Theta🔥🔥

Investments- #PSU Football. Born January 1 Smart money shakes you out before the breakout.

[Theta🔥🔥 @browns1957]

@joesmeltzer775 Extremely focused group with one goal in mind. Credit to the coaches for instilling unity.

[zerohedge @zerohedge]

An Open Letter To Elizabeth Warren About Trillionaires And Inequality https://t.co/HerSePD7zB

[Theta🔥🔥 @browns1957]

@sparkle6193920 Seems about right.

[Theta🔥🔥 @browns1957]

@sparkle6193920 He’ll be student class president someday.

[Theta🔥🔥 @browns1957]

@sparkle6193920 💯🏋️‍♂️

[💎 Diamond Trades 💎 @sparkle6193920]

We played $spx calls in the morning took profits and loaded puts. The only bias I have is 🐋 bias

We put our money with big money 💰 for the greatest return 💯💎❤️❤️❤️ $spy $qqq $soxx $nvda $smh $vix🩸😘

[Theta🔥🔥 @browns1957]

👀

[💎 Diamond Trades 💎 @sparkle6193920]

Are we so fucking paid 💎 fam 😘❤️❤️❤️💰 $spy $qqq $spx another $100,000 day ✌🏽

We played calls on the morning pump and puts on the dump

I held every subscribers hand 🔥 and the free 💎 idea I gave you is 1.40 💰 from .77 come join me 😘

[Theta🔥🔥 @browns1957]

👀

[💎 Diamond Trades 💎 @sparkle6193920]

I didn’t forget about you guys. The market has been choppy 😘💎❤️❤️❤️❤️ free trade idea

[Theta🔥🔥 @browns1957]

@sparkle6193920 Penn State is one of the few that has played in all of the NY6 Bowl Games👏👏 That’s how it’s done in Happy Valley‼️

[Theta🔥🔥 @browns1957]

@sparkle6193920 WeAre

[Theta🔥🔥 @browns1957]

@TgMacro @SInow Agree 100%. In 1978 SI had some of the best columnists in the business .

[Theta🔥🔥 @browns1957]

Keep your hands in your pockets.

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Citadel Securities just put institutional weight behind what the AI bulls won't say out loud.

In a new macro note titled "Tokenomics," Citadel makes the argument plainly: even the most powerful technology on earth still has to pass through the boring discipline of cost curves, capacity limits, and marginal returns.

The evidence is piling up:
– Amazon removed its token usage leaderboard
– Microsoft cancelled Claude Code subscriptions
– Multiple companies reporting unexpectedly massive token bills

Their conclusion is the part that matters.

Adoption is no longer about what AI can do in principle. It's becoming about the price and scarcity of the inputs needed to run it at scale. Compute. Power. Cooling. Memory bandwidth. Inference budgets. All real, all binding constraints.

And here's the kicker from the chart.

The Silicon Data LLM Token Expenditure Index, a benchmark for how much the market is actually spending on AI tokens, has started rolling over. Citadel reads it as a shift toward cheaper models. Companies substituting away from expensive frontier AI toward "good enough" alternatives.

That's economics 101 doing what it always does. When the price of something rises, people use less of it, or find a cheaper version.

Citadel sees a bifurcation forming. Frontier AI concentrated among a few firms with the balance sheets to absorb the cost. Everyone else quietly downgrading to simpler, cheaper models.

This is the part of every technology revolution the early narrative ignores.

The technology being real was never the question.

The question was always whether the economics could carry the valuations.

When one of the most sophisticated trading firms on earth starts writing about AI in the language of cost curves and rationing instead of limitless demand, the conversation has quietly changed.

The hype was about what AI could do.

The reckoning is about what it costs.

[Theta🔥🔥 @browns1957]

Quoteth the raven

[CHItrader @CHItrader]

$SPCX Sources said that before SpaceX stopped accepting subscription applications, demand for its IPO exceeded available shares by more than fourfold.

[💎 Diamond Trades 💎 @sparkle6193920]

Are we feeling a nice bounce tomorrow after all of the 🩸 Maybe Trump says Iran wants a deal after 69 bombs 💣 ya never know 🥸

[Theta🔥🔥 @browns1957]

@sparkle6193920 Helmets for FA’s are strongly recommended.

[Theta🔥🔥 @browns1957]

@AndrewHiesinger Somebody knows..................

[Theta🔥🔥 @browns1957]

🤣

[Mindset for Money @Mindset4Money_X]

Retail rushing to buy hot trash:

[Theta🔥🔥 @browns1957]

@sparkle6193920 💎💎💎💎

[Theta🔥🔥 @browns1957]

👀

[CHItrader @CHItrader]

📊 SailPoint $SAIL Q1 Earnings + Guidance

✅ Earnings Beat
Adj. EPS: $0.05
YoY: ↑ 400% (from $0.01)

✅ Revenue Beat
Sales: $280.142M
YoY: ↑ 21.55% (from $230.468M)

✅ Q2 Adj EPS: $0.07-$0.08 vs $0.08 Est
🔹 Q2 Sales: $308M-$312M vs $309.854M Est

✅ FY27 Adj EPS: $0.30-$0.34 vs $0.32 Est (affirmed)
✅ FY27 Sales: $1.265B-$1.275B (raised) vs $1.266B Est

[Theta🔥🔥 @browns1957]

@itsmichaelluu @SuperLuckeee Massive opportunity

[Theta🔥🔥 @browns1957]

Let’s go

[Michael | Hypermarkets @itsmichaelluu]

HYPERMARKET WATCHLIST FOR June 8, 2026

$SPY crash continuation or massive reversal

1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027

2. $MU — $864 ATH was $1,089 just on June 3; HBM4 demand cycle just starting, buy dips

3. $DRAM — $55 Pure-play memory ETF, MU + SNDK + Samsung in one; AI memory bottleneck secular story intact

4. $AVGO — $386 Record revenue, 143% YoY AI chip growth, $100B+ FY27 guide reiterated sold off purely on no upside surprise; this is the buy

5. $DELL — $394 AI server revenue up 757% YoY; pulled from $469 ATH on macro fear, not fundamentals

6. $HPE — $49 Just posted strongest AI server quarter ever, 40% revenue growth YoY; tape is disrespecting the print

7. $NVDA — $205 52-week low $140, high $236; Jensen in South Korea closing deals while market panics

8. $IREN — $54 $NVDA owns call options at $70/share; $NVDA partnership is structural floor

9. $INFQ — $17 Quantum computing pure play, early stage; sub-$15 is an accumulation zone Jan 2028 LEAPS

10. $NOW — $112 $30B revenue target by 2030, analyst avg PT $180; beaten down SaaS with real AI monetization

11. $IBM — $305 ATH just hit June 1 at $320; quantum + hybrid cloud re-rating still early

12. $MRVL — $316 Jensen Huang saying MRVL could be a trillion-dollar company; custom ASIC moat is massively underpriced

13. $PLTR — $143 52-week range $122–$207; defense AI spend is multi-decade; dips to $130 are gifts

14. $META — $593 52-week high $796; cheapest Mag7 on forward P/E, more selling probably

15. $MSFT — $417 ATH was $539; Copilot + Azure AI monetization narrative still strongest in enterprise

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