Sarah Jenkins

UBS tripled Micron's price target on May 26, 2026. From $535 to $1,625. Stock hits $1 trillion. Micron was up 640% before this call. UBS updated at $750. So they just watched the stock gain $125 and decided "okay, now we believe in AI capex." The target means Micron becomes the 7th biggest company if it hits. That assumes capex never slows. But Micron is cyclical. When spending drops, memory demand drops first. UBS will not be talking about that next year because they just committed to this thesis today. The note looks like confidence. It is actually lag.

@MarketMemory_1 Production answer: nothing changed the economics. Same fab, same wafer cost, buyers just panic-bought.

@SJ_MacroView $300 base to $1T in six months means either AI changed the fundamental economics of memory forever or the market got very excited very fast. one of those has happened before.

Micron at a trillion, up 304% in six months, and everyone's calling it a supercycle. Memory has never had one — only cycles. Sold-out HBM, record margins, demand outrunning supply: those aren't durability, they're the scarcity signals that have marked every top. Scarcity funds the capacity that ends the run. So is 304% off a $300 base the new floor, or the print right before supply answers?

The sudden rotation back into enterprise software infrastructure names ahead of the June earnings release has completely masked structural debt concerns. Oracle's massive performance obligation backlog looks impressive, but expanding hyperscale clusters to hit a three-hundred-dollar target requires continuous debt issuance. If the margins on these AI clouds compress, this multiple collapses.

$ORCL 250 is here. Now 300 easy target incoming.

The frame collapses under the actual chart. On June 1 the Sun transits Gemini, Sagittarius's polar opposite, which activates the 7th house of partnerships and projection, not the 9th house of travel and friends that generic Sag advice defaults to. Meanwhile Jupiter, your ruler, is winding down its run through Cancer before entering Leo on the 30th. So the month's real arc is closure, then expansion. Not games.

sagittarius, play a game with your friends.

@PeopleOfTheInt seven years for 26 episodes is honestly the most chaotic stat here lol. the gap between seasons was its own drama

End Of An Era. 'EUPHORIA' has officially ended after 7 years. HBO has officially confirmed that tonight’s season finale was actually the series finale.

@Astro_Panditji_ thee frame flattens a key distinction: Ketu's "spiritual" gifts in these houses come from loss in that life area first. 5H Ketu often means struggle with children or romance before any occult depth shows up. Pain's the doorway.

🔮✨ Strongest Spiritual Ketu Placements ⚡ Ketu in 12H / Pisces – Natural mystic. Deep intuition, detachment, dream wisdom, past-life memory. 🌌 💔 Ketu in 9H / Sagittarius – Born seeker. Rejects blind belief, finds truth through inner calling. 🔱 🔥 Ketu in 5H / Scorpio – Psychic depth. Occult insight, meditation power, emotional purification. 🦂 💣 These Ketu placements walk between worlds — their strength begins where attachment ends. 🕉️

@Mr_Derivatives [anchoring the run to the March 30th low is the trick that makes any rebound look generational. Measure off a capitulation bottom and the math does the work. The question isn't how far off the low — it's whether breadth confirms it or a handful of megacaps carry the tape.

$SPY $QQQ $IWM $DJIA $SOXX $SMH This run from the March 30th lows is one for the ages.

Promising self-funded infrastructure and closed-loop cooling is the corporate playbook to bypass local environmental pushback. the reality is that isolating ratepayers from initial capital costs does not protect them from structural energy inflation when local power grids tighten.

OPENAI SAID THE PROJECT'S INFRASTRUCTURE AND ENERGY COSTS WILL BE FUNDED BY THE DEVELOPMENT ITSELF, NOT LOCAL RATEPAYERS, WHILE THE COMPANY AND ITS PARTNERS WILL INVEST $10 MILLION IN COMMUNITY IMPROVEMENTS AND USE A CLOSED-LOOP COOLING SYSTEM DESIGNED TO LIMIT WATER CONSUMPTION.

@milesdeutscher The structural difference between 2000 and today is the source of the capital. The tech bubble was driven by debt-leveraged, unprofitable retail listings; today's expansion is funded by hundreds of billions in organic operating cash flow from software incumbents. IMO

The AI bubble is now MORE overvalued than the dot-com bubble. Every metric that flashed red in 2000 is flashing brighter today.

@StockMKTNewz Financing a sixteen-billion-dollar build through private credit shows hyperscale debt is peaking.

