ELON MUSK PULLED THIS SAME MOVE 16 YEARS AGO Look at this closely: Tesla IPO (2010) - pumped hard, then dropped 70% over the next few months Most people only remember what happened years later SpaceX IPO (2026) - just ran the exact same opening move Elon has done this once already and it worked perfectly Why would he change anything?

Bank of America studied the debit and credit transactions of millions of Americans. The pullback on spending outside of necessities is unlike anything they have ever seen. Domino's said consumers do not even want their $7 carry out pizza. $7. A whole pizza. One of the cheapest food options available. People cannot justify $7 for a pizza. And the administration is saying the economy is fine. Believe Domino's.

The biggest mistake people make when leaving a big city is assuming they have to choose between affordability and beauty. You don’t. After researching 100 U.S. cities, these are 10 places that give you charm, scenery, and a calmer life without the big-city price tag....🧵

Jalen Brunson sacrificed over $100 million to give the Knicks a better chance to compete for a title. Tonight he’s an NBA champion and a legend in New York for life.

Sometimes don’t overthink it: $MU $NVDA $META $AVGO

Animal Spirits: The Teflon Economy Why isn't AI impacting the labor market yet? Was that the top? The Mag 7 is underperforming Price drives narratives The first $1 trillion ETF The SpaceX IPO doesn't matter Another crypto winter & more awealthofcommonsense.com/202…

Breaking news: US inflation jumped to 4.2% in May as the war in the Middle East continues to drive up prices for Americans ft.trib.al/P3EwAfA

I come back to this speech every once in a while: “in the 1,526 singles matches I played in my career, I won almost 80% of those matches … what percentage of points do you think I won in those matches? only 54%.”

Josh Hart was assessed a technical foul after this interaction with Luke Kornet.

This is incredible basketball from the Knicks — just a great watch. They’re not getting any calls and it hasn’t even mattered. I’m really impressed.

In 2019, there were about 150,000 people working in autism therapy. Six years later, there were 654,000—more than the number of people who work in mining and logging, or telecommunications, or at the US Postal Service.

Booming stock market Wealth at all-time highs Unemployment rate is 4.3% And consumer sentiment has never been lower Lower than the 1970s, lower than the 2008 crisis, lower than 9/11, lower than all of the recessions Why is this? Some ideas: awealthofcommonsense.com/202…

$NVDA was obvious in hindsight. $MU is obvious right now. But I don’t think the market understands how big HBM demand could get. Every AI GPU is limited by memory. No memory = no scaling. So is $MU the next $NVDA? History doesn’t repeat - but it rhymes.