ARCH CAPITAL

@anduriltech 2024 Revenue estimates around 1B, 138% YoY growth With @DOGE having an influence in defense spending over the next 4 years Anduril can see major upside. Elon has already mentioned unmanned autonomous drones are the future of warfare.

@sahill_og Lmao

Vibe coders clicking "accept all" on 22,469 Claude Code changes without reading a single one

@TheStockSleuth They got caught trying to manipulate bitcoin price action with market open dumps

@top_sach why?

extremely bullish for $IREN we are already rich. we just gonna get richer from here 😎📈🔥✊🏼

@Gfilche @grok @neuralink @AnthropicAI @Starcloud_ @SpaceX Anduril and anthropic

If you could buy stock in any private company right now what would it be? @grok do your top 3 Mine are @neuralink 🧠 @AnthropicAI 👨‍💻 @Starcloud_ 🛰️ PS - Don't say @SpaceX ! Too easy!

@WayneVaughan @Polymarket Cut spending and fraud problem solved lol

@Polymarket This madness has to stop.

NEW: Mark Cuban proposes a federal tax on AI tokens at the provider level.

@MarioNawfal @Tesla Waymo is trash

🇺🇸 50 EMPTY Waymos just took over Atlanta neighborhoods 😂 They’re circling cul-de-sacs for hours every morning like robot zombies. Waymo still hasn’t said a word. Shoul've bought a @Tesla

@CuriousPejjy @wholemars Omar is right

$TSLA & SpaceX merging topic is really heated right now and although everyone is on board for a merger one day, not everyone is board to have it merge sooner than later due to Robotaxi not being fully priced in... @wholemars absolutely NAILS why this thinking is incorrect and will cost Tesla investors a lot more than we think. We do this Spaces every Saturday with @piangfa @j_grieshaber @ShrimpTeslaLong @Smokehbear @FabAIQuantum and many others! Join us!

@Mr_Derivatives All money printing gains

It finally hit me, Jerome Powell is gone. Like officially done. Out. During his tenure, the $SPX annualized a 13% CAGR since 2018. Third best amongst all Fed chairs. And ya’ll hate him…. Eeesh

@Geiger_Capital Big print is coming

Good morning. Might be a good time to give this a refresh… geigercap.com/p/youre-witnes…

@danheld Bitcoin taught me macro economics

Bitcoin has educated more people on money and personal finance than any university.

