Neel KashCarry’s Biggest Fan 💯🖨💵

Oil, ex Arsenal fan & E&Ps. Great looking and smart, a true Stable Genius! Tweets are my own and should never be taken seriously, like never ever.. Master Troll

[Elon Musk @elonmusk]

Step 1: Buy a sh*tload of GPUs
Step 2: ?
Step 3: Profit

[The Transcript @TheTranscript_]

$AVGO Broadcom CEO Hock Tan: Long lead times are encouraging customers to place orders years ahead of deployment.

“They are placing their orders early and they're placing their orders now, and they are placing orders in fairly huge demand.”

[zerohedge @zerohedge]

Trump Says US Weighing Taking Stakes In AI Companies https://t.co/tiZlT1USxV

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.

[John Tinsman @JohnTinsman]

ELON MUSK SAYS MICRON NOT BUILDING ENOUGH HIGH VOLUME MEMORY CHIP FABRICATION CAPACITY $MU $TSLA

Says Idaho fab under construction only a tiny fraction of memory that’s needed.

Seeks to build Terrafab to help meet demand.

[Neel KashCarry’s Biggest Fan 💯🖨💵 @DitheringWenger]

@LukaDoncic_arg backing @nyknicks to win it all

at least KNICKS is going to make it somewhat fun, because I know SPURS ain't ; BITCH @wemby

[Reuters @Reuters]

Donald Trump told reporters that his team might buy US stakes in artificial-intelligence companies and said he would host a meeting with AI executives as soon as next week https://t.co/PEEBpte0jN

[Neel KashCarry’s Biggest Fan 💯🖨💵 @DitheringWenger]

backing @nyknicks at least KNICKS is going to make it somewhat fun, because I know SPURS ain't ; BITCH @wemby

[Hoop Central @TheHoopCentral]

Victor Wembanyama in the tunnel after the game.

[Podcast Alpha @PodcastAlphaX]

If you're long $NVDA, the bear case might be structural, not fundamental.

Dan Loeb on @theallinpod: pod shops are designed to carry short exposure. At $5 trillion, $NVDA is the default safe short - large enough, long enough run, easy to justify to LPs.

The bears aren't making a fundamental call. They're filling a structural requirement. That's why the discount persists. And when earnings force a re-rate, the unwind could be fast.

Loeb: undervalued on a 2-3 year basis. Same pattern preceded Amazon's and Google's breakouts.

Full pod mechanics breakdown:
https://t.co/PD4fBjBDUa
Source: All-In Podcast - https://t.co/7OPUSYNIvz

[First Squawk @FirstSquawk]

Kuwaiti News Agency: Resumption of air navigation movement in Kuwait after its temporary suspension due to the Iranian attack

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

More bears than bulls... again

[The White House @WhiteHouse]

Keep doubting. Keep watching.

[Stephanie Link @Stephanie_Link]

Tough day for semis/tech but AI spend cycle is accelerating. Make your shopping list!
$AVGO $IBM $SNOW front and center for me.

Enjoy the weekend.
Thought fitting:
Kings of Leon - To Space

[Revolver Ocelot @MajorOcelot45]

$nvda BofA Price target $350
June 4, 2026

[OddStats @OddStats]

Today was the worst day on SPX this year, the worst day in 164 trading days, and the 2nd worst day in the past year. It was the 8th worst day in the past decade.

[Neel KashCarry’s Biggest Fan 💯🖨💵 @DitheringWenger]

Thanks @realDonaldTrump

[TheBronxViking @TheBronxViking]

Only 3 times in the last 13 months has $SPY seen hourly RSI below 18:

Liberation Day
October 10th
Today

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[unusual_whales @unusual_whales]

BREAKING: Trump administration is discussing a possible government stake in OpenAI, per CNBC

[First Squawk @FirstSquawk]

TRUMP: ALL BIG AI COS COMING TO WHITE HOUSE, MAYBE NEXT WEEK

[Cheddar Flow @CheddarFlow]

$SPY flow flipping here and notable call prints starting to come in 👀