $MU Bloom Energy $BE Credo Trchnologies $CRDO Even in small caps you are playing the ai theme.

Open Ai’s marketing team deserves a massive raise

$DRAM will be $100 by year end and $250 by year end 2027 Why? CapEx!!! ltimeter just revised $GOOGL capex target for 2027 by 69%. They now assume Alphabet will spend $299B in capex in 2027 Buy all and any weakness in memory, storage and semi's

75% of $SPCX revenues goes towards R&D If not for their $3B in R&D expenses, SpaceX would be profitable R&D also grew 63.7% over the year

$ADBE = Advanced Destroyer of Bread and Equity

$MU 3% on hyperliquid weekend futures

Things getting crazy now 🤣

Sums up this week so far 👌

Quick tip: before you show your wife the portfolio after today’s bloodbath, switch currency display to Yen.

This portfolio definitely outperforms for the rest of 2026: 33% $DRAM 33% $NOW 33% $APP

Will $RDDT end up like $SNAP five years from now? Snap Inc. is down ~94% from its 2022 highs — but this isn’t just a “growth stock gone wrong” story. It’s a capital allocation story. Over the past five years, $SNAP has averaged ~19.4% of revenue in stock-based compensation (SBC). Since going public, Reddit sits lower at ~15.5%. Still high — but the direction matters more than the level. Reddit has cut SBC aggressively, down ~58% YoY ($802M → $343M), while Snap’s has stayed essentially flat at ~$1.01B YoY. At the same time, Reddit is growing into that dilution — revenue is up ~69% versus just ~10% for Snap. That’s the key difference: one is compounding while tightening discipline, the other is stagnating while maintaining it. Reddit’s management is aligning far better with shareholders — and with a $1B buyback in place, they’re in a position to actually start shrinking the float as early as this quarter. So, will $RDDT follow $SNAP's path? Unlikely — this is shaping up to be a very different outcome.

Memory names are pumping in the Asian session Samsung: 7% SK Hynix: 15% Can anything keep this market down?

They’re calling this the MANGO index

Bernstein predicts HBM prices could rise to $53/GB That’s 4x what I’d penciled in for HBM4 Every memory name triples revenue over the next 2 years if these numbers are true $MU $SNDK

US futures opened kinda flat. Bloodbath postponed

$QQQ -4.4% Mark Zuckerberg:

I wasn’t joking They’re offering $SPCX at grocery stores now ‼️