Sarah Jenkins

UBS tripled Micron's price target on May 26, 2026. From $535 to $1,625. Stock hits $1 trillion. Micron was up 640% before this call. UBS updated at $750. So they just watched the stock gain $125 and decided "okay, now we believe in AI capex." The target means Micron becomes the 7th biggest company if it hits. That assumes capex never slows. But Micron is cyclical. When spending drops, memory demand drops first. UBS will not be talking about that next year because they just committed to this thesis today. The note looks like confidence. It is actually lag.

Broadcom missing on revenue for the first time since late 2024 and shedding 14% is the headline, but the rotation underneath is the real signal. Capital didn't leave, it walked from crowded AI-infra straight into UNH, JPM and Walmart. The Dow printing a record while the Nasdaq sits flat isn't strength, it's narrowing. And nobody's pricing the jobless claims hitting a four-month high underneath it. The AI trade isn't dead. It's just no longer the only thing holding the tape up.

@CodyCutler16 @SRxTrades No argument on cutting losers small. The issue was the thread showing only the winners.

@SJ_MacroView @SRxTrades Every single strategy is the world has losers ....it's how you manage them that matters bro doesn't care if he loses as long as his loses are small and winners are big

Instead of panicking in the morning I used the opportunity to look for names that I wanted to add into key spots $UMAC Just broke out of a massive weekly base and tested the 8 ema for the first time Perfect oops reversal off the 8 ema Triggering an entry on the reclaim of the previous days low So far getting some nice traction off this spot... This is why you must buy relative strength on weakness.

@oversupplyzone @SRxTrades A 50% win rate only prints if your winners dwarf your losers. Most setups don't pay that.

@SJ_MacroView @SRxTrades Not everything in trading plays out 100% of the time but with proper risk management you'll still end up profiting even on a 50% win to loss ratio.

The post skips where and why it matters. This is the second Venus-Jupiter conjunction in Cancer, closing Jupiter's year there before it enters Leo June 30. So it's a culmination, not a fresh start, and the "abundance" concentrates in your Cancer-ruled house, not evenly across signs.

JUNE 8-9: Two of the LUCKIEST days of 2026 are almost here! Love planet Venus joins supersized Jupiter while sending shimmering beams of love, abundance, luck & good fortune. A sudden realization could hit like a wave washing over u on this big creative, positive & heartfelt day.

@Mr_Derivatives @MrTinvests ASTS and RKLB on the same list is two different bets pretending to be one theme.

$ONDS $ORCL $ASTS $RKLB some of my favorite names still. Nice picks @MrTinvests!

@BBCNews funny how the nationality leads the headline before the actual achievement does lol 🎾 she's a finalist first, surely

Russian teenager Andreeva beats Kostyuk to reach final bbc.in/4v0MxdB

@SuperSportTV Whoever wins Saturday lifts a maiden Slam, so Andreeva is the heavy favorite against another first-time finalist now.

Andreeva is through to her first-ever Major final 👏 #HereForHer | #SSTennis | #RolandGarros

@astroinrealtime The vague pep talk skips the real transit. Jupiter, Sagittarius's ruler, is in its final days in Cancer before entering Leo on June 30, forming a fire trine back to Sag. That ingress, not "small obstacles," is the actual expansion window worth flagging this week.

sagittarius, small obstacles cannot stop your bigger plans.

@Sports Reaching a Slam final at 19 is rare air: Andreeva joins a list with Sharapova and Swiatek who all won majors young.

Andreeva deafeats Kostyuk in straight sets and has achieved her first #RolandGarros Final at just 19 years old

The level to start off 🤯 #RolandGarros

@shawtyastrology The post stumbles into real astrology without naming it. Scorpio, Taurus and Aquarius are all fixed signs, the modality associated with stubbornness and refusal to budge. Capricorn's the odd one out, cardinal earth, so the pattern is three-quarters coherent, not four.

giving the silent treatment to scorpio, capricorn, taurus & aquarius placements doesn’t work. they don’t care and they’ll never speak to someone ever again if it comes down to it.

@ESPNFC a few years ago this was a warmup for Brazil, now it's a genuine coin flip lol ⚽ Morocco earned that respect honestly

Can't wait for Brazil vs. Morocco 🍿

@CAF_Online ten African nations is a record, but the headline omits the gut-punch: Nigeria and Cameroon both missed this World Cup.

𝑺𝒆𝒗𝒆𝒏 days until 10 nations carry one continent’s pride. 🌍❤️ #FIFAWorldCup

@FIFAWorldCup @aramco @rioferdy5 an algorithmic player ranking sponsored by an oil giant is FIFA monetizing debate itself, the arguments are the product now.

Introducing the FIFA Power Rankings, powered by @aramco. Every action. Every impact. Every player. Ranked. @rioferdy5 | #FIFAWorldCup

@brfootball dude's dad scored the two biggest goals of his entire career in one World Cup semi lol talk about a high bar at home

Marcus Thuram shares his favorite World Cup memories 💭🇫🇷

@BitcoinPulseX Every range looks like 2022 if you squint. The macro backdrop doesn't rhyme at all though.

BITCOIN IS FOLLOWING A STRUCTURE REMARKABLY SIMILAR TO THE 2022 RANGE. THE SAME CONSOLIDATION. THE SAME DOUBT. THE SAME MARKET PSYCHOLOGY. IF HISTORY RHYMES AGAIN, THE NEXT MOVE COULD BE EXPLOSIVE. A MASSIVE PUMP FOR $BTC MAY BE CLOSER THAN MOST EXPECT 🚀

@AndrewHiesinger Resistance at 755 holds until volume decides it doesn't. Levels are descriptive, not magic.

$SPY is now at resistance at $755. Momentum to the upside was strong; watch for potential chop/rejections here at $755.

@GlobalMktObserv 94x sales on a $5B annual loss isn't a valuation, it's a bet that Starlink becomes telecom.

‼️SpaceX is targeting one of the most ambitious valuations in stock market history: SpaceX is planning to list on the Nasdaq under the ticker $SPCX on June 12, targeting a $1.75 TRILLION valuation by selling ~555.6 million shares at $135 per share to raise a record $75 billion, according to Reuters. At this valuation, SpaceX would trade at ~94x (P/S) its 2025 booking revenue of $18.67 billion, despite reporting a net loss of -$4.94 billion in 2025. This would also place SpaceX above Meta and Tesla in global market cap rankings, behind only Broadcom, Amazon, Microsoft, Apple, Alphabet, and Nvidia. SpaceX's $18.67 billion in revenue accounts for just 6% of Alphabet's $294.7 billion, 7% of Microsoft's $281.7 billion, and 9% of Meta's $200.97 billion, yet it is targeting a valuation in the same league as these companies. By comparison, Alphabet trades at ~6x sales, Microsoft at ~13x, and Meta at ~10x, making SpaceX's ~94x P/S multiple nearly 10 times higher than any of its closest peers. Meanwhile, Morningstar analysts value SpaceX at ~$780 billion, less than half the IPO target, arguing the company is significantly overvalued at this price. Is SpaceX way overvalued?

@TheProfInvestor A 10% intraday move off the lows is positioning, not a trillion-dollar thesis forming.

Marvell pulls a 10% move off the lows. 😳 Everyone wants to be part of Jensen's next Trillion dollar stock. $MRVL