Mark Kavachek

Do your own due diligence!

[Mark Kavachek @Kavchekranch]

@Q_TheStormRider @PiperDMM Liz Chaney is the lesbian version of Killary Clinton 👹👹

[Mark Kavachek @Kavchekranch]

@OptionsBuffett Trade

[Mark Kavachek @Kavchekranch]

@LuxAlgo One can only hope the baby eaters, get to sell t $10 in August.💥👊

[Mark Kavachek @Kavchekranch]

@TheIranWatcher He can disappear, just getting a new pager or cell phone. 💥

[Mark Kavachek @Kavchekranch]

@jdinch03 @Number_1spartan @spencerpratt All except Newsom drove the insurance companies out, by not allowing them to raise rates in high risk fire zones. It was all coordinated, empty hydrants, mayor out of country, insurance companies neutered. Kinda like Maui.

[Mark Kavachek @Kavchekranch]

@Leah742 @spencerpratt 🤡

[Mark Kavachek @Kavchekranch]

@JoTrader4 Duh, are u new here, lol.

[Mark Kavachek @Kavchekranch]

@RosannaInvests @FrankDPrestia What's your price tgt on CRDO?

[Mark Kavachek @Kavchekranch]

@Bread__Pit @MeetThePress @kwelkernbc 🤡

[Mark Kavachek @Kavchekranch]

@GoodN4017 @MeetThePress @kwelkernbc 🤥🤥🤥

[Mark Kavachek @Kavchekranch]

@MeetThePress @kwelkernbc @realDonaldTrump You are a communist POS. You know damn well Jan 6th was Orchestrated by Pelosi and the rest of you commie loving losers. You're a scum bag @kwelkernbc

[Ricardo @Ric_RTP]

Big Tech just ran out of money building AI and what they're doing to cover it up should be illegal.

Google, Amazon, Microsoft, and Meta are spending a combined $700 BILLION this year on AI infrastructure.

This eats up 94% of their total operating cash flow.

The richest companies in human history are almost broke. And instead of slowing down, they're covering it up with the biggest financial engineering operation since 2008:

Google just sold $80 billion in stock to fund AI infrastructure. That was their first equity raise in 20 YEARS.

The last time Google needed to sell stock, YouTube didn't even exist. Sundar Pichai admitted the thing keeping him up at night is "compute capacity."

The company that prints $100 billion a year in ad revenue just told Wall Street it isn't enough anymore.

Amazon's free cash flow is projected to go NEGATIVE this year for the first time ever. Morgan Stanley estimates a $17 billion deficit and Bank of America says $28 billion.

The most profitable logistics machine on Earth is about to burn more cash than it generates, and they quietly filed with the SEC saying they may need to raise even more debt and equity to keep building.

All four hyperscalers are now borrowing hundreds of billions in bonds to keep the AI buildout alive. These were the most cash-rich companies in human history, and they're leveraging themselves to the teeth to build infrastructure that nobody has proven will generate enough revenue to pay for itself.

And the cracks are already starting to show:

Broadcom makes the custom AI chips that power Google, Meta, OpenAI, and Anthropic. This week their AI revenue TRIPLED year over year, sales grew 48%, and profits smashed every Wall Street estimate.

The reward for all of that was $320 billion in value erased in a single trading session.

Their CEO Hock Tan went on the earnings call and exposed three things about the AI industry:

Google is already shopping for cheaper AI chip alternatives, broadcom abandoned its strategy of selling complete AI systems and is now retreating to selling bare chips at lower margins.

And despite supposedly "unprecedented demand," Tan refused to raise his full-year forecast, which tells you everything about what he's actually seeing behind the curtain.

Wall Street heard all three and hit the sell button so hard it dragged AMD, Intel, and the entire chip sector down with it.

When a company triples its AI revenue and gets punished because tripling isn't fast enough, the expectations have left the atmosphere entirely.

And here's the really scary part...

These companies ARE your retirement account. Apple, Microsoft, Amazon, Google, Meta, and Nvidia make up roughly 30% of the S&P 500. If you have a 401k or an index fund, you are already exposed to this bet whether you chose to be or not.

Every single one of these companies is telling you AI will generate trillions in revenue. But right now the math says they're spending trillions FIRST and hoping the revenue shows up later.