@amitisinvesting The show goes on

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a roughly $100B market cap despite generating $585M in revenue last year. Ark Invest also bought 105,616 shares just one day after the IPO, adding more attention to the name. The momentum is set to continue with LeverageShares launching a 2x leveraged Cerebras ETF tomorrow morning. 2. President Trump submitted his latest stock purchase and sale disclosures to the White House Office of Ethics, with the filing reportedly spanning more than 100 pages and including thousands of trades. The disclosure is notable because it shows a sitting president actively trading individual securities rather than only holding assets like corporate debt, index funds, or Treasuries. Some of the names listed as purchases include $PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN, and $RKLB. 3. The U.S. has approved around 10 Chinese companies to purchase Nvidia’s $NVDA H200, the company’s second-most powerful AI chip. Nvidia hit an all time high at $240 today. 4.Figure AI has been livestreaming its humanoid robots performing real warehouse-style package sorting tasks using its Helix-02 AI system. The robots pick up, scan, rotate, and place packages onto conveyor belts autonomously while operating for extremely long periods, including a reported 24/7 run after initially targeting an 8-hour shift. The livestream is meant to prove that humanoid robots can handle repetitive labor reliably and economically, rather than just perform flashy demos. Many viewers see it as one of the first convincing demonstrations of commercially viable humanoid labor, especially for warehouses and logistics. The robot has so far dealt with 34K packages live and has reached parity with a human worker that can do 3 every second. 5. The most traded stocks in the options market today were $NVDA with 5.0M contracts, $TSLA with 2.5M, $NOK with 889K, $F with 860K, $ONDS with 849K, $INTC with 814K, $AAPL with 752K, $MSFT with 736K, $MSTR with 670K, and $MU with 644K. 6. Semiconductor leverage flows surged, with $SOXL, the 3x long semiconductor ETF, taking in a record $1.03B on Tuesday. At the same time, $SOXS, the 3x short semiconductor ETF, saw $230M of outflows, its largest daily withdrawal since late March. $TQQQ also added $161M, its biggest inflow since March 31, but $SOXL inflows were more than 6x larger as traders concentrated bullish exposure in semiconductors. Since the March 30 bottom, $SOXL is up 354%, its strongest 31-day gain since launching in 2010, while the $SOX semiconductor index is up 68%, its third-best 31-day run on record. 7. Retail investors are buying stocks at one of the fastest paces in years. Year-to-date retail equity inflows are ahead of every comparable period over the last seven years except 2021, and after slowing briefly in March, retail buying jumped sharply in April. The week ending May 1 ranked in the top 2% of weekly retail inflows since 2019, and at the current pace, individual investor purchases could surpass the 2021 record as soon as July. Retail options activity is also elevated, with average daily volume now at 1.57x January 2024 levels, the highest since the October 2025 peak. 8. SpaceX could release its IPO prospectus as soon as next week, according to CNBC, after confidentially filing in April. The company’s roadshow is expected to start June 8, with SpaceX reportedly targeting one of the largest public offerings ever following its merger with xAI at a combined $1.25T valuation. The IPO could raise around $70B-$75B, which would be more than twice the size of Saudi Aramco’s record 2019 listing. 9. AI data center demand is putting pressure on power costs across PJM, the largest U.S. grid, which serves 67M people across 13 states and Washington, D.C. Wholesale power prices averaged $136.53/MWh in Q1 2026, up 75.5% from $77.78/MWh a year ago. Capacity costs rose 398.1% year-over-year, while congestion costs increased 300.4% to $2B. 10. Tech layoffs have now passed 100,000 in 2026, with TNW reporting cuts across roughly 250 events this year. LinkedIn is reducing headcount by about 5% despite 12% revenue growth, while Cloudflare is cutting more than 1,100 roles, or about 20% of its workforce. AI is becoming a major driver of the reset, with Challenger citing it as the top reason for job cuts in both March and April and linking AI to 49,135 announced layoffs so far this year. 11. President Trump said President Xi told him China will not supply military equipment to Iran and supports a peace agreement. Trump also said Xi offered to help mediate the situation and work toward reopening the Strait of Hormuz, a critical shipping route for global oil flows. 12. The CLARITY Act advanced out of the Senate Banking Committee today in a 15-9 bipartisan vote. The bill would create clearer federal rules for crypto, including when tokens are treated as securities versus commodities. Crypto stocks rallied on the news, including Coinbase, as investors viewed it as a major step toward regulatory certainty. The bill still is not law and needs full Senate approval, House reconciliation, and final passage. The main fights now are over stablecoin rewards, anti-money-laundering rules, and ethics concerns tied to political figures profiting from crypto. $BTC Bitcoin passed $81,000. WALL STREET IS THE GREATEST SHOW ON EARTH.

@FirstSquawk Arch capital as well

INVESTORS DRAGONEER, GREENOAKS, SEQUOIA CAPITAL, AND ALTIMETER CAPITAL TO CO-LEAD ANTHROPIC'S FUNDRAISING ROUND – FT

@FirstSquawk Retail gets no upside lol

ANTHROPIC HAS AGREED TERMS FOR A $30 BILLION FUNDRAISE VALUING THE COMPANY AT $900 BILLION, WITH THE DEAL EXPECTED TO CLOSE THIS MONTH – FT

@BelisariusOnX @chamath Facts lol

@chamath Claude limits are insanely low…. The pro limit on opus for us poors is basically unusable. Like 3 questions a day.

Use Claude they said. Upload your decks the said. Unleash all this productivity they said. But apparently, I first need to start a new chat, delete some of the deck and not exceed the maximum image count…just like my existing brain.

@elonmusk This only helps China

Hmm

@amitisinvesting Missing $TSLA

PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS. The document is over 100 pages and has thousands of trades. This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries. Here are some of the names that Trump bought: $PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.

@Jlafortetech @Polymarket The thing is tho small business owners don’t know how to use the tools

@top_sach @Polymarket Yep. Looks like the side hustle everyone like Mark Cuban was telling people to start only lasted a week before being replaced by AI.

NEW: Anthropic launches "Claude for Small Business"

@ClaudeDevs @claudeai Cowork too?

Claude Code weekly limits are increasing 50%, now through July 13. Live now for all Pro, Max, Team, and seat-based Enterprise users.

@petergyang What model are they using for these videos?

Whoever at Anthropic is making these incredible product videos deserves their flowers. No AI video tool can touch the quality of these clips.