Market McFly

#1 resolution for most people this upcoming year should be learning more about financial literacy. But I bet most people won’t. Oh well, plenty of resources out there now and no sympathy for not taking advantage of it. Remember that no one is coming to save you.

@jrouldz @DonMesh23 @business Do you think the $TSLA and SpaceX merger would cause share price to move higher in the near term?

@DonMesh23 @business I hope $TSLA merges with SpaceX so I don’t have to get SpaceX exposure at what I assume will be ridiculous valuation Ideally we’d see an $AMZN Blue Origin integration too 😂😂😂

Energy and space constraints limit how many massive data centers can be built on Earth. But what about space? bloomberg.com/features/2026-…

Total household debt reached $18.79 trillion in 1Q26 … mortgage and auto loan debt had highest balances @DataArbor

@jrouldz Not complaining with the price action today since I hold shares, but wanted to buy more yesterday and hesitated thinking it might go lower. Thoughts now Dr. on buying more shares at around $100?

$RKLB 😱 Ok just send it to $100 already

Great chart on bull and bear markets from Charles Schwab.

Every year, there’s a new reason to panic: -Rates Hikes -Elections -Wars -Tweets -Tariffs -Pandemics -Recessions But in 30 years, none of it will matter. What will: whether you stayed invested - or got shaken out.

Wherever i go i am hearing execs admit that the move in Samsung/SanDisk/CPU/WDC complex et. al. is secular, part of a new compute economy based on a.i. than it is cyclical. These are rare moves that befuddle the marketplace.

Mapped: The States Where Living Costs the Most—and Least 💸 visualcapitalist.com/cost-of-living…

The Nasdaq Composite just crossed above 25,000 for the first time. A year ago it was at 18,000. 5 years ago it was at 14,000. 10 years ago it was at 4,800.

SPACEX ECOSYSTEM CHEAT SHEET A ~$1.5T SpaceX valuation forces the market to start pricing the full connectivity, infrastructure & supply chain layer tied to the space economy: Launch & Space Infrastructure • $RKLB builds launch vehicles, spacecraft systems and orbital infra with a ~$1.9B backlog, 87 missions completed, Mynaric bringing laser comms in-house and FY2026 guidance of ~$885M making it the most complete vertically integrated small launch platform outside of SpaceX. • $FLY completed the first successful commercial Moon landing, grew FY2025 revenue 163% to ~$160M, is guiding to ~$440M in FY2026 revenue and has a ~$1.4B backlog while $NVDA & SciTec’s lunar AI module partnership expands the story beyond launch into space data and AI infrastructure. Direct-to-Device & Communications • $TMUS is partnering with SpaceX on D2C through Starlink while $T & $VZ are backing AST as the competitive alternative. • $QCOM enables satellite-to-device connectivity through modem & RF integration across both the Starlink-T-Mobile and AST carrier ecosystems. • $ASTS is building broadband directly to unmodified smartphones with FCC clearance for 223 additional satellites, 45+ MNO agreements, $1B+ in contracted revenue, $65M in $VZ prepayments & BlueBird 8–10 ready to ship within 30 days. Partners & Commercial Integration • $SATS provides spectrum access & satellite communications infrastructure through assets tied to SpaceX’s spectrum push. • $PL delivers geospatial intelligence with launches tied to SpaceX while defense & intelligence growth across NATO, NRO, NASA & the Missile Defense Agency validates Planet as a serious defense intelligence asset. • $AMZN is shifting from competitor to partner across satellite and cloud layers through Amazon Leo, Globalstar assets & massive AWS AI infrastructure commitments with the broader SpaceX/xAI ecosystem running on the same generation of compute demand.

@jrouldz Appreciate the feedback! Holding the shares I already own for the long term, but wanting to increase my position size just a little bit more.

$IONQ I am certainly NOT looking to add after this move! $28 was the zone. I had eyes all over It but figured I had enough shares already. I do not like to chase after pumps like this in the short term, Id expect resistance in high 40s like we've seen in the past long term, I of course think this goes higher. so all depends on your risk tolerance and time frame 🫡

My 3 largest holdings are now roughly tied with equal weighting in my main portfolio: $AAPL $RKLB $IONQ Each comprising ~12% But it looks like Apple is going to drop down to 3rd at market open 🫣 this is the most exciting show on earth 🍿😂

Jayden Daniels, Terry McLaurin, & Rachaad White at offseason training in LA 🤩 (📸: lucaxgallo via IG)

1972 ➡️2026 Apollo 17 ➡️ Artemis II

Madden Orlovsky had a heartfelt message for his family and friends in honor of World Autism Awareness Day 🥹 This was a special moment for all of us at ESPN. Thanks, Madden and @danorlovsky7 ❤️

We are going! With Artemis II's launch, we've taken another step toward a long-term presence on the Moon. Here's a recap of the historic mission so far – and a preview of what's to come. Follow along as four astronauts continue their journey around the Moon and back: nasa.gov/ways-to-watch/

The best trade of the last 20 years might surprise you. It wasn't tech. It wasn't software. And it wasn't $NVDA $10K invested in 2003, held to today: $MSFT → $220,000 $AMZN → $1,900,000 $NVDA → $11,000,000 $MNST → $25,000,000 It was an energy drink.