I learn so much crap on twitter. I am going to die so intelligent.

Is $ADBE interesting here? Results looks totally fine. Revenue 2.5% ahead of consensus. Backlog ahead. EPS ahead. Revenue & profit guidance all ahead across the board. Markets just not loving the CFO news.

BREAKING: Solar energy accounted for 12.8% of US electricity production in May, surpassing coal at 12.2%, marking the first time this has occurred in a full calendar month. Solar generation surged 17.0% YoY in May while coal output declined -11.0%, continuing a historic shift in the US power mix. This shift has been supported by years of rapid solar deployment, while rising electricity demand from AI data centers further boosting investment in new generation capacity. As a result, solar and battery storage together accounted for 91% of all new US power capacity installed in Q1 2026. Meanwhile, natural gas remains the dominant source at 37% of the US electricity mix. The AI revolution is accelerating America's energy transition.

BREAKING: THE US GOVERNMENT JUST SLAPPED EXPORT CONTROLS ON ANTHROPIC’S NEWEST AI MODELS FOR BEING TOO POWERFUL NO FOREIGN GOVERNMENT, COMPANY, OR INDIVIDUAL ANYWHERE ON EARTH CAN ACCESS MYTHOS 5 OR FABLE 5 AI IS NOW OFFICIALLY BEING TREATED LIKE A WEAPON 🇺🇸

That doesn't happen every day 🤔 The same politician who bought SanDisk at $42 just invested ~$45K in a stock with a market cap of ~$981M Politician: Ro Khanna Stock: $VYX (NCR Voyix) Watching this closely

Salesforce did $41.5B in revenue last year. That’s more than SpaceX, more than most of the “AI revolution” darlings combined. It generated $15B in cash. It bought back $12.6B of its own stock. It trades at 19x earnings. The stock is down 40% from its high. The market has quietly decided that the company that basically invented cloud software — and still prints more cash than most of tech — is a dying business. Either that’s the most obvious value setup in software right now, or the market sees something in the AI shift that the income statement doesn’t. Genuinely one of the most interesting risk/reward spots in tech. $CRM

bro immigrated from Mexico and took a $28/hr contract welding job in 2015. didn't even know what SpaceX was. they gave him $10,000 in stock and let him buy more through payroll deductions. that stake is now worth $880,000. and he's one of 4,400 employees who became millionaires on Friday. welders. technicians. cafeteria staff.

Price to Sales Ratio (TTM Sales) SpaceX: 119 Palantir: 63 Broadcom: 25 AMD: 23 Lam Research: 21 NVIDIA: 20 Micron: 20 Applied Materials: 16 Tesla: 15 Intel: 11 Google: 10 Apple: 10 Microsoft: 9 Oracle: 8 Cisco: 8 Netflix: 7 Meta: 7 Amazon: 3.5 S&P 500: 3.5

Mark my words, Nebius will be the first Trillion dollar Neo-cloud company and here is why (Save this). Roman Chernin, CEO of Nebius just said on 20VC that Nebius raised prices and demand didn't move. When a company can raise prices and still have more demand than supply, that's the opportunity. Chernin also explained why he is deliberately not charging the maximum. As AI shifts from training, a one time cost to inference, which is the ongoing cost of serving every user and every query, compute pricing becomes the cost structure of the entire AI economy. If Nebius prices customers out, those customers cannot grow, and Nebius cannot grow with them. That is the compounding flywheel built directly into the revenue model. The numbers are already confirming it. Q1 2026 revenue came in at $399 million, up 684% year over year. The AI cloud segment grew 840% and represented 98% of total revenue. Adjusted EBITDA flipped positive to $129.5 million. And Nebius signed a long-term agreement with Meta worth up to $27 billion over five years, a hyperscaler outsourcing its own AI compute stack to a neocloud, which tells you that even companies with $50 billion capex budgets cannot build fast enough. Goldman Sachs says the consensus is underestimating 2027 hyperscaler capex by $500 billion. Every dollar hyperscalers cannot provision themselves flows to neoclouds like Nebius. As that gap widens, Nebius captures the overflow with 3 gigawatts of contracted power already secured and a CEO who just told you raising prices did not dent demand. Our subscribers are already up massively on Nebius and come join Milk Road Pro for our full breakdown, how to size Nebius against the broader neocloud opportunity, and our full AI thesis. Link below!

Ladies and gentlemen. I present to you. The Holy Grail of Bear Porn. SPX just had: ▪ A new all time high immediately followed by ▪ 6 consecutive days of a lower daily midpoint ▪ At least a -5% intraday drop ▪ And then a 1.75% day ▪ For only the 3rd time ever Enjoy.

The 2026 AI bubble is different from the 2000 Dot-com bubble in one simple way. Unlike 25 years ago, this time the companies utilized private credit to fund the bubble instead of public markets. While the sudden IPO surge of 1999 triggered a near vertical move in markets, that vertical move this time was fueled with debt instead of stocks. The 2026 IPOs are not designed to fuel the bubble, they're designed to provide the liquidity necessary so the wealthy, early investors can get out. To summarize, while the 1999 IPOs marked the beginning of the vertical move in markets, the 2026 IPOs will market its end.

Inflation in the US is now up to levels that were last seen after $4 trillion in pandemic stimulus was handed out for "free." The worst part? Most Americans have no idea that it is happening.

