#vikings is a better show than #got

That can't be good. The Cramer contraindicator tracks with short term $msos weakness (Barring more companies uplisting now) The month-long monumental industry-sensitive binary court case (6/29-7/15) for full S3 ahead and common seasonal weakness end June $trlv hard for me to long

Today's Key Events (All EST) — 06/17/2026 07:00: US MBA Mortgage Applications 08:30: US Retail Sales 10:00: US Pending Home Sales Change 14:00: FOMC Rate Statement & SEP 14:30: FOMC Press Conference w/ Chair Warsh Before Open 👇 07:30: Jabil $JBL TBD: Progressive $PGR 06:50: CarMax $KMX

It would be / it will likely be so easy for Democrats to say Donald Trump half-assed it by merely rescheduling. They can take that issue and some dignity back with that one, but what are the chances they f*** that up too. #cannabis $msos

*SPACEX BECOMES FIFTH-LARGEST STOCK IN WORLD, OVERTAKING AMAZON

$COIN | Coinbase Launches 24/7 Perpetual-Style Index Trading for U.S. Users

Coinbase $COIN is doing an event right now

$SMG White House tweets on Scotts Miracle Gro helping Trump Admin after fight

New Fed Chair Kevin Warsh will be holding his first FOMC press conference tomorrow. His WSJ op-ed on 11/16/25 is likely a good blueprint. “AI will be a significant disinflationary force… Inflation is caused when government spends too much and prints too much.” Which message will the stock market focus on if that is the blueprint? Note that the bond market right now has a slightly higher than 50% odds of a rate hike by year-end, so his belief that the Fed Funds Rate is too high due to AI would be bullish. But he wants to reduce the Fed balance sheet which would be bearish. The Fed started “QE light” following its 12/10/25 meeting (less than a month after that op-ed piece) to alleviate near-term pressures in money markets. The Fed balance sheet since then has expanded by $186B. For perspective, on 5/22/13, Fed Chair Ben Bernanke said in Congressional testimony that the Federal Reserve could begin to taper the pace of its bond-buying program (QE) in the coming months that it started during the Global Financial Crisis. The “taper tantrum” that ensued saw both bond and stock markets sell off. The S&P lost 5.0% over the ensuing month from 5/22 but then gained 17.5% from that low point through year-end. But the bond market saw 10-year treasury yields go up by 96 bps to 2.99% in just over three months and finished the year at just over 3% despite the Fed Funds rate remaining at 0-0.25%. Given my view that “History May not Repeat Itself but it Often Does Rhyme,” my concerns lie more with the bond market (given the fiscal deficit of ~6% of GDP) than the stock market (given ~27% S&P EPS growth this year and my belief in Agentic AI.) The good news is with oil prices coming down, this acts as support to both.

$MSOS monthly equilibrium on watch after sell the news $TRLV up listing. Then we scout a monthly higher low vs. $3.08. Slow and painful, but $ATAI psychedelic did it for almost 2 years before its break:

Looks like $skm filed a report recently stating that the scale of AI data center build out will be roughly 6% of what has been hyped in the media. It will take years for them to even get to 20% of what we thought.

Happening Now: @GovernorVA is unveiling lawmakers compromise to include a legal recreational marijuana market in the budget alongside @KrizekForVA and @lashrecseaird. Retail sales will start on July 1, 2027 provided a budget is passed. The State tax will start at 6% before rising to 8% in 2029. Aird says the number of stores will be capped at 350 stores.

BIG: Virginia Gov. Abigail Spanberger & lawmakers announced details of a compromise on recreational marijuana sales legalization they plan to enact through budget legislation this month. marijuanamoment.net/virginia…

Curaleaf is asking shareholders to vote "Yes" on a plan that allows current leadership to maintain tight, centralized control over the company following uplisting. This isn't currently the setup. The CEOs super voting shares are set to expire when they uplist $curlf $msos

ScottsMiracle-Gro committed $1 million in funding, products, and technical expertise to help restore the White House South Lawn after the UFC event. Not commercialized, but they did get their logo in the background. foxbusiness.com/politics/sci… $smg

SpaceX $SPCX options will debut on Tuesday June 16. PARTY TIME.

$roku the mystery was better

If/when $Roku $Fox deal goes thru, I'll exit TV entirely. I'll sell fox (good it will still be a republican administration) and the entirety of my $nflx stock. I'll unplug, get off the couch and into the real movie of my own life 😎 maybe even cut some of these subscriptions.

$roku deal expected to close in the beginning of 2027. I don't like any part of the deal and will vote against it given the opportunity.

$FOX just announced that it has agreed to acquire $ROKU in a stock and cash deal that values Roku at $160 per share or 22 Billion $DIS $NFLX $WBD $FUBO

$ROKU - *FOX TO BUY ROKU FOR $160/SHR IN CASH AND STOCK DEAL