Sean Sigal

Married, Republican, Jewish. Own 2 Tesla model Y. Dad to a Mini Golden Doodle. Living amongst the woke in LA 🇺🇸 #MAGA24 ♛

[Fck Around N Find Out @FAFO_TV]

Who let the architect cook? 💀

[Puru Saxena @saxena_puru]

Moral of the story - do NOT chase hot IPOs

Year-1 average drawdown = 55%
Year-1 median drawdown = 54%

Table: Truist

[TrendSpider @TrendSpider]

NVIDIA ANNOUNCES DIVIDEND INCREASE OF 2,400%

FROM $0.01 TO $0.25

WOW 🔥 $NVDA

[amit @amitisinvesting]

$NVDA

NVDA Q1 2026 EARNINGS:

- Revenue reached $81.6B, +85% YoY
- Data Center Revenue of $75.2B, +92% YoY
- Announced a new $80B share buyback
- EPS of $1.87, +135% YoY
- Gross Margins of 75%, +14% YoY
- Guiding for $92B in revenue for Q2
- Increased dividend from $0.01 per share to $0.25 per share

JENSEN HUANG:

“The buildout of AI factories — the largest infrastructure expansion in human history — is accelerating at extraordinary speed. Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely positioned at the center of this transformation as the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced — from hyperscale data centers to the edge.”

[Elon Musk @elonmusk]

On my way to Beijing in Air Force One

[Open Source Intel @Osint613]

Trump on seizing Iranian ship:

"In one shot, into the engine room, blew up the engine room, the ship stopped. We landed on top of it, took over the ship. Took over the cargo, took over the oil. It's a very profitable business. We're sort of like pirates."

[amit @amitisinvesting]

Earrings growth in April was expected to be +13%.

We are coming in at +28%.

Big Tech crushed beyond imagination.

If you have a bear case, it can't be earnings.

What a month for markets.

[amit @amitisinvesting]

$INTC just proved the CPU shortage is real

- beat on revenue by a billion
- beat on 2Q guide by 2 billion
- beat on eps by 2800%
- beat on 2Q eps guide by 250%
- beat on gross margins by 3%

pumping $AMD after hours by validating CPU demand

bullish the entire semi stack

[unusual_whales @unusual_whales]

Raising a child to age 18 now costs more than $303,000, an increase of 27.8% since 2023, per FOX.

[Lin @Speculator_io]

The Pentagon is planning to spend $75 billion on drones:

Military Drones
$ONDS Ondas
$AVEX Aevex
$KTOS Kratos
$SWMR Swarmer
$RCAT Red Cat
$AVAV AeroVironment
$AIRO AIRO
$PRZO ParaZero
$DRSHF DroneShield

Commercial Drones
$UMAC Unusual Machines
$DPRO Draganfly
$FLT Volatus Aerospace
$PAOTF Parrot

Drone Sensors
$TDY Teledyne
$HON Honeywell

Drone Software
$PDYN Palladyne
$ZENA ZenaTech

Drone Delivery
$AMZN Amazon

eVTOL
$ACHR Archer
$JOBY Joby
$EH EHang
$EVTL Vertical Aerospace

Industrial Aerospace and Defense
$LMT Lockheed Martin
$NOC Northrop Grumman
$BA Boeing
$RTX Raytheon
$LHX L3Harris
$HO Thales
$LDO Leonardo
$TXT Textron
$EADSY Airbus

Agriculture
$TRMB Trimble
$UAVS AgEagle

[Kosher @koshercockney]

BREAKING

Saudi Arabia officially confirm they will be joining the war against the Islamic Republic of Iran.

[Donald J Trump Posts TruthSocial @TruthTrumpPost]

JUST IN: 🇺🇸🇮🇷TODAY will be the HEAVIEST day of U.S. BOMBING against Iran in the entire war.

[OSINTdefender @sentdefender]

According to a post from U.S. President Donald J. Trump on his Truth Social app, at his direction, U.S. Central Command “obliterated every MILITARY target in Iran’s crown jewel, Kharg Island.” Extremely notably, President Trump said that he has chosen not to target the vast oil infrastructure on Iran’s economically important island and should Iran continue to interfere with the safe passage of vessels through the Strait of Hormuz, the island’s oil infrastructure will be targeted.

