NeilMirch

Founder, Investor, Advisor and Options Trader

[Insider Paper @TheInsiderPaper]

BREAKING 🚨 SPACEX EYES $1.765 TRILLION VALUATION WITH IPO

[The Kobeissi Letter @KobeissiLetter]

BREAKING: As Anthropic confidentially files a draft S-1 for an IPO, the company is now expected to close above $1.8 trillion in market cap on its first day of trading.

Between SpaceX and Anthropic, combined market cap on IPO day is expected to exceed $3.5 trillion.

[unusual_whales @unusual_whales]

JUST IN: Anthropic, makers of Claude and Claude Code, have filed for IPO

[Vivek Sen @Vivek4real_]

NVIDIA CEO JENSEN HUANG ON ORBITAL DATA CENTERS:

“THE CHALLENGE, OF COURSE, IS COOLING. YOU CAN’T TAKE ADVANTAGE OF CONDUCTION OR CONVECTION IN SPACE, SO YOU CAN ONLY USE RADIATION.

BUT THAT’S NOT AN IMPOSSIBLE PROBLEM TO SOLVE. THERE’S A LOT OF SPACE IN SPACE.

WE’RE GOING TO EXPLORE WHAT THE ARCHITECTURE OF DATA CENTERS IN SPACE LOOKS LIKE.

IT’LL TAKE YEARS, BUT THAT’S OKAY. I GOT TIME.”

[NeilMirch @NeilMirch]

Market is due for a 2-3% flush but nothing can bring it down .. amazing to see this historic bull run

[NeilMirch @NeilMirch]

@CoachDanGo Congrats Dan!!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Snowflake stock, $SNOW, surges over +30% after reporting stronger than expected earnings due to AI.

[NeilMirch @NeilMirch]

@MichaelMOTTCM Can’t go wrong going long

[NeilMirch @NeilMirch]

@A_G_L_G Market still pumping on “potential deal” can’t go wrong going long

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran's Ghalibaf fully rejects Pakistani Army Chief claims of a "final understanding" toward an agreement and a "60-day ceasefire extension," telling him directly "Iran will not compromise on the rights of the nation in any maximalist US agreement," with the US being "not an honest party." The entire Pakistani delegation and Army Chief have left Tehran without any agreement, as the IRGC says it is now ready for a "decisive confrontation" with the US this weekend.

An informed source to Tasnim also denied today's Al Arabiya report claiming Iran proposed a 10-year enrichment suspension and wants to discuss nuclear, calling it "completely fabricated" and exposing the Pakistani-Arabic media channel as manipulation architecture once again.

[NeilMirch @NeilMirch]

@Mr_Derivatives Inflation old news buy the dip!

[Polymarket @Polymarket]

JUST IN: SpaceX’s IPO filing says Starship could enable point-to-point travel anywhere on Earth in about 30 minutes or less.

[NeilMirch @NeilMirch]

@vnkumarvnk I think tomorrow will be the last green day for a while pre up NVDA, switching to bearish pre NVDA, they will 100% beat but this will mark the sell off with Warsh as Fed, his first action will be to raise rates to contain inflation.. short term bearish LT bullish..

[TT3 @TradingThomas3]

Trump says no attack on Iran for 🌮 Tuesday

[NeilMirch @NeilMirch]

@Nostre_damus I stand corrected, 1.4% drop

[NeilMirch @NeilMirch]

@Nostre_damus For what ? A .5% drop on SPY lol 😂

[unusual_whales @unusual_whales]

BREAKING: SpaceX reportedly picks NASDAQ as listing venue for its initial public offering, as early as June 11th, set to list shares on June 12th, under the ticker $SPCX, per Reuters

[Investing.com @Investingcom]

⚠️BREAKING:

*AI CHIPMAKER CEREBRAS SHARES SURGE 89% AFTER $5.55 BILLION IPO

$CBRS

[NeilMirch @NeilMirch]

@vnkumarvnk That’s a high inflation report with CPI too - market barely flinches though