Jean-Philippe Morin

Investor outreach & Account services @TradeStation Confidential • Professional • Verified Assistance

[Grant Cardone @GrantCardone]

Massive real estate correction underway that will benefit from AI implosion. https://t.co/ZHlWOBdk4f

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nasdaq 100 futures surge over +1% as markets reopen after the Fourth of July weekend.

[Trace Adkins @TraceAdkingss]

Listen to Somewhere In America, Trace’s 4th Of July playlist on @spotify:

https://t.co/hnFZqAQmp1

[Jean-Philippe Morin @JP__Morin]

@TraceAdkingss @Spotify I’m a big fan 💯

[Jean-Philippe Morin @JP__Morin]

@deathkin13 @moonrush_space @moonrush_trendz @AshCrypto @crypto_bitlord7 Check your inbox

[Jean-Philippe Morin @JP__Morin]

@CourtneyBSumme1 @YouTube Hello, please check your messages & reply at your earliest convenience. Thanks.

[Jean-Philippe Morin @JP__Morin]

@deathkin13 @McLuckOfficial Hello Nainesh Patel,

I hope you’re well. I wanted to reach out regarding a matter that may be of interest to you.

If you have a moment, I’d appreciate a brief conversation.

Thank you.

[Jean-Philippe Morin @JP__Morin]

@CourtneyBSumme1 Text me

[Insiderwave @insiderwave_]

$UBER is already up 7.16% on the news

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Brent crude oil prices officially erase all gains since the Iran War began in February 28th.

[Mario Nawfal @MarioNawfal]

🇺🇸 SpaceX wants up to 1 million AI satellites in orbit

Elon confirmed the name today: Starmind.

And it’s exactly what it sounds like.

A constellation of satellites purpose-built for AI compute in space, not just internet like Starlink.

Each one will carry racks of chips, run inference and training workloads using abundant solar power and the natural cold of space, then beam the results back down to Earth.

That’s the real advantage.

While every other AI company is fighting for land, electricity, and cooling water on the ground, SpaceX is planning to largely skip the planet.

The FCC filing went in at the end of January 2026 requesting authorization for up to 1 million satellites.

The first two test units, called AI1, are targeted for launch in early 2027.

Each prototype will measure roughly 70 meters wide (solar arrays) and deliver around 120-150 kW of compute power.

People shrugged at @Starlink too… right up until it owned the sky.

Source: Data center dynamics, Teslarati / Writers: Daniyal, Daniel

[dank @cptdankkk]

Jalen Hurts breaks down how he spent his first $1,000,000 during his NFL rookie year

• Philadelphia Eagles Gear — $1,000
• Fashion and Jewelry — $30,000
• Charity — $60,000
• Living Expenses — $30,000
• Business Fees — $20,000
• Self Care — $10,000
• Mom's House Repairs — $15,000
• Brother's Wedding Gift — $1,000
• Paying Off Used Car — $10,000
• Future Vacations — $15,000
• Sister's Tuition — $70,000
• Savings — $738,000

[Ricardo @Ric_RTP]

This hacker just exposed Peter Thiel for running a 20-year secret society to "navigate WWIII" and "build a cult."

The leaked guest list includes NATO's top commander, two US senators, six PayPal Mafia billionaires, and Elon Musk.

A Swiss hacker (the same person who exposed the US No-Fly List) found the directory sitting unprotected in the source code of the society's website last week.

The society is called Dialog.

Peter Thiel co-founded it in 2006 with Auren Hoffman, founder of the location-data company SafeGraph.

For 20 years, no one fully knew who was in it.

But now we do.

Here's the partial leaked guest list for the August 12-16 retreat near Dublin, Ireland:

- Scott Bessent (US Treasury Secretary)
- Ted Cruz (US Senator, Texas)
- Cory Booker (US Senator, New Jersey)
- Dan Driscoll (US Army Secretary)
- General Alexus Grynkewich (NATO Supreme Allied Commander Europe, since 2021)
- Jim Himes (Ranking Member, House Intelligence Committee)
- Jared Kushner
- Elon Musk
- Joe Lonsdale (Palantir co-founder)
- Jonathan Levin (Stanford University President)
- Executives from Google, Microsoft, and Intuit
- A former Middle East chief of intelligence
- A sitting ambassador to the United States
- Six members of the original PayPal Mafia
- The founders of the country's largest surveillance, data-broker, and advertising-data companies
- Hollywood: Josh Brolin, Joseph Gordon-Levitt, Scooter Braun
- Ezra Klein (NYT) and Nick Thompson (CEO, The Atlantic)

Total: 222 registrants. 87 are first-time attendees.

Then the agenda leaked too...

Confirmed session titles for the August retreat:

- "Navigating WWIII"
- "Battlefield Technologies"
- "Bring Back Nuclear"
- "Build-a-Cult" (moderated by the founder of Pray. com)
- "How's Your Sex Life?"
- "Money (Does?) Buy Happiness"

Read the names list one more time. Then read the agenda.

The people who decide whether America goes to war are sitting in a private room in Ireland with the billionaires who'd profit from that war, brainstorming how to "Navigate WWIII" together.

