BullTrader

DON'T FOCUS ON PROFITS. FOCUS ON TAKING THE BEST TRADES.

[BullTrader @BullTraderTY]

@MrZackMorris Nope, NCT at 4$ now

[Deniz The Trader @DenizTheTrader]

95% of traders lose!
Because;
🔴 They watch videos,
but never practice
🔴 They chase millions,
but ignore risk
🔴 They quit after failure,
Not learning from it

Just DON'T DO Them,
If You Want To Be in ❝ 5% ❞

[The Kobeissi Letter @KobeissiLetter]

US oil inventories are collapsing:

Total US crude inventories, including the Strategic Petroleum Reserve (SPR), fell by -17.8 million barrels last week, the largest weekly drawdown in history.

Commercial crude inventories fell -7.9 million barrels, the biggest decline since mid-February.

Furthermore, the SPR alone shed -9.9 million barrels, the largest weekly drain on record.

This marks the 8th consecutive weekly decline, the longest streak in 3 years.

Since the Iran War began, 42 million barrels, or 10% of the entire US SPR, have been drained, mostly via exports to Asia.

The SPR now stands at 374 million barrels, the lowest since July 2024, leaving the US with a significantly reduced buffer against future supply shocks.

The US emergency oil cushion is disappearing faster than at any point in history.

[Trade Whisperer @TradexWhisperer]

$MU $DRAM $SNDK Holy Shit

625x More Memory Demand by 2028 vs 2022

That is Dell's CEO projecting memory demand growth

His warning: supply takes years to expand. Demand is not slowing.

[BullTrader @BullTraderTY]

@MarioNawfal I'm sure most people will disagree with you.

[Ted @TedPillows]

The market doesn't reward intelligence.

It rewards discipline.

You can have the best strategy in the world, but without execution, you're just another gambler with a dream.

[The Kobeissi Letter @KobeissiLetter]

Investors have never used this much leverage:

US margin debt surged +$83 billion in April, to a record $1.3 trillion.

Over the last 12 months, margin debt has risen +$453 billion, or +53%.

As a result, margin debt is up to a record 5.2% of US GDP.

This is ~3 percentage points above both the pre-2008 Financial Crisis level and well above the 2000 Dot-Com Bubble peak.

Market leverage is through the roof.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX is now expected to raise as much as $75 billion in its IPO which could debut as soon as June 12th.

That's 2.5 TIMES larger than Saudi Aramco's IPO, the current largest IPO ever.

Nothing in history has ever come close to what SpaceX is about to do.

[kristen shaughnessy @kshaughnessy2]

KKR Funds Loses $560 Million In 3 Months - WSJ

The WSJ reports KKR’s big private-credit fund for regular investors just took a $560 Million bath (10% of its value) as loan defaults jumped to 8.1%.

The share price has been cut in half, it’s now junk-rated, and struggling to borrow money to keep the party going.

[Deniz The Trader @DenizTheTrader]

#1 trading rule:

Don't force trades.

Wait for your setups.

Trading is:
🟢 10% execution
🟡 90% waiting

Be a sniper, not a machine gunner.

[Bloomberg @business]

The short selling industry will be in the spotlight this week when one of its most prominent players goes on trial, accused of using social-media posts to illegally move their stock and make a quick profit https://t.co/StH0raxwzP

[Chad Betamillion @TicTocTick]

In history of stock market, there has never been a time when 10 stocks made more than 40% of the market like they today, and the markets did not collapse by 50% shortly thereafter.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic's market-implied pre-IPO valuation surges to a record $1.4 trillion, rising another +40% in 24 days.

This puts Anthropic's implied valuation up +1,067% since October 2025, per onchain pre-IPO trading data.

Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation.

The surge comes amid reports that Anthropic's annualized revenue has surged from $100 million in 2023 to $45 billion today.

Over the last 12 months alone, Anthropic's annualized revenue has risen +1,400%.

We are witnessing a historic technological revolution.

[Bloomberg @business]

Michael Burry, the investor made famous in The Big Short, is warning that the Nasdaq 100 Index is headed toward a dramatic reversal after a “parabolic” surge that has driven technology valuations to unsustainable heights. https://t.co/RAW2B5Q0R3

[CK Capital @CKCapitalxx]

$MRAM is one of the most interesting technology monopolies on the market.

No position. Not planning one until the execution matches the monopoly.

Everspin Technologies is the world’s only manufacturer of Toggle MRAM at scale.

Memory that stores data using magnetic states instead of electric charge. Retains information when power goes out. Immune to radiation. Works in extreme temperatures.

The US military runs it in missiles, submarines, aerospace systems, and classified platforms. No substitute exists. No competitor operates at this level.

The defense contract they just signed has the most interesting clause in any contract.

If Everspin ever decides to stop making MRAM the US government requires them to hand over all process technology, IP, and manufacturing know-how to ensure continuity of domestic supply.

The Pentagon literally built a legal mechanism to keep this technology alive because they cannot afford for it to disappear.

That is not a customer. That is a national security dependency.

$40 million contract with the US Department of War just signed. New foundry partnership with Microchip for domestic production in Oregon.

The US defense industrial base is onshoring MRAM supply and Everspin is the only game in town.
Now the problem.

The execution has been frustrating.

Revenue growth has been inconsistent.

Margins have been all over the place. For a company with this level of monopoly positioning the financial results should look much better than they do.

The technology and the contracts are real.

The execution is not where it needs to be.

$MRAM

[BullTrader @BullTraderTY]

@TiffanyFong Hi Tiffany. Since it's a publication by Trump, I doubt it.

[BullTrader @BullTraderTY]

@MattWallace888

[BullTrader @BullTraderTY]

@TaraBull When I read the bet on Polymarket about the release of Trump's secret UFO files, I had to laugh. But now, for the first time, I'm seriously considering it. I can't find a solution, though; maybe there's a lot of money involved?

[BullTrader @BullTraderTY]

When I read the bet on Polymarket about the release of Trump's secret UFO files, I had to laugh. But now, for the first time, I'm seriously considering it. I can't find a solution, though; maybe there's a lot of money involved?

[Mario Nawfal @MarioNawfal]

🇺🇸 The U.S. Army recorded something in the sky and sent the footage to the government's UFO office with zero explanation.

1 minute and 49 seconds of infrared video from a military platform, submitted this year, no description, no notes, no context, just the clip.

In the footage, the sensor first locks onto something, then suddenly switches to track 2 separate objects, zooming in to keep them in frame while panning across the sky.

Source: U.S. Department of War

[BullTrader @BullTraderTY]

When I read the bet on Polymarket about the release of Trump's secret UFO files, I had to laugh. But now, for the first time, I'm seriously considering it. I can't find a solution, though; maybe there's a lot of money involved?

[Brian Krassenstein @krassenstein]

The rumors are true.

I can confirm that this was me.