The Critical Investor

Junior mining investor, commentator, looking for multi-baggers at the Vulture Exchange. Disclaimer: this is not investment advice, do your own dd.

[The Critical Investor @Critical_Inv]

Trump wants Pelosi to be investigated for her $200M in assets (which comes from her husband). You really can't make this up. Only in the US of A.

[Coffee^2 🇨🇦🇮🇪🇺🇦 @Coffee2mp]

@redpillb0t Perhaps we should look at Trumps

[The Critical Investor @Critical_Inv]

He could have a point, although in China/Hong Kong more money is rotated into AI exposure these days.

[Shanaka Anslem Perera ⚡ @shanaka86]

The Dow hit a record high today. The same session, Broadcom fell 14% and the AI trade cracked. Those are not two stories. They are one.

Look under the index. The Dow jumped about 700 points, up 1.4%, to a fresh all-time high. The Nasdaq fell. The S&P 500 sat dead flat. One average at a record while another bleeds, on the same day, is not a rally. It is a rotation.

Watch which way the money ran. Out of the chips: Broadcom down 14% on a record quarter, CrowdStrike down 10%. Into the lifeboats: UnitedHealth up almost 6%, Eli Lilly nearly 5%, JPMorgan, Walmart, and Costco all green. Health insurers, banks, and grocers led one of the most expensive markets in history. Read that twice.

The trigger was Broadcom. It grew AI revenue 143% and still got sold, because it would not promise even more. That single flinch sent the whole tape reaching for cover.

Here is what the record high hides. When an index prints a new high because capital is fleeing the leaders that built the bull and crowding into recession-proof defensives, that is not confidence. It is fear with the lights still on. The headline holds. The leadership rots underneath it.

This is how tops tend to look from the inside. The generals stumble. A defensive rotation paints the tape green. Breadth quietly narrows while the screen flashes a record.

The Dow did not tell you the market is strong today. It told you where the smart money is hiding.

[The Critical Investor @Critical_Inv]

Musk as a 42% shareholder in SpaceX is estimated to be worth US$1.05-1.1T after this IPO. That is a T from TRILLION.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX plans to sell approximately 555.6 million shares at $135 per share in its upcoming IPO, according to new SEC filings.

At that price, the offering would raise $75 billion, making it the largest IPO in history by a wide margin.

This would value SpaceX at $1.77 trillion.

[The Critical Investor @Critical_Inv]

What Iran conflict escalating?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Dow extends gains to +800 points on the day and hits its highest level on record.

The historic rally continues.

[The Critical Investor @Critical_Inv]

For those who still don't know the best undeveloped hard rock lithium project in the Western Hemisphere. The Iran conflict caused a bit of a sell off yesterday, this might have been the last time to get in so close to $3.00. @Q2Metals

[Q2 Metals - Cisco Lithium Project @Q2Metals]

📣 NEWS 📣

Q2 Metals Reports Multiple Wide Intercepts, Including 264.6 Metres at 1.84% Li2O and 152.9 Metres at 1.59% Li2O in Drill Hole 71 at the Cisco Lithium Project in Quebec, Canada $QTWO.V $QUEXF

📰Read the full press release 👇: https://t.co/uiqll8gAdg

[The Critical Investor @Critical_Inv]

@KobeissiLetter P/E on this thing?

[The Critical Investor @Critical_Inv]

@AndreasBakir Fidan is zo goed geïntegreerd dat het in 90% van haar columns gaat over haar Turkse achtergrond. Hoe meer dit soort dingen geventileerd worden, samen met allerlei andere ontwikkelingen, hoe minder de autochtone verdraagzaamheid wordt en hoe groter het onbehagen en de polarisatie.

[The Critical Investor @Critical_Inv]

@TaviCosta The sector is way too small for big insto money, if they would enter they would have to buy a quarter of Newmont in one go, and there is just a handful of players available with at least something of a market cap

[The Critical Investor @Critical_Inv]

This was the last chance and a truly golden opportunity for his 25th Slam, and he knew it as he didn't want to talk about it at all in the post match interview, he even interrupted the first question about this topic halfway.

[Novak Djokovic @DjokerNole]

An epic battle, Joao. And a hard-fought victory you deserve. Best of luck for the rest of the tournament and the incredible career you have ahead of you. 

As for Paris… tu as mon coeur 🫶🏼

[The Critical Investor @Critical_Inv]

@usykaa His wife is hiding in the bombshelter with their little daughter, so this must be his mistress I guess

[The Critical Investor @Critical_Inv]

@buitengebieden AI is so tiresome these days

[The Critical Investor @Critical_Inv]

@starbuck68 Ik dacht je post alleen over dansjes, die mist een programma om los over te gaan. Nou dat programma is er kan ik je vertellen😎

[The Critical Investor @Critical_Inv]

@starbuck68 Wat zeg je nou🤣

[The Critical Investor @Critical_Inv]

@Jacob_Osiason @KobeissiLetter @SECGov Look into Selig at CFTC

[The Critical Investor @Critical_Inv]

@KobeissiLetter "Undefeated"........You know this is blatant corruption on a scale never seen before. Are you being paid?

[The Critical Investor @Critical_Inv]

@Jacob_Osiason @KobeissiLetter You can see he replaced key figures at SEC etc with good friends in Q4 2025

[The Critical Investor @Critical_Inv]

@meou1983 En toch wint bij free fight bijna altijd een kickboxer dacht ik

[The Critical Investor @Critical_Inv]

Several more days....It sure takes Trump a lot of time to negotiate a deal with....himself.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The White House no longer expects an agreement with Iran to be announced today and thinks it could take "several more days" for the deal's approval, per Axios.

Yesterday, President Trump said a deal announcement was coming "shortly."

US officials are "optimistic" but say the deal could still fall apart.