Cami

@cmsinvests @fammetaX Tell me your not invested without telling me you’re not invested 😏🤣

@fammetaX insane work fam

@_HalalTrader_ How old are you? 26? How do you not understand that commodities are cyclical?

$MU X is always doom or boom, nothing in between. I’ve been in MU since 200s, and have seen three major pullbacks in less than a year. Same story every time - the bears will come out declaring a top for memory and in a couple weeks we’re at a new ATH. What’s crazy is Micron’s PE right now is the lowest it has been since I’ve owned it. And it’s growing the fastest since. It’s a structural stock priced as a cyclical, and it’s going much higher. Give it a 15x PE and it’s a triple. You’re also seeing analysts come out with higher price targets every day, but why is the stock dropping? This drop is due to de-leveraging and a change in positioning as money rotates. It has nothing to do with fundamentals. I also believe we’re at the lows now. We’ll see a little chop into the MAGS earnings and a reversal once they raise CapEx yet again InshaAllah. Still early and going much higher InshaAllah. So just relax and be patient. Our group has been crushing it at other swings while we wait for $MU to turn up again. Always focus on what’s ahead.

@pashmerepat @jxnlco Sounds like you’re having a relaxing vacation!

The tables in coffee shops in Paris are very small, no room for a laptop + a coffee. So if you’re trying to get some work done, leave your laptop at home and use Codex on your phone to control your laptop instead.

@FinanceLancelot I think $bmnr will actually be ok!

Tom Lee says July is going to be a "strong month for stocks." 🤪🪦

@intelfabs There are better picks 😏

Rally, panic, rally, panic, rally, panic The memory fundamentals haven’t changed. $MU

If you are betting on Trump picks, go with $DELL Susan and Michael care about this country. 🇺🇸🇺🇸🫶🫶 also, they were the best bosses I’ve ever had.

@Gmanct1b I worked with Michael and Susan. They are patriots.

Trump just mentioned Dell again in his press conference, telling people to “go out and buy a Dell computer” Last time he said it (back in May), $DELL jumped over 13% that same day. Love him or hate him, his words sure get the tickers pumping! Go and buy some Dell Now 🚀

@Slayer_Of_Dems @craiginthecut Glad I don’t date. This is why women don’t want men. I will personally sponsor ai porn if it means creature like you never speaks to me

@craiginthecut the only thing I'm buying for $3,750 is that girl.

“Hey babe will you stand half naked in front of my shitbox so it will sell quicker”

@thegrainbinguy @craiginthecut I love how men reveal their dark sexual desires. I’m glad I don’t date

@craiginthecut I mean, I'd offer $3,000 if she'd fart in the driver seat

@adamscochran What are you talking about? This guy had been a living corpse for 7 years now. Completely useless. He should have spent his last good days enjoying his loved ones instead of fucking over the American people.

Imagine you’re Mitch McConnell’s staffers. Chronically plugged in to every pulse of the hill. It’s been 5 days since rumors of your boss’ health started to spiral Major papers are now asking where he is. Some pundits declare he is brain dead. And you decide… not to address it? You decide to put out no new statement. You decide Mitch, who you claim is hard at work and spoke last week to Thune, won’t tweet or write a press release. And when asked by the press for a statement, you give the same canned response from 3 days prior. Because that’s how you handle this totally normal and benign situation that’s totally not a problem…

@TheCatchFence @AutismCapital That’s if you are not conquered by Muslims first. I hope you guys unite. 😎

@AutismCapital our revenge should be to instigate a disagreement between Wallonia and Flanders

“Send the Discombobulator to Belgium.”

That’s right 🤣🤣🤣

@AutismCapital Stop 😂😂🤣🤣🤣

@IsaiahLCarter You need to learn algorithms, Isaiah

Jason. No. This ain't it, brother.

@IsaiahLCarter Also, that’s what you are getting from comments because your tweets on soccer are unbased and you have been tweeting about politics for 48 hours.

@IsaiahLCarter Definitely missed the mark

@KevInvestingYT @amitisinvesting @SemiAnalysis_ $spcx is a dca buy. Why don’t you put parameters on your calls, Amit. Don’t you think you are being irresponsible at best?

