Ending the second quarter on a bang not a wimper, the Domestic Box Office will be up by around 20% versus the same weekend last year.
The quarter should end at $3 billion industrywide, perhaps a hare under or over, clearly the highest q2 industry numbers since 2019.
Cumulatively, January 1 to June 30, the Domestic Box Office will be up about $600 million year over year.
With a strong July ahead of us, that number will grow even more soon.
Hello Minions, Moana, Odyssey and Spider-man.
Halllelujah.
🚨JUST IN: $AMC entered into a definitive agreement with certain institutional investors to sell 95,250,000 shares of its common stock at $2.10 per share, for gross proceeds of ~$200 million (before fees/expenses). Net proceeds are expected to be around $189 million.🤯
🚨 SPACEX: THE BIGGEST EXIT LIQUIDITY IN HISTORY
SpaceX is up 70% from IPO.
Everyone is FOMOing hard.
But almost nobody is talking about the real reason.
Only 4% of shares are available to the public.
So they can paint any price they want.
The playbook never changes:
Hold 96% in your pocket.
Drop a few crumbs into the market.
Pull the chart wherever you want.
But now it’s wrapped as "the biggest IPO in history."
And Wall Street has already found their FORCED buyers.
On June 13, SPCX was rushed into the MSCI indices.
This means every passive fund worldwide is now obligated to buy it.
Not because they believe in Elon Musk.
Because that's how the system works:
If it's in the index, you must buy it.
We're talking about $15–20 trillion in passive funds.
Massive forced demand + tiny float = perfect pump.
But the lock-ups are coming:
August: first 20% unlock
November: another big wave
Day 180: everything unlocked
In other words, early investors will exit in 1–2 months, not in 6 months like most people think.
And who will they sell to?
Retail and those funds that were just forced into the stock.
No one is arguing that SpaceX isn't a real company with a real future.
Moon bases, Mars, orbital data centers: all of this might happen.
But not anytime soon.
Right now, something else is happening.
The US stock market is going through a wild overvaluation of everything.
SpaceX is just the biggest example.
They are selling a dream about space today, at a price that won't make sense for another 15 to 20 years.
And as always, the crowd will buy the top just to fund the exit.
Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October.
My next call will be the biggest one this cycle.
Turn on notifications. Most people will follow me too late.
THIS IS INSANE🚨
🚨1,426% increase in Operating Income
🚨769% increase in Net Income
🚨Almost $1/sh net income in FIRST Q
🚨$2B Share Repurchase APPROVED
GAMESTOP ANNOUNCES HIGHEST NET INCOME ⬇️ $GME
Our U.S. AMC Theatres and overseas Odeon Cinemas welcomed 25.5 million guests in May 2026. Our highest attendance for a month of May in 7 years, better than any May since pre-pandemic 2019. Isn’t that just wonderful!
There are huge movies coming out in June and July too.
“Backrooms” just crushed it at the box office this past weekend. It was the 6th movie in the past 10 weeks to have a domestic opening gross above $75 million.