C2

"I had to stop living for other people because when I won, we won. When I lost, I had to take that L on my own."

[StockWorthy @StockWorthyApp]

Thank you for reading! Check out more valuations at https://t.co/bq85aKatfA and start your 7-day free trial of unlimited valuations today!

[Danny Naz @ThePupOfWallSt]

Only about 5% of $SPCX shares are floating right now.

The other 95% remains locked, which means the real supply pressure may not show up until insiders and early holders finally get liquidity.

That doesn't mean the stock has to collapse. It means traders need to understand the calendar.

Tiny float now. Bigger supply waves later.

Bookmark the unlock schedule.

[Jason Luongo @JasonL_Capital]

Elon Musk just said "if we harness just 1 millionth of the Sun's power for AI, that will be much more than a million times the intelligence of all of humanity."

He's literally telling you what to invest in.

Here are 10 solar stocks building that future:

1. $TE - T1 Energy

Produced 2.79 GW of solar panels and generated $755M in net sales in 2025 from the G1 Dallas factory alone. The G2 Austin cell factory is on track for Q4 2026 production start, backed by a $440M+ capital raise and a 900 MW offtake deal starting 2027. Domestic solar manufacturing at scale.

[Cheddar Flow @CheddarFlow]

This is starting to get very interesting...

[TrendSpider @TrendSpider]

🚨 Microsoft $MSFT is currently sitting at its cheapest valuation since the end of the 2022 bear market

[TrendSpider @TrendSpider]

Time to buy the dip on drone stocks?

[C2 @C2TRADES]

Lmfaoooooo

[C2 @C2TRADES]

I can’t even imagine this happening…retail traders would freak out panic selling

[Bull Theory @BullTheoryio]

🚨 EVERYTHING THAT COULD GO WRONG FOR MARKETS WENT WRONG TODAY.

S&P 500 down -1.65%, wiping out $1.14 trillion.
Nasdaq down -2.60%, wiping out $1.11 trillion.
Gold down -3.38%, wiping out $1 trillion.
Silver down -6.9%, wiping out $280 billion.
Bitcoin down -6.31%, wiping out $80 billion.

In total $2.5 TRILLION wiped out in a single session. These were not isolated moves. Everything started breaking at the same time.

It started with the jobs report this morning.

The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double.

On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them.

The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today.

Then the AI trade started cracking.

Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple.

Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks?

That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in.

Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%.

South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same.

And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development.

Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with?

Underneath all of this, there is a liquidity problem nobody is talking about.

SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next.

These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings.

But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now.

The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates.

He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do.

When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today.

Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

[MARKET INSIGHTS! @IManghaila]

BUY OR SELL?

[C2 @C2TRADES]

@fernvret Congrats you have shards of glass or plastic scooping that fruit with a plate lol

[Pankaj @the2ndfloorguy]

5 years ago i was averaging ~8 hours on my phone daily. nothing worked to fix it. so i sat down, analysed exactly where my time was going, and started building stupid little solutions 📵

- all social media have a "scream i'm a loser" to unlock. saved ~42 min/day of doom scrolling
- converted a 1970s rotary phone for uber, food orders, meetings etc. saved ~21 min/day
- smart mirror for news, calendar, social updates. saved ~37 min/day of fomo morning phone checks
- zerodha lights - my room turns red/green with my portfolio. saved ~11 min/day
- cringe guard on linkedin so only useful content shows. saved ~7 min/day of looking at garbage
- imdbuddy so i stop looking up imdb ratings before every movie. saved ~17 min/day
- room turns red if my step count is low and i haven't gone out
- family screen time leaderboard at home. whoever has lowest screen time wins the week. this was fun.

i went from 7-8 hours to like ~3 hours/day. i'm probably the worst person at self discipline you'll ever meet. something that worked for me was making the bad behavior embarrassing, inconvenient, or just genuinely hilarious.

if you're battling any addiction and nothing is working, maybe don't fight it with discipline. try to analyse it. then probably out-engineer it?

[The Kobeissi Letter @KobeissiLetter]

It's official.

SpaceX is going straight to retail investors.

"Certain of the shares of Class A common stock offered hereby will, at our request, be offered to retail investors," SpaceX says in their S-1 filing today.

These shares will be available through Charles Schwab, Fidelity, Robinhood, SoFi Securities, and ETRADE.

Retail will have a huge role in this historic IPO.

[The Kobeissi Letter @KobeissiLetter]

It simply won't stop.

It is Sunday night and the US 10Y Note Yield just casually hit 4.63%, the highest since February 2025.

We are now ~4 basis points ABOVE the high that prompted President Trump's "90-day tariff pause" in April 2025.

This puts the 10Y Note Yield up +70 basis points since the Iran War, with US mortgage rates now nearing 7.00%+.

And, in a sudden turn of events, the odds of rate cuts have collapsed to 2% this year and US inflation is nearing 4%+.

The US bond market is collapsing in real-time.

[Barchart @Barchart]

BREAKING 🚨: U.S. Housing Market

Home Sellers now outnumber Buyers by 630,000, the largest gap ever recorded 🤯👀

[ProdiJayTrades 🎲 @ProdiJay24]

Heres a live breakdown of my Live Trades I took today

Hosting a free Break & Retest strategy seminar this Sunday !
- Going over Entries, Exits
- Risk management
- Finding setups to use Brea & Retest

https://t.co/rcIpAxoAd2

[C2 @C2TRADES]

@DailyLoud Are they hiring?

[The Kobeissi Letter @KobeissiLetter]

SUMMARY OF FED CHAIR POWELL'S STATEMENT:

1. Near-term US inflation expectations have risen

2. The Fed sees US PCE inflation at 3.5% in March 2026

3. Higher energy prices will "push up" near-term inflation

4. Middle East situation is contributing to uncertainty

5. Current Fed policy stance is "appropriate"

6. Powell will remain on the Fed board as Governor after May 15th

A new era of Fed policy is ahead of us.

[Geiger Capital @Geiger_Capital]

Realizing that $GOOGL, $MSFT, $AMZN and $META all report earnings today and if they miss the market is literally going to zero.