I’m seeing a lot of questions about what this would mean for $RKLB so here’s my take. A SpaceX tie-up with $TSLA or xAI would actually be bullish for Rocket Lab since it would remove the only other scaled pure-play space company from public markets and leave Rocket Lab as the

SILVER DOWN 31%; WORST DAY SINCE 1921

At its lows in 2022, Meta hit an Enterprise Value of $225B. This year, Meta generated $102B in operating income from its Family of Apps business. Investors could have bought Meta at ~2x their 2025 FOA Operating Income. $META

Mastercard now has 3.4 billion cards in circulation globally. That means there is now nearly one Mastercard for every two people on Earth. Superiority. $MA

Note to self: Buy Bitcoin when these two lines converge

Stanley Druckenmiller said in 2023 that copper was “the tightest position I’ve ever studied.” The AI economy’s power buildout only tightens that further with every viable path running straight through copper. Initiated a starter position in the growth port for copper exposure.

Thoughts on $META & $MSFT I listened to both earnings calls this week, $MSFT and $META, and what stood out to me wasn’t the headlines or the beats, but how differently the market reacted to two companies doing roughly the same thing. Both beat revenue and earnings. Both are

5 minutes before the close on Friday someone bought $13,000,000 worth of $AAPL 300 calls Barron got the call

Strategy holds 712,647 $BTC at an average cost of $76,037. We are approaching Saylor's entry price.

Solar will utterly dominate future electricity production

$MSFT is trading near a 7 yr low relative to $QQQ. $MSFT is trading near a 6 year low relative to $SPY. The bounce will be glorious once we get through this rough patch in the near term.

Microsoft & Amazon — Price vs Operating Cash Flow 💵 $MSFT currently trades at a ~28% discount to its operating cash flow trend. $AMZN trades at a ~29% discount to its operating cash flow trend. When stock price diverges from cash generation, it’s worth taking a closer look.

$NVDA stock goes vertical while valuations compress. The real bull market is built on moves like this.

$GOOG $GOOGL Weekly MACD downside crosses have been a pretty good signal for bigger downside moves over the last couple years. Google has been definitely responsible for partially holding up the market.

The multi-year channel resistance lines up perfectly with $SPX 7,000. Because, of course it does.

Weekly shooting star. Capitulation Finder firing. Highest RSI since 2011. If you’ve been riding $XOM, proceed with caution.

$AMZN has built the third-largest advertising business in the world. Now running at an ~$85B revenue run-rate and still growing ~23% YoY.

Bill Ackman on $GOOG $GOOGL: “Our view on Google, one way to think about it when a business becomes a verb, that's usually pretty good sign about the moat around the business... You know the Google advertising search, YouTube franchise is one of the most dominant franchises in

"I'm just as bullish about the AWS business as I've ever been," $AMZN AWS CEO Matt Garman

AWS produced $45.6B of operating income in 2025. Which represents a massive 57% of Amazon's total $80B operating income. $AMZN