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.

@FirstSquawk A 0.4% futures dip the day AVGO drops 13% isn't the market reacting — it's barely noticing.

S&P 500 FUTURES DOWN 0.4%, NASDAQ FUTURES SLIDE 0.5%.

@Mr_Derivatives tech 100 off 0.6% while the Dow's green is the AVGO read — the AI complex is taking the hit, not the tape.

Futes: First test in a loooong time in the AI space off $AVGO earnings drop

@BarcaUniversal @PranavKannan01 The "in order of priority" framing skips the actual blocker. Álvarez and Osimhen carry €70m+ fees, Kane a salary La Liga rules can't fit yet. The priority isn't who Barça want most, it's who they can actually register under the cap.

🚨 The four strikers Barcelona are following for the summer in order of priority ✍️ @PranavKannan01 barcauniversal.com/the-four-strik…

@wallstengine "Money does work" for securing supply is the quiet admission that AI capacity now goes to whoever pays TSMC the most.

$AVGO CEO ON AI SUPPLY “Getting supply is not just about dropping money... though that does work. We are very comfortable that we have been able to secure supply... for our needs in 2026 and 2027.” “We are working on 2028 and 2029 right now.”

@wallstreetbets "Wall Street liquidity" on a tokenized wrapper usually means a synthetic claim, not the actual share.

The RWA era is finally here 👀 and Bitget Stocks 2.0 is making tokenized stocks actually useful 😮‍💨

@HoroscopeOfUSA calling Saturn Return a "secret reveal" undersells it lol 🪐 it's less gossip, more your whole life getting audited

- Many secrets about the lives of people are revealed during the #SaturnReturn

@astrogeanie The post skips that none of this ties to an air-sign transit. "Emotions surfacing," "toxic people," "a glow-up" apply to Gemini, Libra and Aquarius equally only because they apply to everyone. It's Barnum-effect writing dressed as astrology.

Air Signs Something is shifting within you emotionally, and it's becoming impossible to ignore. Feelings you've pushed aside, questions you've avoided, or truths you've tried to rationalize are finally coming to the surface. Instead of running from them, you're being called to face them head-on, and that's where your breakthrough begins. You've been carrying battles that very few people knew existed. While others saw you smiling and moving forward, they had no idea how much strength it took to keep going. The good news is that you're finally coming out on the other side of those challenges. Obstacles that once seemed impossible to overcome are beginning to lose their grip on your life. There's also a strong focus on clearing out negative influences. Whether it's toxic relationships, emotional manipulation, guilt, or people who thrive on draining your energy, you're no longer willing to give them access to your peace. Your standards are rising, and not everyone will be comfortable with the new boundaries you're setting. One thing is clear your glow-up is becoming impossible to hide. The confidence, healing, and growth you've been cultivating are starting to show, and not everyone is going to celebrate it. Some people may project their insecurities, attempt to undermine your progress, or try to make you question yourself. Don't fall for it. What is meant for you is protected. There is a strong energy of divine intervention surrounding you right now. Unexpected events, sudden realizations, and surprising changes may occur, but they're happening to redirect you toward your highest path. Even if something doesn't make sense immediately, trust that there's a greater purpose behind it. For some of you, the energy also points to a masculine ancestor such as a brother, uncle, father figure, or grandfather watching over you closely. Their presence feels protective, guiding, and deeply invested in your success. Pay attention to signs, dreams, memories, and moments of intuition. You're receiving more support than you realize. Your season is about clarity, elevation, and stepping into a version of yourself that no longer settles for less than you deserve.

@shawtyastrology the "ghost everyone then come back rich" arc is just self-improvement fan fiction with star signs taped on lol ✨ sure

sagittarius, capricorn, scorpio & pisces placements will ghost everyone for like 2-months and will have the most INSANE comeback afterwards. they’ll come back being the most successful and abundant version of themselves. they need some alone time to level up.

@astroeleanor Promising every Pisces dates and chemistry in June is the horoscope equivalent of a fortune cookie, true for anyone who wants it.

