Naomi

Equity Markets | Risk Management | Jewelry Designer | Need one to fund the other😂 | $corecard · Ichimoku Signal | Laugh Love Live 🙏

[Amir Tsarfati @beholdisrael]

It’s simply unbelievable: in a five-star hotel near Lucerne, Switzerland, Qataris, Pakistanis, Iranians, and Americans are sitting together to discuss what Israel is allowed to do along its own border with Lebanon.

Yet the Lord has already spoken concerning those who presume to decide the fate of His land:

“And I will enter into judgment with them there
On account of My people, My heritage Israel,
Whom they have scattered among the nations;
They have also divided up My land.”

(Joel 3:2 NKJV)

History may be shaped in luxury hotels and conference rooms, but the final verdict belongs to the God of Israel.

[Naomi @Kisslev8]

@MosabHasanYOSEF 🤣🤣🤣 …can’t fix stupid

[Elon Musk @elonmusk]

I love the incredible people of SpaceX beyond words

[Benjamin Netanyahu - בנימין נתניהו @netanyahu]

The antisemitic dictator Erdoğan – who is committing genocide against the Kurds, supports the Hamas terrorist organization, oppresses his own people and imprisons political rivals – is the last person who can lecture the State of Israel on morality.

The State of Israel and the IDF, the most moral army in the world, will continue to take forceful action against Iran and its proxies, which threaten the Middle East and the entire world.

[Naomi @Kisslev8]

@nikitabier @KindestZionist @lupinxart Fine I’ll say it … smoked

[Elon Musk @elonmusk]

@brivael Correct

[Naomi @Kisslev8]

@Reuters At least you are not calling her a lawyer anymore .. encouraging progress .. next ...

[Naomi @Kisslev8]

@MarioNawfal Didn't Elon cancel you 🤣... finally

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC, disclosed a 5.6% stake in Nebius $NBIS. Aschenbrenner has been a major believer in the neocloud theme, previously building positions in CoreWeave and IREN, and has now added Nebius to the fund as $NBIS hit all-time highs after hours.

2. Starting on July 4, every American newborn will be eligible to receive $1,000 to invest in the stock market, according to The Wall Street Journal. The program would give children an early start in building long-term wealth through market exposure from birth.

3. $META Meta is getting into the AI subscription game, expanding paid subscriptions globally across Instagram, Facebook, and WhatsApp while testing new AI, creator, and business plans under the “Meta One” brand. Consumer plans are expected to start around $2.99 to $3.99 per month, while Meta is also testing AI tiers at $7.99 and $19.99 per month, with the higher tier offering more capacity for complex prompts, deeper reasoning, and increased image and video generation. It looks like Zuckerberg is starting to position subscriptions as Meta’s next major revenue stream beyond advertising.

4. $HOOD Robinhood is officially entering the agentic era, launching Agentic Trading and an Agentic Credit Card that let users connect AI agents to Robinhood through MCP servers so agents can trade or make purchases on their behalf. Agentic Trading will operate through a separate account, meaning the agent only has access to the money users deposit there, with push notifications and real-time activity and P&L tracking. The Agentic Credit Card will let an AI agent spend through a dedicated virtual Robinhood Gold Card with user-set spending limits, optional manual approvals, expense tracking, and 3% cash back.

5. Marvell $MRVL reported Q1’27 revenue of $2.42 billion, beating estimates of $2.40 billion and rising 28% year-over-year, with adjusted EPS of $0.80 versus estimates of $0.79. For Q2, Marvell guided revenue to $2.7 billion versus estimates of $2.6 billion, implying 35% year-over-year growth, with adjusted EPS expected between $0.88 and $0.98 versus estimates of $0.90. The company also raised its fiscal 2027 revenue outlook to nearly $11.5 billion and projected fiscal 2028 revenue of $16.5 billion, driven by strong AI and data center demand.