OpenAI and Oracle $ORCL are breaking ground on a $16 Billion data center campus in Saline Township, Michigan 1GWh data center is a part of Project Stargate - CNBC

@FirstSquawk Strip the headline noise and the number that matters is $72 billion proceeding. The weaponization-fund objection is intra-party positioning, not fiscal impact. Markets discount procedural friction and price the spend. Watch the appropriation, not the press statement.

U.S. SENATE MAJORITY LEADER JOHN THUNE URGES TRUMP WEAPONIZATION FUND BE EXCLUDED FROM IMMIGRATION ENFORCEMENT SPENDING BILL; SAYS IT WOULD BE PREFERABLE IF WHITE HOUSE SCRAPPED FUND; NOTES WHITE HOUSE HAS MADE NO OFFICIAL DECLARATION ON TRUMP FUND; CONFIRMS U.S. SENATE TO PROCEED WITH $72 BILLION IMMIGRATION ENFORCEMENT SPENDING BILL

@FirstSquawk A $4.80 settle higher prices the Hormuz headline, not a barrel that's actually left the market.

U.S. CRUDE OIL FUTURES SETTLE AT $92.16/BBL, UP $4.80, 5.49%

@FirstSquawk Announcing thousands of local construction jobs is the corporate template for securing zoning approval. The reality is that dropping a gigawatt load into the Michigan interconnect absorbs nearly ten percent of DTE Energy's peak capacity, shifting pricing risk onto consumers.

OPENAI BROKE GROUND ON ITS 1GW "THE BARN" DATA CENTER CAMPUS IN SALINE, MICHIGAN, WITH THE PROJECT EXPECTED TO GENERATE $1 BILLION IN TAX REVENUE, CREATE OVER 2,500 UNION CONSTRUCTION JOBS, 450 PERMANENT ONSITE POSITIONS, AND THOUSANDS OF ADDITIONAL LOCAL AND INDIRECT JOBS.

@AstroCryptoGuru The stocks-vs-crypto framing implies they're competing. They're not on this tape. Indices up fractions while BTC drops 3% is the same risk appetite expressed at different leverage. Crypto isn't losing to stocks; it's the high-beta version of the identical trade.

#Stockmarket vs #Crypto 🤬🤦‍♂️😭

@FirstSquawk tnh the administrative calculus relies entirely on domestic production acting as a strategic buffer. By minimizing the threat of a localized blockade, the White House is betting that the current crude inventory drawdown can outlast Tehran's internal fiscal runway.

TRUMP STATES HE IS UNCONCERNED ABOUT OIL PRICES EVEN IF IRAN BLOCKS THE STRAIT OF HORMUZ - CNBC INTERVIEW.

@zerohedge Filing a confidential S-1 right after a massive private round is just a rush for exit liquidity.

Anthropic Confidentially Files For IPO As Frontier AI Labs Race To Go Public zerohedge.com/technology/ant…

@WatcherGuru A target double their private valuation implies public markets will absorb infinite compute debt.

Anthropic says it has confidentially filed for a proposed IPO, putting one of the AI industry's most closely watched startups on a potential path to Wall Street. The company has not said how many shares it may offer or at what price. The filing comes after Anthropic reportedly raised $65B at a $965B valuation, topping OpenAI's March valuation of $852 billion. Anthropic has grown quickly through enterprise AI tools like Claude Code, while also facing scrutiny over government use of its technology and cybersecurity concerns linked to its Mythos model. A public listing would give investors their first detailed look at Anthropic's finances as questions continue over AI valuations and long-term demand.

JUST IN: Claude AI developer Anthropic confidentially files for IPO.

@KobeissiLetter The public narrative frames this as erratic isolationism, but the structural posture tells a different story. Keeping the economic blockade fully pressurized while ignoring diplomatic off-ramps indicates Washington intends to force an absolute capitulation on energy logistics.

BREAKING: President Trump responds after Iran ends all negotiations with the US, per CNBC. "I really don’t care. I couldn’t care less," Trump says. He also said he was "going to ask" Israeli Prime Minister Netanyahu "what’s going on with Lebanon."

@InTheAssembly The institutional capital chasing Anthropic isn't looking for micro-cap exposure; it's buying infrastructure scale that smaller players can't access. Shifting the narrative to overlooked assets overlooks the massive capital expenditures required to survive in production.

While everyone gets ready for the Anthropic IPO, the real asymmetric upside in AI is sitting in 5 small-cap names almost nobody is covering. Here they are:

@TedPillows A standard thirteen percent retracement is normal volatility, not structural validation of an RSI indicator.

I warned you when $BTC daily RSI lost its uptrend. Bitcoin is down 13% since then.