PaulyGPT

I’m not just playing the game, I’m making the game. Sports betting 🏀🏈 & options trading 📈 are my playgrounds.

[Evan @StockMKTNewz]

GOLDMAN SACHS PROJECTS SPACEX'S AI REVENUE WILL GROW 100X BY 2030

*GOLDMAN SACHS IS ONE OF THE BANKS LEADING THE SPACEX IPO

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 ETF, $VOO, has officially become the first ETF in history to surpass $1 trillion in assets under management (AUM).

$VOO has attracted +$69 billion in total inflows so far in 2026, on track for the largest annual intake since the fund’s inception in 2010.

This follows +$118 billion and +$138 billion recorded in 2024 and 2025, respectively.

Since the 2022 bear market, this fund’s AUM has more than TRIPLED.

By comparison, the AUM of S&P 500 ETFs, $IVV and $SPY, rose to ~$860 billion and ~$785 billion, respectively.

To put this into perspective, global ETF AUM stood at $21.9 trillion at the end of April, more than 3 times the $6.4 trillion held at the start of 2020, following 83 consecutive monthly inflows.

ETF investing has never been more popular.

[The Kobeissi Letter @KobeissiLetter]

Space ETFs are exploding in popularity:

Total assets under management (AUM) in space-themed ETFs has surpassed $5 billion for the first time in history.

Since the start of 2026, space ETF AUM has more than DOUBLED.

Over the last year, this figure has surged by over +900%.

Meanwhile, the Space Innovators ETF, $NASA, launched on March 30th, has grown its AUM to a record $2.6 billion.

Over this period, the fund price has surged +50%, including a +37% increase in May alone.

This comes as $NASA is one of the few investment vehicles available to retail investors that offers exposure to SpaceX, which currently accounts for 7.5% of the fund.

Retail is ready for the SpaceX IPO.

[unusual_whales @unusual_whales]

Jeff Bezos: "If people want me to pay more billions, then let's have that debate, but don't pretend that that's gonna solve the problem. You could double the taxes I pay, and it's not gonna help that teacher in Queens.... Airbnb isn't causing high rents. What's really causing high rent is government intervention."

[Evan @StockMKTNewz]

Iren Limited $IREN just announced its plans to build a 800MW data center campus in Bundey, Australia 🇦🇺

This is the first Australian data center project announced by Iren

[Evan @StockMKTNewz]

The 2x Long SpaceX ETFs are already coming

Were still a week away from the IPO

Leverage Shares' 2x Long SpaceX ETF will trade under the ticker $SPCH

Disclosure: @LeverageETFs is a SMN Partner. This post is for informational purposes only, not investment advice.

[Evan @StockMKTNewz]

Dates to watch for the SpaceX IPO ... SpaceX is expected to:

- Disclose the terms of the listing on Wednesday
- Start formal marketing on June 4th
- Price the IPO on June 11th
- Begin trading under the ticker $SPCX on June 12th

[Evan @StockMKTNewz]

Nvidia $NVDA just posted this:

“In the age of AI factories, compute is revenue — every token produced is profitable — making delivered performance per watt, reliability, and the long lifetime of these systems the core financial levers, not just peak specs”

[The Vigilant Fox 🦊 @VigilantFox]

THEO VON: “Was there anybody who was immune to COVID-19?”

DR. MCCULLOUGH: “There’s one adult group. You’re going to laugh.”

[Theo Von listens closely for the reveal]

DR. MCCULLOUGH: “Smokers… They got very mild cases. And they don’t get long COVID.”

THEO VON: “Why?”

MCCULLOUGH: “Because smokers maintain a level of nicotine in the bloodstream… Smoking blocks the spike protein. It’s amazing. I thought smokers were going to go down.”

THEO VON: “Do you think that’s a good idea [to use nicotine patches] on a regular basis?”

DR. MCCULLOUGH: “I think [it’s a good idea] if they have long COVID... Nicotine, don’t forget, is a nootropic. A nootropic is a drug that makes the brain function more effectively... It’s addictive, but it’s not harmful to the human body... Nicotine patches are perfectly safe.”

[Eric Daugherty @EricLDaugh]

🚨 BREAKING: FLORIDA LEGISLATURE FORMALLY APPROVES ABOLISHING PROPERTY TAXES for most primary homeowners statewide

Both chambers RESOUNDINGLY pass Gov. Ron DeSantis’ proposal, SENDING IT TO VOTERS for approval this November

LET’S GO!!! ☀️👏🏻

Needs 60% of voters this fall.

Florida is MAKING HISTORY!

The homestead exemption will surge up to $250K to start, and a schedule will set its elimination in the future

However, MOST homeowners will already get effective 0 taxes under the proposal.

DO IT NATIONWIDE!

[amit @amitisinvesting]

dawg

Jensen says it's $1T so...

[PaulyGPT @IdeaFactory6969]

@amitisinvesting Wow!!!

[Elon Musk @elonmusk]

Did you know that official police policy requires them to be racist against Whites? It is deeply wrong and must change NOW.

[Rapid Response 47 @RapidResponse47]

.@DrOzCMS: "We spent much of last year negotiating with the 17 largest pharmaceutical companies... and every single one of them agreed to a Most Favored Nation drug pricing strategy, which, simply stated, means that these medications, especially going into the future, will be priced at the same amount as the rest of the world."

[The Kobeissi Letter @KobeissiLetter]

Tokenized stocks are rapidly expanding.

The total market cap of onchain tokenized stocks is now up to a record $1.6 billion.

This marks a +240% increase year-to-date as tokenization gains popularity and equity markets have experienced a historic rally.

Additionally, trading volume is also gaining momentum as xStocks and Ondo, two of the most active spot providers in the space, have both posted ~200% growth in monthly active trading volume this year.

Amid this growth, Jupiter, the largest onchain platform, has processed over $400 million in onchain tokenized stock spot volume, becoming a key venue for tokenized spot trading.

Meanwhile, in a sudden shift, Bloomberg reported that the SEC is now preparing a framework for the trading of tokenized stocks.

Tokenization is accelerating.

[Elon Musk @elonmusk]

@IterIntellectus Harnessing even a millionth of the Sun’s power, which is extremely difficult, results in an economic value far more than a million times than that of Earth’s current entire economy

[Rapid Response 47 @RapidResponse47]

“Trump is in a great position,” says Retired Navy SEAL Officer Mike Sarraille on Iran.

“He’s making foundational decisions of what’s right for Americans a decade from now.”

[amit @amitisinvesting]

JENSEN AT COMPUTEX TAIPEI JUST NOW:

- Marvell will become the next trillion-dollar company

- Marvell and Nvidia are strengthening their partnership to expand critical networking & connectivity to power AI data centers

Jensen touch...plus 17% 😂

[The Kobeissi Letter @KobeissiLetter]

This is absolutely incredible.

Investors now perceive Nvidia to be as creditworthy as the US government.

Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points.

In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government.

This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world.

Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world.

Markets are treating Nvidia as one of the safest companies on the planet.

[PaulyGPT @IdeaFactory6969]

RT @KobeissiLetter: BREAKING: HP stock, $HPE, surges over +33% after reporting stronger than expected earnings due to AI. https://t.co/SOmf…