Roger

#BREAKING: A tanker has been hit by projectiles in the Strait of Hormuz, north of Fujairah, UAE.

Chip makers are working to buy up the entire global supply of PCB board materials, driving up prices 40% in April alone and helping to start a massive global shortage. We are potentially months away from all electronics makers being forced to shut down globally. $SOXX

The current market is a high-stakes game of poker, as investors are paying exorbitant valuations for earnings. However, the liquidity they’re relying on may not be as organic, cash-backed, or sustainable as the headlines suggest.

HFs dumped IT stocks for a second straight week. In % terms on a trailing 2-week basis (excluding the Feb ’21 meme stock frenzy) the recent de grossing activity in US Info Tech was the largest in the past decade: Goldman PB

Banks now say $ORCL has tapped out full lending availability with conventional banks due to internal lending limits. timesofindia.indiatimes.com/technology/tec…

Foreclosure filings jump to six-year high as rising property taxes, insurance costs and debt strain U.S. homeowners on.wsj.com/3Piq8sz

WATCH: Massive 8 ALARM fire breaks out at warehouse in Belleville, New Jersey

Put to Call Ratios at Friday Close $SOXX = 20 Puts to 1 Call $IGV = 2 Calls to 1 Put

Any updates?

Banks seek to offload risk to avoid ‘choking’ on data centre debt ft.trib.al/cy2GIi1

🚨 Bessent warns to pull all of your money out of bank accounts. LFGo! $KRE

Morgan Stanley has again raised its capex forecasts for the five hyperscalers Amazon, Alphabet, Meta, Microsoft, and Oracle. It now expects them to spend about $805bn this year, up from a previous estimate of $765bn. For next year, the forecast has been lifted from $951bn to $1.1TRILLION. To put that into perspective, their 2026 spending alone would be roughly equal to what all non-tech companies in the S&P 500 spent combined in 2025. The expected ~$800bn for 2026 is nearly double 2025 levels and about three times what was spent in 2024.

We’re at the stage where we have people selling $7/month courses on options trading calling Berkshire’s $400 billion cash pile foolish. What a unique & stupid time this is.

WARNING: Are we about to see the biggest stock market collapse in history? This chart should make every investor pay attention. It shows something that has happened before every major market turning point: when a handful of stocks become absurdly dominant, the market starts to look far healthier than it really is. We saw it in the Great Depression. We saw it in the dot-com bubble. We saw it before the Global Financial Crisis. We saw it again during the COVID-era melt-up. And now? The concentration in the biggest names is again reaching extreme levels. That does not mean a crash is guaranteed tomorrow. But it does mean risk is being hidden beneath the surface. When too much of the market’s performance depends on too few names, investors should ask one hard question: Is this strength… or is this fragility? Because history has a habit of punishing crowded trades, complacency, and blind optimism. No one knows the exact timing. But when charts like this start flashing warning signs, it pays to be cautious, not euphoric. #StockMarket #MarketCrash #CrashAlert #Investing #Stocks #WallStreet #NASDAQ #SP500 #Recession #BearMarket #Bubble #FinancialMarkets #MarketRisk #PortfolioManagement #RiskManagement #WealthBuilding #EconomicCollapse #Inflation #Fed #Trading #ValueInvesting #CapitalMarkets #HistoryRepeatsItself #MacroEconomics #InvestSmart #Finance #Money #Investors #MarketAnalysis #BullMarket #Warning

Being an owner operator is easier and cheaper than you’d think. I wouldn’t recommend working with dispatchers. Getting a CDL is a bitch though. At legit testing center there is about a 70% pass rate where you get two attempts because people struggle with parallel and alley dock parking.

Wait. So I can be a truck driver if I get a CDL and have $150-250k to “invest in myself!” Is it really that easy? I thought those trucks cost way more? Is the foreign driver problem as bad as they say? Shit, to think I almost went all in on a pressure washer business! @DaveRamsey

Peterbilt prices are freaking out of control. I can't take it anymore and I'm looking into this International. They literally look identical but the Pete is $100,000 more.

@sayonarashorts @dartinguphill lol no. By a used 2024 freightliner Cascadia 126 sleeper with 400k miles at Ritchie’s for $35k like I do for our freight company. Freightliner always the way to go

Probably why $soxx closed at P/C 20 🤔

Wtf

@28delayslater My daughter got a hold of the candy canes. Stickers subpar. Swung shots of fireballs all over WalMart.