If the revenue catches up, this becomes the greatest infrastructure buildout in human history. Bigger than railroads and bigger than the internet.

If it doesn't, the companies that make up a third of the American stock market just leveraged their balance sheets into the largest write-down cycle since 2000.

And unlike the dot-com crash, this time the bubble companies aren't random startups with no revenue. They're the backbone of the entire global economy.

[Mark Kavachek @Kavchekranch]

@BussinBiotech @DeItaone Lol

[Mark Kavachek @Kavchekranch]

@KobeissiLetter Isn't that what he's been doing? Personally and as mentioned.

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is in year 3 of 15. You didn't miss it.

You'd make millions by knowing whats coming and buying dips until 2030+

Pay attention, we just finished Phase 1 2023-2025

chips · memory · connectivity

$NVDA → Designs the GPUs every AI model trains and runs on.

$MU → Makes high-bandwidth memory inside every AI server.

$COHR → Moves data at light speed between GPUs optically.

$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN → AI-native data centers built to scale compute and power.

$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.

$VRT → Cooling and power systems keeping AI data centers running.

$ETN → Electrical gear powering every hyperscale AI facility being built.

$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.

$ANET → High-speed switches moving massive AI workloads across GPU networks.

$GEV → Gas turbines physically delivering power to data centers.

$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.

PHASE 3 — The massive bottleneck (2027–2029)

materials · space · autonomy

$MP → Mines rare earth materials used in AI hardware and defense.

$USAR → Domestic minerals securing U.S. AI manufacturing independence.

$ASTS → Satellites delivering AI connectivity to every corner of Earth.

$RKLB → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)
platforms · agents · quantum

$MSFT → Deploys AI agents across every enterprise software product it sells.

$GOOGL → Controls AI search, cloud, and consumer distribution globally.

$META → AI assistants across 3 billion users in social and commerce.

$CRM → AI agents inside enterprise sales — 150K customer moat.

$NOW → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

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[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

BITMINE CEO TOM LEE JUST SAID LIVE ON CNBC:

"I THINK THERE’S GOING TO BE A BEAR MARKET IN OTHER STOCKS IN 2026."

HE IS NOW SITTING ON A $10 BILLION UNREALIZED LOSS IN $ETH

HE DEFINITELY KNOWS SOMETHING...

[Mark Kavachek @Kavchekranch]

@zerohedge Larry from Blk 🖤 must of told Orange man to stand down on posting BS regarding the mkt yesterday. The usual the war is over, irans Navy is at the bottom of of the sea, or we have a deal was non existent yesterday. Coordinated manipulation 👹

[Mark Kavachek @Kavchekranch]

@BeardoTrader @Basssem666 Just the way Larry Stink likes it . There a special place in hell for that 👹.

[Dr. Simone Gold @drsimonegold]

Google is planning to release 64 MILLION Wolbachia-infected mosquitoes into neighborhoods in Florida and California.

This is reckless, irreversible biological experimentation on American communities and our ecosystems — with no off-switch.

Florida recorded just 6 West Nile cases last year. The risk is negligible, yet they’re proceeding anyway. These altered mosquitoes could disrupt birds, bats, and entire food chains with consequences we cannot undo.

Enough of Big Tech playing God with our environment and our health.

Tell the EPA to REJECT this dangerous experiment. (Link in comments.)

Public comments close tomorrow, June 5th.

[Michael | Hypermarkets @itsmichaelluu]

97% probability $SPY crashes at least 10% after June 15.

There's 4 massive reasons $SPY can't avoid it:

1. Large IPOs like $SPCX will trigger sell off.
Major IPOs drain liquidity. The 1999–2000 dot-com IPO wave pulled $100B+ from markets before $SPY crashed 78%.

2. Kevin Warsh hawkish FOMC on June 17
Hawkish Fed surprises trigger immediate selloffs. In June 2022, a surprise 75bps hike sent SPY down 8.4% in 5 days.

3. $MU $ORCL earnings is the peak of market
Semis and enterprise software peak earnings historically signal cycle tops. $MU peaked in June 2018 $SPY followed with a 20% correction by December.

4. Midterm elections for Trump is this year
Midterm years average a 17% $SPY drawdown before Q4 recovery. 2022 saw $SPY drop 25% into October before reversing Trump's 2026 midterms follow the same cycle.

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