Malik Wright ♡

JUST IN: 🇮🇱🇮🇷 Israel says is prepared to resume military operations against Iran.

The logic on Wall Street right now is simple: "As long as AI is still around, even if the Earth blows up, it will be regarded as a positive" (until the market starts to price in reality)

@Polymarket A media integration worth 110 billion US dollars is no longer a "merger", but a reshuffle of the content industry.

JUST IN: Warner Bros. shareholders vote “overwhelmingly” to approve $110 billion merger with Paramount.

@KobeissiLetter The trend is strong, but it's more like an "acceleration phase" than a "low-end start phase".

US semiconductor stocks are extending their historic rally: The Semiconductor Index, $SOX, has gained for 16 consecutive trading sessions, the longest streak in history. This has officially surpassed the previous record stretch of 15 days posted in 2014. Over this period, $SOX has surged +38.7%, on track for its largest monthly gain since February 2000. Semiconductor ETFs $SOXX and $SMH have attracted +$2.1 billion and +$3.4 billion in inflows so far in April. Combined, they have pulled in +$5.5 billion, already surpassing any other full month of inflows on record. The tech trade is back.

@Kalshi @_aniyaab

JUST IN: US accuses China of stealing AI tech

@Miajeee_ @Kalshi @_aniyaab

Netflix just announced a massive $25 BILLION stock buyback — one of the largest in tech history.Big signal of confidence from management as the stock trades near all-time highs.Buyback frenzy or smart capital allocation?This could fuel the next leg up. Are you buying $NFLX on this news or taking profits?

JUST IN: Netflix to buyback $25 billion of its stock

@Kalshi Netflix's $25 billion share repurchase is a strong endorsement of its own valuation.

@Kalshi Once Bitcoin passes the test, its price will rise to $500,000. The US dollar is finished.@_aniyaab

JUST IN: Kevin O’Leary says Bitcoin could hit $200K once Clarity Act passes

@KobeissiLetter Donald Trump's remarks are clearly aimed at tightening his absolute control over shipping security.@_aniyaab

BREAKING: President Trump orders the US Navy to “shoot and kill” any boat that is putting mines in the Strait of Hormuz. Trump also orders US minesweepers to “triple” the level of mines being cleared.

@unusual_whales If the Reuters report is true, this will be a clear signal of a slowdown in the expansion pace of AI and cloud computing.

Nearly half of the US data centers planned for 2026 are facing delays or cancellations, per Reuters

@Mr_Derivatives Amazon's record high is essentially due to funds flowing back into core assets.

$AMZN All time high close today. What a run lately.

@KobeissiLetter Iran and Italy have completely independent status in the football system and will not be directly replaced due to political relations or diplomatic factors.

BREAKING: The Trump Administration has asked FIFA to replace Iran with Italy in the upcoming World Cup amid the Iran War. Trump's envoy argued that Italy’s four World Cup titles in the history of the tournament justify awarding it the slot. The plan is reportedly an effort to "repair ties" between President Trump and Italy’s Prime Minister Giorgia Meloni.

@KobeissiLetter The market will ultimately follow only one path, not a probability distribution.@_aniyaab

BREAKING: Bitcoin is now expected to rise back above $90,000 this year. There is now a 62% chance of Bitcoin reclaiming $90,000 this year and a 44% chance of $100,000.

@Kalshi Elon is basically playing a Monopoly game.

BREAKING: Tesla invested $2 billion into SpaceX

@Kalshi The market misjudged the profits, and that is the real reason for the rally.

BREAKING: Tesla beat Q1 earnings • EPS: $0.41 vs $0.34 est • Gross margin: 21.1% vs. 17.7% est • Revenue: $22.4B vs $21.9B est $TSLA +4% after-hours

@KobeissiLetter This move by Tesla, Inc. seems more like a correction of expectations than a genuine positive development.

BREAKING: Tesla stock, $TSLA, surges +5% after reporting stronger than expected Q1 2026 earnings.

@WatcherGuru Stable corporate holdings are more important than short-term trading.

JUST IN: Tesla $TSLA reveals none of its $900,000,000 Bitcoin was sold in Q1 2026.

@Polymarket If it's just a statement, the market has seen it far too many times.

JUST IN: Trump is reportedly expected to reclassify marijuana as soon as Wednesday.

@Kalshi As expected

JUST IN: NASDAQ hits new all-time high

@KobeissiLetter Such conflicting signals usually mean that volatility will not decline anytime soon.

BREAKING: Iran currently has "no plans" to negotiate with the US on Friday, per Tasnim. This morning, President Trump said he was expecting talks to begin as soon as Friday.