US stocks ticked up (SPX +0.5%, NDX +0.6%) after Trump announced fresh US-Iran talks, with hopes of reopening the Strait of Hormuz pushing Brent crude down 4.4% to $84/bbl. 10yr yields eased a bit. Chip names SK Hynix and Samsung dropped sharply on profit-taking, but $AMZN, $MET
I think $TSLA is headed below $300 and $SPCX could go past $100 soon, based on valuation worries. Both are trading at over 175x FY'26 earnings, which seems crazy as AI stock hype keeps fading.
This is THE most important S&P 500 pattern.
Over 100 years of data, and it's never failed:
Small dip → Last push → Blow-off top → Huge crash
People always think this time is different. It never is.
Right now we're stuck between the last rally and the blow-off top.
Nvidia’s reportedly offering OpenAI a ~$250B financial cushion for a huge data center in southern Ohio 🏗️
It’s a 10-gigawatt campus by SoftBank’s energy arm, 50 miles south of Columbus. Total cost might top $500B—biggest project ever announced.
OpenAI lacks an invest
Top 10 stocks from the Alt Index right now:
Constellation Energy $CEG
Anglogold $AU
Virtu $VIRT
Powell $POWL
Bunge $BG
Vulcan $VMC
Vertiv $VRT
Iridium $IRDM
Darling $DAR
Taiwan Semiconductor $TSM
Their AI Score pulls financial, technical & alt data to predict how
🚨 Rumor has it—Saylor’s strategy sold another 500 BTC just yesterday. No official word yet, but he’ll probably talk about it Monday. If it’s real, this could just be the start.