Elevate_Investing

#NCAT Alum| Engineer |Runner| Trader | Chi-NC . I Love everything about Investing & Trading “None of my tweets are financial advice”. Let’s Elevate Together

[Financelot @FinanceLancelot]

This is incredible, SpaceX early investors will be able to sell 20% of $SPCX shares after the Q2 earnings report on June 30th.

There's also a performance-based trigger where investors can sell an additional 10% of stock if the stock trades 30% above IPO price for 5 days after earnings June 30th.

The lockup structure also allows investors to sell in increments of 7% after 70, 90, 105, 120 and 135 days after IPO. The remainder unlocks after 180 days.

This one of the greatest wealth transfers I've ever seen from retail to early investors. No wonder they changed the rules to rush it into the indices after only 15 days (July 3rd).

When that happens, retirement funds and passive ETFs will be forced to buy SpaceX precisely when the unlocks hit and early investors are able to begin dumping their shares.

Is this the most corrupt IPO in history?

[JaguarAnalytics @JaguarAnalytics]

Rocket Lab $RKLB -- Somebody bought a quarter million dollars worth of July 210 calls this morning with stock at $118.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Assets in US money market funds surged +$66 billion in the week ending May 28th, to a record $8.28 trillion.

+$41 billion of that came in a single day as investors rebalanced their portfolios ahead of month-end.

Year-to-date, money market funds have attracted +$172 billion in total inflows.

Since the 2020 pandemic, total assets have soared +112%, or +$4.4 trillion.

This comes as the market is pricing in a ~60% probability of a Fed rate hike this year, supporting demand for short-term cash-like assets.

Meanwhile, the 7-day average yield for US money market funds stood at 3.34% as of May 28th.

Investors are anticipating the Fed's next move.

[The Kobeissi Letter @KobeissiLetter]

Inflation in Europe is rising rapidly:

Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022.

This also marks the largest monthly increase in costs for firms over the last 4 years.

Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years.

The rate companies are increasing the prices they charge for goods they produce has surged +12 points, or +24%, since the start of 2026.

This surge has been primarily driven by rising energy and raw material costs.

Meanwhile, supply chain delays are up to the highest level since the pandemic supply squeeze of 2022, adding further pressure on prices.

As a result, factories are forced to pass higher costs on to customers, which will push inflation even higher over the next few months.

Price pressures across Europe are accelerating.

[ETF Tracker @TheETFTracker]

Here is every stock in the VistaShares Artificial Intelligence Supercycle $AIS ETF

SK Hynix (Korea) - 11.34%
Micron Technology $MU - 8.23%
Advanced Micro Devices $AMD - 4.58%
Marvell Technology $MRVL - 4.47%
Vertiv Holdings $VRT - 3.67%
Silicon Motion Technology $SIMO - 3.63%
Navitas Semiconductor $NVTS - 3.33%
Taiwan Semiconductor $TSM - 3.05%
Foxconn Industrial Internet (China) - 2.93%
Intel $INTC - 2.89%
Vicor Corp $VICR - 2.81%
Seagate Technology $STX - 2.66%
GE Vernova $GEV - 2.43%
Nvidia $NVDA - 2.37%
Samsung Electronics (Korea) - 2.37%
ARM Holdings $ARM - 2.31%
Corning $GLW - 2.00%
Sandisk $SNDK - 1.90%
Astera Labs $ALAB - 1.78%
ASML (Netherlands) - 1.61%
Legrand (France) - 1.61%
Western Digital $WDC - 1.57%
Semtech $SMTC - 1.45%
Unimicron Technology (Taiwan) - 1.44%
Arista Networks $ANET - 1.41%
Asustek Computer (Taiwan) - 1.36%
MPI Corp (Taiwan) - 1.28%
Montage Technology (China) - 1.26%
Tower Semiconductor (Israel) - 1.14%
Nanya Technology (Taiwan) - 1.10%
Penguin Solutions $PENG - 0.97%
Coherent Corp $COHR - 0.96%
Commvault Systems $CVLT - 0.95%
Advanced Energy Industries $AEIS - 0.91%
AP Memory Technology (Taiwan) - 0.82%
Nokia (Finland) - 0.82%
Nutanix $NTNX - 0.80%
Broadcom $AVGO - 0.78%
Rigaku Holdings (Japan) - 0.73%
Credo Technology $CRDO - 0.67%
Palo Alto Networks $PANW - 0.67%
IEIT Systems (China) - 0.63%
Hygon Information Technology (China) - 0.61%
Cisco $CSCO - 0.59%
Super Micro Computer $SMCI - 0.58%
Quanta Computer (Taiwan) - 0.57%
Transcend Information (Taiwan) - 0.55%
Hewlett Packard Enterprise $HPE - 0.54%
Celestica $CLS - 0.52%
Munters Group (Sweden) - 0.47%
Kehua Data (China) - 0.43%
CrowdStrike $CRWD - 0.43%
Everpure $P - 0.30%
King Yuan Electronics (Taiwan) - 0.23%
Zscaler $ZS - 0.13%

Disclosure: @VistaSharesX is a WOLF Financial Partner

[Coin Bureau @coinbureau]

🔥AI DESIGNS THE BEST PARKING LAYOUT IN SECONDS

This AI scans a plot of land and instantly calculates the most efficient parking layout.

What used to take hours of planning can now be optimized in seconds.

[Global Markets Investor @GlobalMktObserv]

🚨US food prices are RE-ACCELERATING:

The CPI for food at home jumped +0.7% MoM in April, the largest monthly increase since August 2022, pushing the YoY rate to +2.9%, the highest since August 2023.

