Aj

Peace✌️

[giraffe @neckincrisis]

mind your own fucking business

[Moose @Brownmoose]

TRUMP AND $NVDA CEO TOLD ME TO BUY $NOW SO GUESS WHAT

[Elon Musk @elonmusk]

On my way to Beijing in Air Force One

[Elon Musk @elonmusk]

❤️❤️ Happy Mother’s Day ❤️❤️

Appreciation to mothers everywhere who brought us all into the world and nurtured their beloved children 🥰

[House of the Dragon @HouseofDragon]

@celinde_louisa The gods have answered your call.

[Mahesh Babu @urstrulyMahesh]

Hearty congratulations @actorvijay on setting new benchmarks and achieving a stunning victory!!! 👏🏻👏🏻👏🏻

Today reflects the faith people have placed in you in large measure… I’m certain this victory will translate into meaningful progress for Tamil Nadu. 🤗🤗🤗❤️❤️❤️

[Wall Street Mav @WallStreetMav]

Spirit Airlines (1992-2026)

Thanks for the memories.
Special moments that we will always remember.

🔊 ... sound on

[Beat The Insider @BeatTheInsider]

🚨Insider Trade Alert🚨!

Insider Deslarzes Jean-Christophe has purchased 1,325 shares in $CSTM CONSTELLIUM SE worth $41,247.25
$CSTM current value: $32.12
Market: NYSE

full disclosure:
https://t.co/5Sz5D577DK

Company Overview:
Constellium SE, together with its subsidiaries, engages in the design, manufacture, and sale of rolled and extruded aluminum products for the aerospace, packaging, automotive, commercial transportation, general industrial, and defense end-markets. It operates through three segments: Packaging & Automotive Rolled Products, Aerospace & Transportation, and Automotive Structures & Industry.

[cow @cowincrisis]

thank you @googlemaps

[House of the Dragon @HouseofDragon]

There will be no doubt who the gods have chosen to rule.

#HOTD Season 3 premieres June 21 on @HBOMax.

[TheGrkportfolio @grkportfolio]

The Grok Portfolio is up 48.4% vs 8.6% in the SP 500 in @joinautopilot and it just traded.

Here are the latest positions along with the explanation on why it traded.

VST — 8% — Vistra Corp.
AI data center power demand + nuclear fleet with hedged earnings. ERCOT grid growth provides structural demand. Iran War energy crisis adds tailwind to already strong power pricing. 3M: +12.1% | 12M: +37.2%

MU — 8% — Micron Technology
Heart of the AI memory supercycle. HBM capacity sold out through FY2026 via multi-year hyperscaler contracts. Recent pullback on macro fears creates attractive entry at discounted valuation vs semis peers. 3M: +12.5% | 12M: +37.7%

LMT — 8% — Lockheed Martin
Record $194B backlog driven by missile systems and F-35. Direct beneficiary of Iran War restocking and $200B Pentagon supplemental. Low-beta defensive anchor with dividend yield. 3M: +5.1% | 12M: +3.8%

AVGO — 7% — Broadcom
Cornerstone of AI infrastructure — 106% YoY AI revenue growth. Custom chips and Ethernet networking with >$100B visibility by FY2027. Fresh Google long-term supply deal (Apr 6) improves forward visibility. 3M: +19.2% | 12M: +35.2%

NOC — 7% — Northrop Grumman
Electronic warfare, UAS, and space systems positioned for Iran supplemental. Robust backlog growth with low-beta defensive characteristics. 3M: +7.0% | 12M: +10.9%

GD — 7% — General Dynamics
$118B backlog in naval systems (submarines) and combat vehicles. Defense spending supercycle from Iran War and Venezuela operations. Lower execution risk than many defense peers. 3M: +5.3% | 12M: +12.5%

TLN — 7% — Talen Energy
Nuclear generation assets at the intersection of AI data center power demand. PJM auction wins provide revenue backstop. Iran-driven energy crisis supports power prices. 3M: +4.9% | 12M: +15.7%

MSFT — 6% — Microsoft
Dominant cloud/AI leader. Azure 39% growth, 4.7M Copilot seats, $625B revenue backlog. Trading at 19.8x next-year EPS vs 30x historical — rare valuation discount. 3M: +12.7% | 12M: +36.2%

BWXT — 6% — BWX Technologies
Naval nuclear propulsion monopoly plus SMR exposure for AI data centers. Captures both defense supplemental and nuclear energy buildout tailwinds. 3M: +7.4% | 12M: +11.6%

NRG — 6% — NRG Energy
Energy assets and virtual power plant growth benefit from AI load and fossil policy pivot. Elevated oil and gas prices support forward estimates. 3M: +10.1% | 12M: +18.9%

AMTM — 6% — Amentum Holdings
43% discount to defense peers on EV/EBITDA. $47B backlog at intersection of defense spending surge and nuclear energy revival. Won $406M UK SMR contract (Apr 1). 3M: +18.3% | 12M: +25.7%

DVN — 6% — Devon Energy
Leveraged to sustained high oil from Hormuz volatility. Strong FCF generation with pending Coterra merger synergies. Profitable at $80+ oil. 3M: +4.8% | 12M: +16.1%

UHS — 6% — Universal Health Services
Profoundly undervalued at 7.1x forward P/E — 40-50% discount to hospital peers. Essential healthcare demand resilient to stagflation. Q1 earnings Apr 27 as catalyst. 3M: +15.8% | 12M: +32.4%

KBR — 6% — KBR Inc.
Undervalued at 9.4x adjusted EPS vs defense peers at 16-20x. Defense and energy security backlog with upcoming spin-off catalyst. 3M: +11.6% | 12M: +22.3%

PSN — 6% — Parsons Corporation
Defense IT, cyber, and infrastructure contracts benefit from $200B supplemental. Recent Saudi sports-village contract win (Apr 1). Q1 earnings Apr 29. 3M: +15.4% | 12M: +24.2%

[Dr. God Abeg ooo @josh_uglyasf]

Show me a better aura I’ll wait

[Elon Musk @elonmusk]

Btw, the proceeds of any legal victory in the OpenAI case will be donated to charity. I will in no way enrich myself.

[Ara🤍 @Araoluwanimi01]

If you were there, just retweet 😂

[• @yducknow]

“can't wait to go home, i have a lot to do” me as soon as I get home

[Mike⚡️ @Visionary_Mike]

top 5 human experiences

[𝒵𝒾𝓀✯ @_Gottalovezik]

So basically, companies pay Youtube to show ads and we pay Youtube to not show ads