DotCom

Chamath: “A gigawatt now costs $100 billion.” @chamath said when he started his data center project, one gigawatt was just $4 to $5 billion. Now it’s 20x higher.

Following intensive talks, we are pleased to announce that the Peace Deal between the United States of America and Islamic Republic of Iran has been REACHED. Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon. The official signing ceremony will be on Friday, 19 June in Switzerland. We would like to thank the United States of America and the Islamic Republic of Iran for their commitment to finding a diplomatic solution to the conflict. We would also like to extend our sincere appreciation to our brothers in this mediation effort, the great leadership of State of Qatar, for their support in reaching this agreement. I would also especially thank the visionary leadership of Kingdom of Saudi Arabia and Republic of Türkiye for their immense contributions in this regard. With the agreement now in place, mediators will facilitate a series of meetings this week. These pre-implementation discussions will lay the foundation for the technical talks and the official signing ceremony. @realDonaldTrump @JDVance @SecRubio @SteveWitkoff @SEPeaceMissions @drpezeshkian @mb_ghalibaf @araghchi

@CapitalFlowApp Hedge

Whales drop $12M buying bearish $MRVL puts moreee despite its upcoming S&P 500 inclusion boost.

Jon Rahm and David Puig got some practice in at Shinnecock yesterday ahead of the US Open next week 🇪🇸 @PuigCorrius

Marvell $MRVL appoints Dan Durn (former Adobe $ADBE CFO) as their CFO 👀

Fucking insaneeee

$ORCL The company on the call guided F27 capex to $90-95B (of which ~$70B is cash capex). The $92.5B mid-point means the capex/revenue ratio for this fiscal year will be >100%. The >100% ratio is (BY FAR) the highest of any big tech company. The company will raise ~$40B (including $20B in debt and $20B in equity) to help pay for all this.

The Fed has no reason to hike on weakening core CPI.

@KevinXInvest I understand that this analysis is purely technical; a rally doesn't fit with the mid-term outlook—everything should be falling, and the rally would happen in December.

Mean reversion to a more normal market today. My outlook for the reminder of the year. $SPX.

@FinanceLancelot Someone knows what float is?

Just a coincidence that $1.75 trillion is the exact value of the SpaceX IPO?

@CryptoHafuya @hypergambling @JonkooTrades Yeah is the chase

@hypergambling @JonkooTrades Not true.

$SIVE - JP Morgan Chase now owns 5% of Sivers Semiconductors Holy bullish 🚀

@FL0WG0D Why

Ignore this $STM order

Proud to announce Japan as the first international partner of the Genesis Mission! 🇺🇸🇯🇵 Together, we are investing $1B to accelerate scientific discovery through next-generation AI and advanced computing. A milestone moment for two long-standing partners.

@LUNAtic_128 @optionscjp The problem is Margin calls and stops, could be a snowball down the Himalaya

@optionscjp You bulls are so brainless. The Kospi is up 400% ytd and ur freaking out about a 3% drop.

The fucking Koreans are gonna cause next global collapse aren’t they? Every single person in Korea is levered up to the Tits on margin all in on memory stocks

@JEFETRADES Friday 5:15 SP500 admission announce

ITS INSANE, BUT NEXT WEEK WILL BE CRAZIER🚫 $MRVL dipped into $270-280 where we discussed yesterday BUT BOUNCED $40+ SO FAR. This name has hype and momentum, 2 things that DOMINATE in this market. $MU not fully recovered but some great potential into next week TIME TO FOMO?!👇

IRAN WAR SETTLEMENT (v43)_Final(v6)_FINAL (5.26.2026)(v36)USE THIS VERSION(6.4.2026)(v4)

Trump Tells Aides He Won’t Resume All-Out War With Iran Unless U.S. Troops Are Killed: WSJ

@groyplax Bullish?

$WRBY

“An enemy will agree, but a friend will argue” — Russian Proverb

@Jake__Wujastyk According to the best estimates, how much will the IPO be worth—$120 billion? How much liquidity do the funds have—$8 trillion? What's the problem?

Starting to think this is SpaceX IPO liquidity rebalancing. A lot of random moves out there today