Stocks Finance

Stocks&Crypto Lover

[In Gold We Trust @IGWTreport]

Silver and other precious metals: 0%. Gold: 2%, rising to a planned 3%.

307 family offices, USD 2.7bn average net worth, per UBS's 2026 Global Family Office Report.

The largest institutional demand gap in monetary history is still mostly a gap.

[Compounding Quality @QCompounding]

Warren Buffett Explains the 2008 Financial Crisis

[Evan @StockMKTNewz]

This is how Micron $MU makes its money

[*Walter Bloomberg @DeItaone]

GOLD SET FOR WORST QUARTER SINCE 2013

Gold is on track for a 13% quarterly loss, its biggest decline in 13 years.

The selloff is driven by expectations of higher U.S. interest rates, with markets pricing in multiple Federal Reserve rate hikes this year.

Analysts say a stronger dollar, easing energy prices and higher-for-longer rates are likely to keep pressure on gold.

[⚡️The Traveling Trader⚡️ @ZTheTrader]

Best case scenario for a serious July rally would be a violent sweep of these June lows in the next few days to trap bears.

If $SPY falls below $730 should get us there quick.

[⚡️The Traveling Trader⚡️ @ZTheTrader]

Hyperscalers, who are otherwise known for printing cash like ATMs, are now generating negative free cash flows for the first time in decades compared to chips and memory.

The market doesn't like uncertainty. Their CAPEX continues to increase while chip and memory demand seems unlimited.

Once the market can digest the limits of CAPEX, $META, $MSFT, $AMZN, etc. will run like no tomorrow. Could be next year, could be in 2028. Either way you will get rewarded.

If you have no interest in trying to trade this market, actively jumping in/out of high beta names tied to the AI buildout, I get it.....this market is stressful. Just DCA and chill.

[NoLimit @NoLimitGains]

Some of the highest-quality businesses in the world are sitting at the cheapest multiples in YEARS.

MSFT META MA SPGI

[NoLimit @NoLimitGains]

The most important SpaceX detail nobody is talking about: the lockup is staggered.

There is no single 180-day cliff. Insiders get to sell in tiers, starting MUCH earlier than a standard IPO.

Here’s exactly when insiders can start selling:

After Q2 2026 earnings (around August 11): Up to 20% unlocks. Another 10% on top if SPCX trades 30%+ above the $135 IPO price (so $175.50+) for 5 of the prior 10 sessions.

Five time-based tranches at 70, 90, 105, 120, and 135 days post-IPO. Each releases 7% of eligible shares.

After Q3 2026 earnings (late October to early November): Another 28% unlocks.

180 days post-IPO (around December 9): Everything else unlocks.

Elon and certain major investors get a longer 366-day lockup. They stay locked until around June 2027.

Some context on the size:

The IPO sold around 555.6M shares, representing roughly 4.2% of total shares outstanding. The other 95.8% was locked pre-IPO. The staggered pool (employees and early backers) is where the early releases happen.

The structure is smart. It spreads selling pressure instead of concentrating it on one day.

Still, watch August earnings closely. That is the first real wave of potential selling, up to 30% of eligible shares. After that it drips steadily through fall.

Float is tiny right now, so volatility cuts both ways.

Not financial advice. This is the lockup mechanics from the S-1 and reporting.

[Stocks Finance @Stocks_Finance_]

@PeterSchiff Miss you, mister!

[NoLimit @NoLimitGains]

Jensen Huang is telling everyone what to buy.

[App Economy Insights @EconomyApp]

🏁 It's race day in Monaco!

But do you know how F1 makes money?

[zerohedge @zerohedge]

META Free Cash Burn

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)

[NoLimit @NoLimitGains]

This man just told you exactly where the money is going for the next decade:

[Tema ETFs @Temaetfs]

Top 10 holdings in $TOLL as of June 3rd, 2026.

Visit https://t.co/IqyfEARucx for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.

[In Gold We Trust @IGWTreport]

Did you know that the S&P 500's net profit margin excluding the Magnificent 7 & tech is sitting near 8%, while tech-related margins have surged to record highs? 🤖⚡

Meanwhile, rising sovereign bond yields are sounding the alarms, and gold continues to attract attention as investors navigate an increasingly fragmented global economy. 🚨🥇

The Weekly Nuggets #35 connects the dots between the AI investment boom, energy and semiconductor constraints, inflationary pressures, geopolitics, and the changing monetary landscape in a way few publications do.

🆕 Check it out:
https://t.co/5C2wMtPD1r

📚 Be sure to subscribe to the Sound Money Report on Substack for exclusive insights, original research, and deeply researched analysis on markets, macroeconomics, commodities, energy, and geopolitics.

#WeeklyNuggets #SoundMoney #GoldInvesting #InflationDynamics #BondMarket #AIRevolution #Semiconductors #StockMarket #Commodities #SupplyChains #Geopolitics #MacroTrends #InvestmentInsights

[NoLimit @NoLimitGains]

Nuclear demand is about to collide with the worst uranium supply structure in 50 years.

These are the 7 highest-upside ways to play it.

Here they are:

[Willem Middelkoop @wmiddelkoop]

Platinum

[Gold Telegraph ⚡ @GoldTelegraph_]

Incredible and rarely discussed.

Paul Volcker... the man at the center of the 1971 collapse of Bretton Woods, told @judyshel he never intended for the gold link to disappear permanently.

“We thought we might move gold to $38 or maybe $40… then reinstate the system.”

That changes how you view modern monetary history.

The temporary emergency became the permanent global monetary order.

Watch the full video: https://t.co/3QcRvoktiE

[In Gold We Trust @IGWTreport]

��� Even if you'd bought gold at the height of the last bull market, in 2011, you'd have gained an incredible return by now — a CAGR of 6.6%, at the very least. 🧮

🏆 Clearly beating any "low-risk" CD or MMF. With gold, you'll never lose!

#GoldInvesting #GoldReturn #RiskAversion #SafeHaven