Day 166 of 365

It’s National Strawberry Shortcake Day! #NationalStrawberryShortcakeDay #Shortcake #StrawberryShortcakeDay

It’s World Cucumber Day! #WorldCucumberDay #CucumberDay #NationalCucumberDay

It's National New Mexico Day! I went to Santa Fe once, loved it and can't wait to go back! cozymystery.com/themes/trave…

$CRWV is the most attractive buy amongst AI-Infrastructure companies. And the math makes this reaally obvious: Currently valued at $55B Company expects to do $53B in revenue 2029 alone. The demand remains huge. Interest expenses will decline strongly over the next years. The $NVDA partnership is making this a whole lot more attractive. The reason this is so cheap now is most likely that $NBIS for a long time just seemed like the more attractive bet. But $NBIS being valued more than $CRWV is just ridiculous. To justify this valuation gap, $NBIS margins would need to remain more than twice of $CRWV's over the long-term. Most likely not going to happen.

Largest Tech Companies in the world

Buenos días Veracruz

$AMD IS NOW WORTH OVER $900B FOR THE FIRST TIME EVER

BlackRock's Stock Portfolio:

Stocks with high Relative Strength $SNDK $CRDO $KLAC $PDFS $LRCX $ASML $COHU $KLIC $MSKI $EXTR $ACMR $IESC $ROKU $ALAB

Barack and I were so honored to have @AkunyiliCrosby create our portrait for the Obama Presidential Center. Her artistic brilliance shines through — and the way she infused such life and joy into the piece is truly extraordinary. We love it, and we think everyone who visits the Center will too!

RT @eWhispers: #earnings for the week of June 15, 2026 earningswhispers.com/calenda… $KR $PGR $ACN $JBL $DOMO $HITI $CGC $LZB $KMX $VNCE $AIOT…

George Soros Portfolio

Stanley Druckenmiller Portfolio

🚨 14 Quality Stocks Trading Near Their 52-Week Lows Some stocks are under pressure, but the underlying businesses continue to show resilience. $PLTR | Palantir $MSFT | Microsoft $META | Meta $SOFI | SoFi $MELI | MercadoLibre $SE | Sea Limited $UBER | Uber $NFLX | Netflix $MA | Mastercard $GRAB | Grab $RBLX | Roblox $CELH | Celsius Holdings $DOCU | DocuSign $KVYO | Klaviyo

🔥 THE WORLD’S MOST VALUABLE SEMICONDUCTOR COMPANIES 🤖💾 AI infrastructure is now creating trillion-dollar chip giants. 🥇 NVIDIA $NVDA — $4.97T 🥈 TSMC $TSM — $2.20T 🥉 Broadcom $AVGO — $1.82T 4️⃣ Samsung $005930.KS — $1.46T 5️⃣ Micron $MU — $1.11T 6️⃣ SK Hynix $000660.KS — $1.07T 7️⃣ AMD $AMD — $834B 8️⃣ ASML $ASML — $718B 9️⃣ Intel $INTC — $626B 🔟 Lam Research $LRCX — $459B 🎯 Key Takeaways 🤖 AI chips dominate the list NVIDIA AMD Broadcom TSMC 💾 Memory is back in a massive way Micron SK Hynix Samsung 🏭 The AI supply chain is global USA Taiwan South Korea Netherlands ⚙️ Semicap equipment remains critical ASML Lam Research 💡 Bottom Line The AI boom is not just lifting software companies. It is creating a new semiconductor supercycle across: ✅ GPUs ✅ HBM memory ✅ Foundries ✅ Networking chips ✅ Lithography ✅ Wafer equipment 🚀 AI infrastructure is now the most valuable trade in global markets.

Neoclouds Overnight $NBIS 7%🟢 $CRWV 5%🟢 $BTBT 5%🟢 $IREN 5%🟢 $MARA 5%🟢 $SPCX 4%🟢

Here's the most ridiculous yearly chart you'll see today: $STX