Centerist

@IraninHyderabad The Taj Story - it was not Iranian architects.

If Rubio knew the history or architecture, he wouldn't have posed for a picture here. This monument was built out for the love of emperor's Iranian wife, crafted by the genius of Iranian architects — meanwhile his government today threatens to wipe out Iranian civilization, insulting other civilizations.

@LauraLoomer @TulsiGabbard Hinudism is a way of life not a religon - we practice all prayers of all forms.

It’s really interesting how @TulsiGabbard pretends to be a Christian. She did this at Charlie Kirk’s memorial too, if you recall. Tulsi is a lifelong Hindu. Yet nobody seems to know that. She should embrace it. This screenshot is from Tulsi Gabbard’s own YouTube channel.

@stevenfiorillo @anthonynoto @basispointpod nice cant wait to watch this and also cant wait for the pop on monday!

It was a pleasure to sit down with the CEO of $SOFI @anthonynoto to discuss the future of SOFI on @basispointpod. Thank you Anthony for taking the time!

@HunterBiden who is they?

Almost seven years clean and sober. Not a victory lap. Just a fact. To anyone in the fight right now: it gets quieter. Not easier. Quieter. In the quiet, you find out who you actually are. That’s the part they can’t take from you.

@realDonaldTrump Probably funnier then anything Colbert has ever done

@Gubloinvestor Dgxx

Tell me one stock to throw $100K Tomorrow.

Didnt expect to see father

@elonmusk sent

SpaceX is actively hiring world-class engineers/physicists for SpaceXAI, even if you have zero prior experience in AI. Smart humans figure it out fast. Please send an email with ~3 bullet points demonstrating evidence of exceptional ability to ai_eng@spacex.com.

@elonmusk @AnthropicAI @SpaceX orbital data centers + starlink = 2 trillion valuation. roadmap = 10 trillion in 5 years

As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale. We are in discussions with other companies to do the same. Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

in Leopold we trust

@rewind02 well he works there now so it will be patched as AI upgrades

Andrej Karpathy spent 4 minutes in an interview explaining a single idea about how most people haven’t even started learning how to use AI and everyone paying $20/month for a subscription.. that's not really using Claude at all his point is that the real skill gap is the ability to build with AI he identified 4 behaviors that break Claude Code and put them all into one file a developer expanded it into 21 rules and published it - 82,000 stars and #1 on GitHub Trending coding accuracy jumped from 65% to 94% here's what these 21 rules actually are and why most developers using Claude every day have never configured them the full breakdown is covered in the article below 👇

@DcWalaDesi Modi with an Italian woman - I mean. Okay! 😍

I mean. Okay! 😍

@DcWalaDesi @RoKhanna Ro is such a joke, but jokers win on the left.

.@RoKhanna — “I told PM Modi, you are the 5th largest economy, but the World respects Gandhi more. They have not named things after your name like they have for Nehru..”

Nice.

$DGXX 🚨🚨🚨 CEO today: “In discussions with many top AI customers.” 210 MW available RIGHT NOW for AI. Power is NOT the issue here. • First phase targeted Dec 2026 • $8-9M/month projected from colocation • 2027 target: 90 MW + GPU-aaS growth • 2028 revenue target: $400-500M • 2029 target: $800M-$1B Funds already interested in lending and in discussion. Better shape to acquire West Virginia power plant with 1.3 GW of power! AI infrastructure demand is exploding, and DGXX already has the power.

shit futures bloody

@rustysteelwool yeah me too, 0 shares but my funds have been released atleast back into my invest account.

GFY SoFi, allocated zero shares of $CRBS.

$DGXX make it make sense

@amitisinvesting yes, they are much appreciated and needed. thanks amit!

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.