@amitisinvesting @SemiAnalysis_ Thank you. Cant wait to have you back 🙏🙏🙏

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying from mutual funds and ETFs that track the index and collectively manage roughly $800B in AUM. SpaceX’s initial weighting will be about 1%, based on free-float market cap, which excludes insider and restricted shares. That weighting could grow over time as lockups lift, the public float expands, and Nasdaq rebalances the index in September and December. 2. Samsung Electronics prelim Q2 operating profit surged 19x YoY to roughly $58.4B, beating $55.3B consensus, driven by booming AI memory demand. Revenue came in slightly below expectations at about $111.8B vs. $113.1B consensus, but still rose 129% YoY. On an operating income basis, Samsung is now arguably the most profitable company in the world, generating more operating profit than Nvidia $NVDA did last quarter. 3. Robinhood $HOOD CEO Vlad Tenev says demand for Trump Accounts has been “tremendous,” with 6M kids signing up pre-launch to express interest and millions of accounts already invested. The accounts are now officially active and open for contributions, allowing parents, grandparents, family, friends, and employers to collectively contribute up to $5,000 annually for eligible American children. SpaceX $SPCX president Gwynne Shotwell and her husband are donating $320M of company stock to help fund Trump Accounts for more than 2M American children. 4. Broadcom $AVGO and Apple $AAPL expanded their long-standing technology partnership through 2031. Under the new multi-year agreements, Broadcom will develop and supply a range of custom ASIC silicon products for multiple generations of Apple devices. 5. The top 10 most active options today by contracts traded were $TSLA with 4.4M contracts, $NVDA with 2.3M contracts, $AAPL with 1.5M contracts, $AMZN with 790K contracts, $SPCX with 727K contracts, $META with 668K contracts, $MSFT with 637K contracts, $INTC with 566K contracts, $MU with 530K contracts, and $SOFI with 421K contracts. 6. TeraWulf $WULF signed a 20-year lease with Anthropic for its Justified Data campus in Kentucky, representing roughly $19B of contracted revenue over the initial term. The campus is expected to support about 401MW of critical IT load, with initial capacity coming online in H2 2027 and full capacity by early 2028. Separately, TeraWulf is selling its 50.1% stake in the Abernathy JV to a Fluidstack-led investor group, monetizing an approximately $450M investment. 7. Retail is levering up into options. 0DTE options now account for a record 48% of total retail options volume, more than tripling over the past five years. They also represented a record 30% of total U.S. options volume in May, well above the 2022 high of roughly 18% and the five-year average of about 21%. As short-dated trading keeps growing, the average options contract now expires in under 3 days. 8. JPMorgan says Meta $META potentially monetizing excess AI compute through a cloud business could be positive for returns on AI infrastructure, but the firm would rather see Meta use that capacity inside its own products. The report notes Meta could charge developers for access to models hosted on its infrastructure or rent raw compute to third parties, with JPM estimating 1GW of capacity could generate around $20B in annual revenue and several dollars of EPS. Still, JPM argues the bigger upside is Meta using its compute, 4B+ users, and AI products across Family of Apps to drive internal inference demand, which would support continued heavy capex rather than implying a slowdown. 9. Michael Saylor’s Strategy $MSTR sold 3,588 BTC over the last two weeks for roughly $216M as part of its new Bitcoin Monetization Program, which allows up to $1.25B of BTC sales. The latest sale included 2,225 BTC at an average price of $60,773, following the prior week’s sale of 1,363 BTC at $59,256. Strategy still holds 843,775 BTC, with an average acquisition cost of $75,476 per BTC. 10. AI giants OpenAI, Anthropic, and Google are handing out free compute credits worth hundreds of thousands of dollars to win startup customers, per WSJ. The battle for startups is intensifying as top AI labs offer discounts and credits to lock in the next generation of enterprise users. The strategy is simple: subsidize usage now, drive early adoption, and turn today’s startup customers into durable long-term revenue streams. 11. Deutsche Bank says U.S. public debt is the clearest macro risk to American dominance. Federal deficits have stayed around 5%–6% of GDP since 2022 despite the economy being near full employment, while debt held by the public is set to surpass 100% of GDP this year. Interest payments now exceed defense spending and are the fastest-growing budget item, with the CBO projecting a $1.9T FY2026 deficit and public debt rising to 120% of GDP by 2036. 12. Leopold Aschenbrenner’s next investment target filed for Nasdaq this Friday. SK Hynix $SKHY is raising $28B, with Situational Awareness indicating interest in up to $7B of shares. SK Hynix has roughly 59% of the global HBM market, about 70% of Nvidia’s $NVDA HBM4 allocation, Nvidia alone represents 27% of revenue, and its entire 2026 chip lineup is already sold out. SK Hynix will be going public on the Nasdaq via ADRs and will be one of the largest foreign memory companies, now worth $1T. WALL STREET IS THE GREATEST SHOW ON EARTH.

@Gmanct1b Wow. They are about to get nuked. I believe this is the last straw!! Prepare for a market drop

🚨 US/IRAN TENSIONS ESCALATE – HIGH WATCH Reports are circulating that Iran has reportedly struck two vessels in the Strait of Hormuz, creating increased geopolitical uncertainty. If tensions continue to escalate, we could see strong momentum in defense, shipping, and energy related names as the market reacts to the headlines. Tickers on HIGH WATCH: * $BATL $1.41 * $SKYQ $2.11 * $ANNA $2.68 These are watchlist names only for now, I’m looking for confirmation, volume, and clean technical setups before entering any positions. Don’t FOMO into spikes rather keep updated on how the tickers are performing by watching the setups. I’ll be watching these closely. Stay patient, manage your risk, and be ready, headline driven moves can be extremely volatile.

This is a swing trade $BABA

@IsaiahLCarter @newyorkcityfc @USMNT He played like he always does.

Matt Freese is normally an absolute beast in net with @newyorkcityfc. This was, sorry to say, a whole game full of fluke bullshit and brainfart plays that made the @USMNT beat themselves, REPEATEDLY.