Sell/short Brent front-month. May showed “peace hope” headlines repeatedly crushed the war premium, and June starts below the 20/50-day averages with downside momentum. Until shipping through Hormuz ...
The contract is already pricing SpaceX near a ~$1.8T target and has momentum from retail “IPO access” demand. As IPO filing/valuation headlines keep hitting, implied valuation should stay bid even ...
Q2 revenue +196% YoY, EPS $12.07 vs $9.33, and Q3 revenue guide implies >200% YoY growth. This is the “picks-and-shovels” play on inference/training scaling and supply-constrained DRAM/NAND cycles.
Buy Costco (COST) on the pullback. The CFO signaled excess cash and a special dividend as the “most effective” return method, and history suggests another one-time payout within 2–3 years. A repeat ...
Oil prices slipped more than 1.5% on Friday as optimism grew over the US and Iran reaching a peace deal, which could ease the ...
TVL just crossed $500M (up sharply from $175M), volume is extremely hot (24h volume-to-mcap ~408%), and an ascending triangle is forming with a measured upside target near $0.2915. Anchorage’s ...
Buy: Long Anthropic-linked exposure via AI infrastructure/developer tooling beneficiaries—specifically Microsoft (MSFT) and Alphabet (GOOGL) as they monetize enterprise AI and developer ecosystems ...
Key thesis: even if the defendant’s sentence changes, the industry will spend more to avoid “tainted evidence” and evidentiary disputes. Key Risk: Regulatory or market shift away from on-chain ...
The chart is breaking down: double-top at ~114.97 with neckline ~86.15 implies a move toward ~$58, and price is already below ...
Asian stocks continued their uptrend today, May 19, as investors adopted a risk-on sentiment amid hopes of a deal between the ...
Ethereum fell below $2,000 for the first time since March. On-metrics for Ethereum has weakend but retail sentiment remains ...
A Danish pension fund that previously attracted attention for selling US Treasuries and exiting Tesla has said it will not invest in SpaceX, citing concerns over both valuation and corporate ...
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