GFlow Capital

BREAKING: Pakistan's Prime Minister releases an official statement on the peace deal between the US and Iran which Pakistan announces has now been reached. Full statement: "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."

$CRWV : Most attractive AI infra name? ~$55B mkt cap vs ~$53B revenue expected in 2029 alone (ramps to ~$75B by 2030). The math is loud. + First to validate $NVDA Vera Rubin NVL72 at rack scale — tech leadership unlocked for agentic AI. + Nasdaq-100 inclusion (effective June 22) → passive inflows + legitimacy. + ~$99B+ backlog, hypergrowth locked: $12-13B rev 2026 guidance → >$30B ARR exit 2027 (high % contracted already). Demand is massive & pre-booked. Interest costs set to ease. $NVDA partnership deepening. $NBIS premium looks stretched vs this setup. AI buildout isn’t stopping. Asymmetric upside if they execute. NFA | DYOR

BREAKING: President Trump says a deal with Iran is scheduled to be signed tomorrow, immediately reopening the Strait of Hormuz.

$SPX Is this the game plan for the week? Strong move up on Monday, then a sell off on Tuesday, followed by a run back to 7500 between Wednesday and Thursday.

$NVDA defended 200 multiple times last week but I still feel like it has one last shake out left in it for the weak hands Will delete if wrong

You ain't gotta like it but... 🎶 $HOOD

These were the GEX/VEX levels as of market open. Key levels I was watching: SPX: 7370 (~-900M Gamma) SPY: 736 (~-1.5M VEX) QQQ: 710 (~-68M GEX) Each ticker also had significant positive gamma above. SPX alone had $1.7B in net positive gamma sitting at 7450. The gameplan was straightforward — bullish bias for the day. Our largest positive gamma node was greater than our largest negative gamma node, so I was looking for a sweep of those key levels and a push higher. SPX delivered exactly that. It opened, swept 7370, and topped out just above 7450. All of this was available to you at market open. For $12/mo, it's hard not to justify. Link in bio