David

[David @David_73694]

The / in The X.

[Richard Bernstein Advisors @RBAdvisors]

The version of the #PPI that has the highest correlation to corporate #profits accelerated suggesting an ongoing broadening of #equities.

[Alessio @AlessioTMAD]

Hedge funds in shambles

[Kate from Kharkiv @BohuslavskaKate]

Usyk and Trump in the Oval Office.

"I need your Tomahawks, Donald" 😏

[Shay Boloor @StockSavvyShay]

Michael Burry added to $PYPL, saying the market has been “attending PayPal’s wake for years” while the company buys back stock “hand over fist.”

He also added to $ADBE calling Adobe a “clear deep-value opportunity” with gross margins near all-time highs.

[Michael | Hypermarkets @itsmichaelluu]

$SPCX shares are priced at $135 for its $2 trillion IPO.

Its return is 100x-200x by 2035.

These 20 companies will benefit the most:

1. $BKSY ~$34
AI-ready Earth observation satellites feed SpaceX orbital intelligence layer.

2. $SPIR ~$20
Space data analytics monetizing SpaceX's growing orbital constellation.

3. $ACHR ~$5
Air mobility networks integrate with Starlink's low-latency infrastructure.

5. $SATL ~$7
High-resolution imaging complements SpaceX orbital AI compute constellation data.

6. $VIAV ~$50
Optical networking components critical for Starlink ground station upgrades.

7. $OUST ~$40
Sensor fusion tech supports SpaceX booster catch reusability automation.

8. $GILT ~$15
Satellite ground infrastructure scales alongside Starlink enterprise deployments.

9. $POET ~$11
Optical interposer chips slash data center power costs inside COLOSSUS AI cluster.

10. $ARQQ ~$12
Quantum encryption securing Starshield government classified orbital networks.

11. $TWST ~$74
Synthetic biology tools accelerate SpaceX long-term Mars life support research.

12. $LUNR ~$30
NASA lunar lander tech directly supports SpaceX Moon base buildout.

13. $AEVA ~$24
LiDAR sensors enable autonomous Starship landing and booster catch precision.

14. $KTOS ~$60
Defense tech partner powering Starshield national security satellite contracts.

15. $IONQ ~$58
Quantum compute layer powering next-gen orbital AI satellites.

16. $RDDT ~$178
Real-time social data feeds Grok's truth-seeking AI via X integration.

17. $RKLB ~$115
Small payload launch fills exact gaps Falcon can't efficiently serve.

18. $ASTS ~$97
Direct-to-phone satellite broadband. Starlink's closest competitor and partner.

19. $MTSI ~$375
RF semiconductors power Starlink phased-array antenna signal processing.

20. $BWXT ~$200
Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements.

I'm definetly a buyer of $SPCX IPO and want to get it super cheap.

♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.

[Robin Brooks @robin_j_brooks]

When all this is over, we'll have to do some hard thinking what gold has become. Yesterday it sold off on the US bombing Iran. Today it's up on hopes of a peace deal. I don't need to hold gold to get that kind of price action. I can just hold S&P 500...
https://t.co/QFGBrFMbKS

[Eric Balchunas @EricBalchunas]

A NEW KING: Vanguard has officially overtaken BlackRock in US ETF Assets w/ $4.39T vs $4.36T ending a 23-year reign since Blk knocked off State Street in 2003, who was king for 10yrs bf that (we need an ETF museum lol). That said, BlackRock is still bigger in global ETF aum AND global total aum, but Vanguard is definitive King of America in both ETFs and MFs and VOO in the single ETF category, and it's hard to see anyone challenging them for a long time as they take in approx 50% more flows than anyone else. Great scoop from @kgreifeld today (full piece link in reply)

[Ryan Mauro @ryanmauro]

I’m sure it’s purely coincidental that top Russian influence agent Alexander Dugin has been pushing MTG to run for President as part of a “Conservative Revolution” with QAnon-like themes.

I wrote in 2024 that the Seditionist Movement was uniting into a single bloc with just enough popular support to be able to credibly claim it can determine the outcome of close elections.

That’s how you hijack America’s political system & disable its civil society from functioning in a healthy way. It’s a plan to defeat the West that might actually work.

[Shay Boloor @StockSavvyShay]

Elon Musk rang the Nasdaq opening bell today as SpaceX officially began trading under $SPCX.

[David @David_73694]

100

[Mike McGlone @mikemcglone11]

Approaching a 100-Year Pump-Then-Dump Risk Signal

The seemingly inconceivable notion that the US stock market could end 2026 in the red may represent the ultimate pump-then-dump risk for all markets. My graphic highlights that the S&P 500 Total Return Index has posted only two down years since Bitcoin launched in 2009 and shows same-chart syndrome between the Bitcoin-to-gold ratio and US stock-market cap-to-GDP. At 2.5x on June 10, modest reversion from this roughly 100-year extreme could be profound. The crocodile-jaws pattern of the collapsing Bitcoin-to-gold ratio alongside surging equities appears unsustainable.

A best-case scenario may be a recovery in the crypto, following the record-setting stock market. Alternatively, Bitcoin may succumb to unchecked crypto competition. It's the risk of modest normalization in stocks that mean-reverting Bitcoin may be signaling.

Full report on the Bloomberg here: https://t.co/6z1RX2gWAg {BI COMD}
#gold #Bitcoin #stockmarket @Bloomberg

[Luke Gromen @LukeGromen]

Everyone wants to "Rebalance trade with China" and to "Avoid the next China shock"...

...but no one wants to make the currency moves that requires.

History is rhyming... a 🧵, post #1 of 4:

[HFI Research @HFI_Research]

API should be close to EIA this week.

EIA might report smaller crude figure.

[HFI Research @HFI_Research]

API vs EIA running average error model shows EIA crude draw to be -7.5 million bbls tomorrow.

Total crude draw would be 15.4 million bbls, the 4th largest crude draw in history.

[HFI Research @HFI_Research]

API reported ~17 million bbl draw for crude.

EIA will be close to that figure. It would be either the 3rd, 4th, or 5th largest crude draw in history.

We will have had the largest, third largest, fourth largest, and fifth largest crude draw in history all happening inside a month.

If that’s not BACD, I don’t know what else is.

[Mariska den Eelden 🇪🇺🇳🇱 @eeldenden]

It has begun. The US State Department is about to fund Russophile parties across Europe. The implementation of the White House new Security Strategy

[Mariska den Eelden 🇪🇺🇳🇱 @eeldenden]

Vote Volt..! The strongest antidote to Putin and Trump. Only a federal Europe can deliver sovereignty and peace

#Bundestagswahl

[Brett Erickson @BrettErickson28]

Journalists/Media: Glad to chat economic warfare and sanctions. Just send me a message.

[Shay Boloor @StockSavvyShay]

$SPCX IPO helped re-rate the space trade this year and Anduril going public in 2027 could do the same for drones.

$MRCY is my picks-and-shovels play on this thematic since they supply the AI “brains” inside modern drones and defense platforms while backed by record orders of $348M (+74% YoY) & ~$1.6B backlog.

[Robby Soave @robbysoave]

I have never once in my life encountered someone expressing this sentiment. Either I live in quite a bubble, or Ezra Klein does.