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A reminder that bull markets don’t move in straight lines: the Nasdaq 100 just recorded its worst day in more than a year. 📉 #stockmarkets

The AI Bubble Isn’t a Valuation Bubble. It’s an Earnings Bubble. Most investors are looking at AI through the wrong lens. Traditional bubbles are driven by valuation expansion. Price-to-earnings multiples detach from reality, speculation takes over, and eventually the music stops. This cycle looks different. According to BCA Research’s latest report, what we’re witnessing is primarily an earnings bubble, not a valuation bubble. Semiconductor revenues have gone nearly vertical. AI infrastructure spending continues to accelerate. GPU demand remains extraordinary. Data center capex is breaking records. The result? Many AI-related companies appear “reasonably valued” on traditional metrics because earnings are exploding just as fast as stock prices. That doesn’t mean there isn’t a bubble. History shows that homebuilders before the Global Financial Crisis and banks before 2008 looked deceptively cheap because unsustainable profits masked underlying risks. The same pattern may be emerging across AI infrastructure today. A few observations: • Global semiconductor sales have entered a parabolic phase. • AI capex is increasingly concentrated among a handful of hyperscalers. • Nvidia has become the most important company in the global technology stack. • Entire ecosystems are now being built around assumptions of continued exponential AI demand. The key question isn’t whether AI changes the world. It almost certainly will. The question is whether current earnings can justify today’s investment cycle once the industry moves from infrastructure buildout to utilization and monetization. Interestingly, BCA’s conclusion is not bearish. Their demand indicators — adoption rates, AI software spending, coding assistant usage, GPU pricing, and memory markets — do not yet suggest an imminent collapse. In other words: The bubble may be real. The bursting may not be imminent. For investors, that’s a critical distinction. The biggest winners of the next decade may still be AI infrastructure, compute, robotics, and autonomous systems. But history suggests that even transformational technologies rarely move in a straight line. The internet changed the world. So did railroads. So did electricity. All three experienced bubbles along the way. AI may be no different. What matters now is separating temporary earnings acceleration from durable long-term value creation. Because when the next phase begins, the winners won’t necessarily be the companies selling the most GPUs. They’ll be the companies creating the most economic value from them. #AI #NVIDIA #OpenAI #Anthropic #Semiconductors #Investing #PrivateMarkets #Technology #VentureCapital #SingularGlobal #ArtificialIntelligence

Is $NOK quietly becoming the next $IBM ????

The memory cycle is starting to turn hard Morgan Stanley says legacy memory is tightening faster than expected, with DDR4 prices potentially rising another 20% in Q3 They now expect a 19% to 20% supply-demand gap in the second half of 2026 And the shortage may not be a short-term issue It could extend through 2027 and 2028 If that plays out, suppliers like $MU, Samsung and SK Hynix could see a much stronger pricing cycle than the market expected

2026 is turning into an AI hardware rally Top S&P 500 performers: $SNDK 609% $MU 238% $DELL 224% $INTC 221% The physical layer of AI is getting repriced

NASDAQ closed May with an 8.4% gain Risk appetite is "backkkkkk💅"

The U.S. Space Force awarded SpaceX a $4.2B contract for its Space-Based Airborne Moving Target Indicator program Another major win for SpaceX as defense and space infrastructure keep becoming more connected

$META is creating a new Enterprise Solutions unit designed to work directly with corporate customers The team will embed engineers and product managers inside client relationships to help companies build and deploy Meta’s technology faster

Leopold Aschenbrenner’s long book is still almost entirely an AI infrastructure trade His largest disclosed positions today: $NBIS — 35% $SNDK — 15% $BE — 13% $CRWV — 9% $MU — 6% $IREN — 5% $CORZ — 5% $TSM — 5% $APLD — 4% $INTC — 2% The message is clear: Memory, compute, data centers and power are still where he sees the AI upside

Rumors are pointing to the first agentic laptop being unveiled Monday in Taiwan LiveTradr.com is ready for the next move ! See you Monday ! $MSFT $NVDA

US stocks just added $350 billion in 15 minutes after Axios reported that a US-Iran deal is now awaiting President Trump’s final approval The market is treating this like a major de-escalation signal

$META may not stop at building AI data centers for itself Mark Zuckerberg said the company could move into cloud computing if its AI infrastructure buildout creates extra capacity That is the bigger signal The next cloud giants may be the companies that control the most compute, not just the best software AI is turning compute into the asset every scaled platform wants to own, sell and protect

$AMZN is taking another step into the satellite internet race Its first 48 LEO satellites are set to launch aboard Blue Origin’s New Glenn rocket This kicks off a 24-launch plan as Amazon begins building the network it hopes can compete in global broadband from space

💥Mastercard just secured a New York BitLicense ! That is a major step for institutional stablecoin infrastructure When payment giants start building regulated crypto rails, it opens the door for a much larger wave of capital to move on-chain bitcoin:native and the broader digital asset market are slowly getting the infrastructure needed for real global scale Could this become one of the next major liquidity catalysts

The US housing slowdown is getting harder to ignore Home prices in America’s 20 largest cities dropped 0.16% in March, marking the second monthly decline in a row after 6 straight months of increases Annual price growth slowed to just 0.83%, the weakest YoY gain since July 2023 More than half of the major US housing markets are now negative on a year-over-year basis The sharpest drops came from: • Seattle: -2.5% • Denver: -2.0% • Tampa: -1.9% • Dallas: -1.7% • Los Angeles: -1.6% • Phoenix: -1.6% The gap between the strongest and weakest cities has widened to 8.6 percentage points, showing that the slowdown is not hitting every market the same way And after adjusting for inflation, real home prices have now declined for 10 consecutive months The housing market is no longer just slowing It is starting to split

$META is starting to test how much its 3B users are willing to pay for premium access The company is reportedly working on paid tiers across Instagram, Facebook and WhatsApp • Instagram Plus: $3.99/month • Facebook Plus: $3.99/month • WhatsApp Plus: $2.99/month The key part is not the price It is the strategy Meta is turning its apps into a freemium ecosystem, where ads remain the base layer and AI tools, customization and premium features become the paid layer That could open a new recurring revenue stream across one of the largest user bases on the planet

$TSM CEO C.C. Wei reportedly told employees in Taiwan that average profit-sharing payouts could rise more than 30% year over year The jump comes after TSMC’s record AI-fueled earnings surge, with gross margins approaching 66%

$NVDA just revealed its new Constellation AI campus in Taipei, a 4,000-person R&D hub expected to start operating by 2030 Jensen Huang said Nvidia’s spending in Taiwan could reach $150B a year as physical AI drives more manufacturing demand into the island’s ecosystem

Jensen Huang says $NVDA will be worth “very much higher” in 3 to 5 years Then added the line markets will remember: “They can’t stop us”

$HOOD is starting to turn AI agents into financial assistants Users will be able to give agents permission to handle stock trades and Gold Card spending tasks, but only inside preset limits At launch, the feature covers trading plus everyday actions like travel booking and ticket purchases Options and crypto are expected to be added later