Thetacris

Interdimensional pirate chartist

[zerohedge @zerohedge]

*ZUCKERBERG: AI AGENT WORK HASN'T ACCELERATED AS EXPECTED: RTRS

[Anthony Varrell @V_arrell]

Bang bang. $MSOS

[Andrew O'Connell, CFA, FRM @realpristinecap]

No one staying in their lane. Everyone trying to take a piece of the juiciest parts of the value chain. This is starting to look like a race to the bottom.

[Tom Angell 🌳📰ⓥ @tomangell]

👀👀👀

BIG: Lawyers for the DEA and an FDA official highlighted testimony on marijuana's medical benefits and its relative safety compared to other substances such as alcohol and opioids on the first day of a hearing on cannabis rescheduling.

https://t.co/n3lExwVdO3

[Andrew O'Connell, CFA, FRM @realpristinecap]

OpenAI Discovers New Way to Cut Inference Costs in Half -- The Information

[Marijuana Moment @MarijuanaMoment]

Congress Won't Block Trump's Marijuana Rescheduling Move, Bipartisan Lawmakers Say As Hearing On Reform Begins: "I am not a fan of and will never be a fan of marijuana, but I think I'm not on the winning side of that issue long term."
https://t.co/Sw6prtgB3G

[A.J. Herrington @AJHerrington1]

Congress Revives SAFE Banking Bill For Cannabis Businesses via @forbes @forbeslife https://t.co/badndKffGF

[Andrew O'Connell, CFA, FRM @realpristinecap]

$MU  MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9% *MICRON TECHNOLOGY Q3 REVENUE USD 41,456 MILLION VS. IBES ESTIMATE USD 35,590 MILLION *MICRON TECHNOLOGY Q3 ADJUSTED EPS USD 25.11 VS. IBES ESTIMATE USD 20.6

[Andrew O'Connell, CFA, FRM @realpristinecap]

OPENAI’S NEW CHIP SHOWS 50% COST SAVINGS, BROADCOM CEO SAYS || OPENAI & BROADCOM UNVEIL LLM-OPTIMIZED INTELLIGENCE PROCESSOR $NVDA

[Andrew O'Connell, CFA, FRM @realpristinecap]

Surreal moment! $MSOS $TRLV

Congrats to Kim and the team! 👊

[Pepesso @0xPepesso]

🚨 $SPCX IPO IS THE BIGGEST LIQUIDITY TRAP IN MODERN HISTORY

Everyone thinks SpaceX IPO is free money

People said the exact same thing about Meta in 2012

However, after Meta went public, the stock dumped over 50% in the first 100 days

Retail bought the hype, insiders got their exit

Now the same scenario is repeating again

SpaceX goes public June 12 at $135/share - $1.75 to $2 TRILLION valuation

That would make it one of the 7 largest companies in the entire US market overnight

But here's the problem:

This is not an IPO but a $75 BILLION liquidity event

555 million shares × $135 = $75B that needs to be absorbed by someone

Insiders own 95% of SpaceX right now, public float is 5%

That means insiders are sitting on over $1.6 TRILLION in paper wealth

After June 12, they will start converting it into real cash

Lockup expires September–December 2026

That's when the real dumping begins

Michael Burry already warned about this

He said SpaceX, OpenAI and Anthropic could raise more capital than 300 dot-com IPOs in 2000 - COMBINED

And this isn't just words:

$912M in $PLTR puts + $186M in $NVDA puts extended into 2027

Connect the dots

This could be the largest coordinated insider cashout in market history

I've studied macro for 10 years and nailed the October BTC $126k ATH while everyone were screaming about supercycle

Follow + notifs on, I will keep you updated

[Andrew O'Connell, CFA, FRM @realpristinecap]

$TRLV $MSOS absolutely dirty intraday action 😁

Look at that long lower wick on today's candle!

IYKYK

[Andrew O'Connell, CFA, FRM @realpristinecap]

I’ll be on TDR podcast this afternoon to talk about how the $TCNNF $TRLV uplisting could impact the budding uptrend in $MSOS 🔥🔥🔥

[Reuters Business @ReutersBiz]

The US cannabis market, valued at $40 billion, may see renewed momentum after President Trump’s proposal to reschedule marijuana as a less dangerous drug, though institutional investment hurdles remain

[Heisenberg @Mr_Derivatives]

The $SPY is now the furthest distance from it's 50sma since August 8th 2022.

The $QQQ is now the furthest distance from it's 50sma since May 6th 2009.

Wild stats especially the Q's.

[Andrew O'Connell, CFA, FRM @realpristinecap]

$CURLF Conference call was electric

Boris expects banking legislation to move in Q3 🏦

[Oracle @OracleNYSE]

$MSOS

A senior advisor to President Trump says rescheduling, “legally airtight.” The advisor also says the administration fully expects the process to be completed before the midterms

MH

[Andrew O'Connell, CFA, FRM @realpristinecap]

YTD Sector Performance via Pristine Capital 📊

$SOXX Semiconductors +53.37% 🤖
$XLE Energy +28.02% 🛢️
$TAN Solar +18.73% ☀️

[Andrew O'Connell, CFA, FRM @realpristinecap]

$MSOS yesterday's price action was bearish

But the ETF flows are telling a different story @junglejava1

Near-term catalysts:

1) 280E tax relief for medical operations
2) Summer hearing to reschedule recreational cannabis
3) Synthetics banned in November

All bullish

[Acting AG Todd Blanche @DAGToddBlanche]

Under the decisive leadership of @POTUS, this Department of Justice is delivering on his promise to improve American healthcare. This includes:

• Immediately rescheduling FDA-approved marijuana and state-licensed marijuana from Schedule I to Schedule IIl

• Ordering a new, expedited hearing with set deadlines, to fully reschedule marijuana

These actions will enable more targeted, rigorous research into marijuana's safety and efficacy, expanding patients' access to treatments and empowering doctors to make better-informed healthcare decisions.