Rep. Jim Himes is the Ranking Member of the House Intelligence Committee. That committee directly OVERSEES Palantir's contracts with US intelligence agencies.

Peter Thiel co-founded Palantir. He still owns a major stake so he personally profits every time Palantir wins one of those contracts.

And Peter Thiel is the man running the private retreat that Himes flies to every August.
Neither disclosed it.

Treasury Secretary Scott Bessent is on the list. Dialog's chairman, Auren Hoffman, founded SafeGraph, one of the largest smartphone location-data brokers in the United States. They will spend four days together in Ireland.

And NONE of the registered attendees used government email addresses to sign up.

That detail places the entire event outside the reach of public records laws and FOIA requests.

Twenty years of off-the-record meetings between the people who write defense contracts and the people who win them.

Dialog also runs a private matchmaking app. The form asks members if they are "looking for love" and collects their "political leaning" (Far Left, Left, Right, Far Right) with a written promise the answer would "never be shared."

The political leaning data was also in the leak.

But it gets even worse here:

Jeffrey Epstein appeared on the 2014 Dialog invitation list released in the DOJ's Epstein files. It's unclear whether he attended.

Peter Thiel himself temporarily relocated to Argentina last month according to the New York Times. He's also been hosting private lectures in Rome on whether AI, nuclear weapons, and climate crises could justify a single global government.

Dialog is now planning to build a permanent campus in the DC suburbs.

This is what American oligarchy actually looks like in 2026.

A peaceful annual retreat in Ireland where the Treasury Secretary, the NATO commander, the founder of Palantir, and a trillionaire compare predictions for 2031 and decide together what comes next.

Thoughts?

[BIGMINDSET⚔️ @onlyfactflow]

🚨If you don’t enjoy what you do consistency will be hard to practice.

[Goshawk Trades @GoshawkTrades]

Stanley Druckenmiller, averaged 30% a year for 30 years without a single losing year,telling the full story of the pound trade with George Soros:

it starts with a phone call. Scott Bessent is in London saying the British housing market is collapsing and the economy is in trouble.

meanwhile Druckenmiller has been on a multi-year thesis: Germany is booming post-reunification, the Bundesbank will keep rates high because Germans are obsessed with inflation.

the pound is pegged to the Deutschmark. one economy needs higher rates. the other needs lower rates. two currencies that shouldn't be linked.

"i called and asked how much it would cost me to short the pound versus the Deutschmark for six months. it was half a percent."

the fund was $7.5 billion. he puts on a $1.5 billion position, 20-25% of the fund. "invest and then investigate."

then he reads the Financial Times. the head of the Bundesbank has written an editorial basically saying the pound and the Deutschmark should no longer be linked.

"i decide to take the fund to 100% short the pound."

he walks into Soros's office to explain the thesis. Soros listens. gets an "unpleasant puzzled look on his face."

"i'm thinking, what does he not understand about this?"

Soros says: "this is a one-way bet. they come along very rarely. it's ridiculous doing 100%. we should put 200% of the fund in this trade."

200%. on a $7.5 billion fund. $15 billion short the pound.

"it turns out we never got there. but it shows the way the man thinks."

they got $7.5 billion done before the forwards blew out. the Bank of England raised rates from 6% to 9% to 12% trying to defend it. it was over by noon the next day.

"had it not been for Soros, i probably would not have got to the 7.5 billion. because intending to do 15, i was in a bigger hurry."

then immediately after the break: "the guilts were down two points which i thought was ridiculous, Britain needed lower rates. so i bought guilts, i bought British stocks."

the concentric circles. the dominoes. one thesis played across currencies, bonds, and equities simultaneously.

"the point was with Soros, if he really believed something, the position could never be big enough. particularly if it's in a liquid market."

"what i learned is it's not whether you're right or wrong. it's how much you make when you're right and how much you lose when you're wrong."

[Futurist | 10x Disruptive Stocks @futurist_lens]

The AI investment thesis most people miss:

Compute creates the demand.
Power becomes the constraint.
The grid becomes the bottleneck.

Grid Infrastructure watchlist:
• Transformers → $FPS $HPS.A
• Electrical Equipment → $ETN $POWL $HUBB $VRT
• Transmission & Distribution → $PWR $MYRG
• Grid Modernization → $AMSC $GEV $ITRI

Read the full thesis here:
https://t.co/KSxDki0WxD

[Leni @lenion]

Something strange is happening

Since 2013, Bitcoin has traded within an ascending channel

But it may be on the verge of breaking below it

The monthly $BTC chart doesn't look very good right now

Most people will only notice the setup after the move starts

Bookmark this. The next phase is gonna be very important

[Qualtrim @qualtrim]

Peter Lynch always plotted Price vs. Earnings.

“I don’t think people understand... there’s a 100% correlation with a company’s earnings over several years and what happens to the stock.”

Show him the Microsoft chart, quick.

$MSFT

[Kalshi @Kalshi]

JUST IN: The richest 20% of Americans now account for over half of consumer spending