[The White House @WhiteHouse]

“We are totally destroying the terrorist regime of Iran, militarily, economically, and otherwise, yet, if you read the Failing New York Times, you would incorrectly think that we are not winning. Iran’s Navy is gone, their Air Force is no longer…” - President Donald J. Trump

[KYLE @KyleForgeard]

Theres been a lot said online about me, Steve and Nelk. Here are the facts.

[Mario Nawfal @MarioNawfal]

🚨🇮🇱🇮🇷 How they killed Khamenei: A years-long deception operation ending with missiles launched from the edge of space.

The setup: Israeli generals publicly left headquarters Friday for Shabbat. Posed for photos going home. Then snuck back in disguise.

Why? They needed Iran to think Israel was shutting down for the weekend. Khamenei felt safe enough to emerge from hiding for a meeting at his palace.

Then came Saturday 7:30am Iran time: Israeli F-15s take off. 9:40am: They launch 30 Blue Sparrow missiles.

Blue Sparrows are insane. They exit Earth's atmosphere, separate from boosters, re-enter at hypersonic speed. Nearly impossible to intercept.

Originally designed to test air defenses. Israel converted them into offensive weapons.

During the strike, IDF simultaneously disrupted a dozen cell towers near the palace. Phones appeared busy when called. Khamenei's security couldn't get warnings out.

But the real operation was years in the making:

Israel hacked almost all of Tehran's surveillance cameras; the same ones Iran uses to spy on its own people. Tracked bodyguards' movements, work schedules, where they parked at Khamenei's compound.

"We knew Tehran like we know Jerusalem," one Israeli intelligence official said. "When you know a place that well, you notice a single thing out of place."

CIA had a human source. Israeli AI analyzed mountains of data. Together they pinpointed exactly where Khamenei would be.

The strike killed: Khamenei, his wife, daughter, grandchild, daughter-in-law, son-in-law, Rear Admiral Shamkhani, IRGC commander Pakpour.

One compound. One meeting. Everyone dead.

Multi-year intelligence operations, hacked surveillance systems, AI analysis, human sources, and missiles from space. All to kill one man at precisely the right moment.

Daily Mail

[A Gene Robinson @AlBuffalo2nite]

BREAKING: 52 MISSILES. ZERO IMPACT.

Read that again.

Fifty-two coordinated Iranian missiles launched at a United States Navy Carrier Strike Group.

And they didn’t scratch the USS Abraham Lincoln.

While an E-2D Hawkeye circled high above the Gulf of Oman… watching… scanning… calculating… the entire salvo was detected in its boost phase.

Under 40 seconds to classify the threats.
Link 16 firing assignments transmitted.
Aegis systems locked.
Arleigh Burke destroyers engaged.

Eight minutes later?

Every. Single. Missile. Gone.

This is what American engineering looks like.
This is what discipline looks like.
This is what generations of sailors, radar techs, pilots, and fire control officers look like when it all works together.

You don’t see panic.
You see precision.

Iran fired everything they had in that window.
Anti-ship ballistic missiles.
Medium-range ballistic missiles.
Anti-radar missiles designed specifically to blind us.

And the shield held.

Not because of luck.
Not because of headlines.
Because of training.
Because of layered defense.
Because the United States Navy does not improvise under pressure.

While some talk… our sailors stand watch.

While propaganda claims “successful hits”… American steel remains afloat.

This is not chest-thumping.

This is gratitude. Thank you Jesus!

Gratitude for the young man at a console tracking inbound objects at Mach speed.
For the Hawkeye crew circling in the dark.
For the destroyer crews who executed flawlessly.
For the families at home who carry the quiet burden of service.

Fifty-two missiles.

Zero impact.

That’s not arrogance.

That’s readiness.

#SilentMajoritySpeaks #AStoneGroove

[MAGA Voice @MAGAVoice]

HOLY SH*T 🚨 Pete Hegseth has a message for the entire world and he is not messing around:

"If you k*ll Americans, if you threaten Americans anywhere on earth, we will HUNT YOU DOWN. Without apology and WE WILL K*LL YOU” 🔥

AMEN 🙏

[Open Source Intel @Osint613]

UPDATE 🔴

CONFIRMED.