VanquishTrader

Michael Burry sold his entire $GME position after holding it for just 98 days. The move turns one of the market’s most-watched contrarian trades into a short-lived bet rather than a long-term conviction call.

This morning may have given us the new meme of 2026.

Trump says South Korea should join the war after Iran struck a South Korean ship.

$CBRS filed updated IPO terms raising roughly $3B at a ~$26B valuation. The $NVDA rival grew 2025 revenue 76% to $510M, turned GAAP profitable and is anchored by a $20B+ OpenAI deal plus AWS as its first hyperscaler customer.

U.S. officials say Iran fired on commercial shipping and targeted U.S. military vessels with cruise missiles while American forces eliminated six Iranian small boats attempting to interfere. The bigger takeaway is that the U.S. blockade is reportedly “exceeding expectations” warning Iranian forces to stay well clear of U.S. military assets.

$AMZN launched Amazon Supply Chain Services, opening its logistics network to outside businesses as P&G, 3M, Lands’ End and American Eagle become early users.

TOP 4 LARGEST MEMORY CHIP MAKERS 1. Samsung ($897B) 2. SK Hynix ($498B) 3. $MU ($481B) 4. $SNDK ($141B)

The AI Power Portfolio 1. $CCJ | Cameco 2. $TSLA | Tesla 3. $NEE | NextEra Energy 4. $LEU | Centrus Energy 5. $UUUU | Energy Fuels 6. $SMR | NuScale 7. $OKLO | Oklo 8. $CEG | Constellation Energy 9. $VRT | Vertiv 10. $EOSE | Eos Energy

Founders Fund raised $6B for its largest late-stage fund, including $4.5B from LPs and $1.5B from partners and employees. Peter Thiel’s firm plans to back roughly a dozen startups over the next two to three years.

Trump says he will raise tariffs on European Union cars and trucks entering the U.S. to 25% next week. He said the move is because the EU is “not complying” with the trade deal previously agreed to with the U.S.

Cathie Wood bought $32M of $GOOGL and $28M of $META yesterday.

U.S. ISM Manufacturing PMI came in at 52.7 versus expectations of 53.0. Still in expansion territory but slightly softer than expected.

Anthropic is reportedly expected to raise $50B at a $900B+ valuation within the next two weeks.

$NBIS is buying Eigen AI for $643M, adding inference and model optimization tech to its Token Factory platform. Nebius says the deal should improve model performance and unit economics at scale, with closing expected in the coming weeks.

Anduril partners with $NOK Federal Solutions to launch rapid-deploy 5G Sentry Towers.

The Pentagon signed deals with $NVDA, $AMZN and $MSFT to bring advanced AI tools onto classified military networks.

$GOOGL Cloud is on 🔥🔥

The S&P 500 just hit a new record high.

$VEEV TO JOIN THE S&P 500 AND REPLACE $CTRA

Every Fed chair transition in the Bitcoin era has come with a major drawdown.