JCGalvez

[JCGalvez @JCGalvez_]

CNBC says Americans are saving less now. Everyday costs keep going up, but wages just can't keep pace. 💸

[JCGalvez @JCGalvez_]

Big news! SpaceX ($SPCX) joins the Nasdaq 100 on July 7th.

This is the fastest ever addition to the index. 🚀

[JCGalvez @JCGalvez_]

Breaking: Reports say the US is hitting Iranian targets right now, per Fox News.

[JCGalvez @JCGalvez_]

The first pure humanoid robotics stock is on its way.

Agility makes Digit, a bot built for warehouses and factories. It's already working with GXO, Toyota, and Mercado Libre. Amazon's tested it too.

Warehouses have a labor problem—1 million unfilled jobs in the US right

[JCGalvez @JCGalvez_]

UFC Freedom 250 at the White House just became one of the most-watched events ever in UFC history 🔥

34 million people tuned in worldwide, across over 170 countries.

And yeah, UFC is owned by TKO Group $TKO, in case you didn't know.

[JCGalvez @JCGalvez_]

Amazon just dropped below its 200-day moving average 😬 🚨

[JCGalvez @JCGalvez_]

Big news: Trump administration is reportedly asking OpenAI to hold back their next AI model for security reasons 🛑

Things are getting real...

[JCGalvez @JCGalvez_]

Micron jumped 14% after record earnings and now that same chip shortage is hurting everyone else. 📉

Market split in two today. Dow hits record highs while Nasdaq drops for the fourth day in a row.

Apple fell 5% after raising MacBook and iPad prices. Microsoft dropped almo

[JCGalvez @JCGalvez_]

Just in: Trump tells Iran's president to watch his mouth 💬

[JCGalvez @JCGalvez_]

It's FREE IPO Friday! Grab yours now 🚀

https://t.co/rkHpy7E7Mg

[JCGalvez @JCGalvez_]

Space stocks are already popping off tonight, just like I figured.. This IPO is bringing serious hype. 🚀

[JCGalvez @JCGalvez_]

Big news just dropped!

Nasdaq-100 is shaking things up for the new quarter, starting before the market opens on June 22.

New additions:
- Astera Labs
- CoreWeave
- Nebius Group
- Rocket Lab
- Teradyne

Leaving the club:
- Charter Communications
- Cognizant
-

[JCGalvez @JCGalvez_]

$RKLB up 7+ points so far..

And this is just the beginning..

Join in 👇
https://t.co/3MNFrxvDLh

[JCGalvez @JCGalvez_]

SPX gapped up Mon and Tues, then faded. Same thing today—tried to break 7300 but failed. If it loses 7230, 7000 is next. QQQ below 691 could drop 10 fast next week. Market's still brutal with this high volatility. SPX premiums are way high—watch your sizing.

[JCGalvez @JCGalvez_]

Everyone on FinX couldn't stop talking about gold & silver, and people were buying them up everywhere below.

The FOMO was real around here.

But now it's dead silent.

Who bought near the peak?

[JCGalvez @JCGalvez_]

Iran's state-run media, like Fars News Agency, say no deal has been made with the US yet. Officials there brushed off Trump's claim they're close to an agreement, pointing out their own draft memo hasn't been signed off.

[JCGalvez @JCGalvez_]

$ABCL

Buy range: $4.26 to $5.02

Target 1: $9 - $10

If it drops below $4.26, we might see more short-term pain. But I'm still bullish over the medium term.

[JCGalvez @JCGalvez_]

@DollarCostAvg Interesting take but feels a bit like he's setting the stage for NVDA's next moves. Power infrastructure is no joke though—those data centers need insane energy.

[investing @DollarCostAvg]

Time and again, Jensen Huang of $NVDA NVIDIA⁠ has said AI compute is the biggest constraint on AI growth. The winners of the AI race won’t be the companies that want compute—they’ll be the companies that control power and infrastructure.

Jensen has also discussed a future where a 1 GW AI factory could require roughly $50 billion of infrastructure investment and potentially support $100–150 billion of revenue generation over time.

That’s why I’m so bullish on $IREN. The company has secured approximately 5.8 GW of power. If Jensen’s vision plays out, those power assets could be worth multiples of IREN’s current valuation.

For perspective, NVIDIA’s recent 60 MW, 5-year, $3.7 billion agreement with IREN shows the value of AI-ready capacity. And 60 MW is only a small fraction of IREN’s total power portfolio.

My thesis is simple: AI’s biggest bottleneck is power. IREN already has one of the largest secured power footprints in the industry. If execution is strong and AI demand continues to accelerate, I believe the market is dramatically underestimating the long-term value of these assets, making a path toward a $100B+ valuation easier to envision than most investors realize.

[JCGalvez @JCGalvez_]

🔥 Hot picks for June 11, 2026

📌 $FAC — Teaming up with Stellantis
📌 $AMPG — New 5G tech moves
📌 $NAVN — Earnings report

🔗 https://t.co/F5gktxCyJA