🚨 PORTFOLIO UPDATE: I bought 2 stocks today 💰 The market punished one for spending too much on AI… and the other for not being AI enough. I’m taking the other side of both, here’s the logic: 👇 🔵 $ORCL $178 down 11% on a BEAT 📊 Numbers: $19.2B rev ✅ | $2.11 EPS vs $1.89 est ✅ 🚀 Backlog: $638B RPO, up 363%, bigger than Google’s and Microsoft’s. 😱 The “crime”: $95B capex $40B raise for FY27 💡 Truth: You don’t spend $95B unless demand is kicking the door down. Capacity problem ≠ demand problem. 🟣 $ADBE $222 bought ahead of tonight’s print. ⏰ Earnings: After the bell TODAY 🎯 Bar: $5.82 EPS / $6.45B rev, 13 straight revenue beats. 📉 The “crime”: Down 30% YTD on “AI kills Photoshop” fears. 💡 Truth: 15% EPS growth at multi year low multiples. The AI eats software thesis gets tested tonight, I’m betting on the squeeze. Fear cuts both ways. Conviction doesn’t. 🧠 ⚠️ Options pricing a 9% ADBE move tonight, size accordingly. NFA | DYOR

for the boroughs and Knicks fans around the world 🏆

🚨 SpaceX just landed onchain. The largest IPO in history, and it went live on the blockchain the same morning it hit Nasdaq. Here’s what we know: 📈 The IPO: $SPCX opened on Nasdaq at $135/share, $75B raised, $1.75T valuation. Biggest IPO ever recorded. 🪙 The token: $SPCXon live on @OndoFinance Global Markets across @solana, @ethereum & @BNBCHAIN, backed 1:1 by real SPCX shares in regulated custody. 🌐 The access: 24/7 trading. Mint/redeem via MetaMask. No broker, no market hours, no waitlist. ⚠️ Tokenized equity = price exposure, not direct share ownership. Non-US users only for now. A trillion-dollar company went public on Wall Street and onchain in the same morning. That’s never happened before. The RWA thesis isn’t coming. It’s here. Are you trading $SPCX or $SPCXon? 👇 I hold $ONDO. NFA | DYOR #SpaceX #Tokenization #RWA #ONDO

🚨 $RKLB dropped 13% yesterday, on the same day it got added to the Nasdaq 100. Here’s what you need to know: 🛰️ Catalyst: RKLB joins the Nasdaq 100 effective June 22, placing it alongside the 100 largest non-financial companies on Nasdaq, with $800B in AUM tracking the index . 📉 The drop: SpaceX’s IPO triggered a sector “siphon effect”, space stocks crashed as liquidity rotated into SPCX . 📈 The bull case: Index-fund forced buying kicks in June 22. RKLB is up 335% over the past year with an $816M national security contract milestone hit this week. ⚠️ Here’s the risk: RKLB still isn’t profitable on a net-income basis and is forecasting an adjusted EBITDA loss for Q2 . SpaceX is now a listed competitor. 🤔 Chasing the dip here means betting index demand Neutron development can outweigh valuation pressure from SPCX. I hold $RKLB. Gift or trap? Drop your take 👇 #RKLB #SpaceX #Nasdaq100 #SpaceStocks

🔔 CLOSING BELL: $SPCX finishes its first day 19% at $161. The biggest IPO in history ends day one above a $2 TRILLION market cap, here's how it went down: The tape: Priced $135 → opened $150 → spiked above $175 → closed $161. 💰 Day 1 verdict: IPO buyers up 19%. Chasers who bought the $175 top? Already down 8%. 🎯 Polymarket nailed it: 70% odds of a $2T close hit. 🏦 Ripple effect: $GS 3% as lead bookrunner, banks rallied, space names caught the halo. 📊 Broader market: S&P 0.5% to 7,431, IPO euphoria Iran peace hopes. ⚠️ Up next: OpenAI and Anthropic mega, IPOs are still in the pipeline. Wall Street's real question, does the market have enough liquidity to absorb ALL of them? Day one is sentiment. Year one is execution. The $2T question starts Monday. 👀 #SpaceX #SPCX #IPO #Stocks

🚨 $KLAC closed its first split adjusted day at $254, that’s $2,540 in old shares. When I flagged this trade, it was $1,890. 34% in under a month. 📈 Recap 👇 📍 Split: 10-for-1, live at today’s open. ⚡ Pre-split surge: 12.3% the day before, smashing the old 52-wk high. 🏦 PTs already obsolete: Barclays $225 | Cantor $250 | UBS $218 (split-adj.)stock closed ABOVE the street-high on day one. 🤖 Fuel: Banks hiking wafer fab equipment forecasts, UBS says early innings of a semi supercycle. ⚠️ Trading above every major PT = momentum is real, but so is chasing risk. The split door is open. Question is whether retail walks in at $254 or waits for the dip 👇 #KLAC #StockSplit #Semiconductors #AIInfrastructure

