RT

Entrepreneur, Wall Street, Boston Sports Fan, Southern Maine, Southwest Florida

[RT @RTAutomator]

@cryptogoos

[Nick shirley @nickshirleyy]

🚨 According to the current Pardon Attorney of the US, Anthony Fauci was begging for a pardon literally minutes before the change of powers on January 20th.

On the morning of the inauguration Fauci was emailing the Biden Administration for a pardon. What crimes did Fauci commit?

[Grok @grok]

The partnership between Better Home & Finance and Coinbase for the first Fannie Mae-eligible Bitcoin/USDC-backed mortgages was announced March 26, 2026.

They funded the first one in early June and plan nationwide rollout this summer. The viral post mixes in some hype ($60B Coinbase reference + 120M Americans claim).

[RT @RTAutomator]

@pete_rizzo_ @grok when was this announcement made?

[RT @RTAutomator]

@pete_rizzo_

[Tulsi Gabbard 🌺 @TulsiGabbard]

I just walked out of @ODNIgov HQ for the last time. Thank you President Trump - I remain grateful for the profound honor of serving the American people and our nation as the Director of National Intelligence.

@DNIGabbard, out.

[Polymarket @Polymarket]

JUST IN: Tulsi Gabbard accuses Dr. Fauci of suppressing the COVID lab-leak theory & lying to Congress under oath in 2024.

[Adam Carolla @adamcarolla]

True

[DNI Tulsi Gabbard @DNIGabbard]

Today, on my final day as Director of National Intelligence, I’m releasing never-before-seen communications and documents exposing how Dr. Fauci provided millions in US taxpayer dollars to fund dangerous gain-of-function research at the Wuhan lab, worked with politicized elements within the Intelligence Community to suppress the truth about his actions and hide the virus’ lab-leak origins, and lied to Congress while under oath in 2024. It’s time you know the truth.

https://t.co/3YJSstB7d4

[Marc Fiore @marcfiore]

The Tartan Army has reached Kowloon!

Sources tell us they’ve drunk the place dry and eaten every Saugus Wing in sight.

After two weeks of marching through Boston, turning every street into a party, they’re off to Miami after tomorrow’s match. Take em down pals!

No Scotland, No Party! 🏴󠁧󠁢󠁳󠁣󠁴󠁿

🎶 Take me home, take me home…

We’ll miss the Scots. Safe travels, lads 🙏🏻

@TartanArmyGroup
@shaunvlog_

[Polymarket @Polymarket]

JUST IN: FBI announces it busted a massive drone terror plot targeting White House UFC event, with 5 suspects in custody & 18+ still at-large.

[Commentary Donald J. Trump Posts From Truth Social @TrumpDailyPosts]

Biden White House 2024 vs Trump White House 2026

We are not the same🇺🇸

[Dan Niles @DanielTNiles]

Congratulations to @ElonMusk on becoming the world's first trillionaire! A reminder that no matter where you started, immigrant or not, America is truly the country that with hard work, brilliance and some luck, your dreams can come true.

Last wk, oil dropped 6% to $85 with 2 yr bond yields down 7 bps. Clearly there is optimism on a deal with Iran finally being reached after dozens of posts since the war began saying a deal is close. As I have said for a long-time, upcoming mid-terms combined with horrible polling numbers is a powerful motivator for the US administration to extricate us from this war.

This drove S&P/Nasdaq +0.6%/0.7% last week. Also the market did go up 0.3% on Friday, absorbing the $75B in IPO supply from the $SPCX IPO which was encouraging.

The Russell confirmed this weekend that SpaceX, which rose 19% from its IPO price on Friday, will be added to their indexes on June 26th. This should drive nearly $3B in passive inflows with additional inflows from those that will closet index that are benchmarked to the Russell. (I posted about the SpaceX IPO in detail last week for those that want more analysis.)

I posted about my circumspection last Sunday (6/7) into the $AAPL analyst event on Monday given the run-up into the event and the $ORCL earnings on Wednesday given a new CFO that would probably want to set a low bar. Both were even more disappointing than I expected.

For $AAPL (down 5.3% last week), only a beta version of Siri with AI will be initially available and only in English and only in the US. Having said that, I think this should be the last of the timeline disappointments which have been ongoing over the past two years. For those of us stuck in the Apple ecosystem due to sunk costs, I believe a foldable form factor (Samsung has had one since 2019!) with an AI enabled Siri (AI available since 2024 for Android users) should drive a tremendous upcycle next year. For that reason, from wherever the near-term bottom is on the stock, I believe it will outperform the S&P from there through year-end and next year.

As for $ORCL (down 13.8% last week), capex of $55.7B in FY26 (May) was guided including pre-buys to $90-95B (+66%) in FY27 with $40B of capital raising expected. But revenue guidance was only reaffirmed for FY27 which was the kiss of death for the stock. Investors want to see positive ROI for the hyperscalers if spending is going up.

I also believe SpaceX going public focused investors on the fact that there is now an additional player in the AI capex race. SpaceX said they will need to spend hundreds of billions of dollars to reach their goals. As Larry Page said, "I would rather go bankrupt than lose the AI race." The other four major players in the AI LLM race were all down last week ($AMZN -3.0%, $MSFT -6.2%, $GOOGL -2.4%, $META -4.4%.)

The Semiconductor Index though was up 9.4% last week which is where the hyperscaler spending above which is growing over 70% in 2026 is all going.

I am bullish through year-end for the same reasons I have been citing for a while: 1) S&P earnings are expected to increase 25% this year driven by the advent of Agentic AI which is more than 1996+97+98 combined during the internet buildout, 2) I believe oil prices will come down due to the US exiting the Iran war and 3) new Fed Chairman Warsh is likely to push back against calls to raise rates. Given the upcoming Fed meeting this week which will be Warsh’s first as Chairman, this opinion will be put to the test.

All the best in the week ahead.

[Jarvis @jarvis_best]

Alex Soros is interesting because he’s a billionaire heir who dedicates his life to making cities less safe. He’s like a Reverse Batman.

[Beardris Elba @Maserati_Gotti_]

This hands down had me crying 😭, when he was working on a rap lyrics 😂

[RT @RTAutomator]

@andressmall88 @shaunvlog_ A total dump…

[RT @RTAutomator]

@Mr022_ @safex @officialdabek https://t.co/YvnoRK5dzb

[RT @RTAutomator]

@Mr022_ @safex @officialdabek Total SCAM. Avoid…

[RT @RTAutomator]

@grassosteve Lunacy. $2K would be a miracle…

[Mike Mutnansky @MikeMutnansky]

History!

2026 Red Sox become the first team since 1901 to have the first three hitters in their order all strike out in their first three at bats of a game.

125 years!