Diego Rey

🚨Rep. Tim Moore Financial Services + Banking 🔴 Just filed 4 sells $LGIH $250K largest exit & conviction $HOG $100K $NVDA $50K $CBRL $50K $7.2M net worth. These are small relative moves. Profit-taking. Not conviction. Moore’s Portfolio👇🏽

Today’s earnings. US Congress already positioned. 🟢 $GLW: 3 buys, bipartisan, AI fiber play 🟢 $V: 3 buys, $60K conviction 🟢 $CSGP: Cisneros x2 🔴 $HOOD: opened + fully unwound 🔴 $GM: Kean sold Jan 🟡 $UPS: opened and closed, no signal We are working on full breakdown 👇

@TrendSpider US Politicians were positioned on $UNH early 2026. We tracked them Real Time.

This is Why we Track US Congress Investments: 🔴While $SPY is -0,7% DOWN 🟢 $UNH is +4% UP Sen. Mullin from Health Committee bought $250K $UNH

Just In: Leopold keeps putting up bangers Solaris Energy is up ~5% today and now up 65% since he disclosed a ~$46M stake in $SEI on 11/14/25 That return is even with the delay

You could buy 100 shares of $NOW right now for $9,077 Or you could buy the $90 call LEAP expiring June 2027 for $2,500 Same directional exposure. ~72% less capital. Over 416 days of runway. The trade: Strike: $90 Expiration: June 17, 2027 Premium: ~$25.00 per contract Breakeven: $115 If $NOW hits $120, this LEAP returns ~20% If $NOW hits $140, this LEAP returns ~100% If $NOW hits $160, this LEAP returns ~180% Buying 100 shares at $90.77 and watching it hit $160 is a ~76% return. The LEAP returns 180% on roughly a quarter of the capital. Why I like the setup: - Q1 2026 subscription revenue up 22% YoY to $3.67B - CEO projecting $1.5B in AI product sales for 2026 - 50% higher than prior forecasts - Now Assist customers spending $1M+ grew over 130% YoY - Becoming the AI operating layer for enterprise workflows - 5-for-1 split in December 2025 opened the stock to a wider retail audience - 416 days to expiration gives the AI monetization thesis time to compound The max you can lose on a LEAP is the entire premium you paid. In this case, that's $2,500 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it. Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align. NFA DYOR

$JOBY completed its first point-to-point electric air taxi flights in New York City. The flights connected JFK and Manhattan heliports in under 10 minutes as part of a White House-backed pilot program.

UPDATE: Senator John Fetterman filed a purchase of Micron stock earlier this month. $MU has now risen 61% since the trade. It's up another 4% today. Look at this screenshot from Quiver:

UPDATE: Senator Markwayne Mullin bought stock in a company called Amkor earlier this year. It was the first time we had ever seen a member of Congress buy stock in the company. $AMKR has now risen 78% since his February purchase.

$NOW will go down as the greatest dip-buying opportunity of 2026… Currently down -62% from ATH’s, markets are pricing LLM’s to replace software. The CEO of ServiceNow strongly disagrees, & even just recently bought $3M worth of shares. Jensen Huang, the $NVDA CEO is also bullish on $NOW and believes LLM’s will become apart of software. $180+ incoming within a year time. Mark it…

@NUFCTalkRadio Without European football, do we need another CB?

🚨 According to A Bola - Newcastle have spoken to the representatives of 3 Portuguese based players over a summer move to the club, those players are....... Ousmane Diomande (22) - CB at Sporting Lisbon. Fee - €45m Gabri Veiga (23) - CM/AM at Porto. Fee - €40m William Gomes (20) - LW/RW at Porto. Fee - €45m Would you be happy with these 3 coming in as part of the rebuild? #NUFC

The opposite of de-dollarization The USD's portion of international transactions rose to a record 51.1% in March, up from 49.2% a month earlier, according to the latest data compiled by global financial messaging service Swift

Prompt 5: The Social Security Maximizer Paste this into Claude word for word: "Act as a Social Security optimization specialist and retirement income strategist. Here is my situation: I am [age] years old. My spouse is [age] years old. My estimated Social Security benefit at age 62 is $[amount], at full retirement age of [FRA age] is $[amount], and at age 70 is $[amount]. My spouse's estimated benefit at 62 is $[amount], at FRA is $[amount], and at 70 is $[amount]. My current health is [good/average / below average], and my family's longevity history is [brief description]. We have $[portfolio amount] saved and plan to retire at [age]. We have [other income sources, if any]. Given all of this, do the following: Calculate the break-even age for each claiming strategy, meaning at what age I come out ahead by waiting versus claiming early. Model the three most common claiming strategies for a married couple, one spouse claims early and one delays, both delay to 70, and both claim at FRA, and show me the lifetime income difference between them. Tell me which strategy maximizes our combined lifetime Social Security income based on our ages and health. Explain exactly how the spousal benefit works and whether my spouse should claim on their own record or mine. And show me how Social Security fits into our overall retirement income plan alongside our portfolio withdrawals. Be specific with dollar amounts and timelines." What you get: A lifetime Social Security optimization analysis that specialized advisors charge $500 to $1,000 to run.

ANTHROPIC PAYS $750,000 A YEAR FOR ENGINEERS WHO UNDERSTAND WHY AI WORKS. STANFORD JUST PUT THE SAME KNOWLEDGE ON YOUTUBE FOR FREE. WATCH IT THIS WEEKEND. NOT EVENTUALLY. THIS WEEKEND.

What Sectors’ Stocks have done the best since Trump’s Second Term began? - A Thread 🧵 1/10 ENERGY / POWER ⚡ $BE Bloom Energy +825.20% $GEV GE Vernova +183.48% $PLPC Preformed Line Products +165.39% $PWR Quanta Services +77.66% $CNQ Canadian Natural Resources +46.99%

If you are serious about options trading, this 1-hour Yale lecture is non-negotiable. 60 minutes lecture can teach you more about options trading than 99% of options trading courses. Save this and watch it without distractions. 📌

🚨 Insider Trade Alert 🚨 ! Co-Chief Executive Officer
Zamboni Alessandro has
purchased 4,332,525 shares of
$BURU (Nuburu, Inc.) at $0.35
worth $1,496,020.88 $BURU current value: $0.30 full disclosure: 
sec.gov/Archives/
edgar/data/
2022188/000119312526170692/00
01193125-26-170692-index.htm Company Overview:
Nuburu, Inc. engages in the
development and delivery of blue
laser technology for the welding
and 3D printing industries in the
United States, Asia, Europe, and
internationally. The company
offers the Nuburu AO-150, a blue
industrial laser used to weld thin
foils, as well as the NUBURU
BL-250. It is also involved in the
design, production, and outfitting
of a range of vehicles for
industrial and military

Breaking: The U.S. Navy just requested a record $305,000,000,000 for shipbuilding over the next 5 years 5 Stocks that could benefit from the deal: • Huntington $HII: Builds every U.S. aircraft carrier • General Dynamics $GD: Prime contractor for nuclear submarines • BWX Technologies $BWXT: Builds every nuclear reactor inside a Navy sub • Lockheed Martin $LMT: Makes the weapons systems installed on new Navy warships • Northrop Grumman $NOC: Missile launch systems and electronics across the new fleet

April 29 is Jerome Powell's last day as the FOMC chairperson. Kevin Warsh was the reason SPY went from 712 to 702 in 1 day. Pay attention, he signaled a radical 'regime change' that trades stability for uncertainty, making SPY realize the era of predictable Fed policy is over.