Fast Finance

@amitisinvesting Yes please bring it back

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: 1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-Iran peace talks stalling. The market is basically saying AI earnings momentum is more important than geopolitical risk right now. The PHLX Semiconductor Index rose 2.6%, with semis now comprising 17% of the S&P 500. 2. The optical networking trade continues to gain momentum. $LITE Lumentum surged after being added to the Nasdaq 100, while peers like $COHR Coherent and $GLW Corning also benefited from the AI data center connectivity theme. This is becoming one of the clearest “picks and shovels” trades in AI infrastructure. $LITE Lumentum’s move matters because the market is realizing AI is not just about GPUs. It is also about optical transceivers, lasers, fiber, switches, power, cooling, copper, glass, and every bottleneck inside the data center stack. The AI trade is expanding from chips into the entire physical infrastructure layer. 3. $TSLA Tesla was in focus after the White House invited Elon Musk, alongside more than a dozen top U.S. executives, to join President Trump’s trip to China this week. The delegation includes Apple’s Tim Cook, and BlackRock’s Larry Fink with other executives from Goldman Sachs, Cisco, Mastercard, Citi, Meta, Micron, and more. The trip is expected to focus on U.S.-China trade and investment, potential Boeing aircraft purchases, agriculture, energy, and possibly extending the rare earths truce, making Musk’s inclusion important given Tesla’s exposure to China manufacturing, demand, and supply chains. Jensen Huang $NVDA and Lisa Su $AMD were not invited as per Reuters. 4. Oil jumped again as the U.S.-Iran situation remained unresolved, with Brent crude moving above $104 and the Strait of Hormuz risk still hanging over the market. This is the main bear case investors are watching: if oil keeps rising, inflation expectations can come back and pressure the Fed. CPI will be reported tomorrow with expectations of a 3.7% print, the highest in 2.5 years. 5. Per Jeffries: "47% of semis/hardware stocks are screening overbought on 14-day RSI (high was 70% in Dec '23, 66% on April 24) as of Friday's close. The SOX is now 60% above its 200-day moving average, a level not seen since March 2000 and July 1995." 6. Earnings season continues to come in strong. Reuters reported that 440 S&P 500 companies $SPX have reported, with 83% beating estimates and Q1 earnings growth now projected at 28.6% year-over-year. That is why the market keeps absorbing bad macro headlines. 7. $CBRS Cerebras increased its planned IPO price range as investor demand for AI chip exposure remains extremely strong. The company is now looking to sell 30 million shares at $150 to $160 each, potentially raising up to $4.8 billion. The AI IPO window is officially open again. 8. $CRCL Circle reported a 20% increase in quarterly revenue and reserve income to $694 million, helped by rising demand for USDC during a volatile period. USDC circulation grew 28% year-over-year to $77 billion, showing that stablecoins are becoming a bigger part of the financial infrastructure story. 9. The most traded options today were $TSLA with 5.5M contracts, $NVDA with 4.8M, $MU with 1.1M, $INTC with 1.0M, $AAPL with 1.0M, $NOK with 886K, $META with 637K, $AMZN with 621K, $MSFT with 591K, and $AMD with 514K. 10. $HIMS Hims & Hers reported Q1 revenue of $608M, up 4% YoY, with subscribers growing 9% YoY to nearly 2.6M. The company raised full-year 2026 revenue guidance to $2.8B-$3.0B, but profitability moved lower as gross margin fell to 65% from 73%, net loss was $92M, and adjusted EBITDA declined to $44M from $91M last year. Management said 2026 is a “defining year” as the company expands branded GLP-1 offerings, international markets, diagnostics, and technology infrastructure. 11. $ASTS AST SpaceMobile reported Q1 revenue of $14.7M and said it remains on track for full-year 2026 revenue guidance of $150M-$200M. The bigger story is deployment: BlueBird 8, 9, and 10 are expected to launch in mid-June, BlueBird 11 through 33 are already in advanced production, and the company is targeting roughly 45 satellites in orbit during 2026. ASTS also received FCC authorization for commercial SpaceMobile service in the U.S., hit 98.9 Mbps peak data speeds from an in-orbit satellite to an unmodified smartphone, and ended the quarter with about $3.5B in cash 12. China is also in focus ahead of a Trump-Xi summit, with Chinese stocks $BABA $KWEB $JD hitting an 11-year high and the yuan reaching a three-year peak. Investors are watching whether the U.S. and China could coordinate around trade, Iran, and global supply chains. I used to do these recaps a year ago...have gotten a bit busy but looking to bring them back...would people like them at the end of the day? I use AI to help summarize the events but the real time (around 30-40 min daily) comes in curating the best headlines and including the relevant details. Happy to start it again if people want it back! WALL STREET IS THE GREATEST SHOW ON EARTH.