6. Dell $DELL won a five-year, roughly $9.7 billion Pentagon software agreement to provide Microsoft enterprise software across the U.S. military. The deal covers $MSFT Microsoft 365, cloud subscriptions, and on-prem licensing through a single contract vehicle, with Pentagon officials expecting the consolidation to reduce duplicate software spending and save about $422 million annually.

7. Top 10 options by contracts traded today were $NVDA with 3.4M contracts, $TSLA with 3.1M, $META with 1.0M, $MU with 1.0M, $AAPL with 1.0M, $AMZN with 788K, $IREN with 667K, $MSFT with 541K, $NOK with 511K, and $PLTR with 389K.

8. The U.S. military has reportedly carried out new strikes on an Iranian military site that officials said posed a threat to U.S. forces and commercial shipping in the Strait of Hormuz, according to Reuters. U.S. forces also intercepted multiple drones launched from Iran. Faytuks Network reported that the operation took place in Bandar Abbas, with an official saying the U.S. will act to safeguard its regional interests and that the action does not affect the ceasefire.

9. Amazon $AMZN just announced a new deal with Snowflake $SNOW for its agentic computing chips. Snowflake plans to pay Amazon $6 billion over the next five years, while $SNOW shares jumped 30% after hours following a double beat on revenue and EPS.

10. A Google $GOOGL engineer has been charged in a $1.2 million Polymarket case after federal prosecutors alleged that Michele Spagnuolo used confidential Google “Year in Search” data to bet on Google-related prediction markets before the information was public. Prosecutors say he traded under the name “AlphaRaccoon,” accessed internal Year in Search data, and risked about $2.75 million across roughly 25 outcomes, including the most-searched person of 2025. After Google released the results, the account allegedly made about $1.2 million in profit.

11. During President Trump's cabinet meeting today, Trump said the Strait of Hormuz will remain open to everyone, calling it international waters and saying the U.S. will watch over it. On Iran, Trump said he is “not satisfied yet” with the current deal, adding that Iran is “negotiating on fumes” and is intent on reaching an agreement, but that talks are “not there yet.” He also said the U.S. is not discussing sanctions relief, would not be comfortable with Russia or China taking Iranian uranium, and will “keep control of Iran’s money.”

12. Reddit $RDDT is rolling out its native Shopify $SHOP integration globally, letting merchants connect their Shopify storefronts to Reddit Ads with quick setup, codeless Reddit Pixel tracking, and automated product catalog syncing. Reddit says its users are 62% more likely than the average American to be daily shoppers, while TransUnion research found Reddit delivers more than 2x the incremental ROAS of the average media plan in North America, returning $12.52 for every $1 spent.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Naomi @Kisslev8]

@StockMKTNewz Held back then 🙂 it’s like ST/BT ..useless

[Naomi @Kisslev8]

@NoLimitGains @InTheAssembly Perfect @blondebroker1 was wondering 🤣🤣.. 🤣Q12026 might drop ! it's like stale bread treated as fresh croissant

[Naomi @Kisslev8]

@TheBigBerbowski $LSCC

[Naomi @Kisslev8]

@GrindeOptions ETFs and Diversification are both = lack of conviction

[Naomi @Kisslev8]

@blondebroker1 🤣🤣🤣

[Naomi @Kisslev8]

@aleabitoreddit Dilution and Leadership is no small feat 🤣

[Naomi @Kisslev8]

@Mr_Derivatives The download 🙂

[Naomi @Kisslev8]

@JaguarAnalytics 🎯 called out in my Pre-market briefing

[Leopold Aschenbrenner @leopoldasch]

Virtually nobody is pricing in what's coming in AI.

I wrote an essay series on the AGI strategic picture: from the trendlines in deep learning and counting the OOMs, to the international situation and The Project.

SITUATIONAL AWARENESS: The Decade Ahead

[Naomi @Kisslev8]

@StockSavvyShay Last quarter what about now 😉

[Victor Davis Hanson @VDHanson]

So why and how did millions of Americans begin to express hatred for Israel and, albeit more subtly, the Jews who support it?

There are four converging fronts in this perfect storm:

https://t.co/CIQbP24i6v