🚨 $SPCX IS LIVE. Opened at $150, an 11% pop over the $135 IPO price, then ripped past $160 within minutes. The biggest IPO in history just crossed a $2 TRILLION market cap on day one. Here's what we know: 🚀 **IPO price:** $135, $75B raised, 3x Saudi Aramco's old record. 📈 **Opening print:** $150 topped $160 ( 19%), below the 35% pop shadow markets predicted. 💰 **Demand:** $250B chased a 4x oversubscribed book, $100B from retail alone. 🎰 **Polymarket:** 70% odds $SPCX closes above $2T today. ⚖️ **The debate:** Bulls see a $28.5T TAM. Morningstar says fair value is $780B, less than HALF the IPO price. ⚠️ Musk's net worth just crossed $1 TRILLION. Expect violent swings possible volatility halts all day. NOT a stock for weak hands. IPO pops fade. Businesses compound. Which one is $SPCX? 👇 #SpaceX #SPCX #IPO #Stocks

🇯🇵 HUGE: Japan just moved to slash crypto taxes from 55% to a FLAT 20%. The world’s 3rd largest economy is rewriting its crypto rulebook, here’s what we know: ⚖️ Reclassification: Crypto becomes a “financial instrument” under the same law as stocks & bonds. 💰 Tax cut: Max 55% → flat 20% capital gains (slated for 2028). 📈 ETFs unlocked: Legal path for spot BTC & crypto ETFs, Tokyo Stock Exchange says trading could start as early as 2027. 🏦 Banks all-in: MUFG, SMBC & Mizuho launching a joint stablecoin with live transactions this fiscal year. ⚠️ Not law yet, still needs Upper House approval. No vote date set. Japan taxed crypto like a lottery ticket for a decade. Now it’s treating it like an asset class. The institutional door is opening. 👀 #Crypto #Bitcoin #Japan #ETF

🚨 TODAY: The biggest IPO in history hits the Nasdaq. SpaceX ($SPCX) starts trading at 10am ET, here's what we know: 🚀 **Priced at $135/share** $75B raised, 3x bigger than Saudi Aramco's record. 💰 **$1.77 TRILLION valuation** , Musk now helms two trillion-dollar public companies. 🔥 **4x oversubscribed**, $250B in demand chasing the allocation. 📈 **Shadow markets pricing a 35% first-day pop**, even Hyperliquid's SPCX perp is bouncing. 🛰️ **The business:** Starlink did $11.4B in 2025 ( 50% YoY) $26B/yr in new AI compute deals post-xAI merger. ⚠️ The bear case is real: $19B revenue, not yet profitable. Morningstar pegs fair value at $780B, less than HALF the IPO price. Meanwhile $RKLB and the whole space sector are ripping on the halo effect. 👀 Are you buying the debut, fading the pop, or watching from the launchpad? 👇 #SpaceX #SPCX #IPO #Stocks

$ADBE Q2 FY26: beat, raise, AI tripled, stock still RED Here’s what we know: 📈 Revenue: $6.62B ( 13% YoY) vs. $6.45B est ✅ 💰 EPS: $5.96 vs. $5.82 est ✅ 🤖 AI-first ARR: TRIPLED YoY, now $500M 🔥 🔁 Total ARR: $27.10B 💵 Op cash flow: $2.17B 🔄 Buybacks: 8.5M shares 📊 FY26 guidance RAISED: • Revenue: $26.5B–$26.6B • EPS: $24.35–$24.45 ⚠️ Curveball: CFO Dan Durn out June 15. Interim CFO named on earnings day. 📉 Stock -6% into the close, lower after hours ($205). Beat raise AI inflection… and the Street still won’t pay up.

🚨 BEZOS IS BACK IN THE CEO SEAT, and his AI startup just hit $41B. The play: An “artificial general engineer” AI for the physical world (engineering manufacturing) Raise: $12B Series B $41B valuation. Backers: JPMorgan, BlackRock, Goldman Sachs, DST Global.