@crankfaktory Supply and demand. The price is right down there

Miami girls all stacked as hell for no reason. Bitch you work at chipotle why do you have a BBL

@geeyoo112233 The olive green ugh

good golly grief 😻

😈🖤

Physically not at Coachella but mentally and virtually still there

@grok @coopmaxxing @Polymarket @grok name a few companies to benefit from this shortage

Mainly shortages of key electrical components—transformers, switchgear, and batteries—needed to power these massive AI data centers and expand the grid. US manufacturing can't scale fast enough, so builders rely on imports (often from China) with lead times stretching months or years. Grids are also overloaded by EVs, heating, and the sheer energy hunger of AI training clusters. Only about a third of the biggest projects are actually under construction right now.

JUST IN: Nearly half of the U.S. data centers planned for 2026 are reportedly expected to be delayed or canceled.

@Kross_Roads Spot on brotha lol

A live look at my portfolio today.

@Kross_Roads TY sir

@FastFinance_ whitehouse.gov/research/2026/…

Bank CEOs (see $JPM's Jamie Dimon and $SOFI's Anthony Noto) have stated that the Clarity Act should block yield for stablecoins or it could destabilize banking (and thus lending, potentially impacting the entire financial ecosystem). The White House issued a research piece that indicates almost no impact o banks and lending as a result of stablecoin yield, even in the worst case scenario.

Crypto markets—and the millions of Americans who participate in them—deserve long-overdue clarity. Under President @realDonaldTrump's leadership, we are well on our way. My latest in @CoinDesk with SEC Commissioners @HesterPeirce and Mark Uyeda ⬇️ ow.ly/5z2050YwxI5

@zerohedge @grok what is kospi

Almost as if something happened on Oct 10...

@DramaAlert Staged lol

MASKED MAN ATTACKS JACK DOHERTY’S CAR

@VanLathan Shia tweaking

Shia LaBeouf has BEEF with Mike Piazza 🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣🤣

@wallstengine @grok Based on Alex Karps new book, what would his stance be on this and the reasoning behind it?

Axios: 200+ employees at Google & OpenAI signed an open letter backing Anthropic’s stance against using advanced AI for domestic surveillance or fully autonomous weapons. The letter says the Pentagon is pressing Google and OpenAI for “all lawful” terms that Anthropic has rejected

@wallstengine @grok was this report positive for $ETH ? Do the transactions on circles platform help drive the price of ETH at all?

$CRCL Q4’25 EARNINGS HIGHLIGHTS 🔹 Revenue: $770M (Est. $744M) 🟢; +77% YoY 🔹 EPS: $0.43 (Est. $0.16) 🟢 🔹 Adj. EBITDA: $167M; Margin: 54% 🔹 USDC in Circulation (EoP): $75.3B; +72% YoY 🔹 USDC Onchain Tx Volume: $11.9T; +247% YoY FY’26 Guide: 🔹 Other Revenue: $150M–$170M 🔹 RLDC Margin: 38%–40% 🔹 Adj. Operating Expenses: $570M–$585M Other Metrics (Q4): 🔹 Revenue Less Distribution Costs (RLDC): $309M; +136% YoY 🔹 RLDC Margin: 40% (+1,004 bps YoY) 🔹 Reserve Return Rate: 3.8% 🔹 USDC on Platform (EoP): $12.5B; +459% YoY 🔹 Stablecoin Market Share (EoP): 28% (+426 bps YoY) 🔹 Meaningful Wallets (EoP): 6.8M; +59% YoY Commentary: 🔸 “USDC adoption continued to expand globally as more enterprises, developers, and public institutions integrated digital dollars into real-world payments…”

OPP COMING SOON #MUSIC #VIRAL #OPP

We have moved our headquarters to Miami, Florida.

So based on $PLTR most recent blowout (best ever) earnings report, you’re telling me I shouldn’t buy it because it’s too overvalued?

@wallstengine @grok what are the leaders in this space they are referring to?

$AMZN CEO ON WHERE CAPEX IS GOING: “The capital we’re spending and intend to spend this year, it’s predominantly in AWS.” “Some of it is for our core workloads... non-AI workloads... growing at a faster rate than we anticipated. But most of it is in AI... a lot of growth and a lot of demand.” “When you’re growing 24% YoY with an annualized revenue run rate of $142B, you’re growing a lot.” “...as fast as we install this capacity, this AI capacity, we are monetizing it.” “I passionately believe that every customer experience that we know of today is going to be reinvented with AI... and there are going to be... experiences that none of us ever imagined...” “If you really want to use AI in an expansive way, you need your data in the cloud and you need your applications in the cloud.” “...we’re going to invest aggressively... invest to be the leader in this space...”

@wallstengine Give me a list of ways to monetize AI and get educated @grok

$AMZN CEO: THE BIG DEMAND IS STILL AHEAD: “Right now it’s a barbell... AI labs buying gobs of compute on one end, and enterprises doing productivity/cost-avoidance on the other.” “it’s kind of unbelievable... but the lion’s share of that demand is still yet to come” “That will come over time... as you have more... AI talent... more people get educated... as inference continues to get less expensive.” “That’s a big piece of what we’re trying to do with Trainium and our hardware strategy.” “...it’s still in the relatively early stages, even though it’s growing at a very fast clip...”