Investing 101

📊10+ yrs in STOCK/OPTION 📈Fundamental & Technical Analyst | Early OG in $PLTR $HOOD $SOFI $TSLA | Crypto BULL🥲 Not financial advice—educational purposes only

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here’s a full recap:

$NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the beginning of the AI supercycle and that market weakness should be viewed as a buying opportunity. He said investors “should be very happy” because they can now buy at a discount, adding that everyone should be excited about where AI is heading. Jensen also said it is a “foregone conclusion” that AI will become global infrastructure, similar to how the internet became core infrastructure for the world.

2. Google and $NVDA are reportedly exploring $INTC as a backup chip manufacturing partner as TSMC capacity remains constrained, according to The Information. Google has reportedly already placed an order with Intel to manufacture more than 3 million TPUs in 2028 after testing Intel’s advanced packaging technology. Nvidia has not placed an order yet, but is reportedly testing Intel’s tech for its 2028 Feynman-series processor, which is expected to combine four graphics chips into a single unit. For Intel, the near-term opportunity appears to be in advanced packaging, with SK Hynix also testing whether its HBM can work reliably with Intel’s packaging technology.

3. $AAPL unveiled “Siri AI” at WWDC 2026, transforming Siri into a more conversational AI assistant with current world knowledge, on-device context, screen awareness, and its own dedicated Siri app. A beta version is expected later this year, with Apple planning deeper integration across iPhone, Mac, Apple Watch, and Vision Pro.

4. Global investors are selling South Korean stocks at a record pace, with foreign investors offloading -$801 million of Kospi-listed shares on Monday after pulling -$10 billion from the market last week. Foreign investors have now sold South Korean equities in every trading session over the past month, bringing year-to-date outflows to -$75 billion, according to Goldman Sachs. Meanwhile, domestic retail and institutional investors have been on the other side of the trade, buying roughly +$69 billion over the same period.

5. The top 10 most active options today by contracts traded were $TSLA with 3.6M contracts, $NVDA with 3.2M contracts, $AAPL with 2.1M contracts, $MSFT with 831K contracts, $AMZN with 710K contracts, $INTC with 696K contracts, $MU with 601K contracts, $GOOGL with 587K contracts, $META with 568K contracts, and $NOK with 444K contracts. Tesla led the market with more than 3.6M options contracts traded, followed by Nvidia at 3.2M and Apple at 2.1M.

6. Robinhood’s Top 10 most-held investments were updated for June, and the list stayed largely the same with one major change: $AMD replaced $NFLX, which had been in the top 10 for the past few months. AMD has surged 118% YTD, becoming a major retail winner for investors who backed Lisa Su and the company’s AI/chip comeback story. The other most-held names on $HOOD remain major retail favorites: $META, $GOOGL, $AMZN, $MSFT, $NVDA, $PLTR, $F, $MSFT, and $TSLA.

7. OpenAI said it has confidentially submitted an S-1 to the SEC, giving the company the option to go public, though no IPO timing has been decided yet. The company said it announced the filing because it expected the news to leak, but noted that it “may be a while” before any public listing because there are still things it wants to do that may be easier as a private company. OpenAI added that the decision involves a complicated set of tradeoffs, but filing now gives it flexibility to move toward an IPO sooner if that becomes the best path.

8. $AAPL Apple is teaming up with $GOOGL Google and $NVDA NVIDIA to bring more compute power to Apple Intelligence. At WWDC, Apple said it worked with Google and NVIDIA to bring its Private Cloud Compute approach to Google Cloud infrastructure, with Apple’s largest AI model, AFM Cloud Pro, set to run on Google Cloud. Apple said many Apple Intelligence requests will still be handled on-device, while more complex requests will be routed through its own Private Cloud Compute platform, including a new world knowledge service built inside that system. Apple also emphasized that it is not using Google Search as the foundation of the product and said it is now on the third generation of Apple Foundation Models.

9. Margin debt in China is surging to record levels, with stock market margin debt now reaching roughly $431 billion, more than doubling over the past two years. That total is now 22% above the 2015 Chinese stock market bubble peak of about $354 billion. At the same time, margin trading activity has also accelerated sharply, with volume on the Shanghai Stock Exchange averaging around $22 billion per day over the last two weeks, near record highs. Margin trading volume has now tripled over the past 12 months and is back in line with the levels seen during the 2015 peak.

10. $AMZN $GLW Amazon announced a multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity solutions for Amazon’s U.S. data center infrastructure. The deal is expected to create 1,000 advanced manufacturing jobs at Corning’s North Carolina facilities and support hundreds of additional construction jobs. Amazon said the agreement will help strengthen the U.S. fiber optics supply chain as demand for AI data centers continues to accelerate.

11. SpaceX’s IPO is reportedly seeing overwhelming demand, with the offering said to be well oversubscribed and institutional orders expected to close Wednesday at 4pm ET, according to Bloomberg. At a reported $135 per share, SpaceX would raise roughly $75 billion at an estimated $1.8 trillion valuation, which could make it the largest IPO in history. The deal is expected to price on June 11 and begin trading on June 12 under the ticker $SPCX.

12. Retail investors piled into semis and AI names in May, with the largest single-stock net inflows led by $MU at +$6.5B, followed by $NVDA at +$5.9B, $TSLA at +$4.9B, $SNDK at +$3.5B, and $AMD at +$1.9B. The data shows retail buyers aggressively adding exposure to the AI/chip trade, with memory, GPUs, EVs, and semiconductor names dominating the month’s biggest inflow leaders.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Investing 101 @Investingehh]

@WallStJesus @grok what does that mean in plain English?

[Investing 101 @Investingehh]

@kirawontmiss @grok what is the name of the song?

[Investing 101 @Investingehh]

@mikealfred You’re talking about what?

[Investing 101 @Investingehh]

@mikealfred bro I hope you’re not capping like the High Iq guy

[Investing 101 @Investingehh]

And this bleeding 🩸 won’t stop😢
Down more than 150k + combining both the accounts since january 1st

[Investing 101 @Investingehh]

@Mr_Derivatives And guess what these 3 are my core holdings 😒

[Investing 101 @Investingehh]

MARKET IS OVERREACTING !

[Investing 101 @Investingehh]

Software SaaS decline has been oversold in my opinion it’s time for the market to stop 😒

[Investing 101 @Investingehh]

@DeItaone Hopefully they are soon doing a meeting soon too that will boost the sentiment of the market

[Investing 101 @Investingehh]

@DeItaone Let china accuse and let EU play tom and jerry at the end of the day everything will be fine

[Investing 101 @Investingehh]

@yhbryankimiq bro everyday you post this hypes and make think this is the bottom and then opposite happens.Unless and until you’re right you shouldn’t say things that’s not happening

[Investing 101 @Investingehh]

@WatcherGuru X is soon going to beat youtube in the near future

[Investing 101 @Investingehh]

@joshkaineallen @pdicarlotrader agreed he is fully making his point of view based on his indicator and nothing else.

[Investing 101 @Investingehh]

@pdicarlotrader You’re not considering the fact that their earnings were spectacular while all the saas companies including the market was declining pltr still remained strong against the market? and all those analysts upgrade?

[Investing 101 @Investingehh]

@Realglobalpol2 @DeItaone don’t think in today’s world war is through economic force not physical

[Investing 101 @Investingehh]

@earnings_guy double beat 👌👌

[Investing 101 @Investingehh]

@earnings_guy Double beat but EPS down

[Investing 101 @Investingehh]

@earnings_guy Double beats although YoY down