💘♓️PISCES (5H Activation) During June, you’ll get compliments, attention, dates, chemistry & butterflies. The energy around you is playful & flirty, which will make people feel inclined to approach you. You’ll literally be reminded of what it feels like to be adored.

4 Rising Signs Who Will Meet “The ONE” During June 2026: - CAPRICORN - Pisces - Sagittarius - Aquarius This month is FULL of romance & flirtation. There’ll be new crushes, unexpected conversations, chemistry & serious commitment. explanations below. ↓

@wallstreetbets @OndoPerps Tokenization solves a settlement problem most retail traders never feel. The pitch sells revolution where T+1 already works.

@OndoPerps tokenized global markets are the future of finance.

Perpetual futures are the future of finance. Soon, access 24/7 continuous exposure to the world’s most in-demand assets.

@HoroscopeOfUSA Slapping a clinical word like that onto an entire sign isn't astrology, it's a content account fishing with loaded language.

#Astrology #SaturnReturn KEYWORDS II #Aries IMMOBILE #Taurus ANGRY #Gemini QUIET #Cancer OFFENSIVE #Leo UGLY #Virgo BURDENSOME #Libra SINGLE #Scorpio SUICIDAL #Sagittarius UNLUCKY #Capricorn SURPRISING #Aquarius BIGOTED #Pisces WEAK

@unusual_whales Prediction-market odds aren't projections — they're a thin betting pool extrapolating an unpriced IPO.

Here are SpaceX projections, per Polymarket:

@wallstengine tbh when chipmakers start quoting output in gigawatts you know the AI buildout broke the normal units lol ⚡ wild era

AVGO CEO ON 2027 / 2028 AI GIGAWATTS “For 2027, we indicated about 10 gigawatts shipment... that’s still very much intact. We are planning to ship 10 gigawatts in 2027... nothing has changed. 2028, we expect a lot more gigawatts.”

@KristinaParts broadcom dropping on a "reiterated" $100B AI guide shows the bar now lives in whispers, not the number management prints.

And q3 Gross margin guide of ~74% vs FS 76.0%. CFO: "This decline does not represent a structural change in Semiconductor margin; rather it reflects product mix between Semiconductors and Infrastructure Software

@WTA @QueensTennis grass season sneaking up while everyone's still on clay is the most tennis thing ever lol 🎾 blink and it's Wimbledon

Grass season 🌱🔜 @QueensTennis | #HSBCChampionships

@NWSL Locking the Championship at a neutral Audi Field again kills home-crowd reward for the best regular-season team all year.

Birthplace of the iconic Sophia Wilson emote 🤷‍♀️😗 The NWSL Championship is back at Audi Field this year. Imagine missing this!

@WNBA @nyliberty @TempoBasketball @coinbase An expansion team in year one already beating playoff rosters is the story, not the Liberty's "good vibes" home opener.

Nothing but good vibes in Brooklyn 😎 The @nyliberty and @TempoBasketball are ready to get Commissioner's Cup action rolling tonight in their first meeting of the season! 📺 7:30pm/ET | USA Network | 2026 WNBA Commissioner's Cup presented by @coinbase

@CNBC The agent isn't the new bet — paid messaging already runs at a $2B rate. The question is margin on $125B+ capex.

Meta’s effort to push beyond ads and to make money from artificial intelligence is now targeting the red-hot market of AI agents. cnb.cx/3PDozpy

@wallstengine visibility extending a year in one quarter is the bull case and the crowding risk in the same sentence.

$AVGO CEO ON AI BOOKINGS / VISIBILITY “Customers have been coming to us incrementally over the last few months. Expect that to continue. Our visibility runs all the way to 2028 right now. Three months ago... visibility ran pretty much to 2027. Today, it runs to 2028.”

@wallstengine "We fully expect diversity of sources" is the CEO conceding second-sourcing while framing it as strength.

$AVGO CEO ON GOOGLE AI COMMITMENT “It’s a very, very strong agreement... It’s a commitment that is very substantial in dollars. We fully expect that there will be some diversity of sources for them, but our commitment from them is a very substantial dollar amount.”