Bubbles

‖ time capsule | insights are my own, NFA | ‖ Founder, Benchmark Dynamics Trading || @bdt_insights

[Mark Carney @MarkJCarney]

AI for All: https://t.co/AzCC2Flav6

[SpaceX @SpaceX]

SpaceX is the only company building the infrastructure of the future across space, connectivity, and AI → https://t.co/PSCyWrNsOg

[Barchart @Barchart]

JUST IN 🚨: SpaceX $SPCX will IPO at $135/share, target a $1.75 Trillion valuation, and make 555,555,555 shares available

[NHL @NHL]

A new era has begun in Vancouver 🔵🟢

[Vlad Tenev @vladtenev]

Robinhood has officially arrived in Canada. 🇨🇦

We’ve closed our acquisition of WonderFi, marking our entry into Canada through one of the most well-respected crypto platforms in the country.

With 1 million international funded customers, Robinhood’s mission is going global.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: South Korea's stock market rises to a fresh record high, now up +101% in 2026, as AI stocks surge.

[Bubbles @RealBubblesX]

@ChizaramNelo agreed

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Dell stock, $DELL, surges nearly +30% after reporting stronger than expected earnings due to AI.

[unusual_whales @unusual_whales]

BREAKING: CBOE has received SEC approval to launch extended trading hours for options.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump releases a statement on crypto.

“Trump will never let crypto down,” he says.

[The Kobeissi Letter @KobeissiLetter]

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

[Barchart @Barchart]

S&P 500 will hit 8,000 by year-end says Goldman Sachs 📈🤑🥳🫂

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Japan's stock market extends gains to +3.5% on the day and hits its highest level on record amid optimism over a potential US-Iran peace deal.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nasdaq 100 futures extend gains to +1.3% and rise to the highest level on record.

[Bubbles @RealBubblesX]

@FetishBets Canadiens -2.5

[Howie Liu @howietl]

We’re giving away $10,000,000 to founders building agent-first businesses.

Autonomous, proactive agents will run tomorrow's companies.

We're backing 500 founders building them.

The Founding 500.

https://t.co/u8mxRWEXiT

[The Kobeissi Letter @KobeissiLetter]

NVIDIA, $NVDA, EARNINGS SUMMARY:

1. Record quarterly revenue of $81.6 billion, above expectations

2. Q1 adjusted EPS of $1.87, above expectations

3. Q2 revenue guidance of $89.2 billion to $92.8 billion, above expectations

4. New $80 billion share buyback authorization

5. Increase in dividend from $0.01/share to $0.25/share

6. Total revenue growth of +1,035% over the last 3 years

Once again, Nvidia has crushed just about every expectation possible.

The AI Revolution is on fire.

[Bubbles @RealBubblesX]

$NVDA earnings after the bell. implied move of 6.1%-6.5%. got a strong feeling about the delivery of the results & forward guidance.

[Bubbles @RealBubblesX]

$NVDA earnings were not too bad at all but got hit with China sales. No H20 chip sales to China in Q2 & not including China sales for Q3 forward guidance. Markets do not like uncertainty. Jensen will work around this. I think this dip is a great buying opportunity. EAT IT UP!

[Bubbles @RealBubblesX]

@Mr_Derivatives 🤣🤣🤣 probably the best analogy in this scenario

[Bubbles @RealBubblesX]

@FetishBets its fine thats just how sports go sometimes. lesson in this: NEVER celebrate too early.