📈 World's Largest Stock Markets & Top Stock Concentration Total market value biggest single stock as % of market: 🇺🇸 USA — $78T | NVIDIA = 6.7% 🇨🇳 China — $16.6T | Tencent = 3.1% 🇯🇵 Japan — $8.7T | SoftBank = 3.2% 🇭🇰 Hong Kong — $7.3T | 1.5% 🇹🇼 Taiwan — $5.0T | TSMC = 42.0% ‼️ 🇮🇳 India — $4.9T | Reliance = 4.0% 🇰🇷 S. Korea — $4.5T | Samsung = 29.0% 🇨🇦 Canada — $4.5T | RBC = 5.9% 🇬🇧 UK — $4.0T | ARM = 8.2% 🇫🇷 France — $3.5T | LVMH = 7.9% → TSMC = 42% of Taiwan's entire stock market — extreme concentration risk → Samsung = 29% of S. Korea — one company defines the market

🚨 I ran a stock screen on Investing dot com pro and asked it to give me every stock with: - $10B or more market cap - 5% dividend yield - 20% upside according to investing dot com Here were the only 9 results:

NVIDIA SHOULD BE WORRIED. Elon Musk just posted yesterday that Tesla's AI6 chip could set a world record for the most usable intelligence from a single wafer when factoring in yield. Every AI chip wastes a large portion of the silicon wafer it is made on due to manufacturing defects. Nvidia's chips are so large that even small defects destroy the entire chip. Tesla's AI6 is designed so efficiently that almost every chip cut from the wafer actually works, meaning Tesla gets far more usable computing power from the same amount of silicon. More usable chips per wafer means lower cost and higher performance at the same time. Tesla was one of Nvidia's biggest customers. That is changing fast and could be replaced completely. In April 2026, Tesla completed its AI5 chip, which already matches Nvidia's H100 performance for Tesla's specific workloads. AI6 tapeout is scheduled for December 2026. AI7 is already being planned. Tesla is releasing a new chip generation every 9 to 12 months. Tesla signed a $16.5 billion deal with Samsung to build AI6 chips in Texas and is also working with TSMC. It now has two of the world's most advanced chip factories competing to manufacture its silicon. This is exactly what Apple did. Apple spent years buying Nvidia chips, built its own M1, and never bought Nvidia again. Tesla is running the same playbook, building its own chips for its cars, for Optimus robots, and for its data centers. And Tesla is not alone. Google, Amazon, Microsoft, Meta, and OpenAI are all building their own chips to replace Nvidia. When every major customer is designing their own silicon, Nvidia's biggest risk is not competition, it is abandonment.

The US job market is sending conflicting signals: US hiring rate fell -0.3 percentage points in April, to 3.2%, the 2nd-lowest since the 2020 pandemic low and in-line with 2008 levels. This metric has now been at or below 3.5% for 26 consecutive months. Excluding the government sector, the private hiring rate declined -0.4 percentage points in April, to 3.5%, in-line with the 2020 low. Both figures are also significantly below the 2001 recession levels. Meanwhile, JOLTs and the May jobs report both crushed expectations. Despite the bullish numbers, US hiring remains historically depressed.

Too Many Red Flags | BofA _/ SPX increasingly vulnerable to correction _/ striking similarities to late stages of the dot-com era _/ while today's tech leaders are fundamentally stronger than dot-com, investors should take profits as risk-reward for broad index has deteriorated

The greatest tech stocks of all time went public cheap. NVIDIA IPO'd at ~2x sales. Microsoft at ~4x. Apple at ~14x. SpaceX is reportedly coming at ~95x. Price-to-sales at IPO (valuation ÷ trailing revenue): 🚀 SpaceX ~95× $SPCX (2026) 🪙 Coinbase ~67× $COIN (2021) 👻 Snap ~59× $SNAP (2017) 🐦 Twitter ~45× $TWTR (2013) 🏹 Robinhood ~33× $HOOD (2021) 🔮 Palantir ~28× $PLTR (2020) ♾️Meta ~28× $META (2012) 📦 Amazon ~28× $AMZN (1997) 🛒 Alibaba ~20× $BABA (2014) 🔍 Google ~16× $GOOGL (2004) 🚗 Tesla ~15× $TSLA (2010) 🍎 Apple ~14× $AAPL (1980) 🚕 Uber ~7× $UBER (2019) 🪟 Microsoft ~4× $MSFT (1986) 🎮 Nvidia ~2× $NVDA (1999)

⚠️US investors have NEVER been using so much leverage: US margin debt soared $83 BILLION in April, to a record $1.3 TRILLION. Leveraged borrowing has soared $453 billion, or 53%, over the last year alone. Margin debt now reflects 5.5% of the US M2 money supply, the most since the 2000 Dot-Com Bubble. At the same time, margin balances at major brokerage firms as a % of US equity market cap are up to a record ~1.3%. An increasing number of market participants treat the market like a CASINO.

If you hold $NVDA and this 15% pullback has you unsure what to do, watch this. 📈 I walk through why my Bull Cycle criteria are still in play, the levels I’m watching, and what would actually tell me it’s time to stop buying this dip.

🚨BIG TECH IS BORROWING HUGE MONEY FOR AI AI hyperscalers Google $GOOGL, Amazon $AMZN, Meta $META, Microsoft $MSFT, and Oracle $ORCL have already issued $159B in debt in the first 5 months of this year. That is 47% higher than all of 2025 and already more than the entire 2020 to 2024 period combined.