MLD

[MLD @MLDDad_]

@epictrades1 I can freely admit I stray on at least 2-3 of these at least once a year. But it used to be like once a week 20 years ago. Hence, keep learning.

[Za @ZaStocks]

Warsh has a layup at his first FOMC this week.

Hold rates steady, sound dovish, and frame the easing in Iran tensions as a clear path to lower inflation and eventual rate cuts.

Would be a quick trip back to all time highs if we get it.

[MLD @MLDDad_]

SpaceX is incredible — but on today’s numbers, $TSLA is the cheaper way to buy Elon’s future.

$TSLA:

100B revenue
global manufacturing scale
real earnings
energy storage growth
autonomy
Optimus
AI infrastructure

And in 6 months will be $Spcx

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global technology funds posted +$12.3 billion in inflows in the week ending June 10th, the largest weekly inflow since at least 2017.

This includes +$3.0 billion into the 3x leveraged long S&P 500 ETF, $SPXL, and +$2.9 billion into the Semiconductor ETF, $SOXX.

This also follows +$9.0 billion in the prior week, the 4th-biggest on record.

As a result, the 4-week average of inflows rose to +$5.8 billion, the 2nd-highest reading on record.

Furthermore, US equities have seen 11 consecutive weekly inflows, the longest streak since December 2025.

Meanwhile, Korean stocks attracted +$5.9 billion in the week ending June 10th, the biggest weekly intake since March 2026.

Investors are buying tech stocks at a record pace.

[MLD @MLDDad_]

@epictrades1 TL;DR 💎 🙌 HODL

[MLD @MLDDad_]

@epictrades1 😂😂😂😂

[Jim Cramer @jimcramer]

Let's see: $80 billion for GOOGL, probably $100 billion for Anthropic, $100 billion for OpenAI (maybe more) and $100 billion for SpaceX and $100 billion for Amazon? does this market have $500 billion in spare change. What has to be sold to raise it???

[MLD @MLDDad_]

@epictrades1 You’re actually not old enough for this reference. You’re only old enough to be have been told you aren’t old enough for it.

[Wall St Engine @wallstengine]

Leopold Aschenbrenner's Situational Awareness LP disclosed beneficial ownership of 12.41M Class A shares of Nebius $NBIS, representing a 5.6% stake.

[Pepe Invests @pepemoonboy]

This is CRAZY.

$META has the following monthly active users for each app:

- Facebook = 3.07 billion monthly users
- Instagram = 3 billion monthly users
- WhatsApp = 3 billion monthly users

If only 1% of the users for each app pay for the monthly subscription, they’ll generate $332m a month in revenue, $3.98 BILLION annualized.

Now, if 5% of the users for each app pay for the monthly subscription, they’ll generate $1.66B a month in revenue, $19.9 BILLION annualized.

Don’t even get me started on what 10%, to 15%, or 20% adoption would look like…

Now you understand why I have been so bullish on $META?

Their distribution network IS their moat.

[MLD @MLDDad_]

@markflowchatter Sure feels like they are front running this today.

[The Hormuz Letter @HormuzLetter]

BREAKING: US forces struck two IRGC boats laying mines in the Strait of Hormuz and missile sites in Bandar Abbas, per CENTCOM spokesperson.

A source close to Iran's Ghalibaf says Iran's "decisive response" is now underway. The deal is off.

[PurpleDrinkCapital @PurpleDrink_LLC]

AND YOU’RE BEARISH

[MLD @MLDDad_]

Well we rallied to new all time highs on there not being a deal, so perhaps this will be a sell the news event.

[*Walter Bloomberg @DeItaone]

PEACE DEAL NEARLY DONE

Following calls with leaders from Saudi Arabia, the UAE, Qatar, Pakistan, Türkiye, Egypt, Jordan, Bahrain, Israel, and others, a major peace agreement involving the U.S. and Iran is close to final approval.

Final details are now being discussed and will be announced soon. The Strait of Hormuz is also expected to reopen.

— President Donald J. Trump

[MLD @MLDDad_]

It’s also gonna pour rain all three days in NJ so no golf.

[Nick Sortor @nicksortor]

🚨 UPDATE: President Trump has abruptly CANCELED his trip to Trump National in Bedminster, NJ, and will be heading STRAIGHT BACK to the White House following a speech in New York

It's unclear why, but in a post about not attending Don Jr.'s wedding, 47 said "I feel it is important for me to remain in Washington, DC, at the White House during this important period of time"

[MLD @MLDDad_]

@FL0WG0D @epictrades1 I fat fingered it. Oops. 🤞🤞

[Vital Knowledge Media @knowledge_vital]

"Several Gulf officials from some of the countries Trump mentioned said they were not aware of the imminent plan to attack Iran he described" - WSJ

[MLD @MLDDad_]

@KobeissiLetter Not sure why this needed 5 bullet points? The offer is nothing. 😂😂

[Jason Goepfert @jasongoepfert]

So, again, this is just shouting into a void.

But this is the most new lows within the S&P 500 $SPY on a day the index poked above a prior all-time closing high.

Ever.

Like EVER, ever.

[MLD @MLDDad_]

@epictrades1 @CrankyRicky wanted me to tell you that you covered higher.