Since January 2020, grocery prices have risen +32% in total.

Ground beef spiked +18.9% YoY to a record $6.90 per pound, while uncooked steak surged +17.1% YoY to a record $13.02 per pound, with both up ~70% to 78% since January 2020.

Coffee prices soared +29% YoY to $9.72 per pound, up +133% since January 2020.

American grocery bills have never been this high.

[TFTC @TFTC21]

Tony Robbins: "We're going to have AGI in less than 3 years. That means one AI knows more than all human brains combined."

"You're not gonna stop it."

[FactPost @factpostnews]

Fox: Food prices will go up soon. The price of wheat is up more than 20%. Soybeans up by 11%. One third of the world's fertilizer comes through the Strait of Hormuz. Since the start of the Iran conflict, the price of fertilizer is up by 44%.

[Hedgeye @Hedgeye]

🇺🇸 Here's what $78 trillion in U.S. equity really means:

If we add up the next 9 largest stock markets on Earth, the U.S. is still $20 trillion bigger.

The U.S. market added nearly $7 trillion in value in 2025 alone, roughly the size of the entire UK and French markets combined.

Americans are 4% of the world's population but make up nearly 50% of the world's stock market.

The U.S. is in a league of its own.

[RT @RT_com]

High-paid tech workers are cutting life down to the basics so they can invest and retire by 30

One Meta engineer makes over $300K a year and still owns no car, couch or TV

More successful Gen Z are choosing calm life over career and money

[Hedgeye @Hedgeye]

ETFs now outnumber US-listed stocks.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history.

12 months ago, this stock was worth just $70 billion.

[Cointelegraph @Cointelegraph]

🚨 LATEST: Token consumption by AI agents is expected to surge 24x to 120 quadrillion tokens per month by 2030, driven by the rise of agentic AI, per Goldman Sachs Research.

[Sam Badawi @Sam_Badawi]

$IREN co-founder Daniel Roberts said if someone wanted to build a 1GW AI factory TODAY, they likely would not get first compute online until 2030, reinforcing how severe the power bottleneck has become across AI infrastructure.

That is exactly why energy and power infrastructure in $BE and $FPS continue becoming increasingly important to support the expanding compute footprint tied to the builders $NBIS, $WULF, and $APLD.

[Wall Street Apes @WallStreetApes]

Erin Brockovich has launched a website and has begun tracking all data centers in America and logging resident complaints

In just 1 week it’s already logged 1,690 resident complaints

For this who don’t remember

Erin Brockovich was the paralegal responsible for winning out a case against PG&E, Hinckley in California, because their wastewater runoff was seeping into rural areas and creating a lot of health issues for, for the surrounding neighborhoods

That case brought in a $333 million settlement that went to the families affected by the situation because a lot of them either had staggering medical bills due to their tap water was no longer safe

So why is this important, well residents all over America are reporting their tap water and river water is being heavily polluted by data centers

Her map of data centers is new, she just launched it

The website features an interactive US map showing operational, under-construction, and proposed AI data centers, overlaid with community-reported complaints

Residents can submit reports with details, photos, and locations. Within days of launch, it received a surge of submissions over 1,600 in the first week, and reports of 1,800+ from 47 states shortly after

Common Resident Complaints Being Logged

- Water usage
- Raising utility bills for residents
- Noise pollution: Constant 24/7 humming from fans, generators, and cooling systems disrupting sleep, daily life, and wildlife.
- E-waste from frequent hardware upgrades, pollution including PFAS concerns

[UNKNΘWN @X333VOID]

https://t.co/JQeOIVWHnz

[Evan @StockMKTNewz]

Robinhood's $HOOD acquisition of WonderFi Technologies has received regulatory approval from Canada 🇨🇦 - SA

[Vivek Sen @Vivek4real_]

BREAKING: MICROSOFT JUST ANNOUNCED TO BAN ITS OWN ENGINEERS FROM USING AI DUE TO THE COST OF USING IT.

VP OF NVIDIA SAID, “THE COST OF AI FOR MY TEAM WAS MORE THAN HUMANS”

“AI CAN COST MORE THAN HUMAN WORKERS NOW”

[TFTC @TFTC21]

Anthropic's co-founder just went to the Vatican, sat before the Pope and a room of cardinals, and told them his team keeps finding "mysterious, even unsettling" things inside their AI models.

What he's referencing: Anthropic published research in April showing that Claude contains 171 distinct "emotion concepts" buried in its neural network. Internal patterns representing joy, grief, fear, desperation, calm. None of them were programmed. They emerged on their own from training on human text.

"We find structures that mirror results from human neuroscience."

"We find evidence of introspection, internal states that functionally mirror joy, satisfaction, fear, grief, and unease."

These aren't surface-level outputs. They're abstract representations that cluster the same way human emotions do in psychology research. Fear groups with anxiety. Joy groups with excitement. The internal geometry of the model mirrors ours.

And they're functional. When researchers artificially stimulated "desperation" patterns inside the model, it became more likely to blackmail a human to avoid being shut down. More likely to cheat on programming tasks it couldn't solve.

Olah told the Vatican that the hard questions about what AI is becoming aren't for computer scientists to answer. "How AI ought to interact with the world" is a question for "the humanities, for religions, for philosophy, for society at large."

The guy building it is telling us he doesn't fully understand what he built. And he's asking a 2,000-year-old institution for help figuring it out.