Slater Zebo

[Palantir @PalantirTech]

We are deeply grateful to be admitted to the S&P 500.

Only in America!

[STIIIZY @stiiizy]

BACK 2 BACK🔥 Join us for our 50th store Grand Opening in Sacramento 02.07 at 9am!😤 You won’t want to miss this😮‍💨 RSVP here: https://t.co/cqkAm5MDa9

[STIIIZY @stiiizy]

ROAD TO FAIRFIELD🏁➡️ Check our IG story @stiiizy for updates on Friday, 1/30👀

[Tom Nash @iamtomnash]

When a report says SpaceX could head toward an IPO at a $1.5 Trillion valuation, the first reaction is usually disbelief, followed by someone grabbing a calculator, then giving up halfway through.

[Tom Nash @iamtomnash]

Tesla's revenue could hit $2.5 trillion by 2035? Some people won't like that. Price targets: $4800 by 2030 (1000% increase) and $7900 by 2035 (1700% increase). A Palantir moment is coming. $TSLA

[Herbert Ong @herbertong]

Everything comes down to this question: IPO, or reverse merge with $TSLA? 👇

[amit @amitisinvesting]

so…who’s buying the healthcare carnage?

either they have all become super cheap or these new White House proposals meaningfully hurt earnings growth

plenty of other stocks with far better growth even if they are trading at a higher premium

$UNH $OSCR $CNC $ELV

[amit @amitisinvesting]

BIG TECH EARNINGS OFFICIALLY START TOMORROW.

$META, $MSFT, and $TSLA kick us off.

The S&P is up +1.37% YTD but is being massively outperformed by international stocks and small caps.

High beta names have had an incredible year already.

Tomorrow, I think we need the large caps to remind the world why they are worth trillions of dollars. Maybe we start to see a rotation back into them which likely puts us at $SPX $7000.

$META —> Zucks needs to tell us what he’s doing with the capex besides making ads better, any guidance of $100B capex MUST have support over explaining ROI especially if Zucks is competing with GCP/AWS/Azure with “Meta Compute”

$MSFT —> Azure needs to keep scaling, CoPilot needs to show further penetration, Claude has now shown massive potential for enterprise adoption and Microsoft should be positioning their workflows as essential within the enterprise which should lead to increased monetization via AI

$TSLA —> Elon just needs to promise the robots will be here soon and the market needs to believe him 😂

Which of these 3 names are you long?

FOMC tomorrow as well, 2.8% chance of a rate cut but we will have the last of 4 meetings with Powell so we ought to cherish it.

THE GREATEST SHOW ON EARTH CONTINUES THIS WEEK.

[amit @amitisinvesting]

BREAKING: Anthrophic is doubling their fundraising plans from $10B to $20B, as per the Financial Times.

This will value the company at $350B as investor interest is now 5x the original size of the round.

Anthropic went from $1B to $9B in ARR last year.

$NVDA $AMD $AVGO $MSFT

[Elon Musk @elonmusk]

Yup

[Dan Ives @DivesTech]

Big focus on Tesla call will be Robotaxi rollout. Musk is now driving Tesla into its next stage of growth as "wartime CEO" and we expect Robotaxis to be rolled out to over 30 US cities in 2026. We believe the most important chapter in Tesla's growth story is
now beginning 🐂🍿

[Heisenberg @Mr_Derivatives]

$NVDA has that look it wants to go to $200 soon.

[HOUSE PORN @HOUSEPORN___]

I want this backyard set-up

[*Walter Bloomberg @DeItaone]

$NVDA - NVIDIA STOCK JUMPS ON CHINA CHIP SALES APPROVAL

Nvidia shares rose 1.9% premarket after China approved purchases of its H200 AI chips, potentially unlocking about $10 billion in sales. The powerful chips are more advanced than any Nvidia was previously allowed to sell in China, with buyers including Alibaba and ByteDance.

[amit @amitisinvesting]

TRUMP IS OKAY WITH A WEAK DOLLAR.

So, part of the move in precious metals has likely been a rotation, or diversification, by central banks/funds out of the USD.

The $DXY, or dollar index, hit its lowest level this year at $95.80. For context, it was at $109 before Trump came into office. It's now down 11% over the past year.

Why does this matter?

1. When the dollar weakens, U.S. goods become cheaper for foreign buyers. That means more exports, more demand, more jobs which helps big exporters, manufacturers, and multinationals. This is EXACTLY what Trump wants to decrease the trade deficit.

2. When the dollar falls, it takes more dollars to buy the same ounce of a commodity, increasing the value of a hard asset. Investors usually run to gold/silver as a store of value when fiat weakens and boy is fiat USD weakening. Bullish $GLD $SLV.

However, it is not the best for international investors. If you are in Europe, you have been feeling the pain of a weakening dollar:

- You buy a U.S. stock at $100
- EUR/USD = 1.00 → that’s €100
- Stock stays at $100
- USD weakens, EUR/USD = 1.10
- Your $100 is now worth €91

Ultimately, Trump never wanted a strong dollar. He was clear last year that he is okay with it weakening and given the run in Gold/Silver, we may be seeing global investors finally decide to sell off the USD. I don't think he lets it get much lower than $90, but if we continue to see this rotation, it feels like there is a chance it can get below there.

The takeaway is that cash can literally become trash (although I do think it is very valuable to have cash as a position) if the USD keeps weakening and owning hard assets/companies that can produce real earnings is the solution...which means the $7.5T on the sidelines in money markets (which have seen $100B of outflows over the past 2 weeks) may start to rotate into metals, crypto, and stocks...especially if rates come down.

[FinancialJuice @financialjuice]

Crypto Fear and Greed Index: 29/100 = Fear

[FinancialJuice @financialjuice]

German Economy Minister Reiche: German economy expected to grow by 1.3% in 2027.

[FinancialJuice @financialjuice]

Kremlin confirms trilateral talks planned for February 1st - IFX

[Nebius Token Factory @nebiustf]

Deploy and scale Llama, Qwen, DeepSeek, GPT OSS and more on dedicated Nebius Token Factory infrastructure with guaranteed uptime, zero-retention data flow, and transparent $/token pricing.