Groppenheimer Capital

THIS IS UNBELIEVABLE. SanDisk just hit another all time high and is now up almost 4,000% in the last 1 year. If you invested $50,000 in $SNDK last year, you would be sitting on $2,000,000 today. SanDisk makes NAND flash memory chips and SSDs for AI data centers. Every AI data center being built right now needs massive amounts of NAND storage. Supply cannot keep up with demand and SanDisk is one of the few companies that makes this chip at scale.

🇺🇸 U.S. Jobless Claims plunge to 189,000, lowest since March 1969

BREAKING: Meta stock, $META, extends losses to over -10% on the day and is now on track for its biggest daily decline since October 2025. Meta has erased -$170 billion in market cap today.

BREAKING: Half of planned US data center builds have been delayed or canceled

🚨 5 of the biggest names in finance just restricted withdrawals from their private credit funds: – BlackRock – Blue Owl – Morgan Stanley – Apollo – Ares Combined exposure: roughly $2 trillion. Something big is about to happen and we all know it…

Oil at $150 would trigger global recession, per Fink of BlackRock.

Oracle is firing 30,000 employees, early morning layoff emails have started arriving

Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.

There Are Now Over 50,000 American Troops in the Middle East — NYT

𝗕𝗹𝗮𝗰𝗸𝗿𝗼𝗰𝗸. 𝗕𝗹𝗮𝗰𝗸𝘀𝘁𝗼𝗻𝗲. 𝗝𝗣 𝗠𝗼𝗿𝗴𝗮𝗻. 𝗠𝗼𝗿𝗴𝗮𝗻 𝗦𝘁𝗮𝗻𝗹𝗲𝘆. All blocked or capped withdrawals from their private credit funds in Q1 2026. This is not a rumour. It's in the filings. In 2007, the same thing happened with mortgage funds. We know how that ended.