🚨 Ripple CEO just torched Jamie Dimon on live TV. Brad Garlinghouse went on Fox Business this morning, here’s what he dropped: 🔥 CLARITY Act defense: Real regulatory clarity, NOT less oversight, AML/KYC stays intact. 💰 The Dimon callout: JPMorgan banks billions on payments while calling crypto a “Ponzi”? Garlinghouse isn’t having it. Watch the full interview 👇

🚨 BITCOIN CAPITULATION WATCH, even Saylor’s Strategy is selling now. Here’s what we know: 🔴 The trigger: Strategy sold 32 BTC ($2.5M), its FIRST Bitcoin sale since 2022 and only 2nd ever, to fund a preferred stock dividend. 🔴 ETF bleed: $4.4B in outflows over 13 straight sessions, worst streak since spot ETFs launched (Galaxy Research). 🔴 Price: BTC $62K, down roughly 50% from the Oct 2025 ATH near $126K. 🔴 Momentum: RSI 24, deeply oversold territory. 🔴 The rotation: liquidity chasing AI infra the $SPCX IPO (prices tonight, trades tomorrow). ⚠️ Developing, flows can flip fast once the SpaceX debut clears and that liquidity is freed up. Historically, forced sellers oversold RSI is where bottoms get made. It’s also where knives keep falling. $MSTR $COIN $HOOD holders, max pain in, or more pain ahead? 👇 #Bitcoin #BTC #Crypto #MSTR

🚨 $ORCL beat earnings, raised guidance, and the stock STILL dropped 10%. Wall Street just turned Oracle’s print into a referendum on AI spending 👇 📊 EPS: $2.11 adj vs $1.96 est ✅ ( 24% YoY) 💰 Revenue: $19.2B vs $19.1B est ✅ ( 21% YoY) ☁️ Cloud revenue: $9.9B ( 47%) ⚡ Cloud infrastructure: 93% YoY 📈 Backlog (RPO): $638B, up $85B in ONE quarter. 🤖 AI infra contracts signed this quarter: $67B. 🔮 FY27 guide: $90B revenue reaffirmed, EPS raised to $8.05 ( 18%). 🔻 The catch: 💸 Raising another $20B ($40B total in FY27). 🔥 Free cash flow: -$23.7B 🏗️ Capex: $55.7B ( 162% YoY) The demand is undeniable. The bill is too. Growth machine or dilution trap, are you buying this dip👇 #ORCL #Oracle #AI #Earnings

🚨 $ORCL JUST POSTED A RECORD QUARTER ACROSS THE BOARD The $638B AI backlog isn’t a promise anymore, it’s converting. Here’s what we know: 📊 EPS: $2.11 vs $1.96 est — BEAT ( 24% YoY) 💰 Revenue: $19.2B vs $19.1B est — BEAT ( 21% YoY) 📈 RPO: $638B, record. $85B added in 3 months. 🏗️ OCI: $5.8B, 93% YoY, accelerating from 84% last Q, ☁️ Total Cloud: $9.9B, 47% YoY 💵 FY26 Op Cash Flow: $32B, 54% YoY 🏦 New: ~$40B FY27 financing plan (debt equity) A backlog 10x annual revenue. 93% OCI growth. Cash flow up 54%. The bears said it couldn’t convert. 👇 $ORCL holders, backlog conversion or debt bomb? Drop your take.

🚨 BREAKING: $ORCL just won a $400M U.S. government contract, and $WDAY lost the bid. Here’s what we know: 🏛️ Agency: Office of Personnel Management (OPM). 💰 Value: Nearly $400M over 10 years 🖥️ Scope: Single, governmentwide HR platform to replace fragmented agency systems. ⚔️ Beat out: Workday ($WDAY) competed for the same deal. 🎯 Goal: Standardize HR data capabilities across 119 different federal versions. ⚠️ Developing story, final terms and rollout timeline may still be updated. Big federal win for Oracle heading into earnings. $WDAY holders, does losing this one sting? 👇 #ORCL #WDAY #Oracle #BreakingNews

🚨 Alex Karp just went OFF on CNBC. The $PLTR CEO sat down with Sara Eisen, here’s what he hit: 🔹 AI reality vs. hype , why most enterprise AI is theater, and what actually ships. 🔹 Frontier models, why they still run on Palantir infrastructure. 🔹 Iran conflict, Karp’s unfiltered take on the geopolitical stakes. 🔹 SpaceX Elon, where Palantir fits in the picture 🔹 Serious customers only, delivering outcomes, not demos Karp doesn’t mince words. Must watch 👇

💰 The LARGEST raise in DeFi history just happened, while crypto bleeds out. $MORPHO secured $175M at a $2B valuation. Here’s why it matters: 🟣 Round: Co-led by Paradigm, a16z crypto & Ribbit Capital. 🟣 The TradFi tell: Apollo, VanEck & Circle Ventures all participated. 🟣 Scale: $11B in deposits, used by Coinbase, Kraken, Binance, Galaxy & Anchorage. 🟣 Mission: The open credit network for banks, asset managers & fintechs. 🟣 Context: Crypto market cap down 48% from peak. They raised anyway. Apollo and VanEck don’t write checks into bear markets for fun. Onchain credit is the institutional thesis that didn’t die. Disclosure: I hold $MORPHO. NFA | DYOR #DeFi #Morpho #Crypto #a16z