Chase

Finance University of Minnesota 26’

[Dear Son. @DearS_o_n]

You're a man. Act broke. Delete food delivery apps. Drive a modest car. Live in a cheap apartment. Keep a simple wardrobe. Ignore their judgment. Stack cash. Invest, invest, invest. Set yourself up for life.

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since February 24. The move has triggered a wave of forced selling across crypto markets, with more than $1.1 billion in leveraged crypto positions liquidated over the past 24 hours.

2. $AVGO reported strong Q2’26 results, with revenue of $22.19B, slightly above estimates, up 48% YoY, and adjusted EPS of $2.44, beating expectations and rising 54% YoY. Semiconductor Solutions revenue came in at $15.0B, up 79% YoY, while AI semiconductor revenue surged 143% YoY to $10.8B, though it came in below buyside expectations. For Q3, Broadcom guided revenue to roughly $29.4B, ahead of consensus but slightly below buyside expectations, with AI semiconductor revenue expected to reach about $16B. The company also delivered $10.26B in free cash flow, equal to 46% of revenue, and said growth is being driven by accelerating AI demand, custom AI accelerators, AI networking, and strong operating leverage.

3. $META is reportedly considering charging up to $199.99/month for Hatch, its planned consumer AI agent, according to The Information. Hatch is described as a consumer version of OpenClaw that lets users create software tools and automate tasks with plain-language prompts, including scheduling events, sending emails, building simple apps, and generating travel itineraries. Meta is also considering a premium Hatch Plus tier that would offer 5–10x more daily usage capacity than the free version. During development, Hatch has used Anthropic’s Claude models, but it is expected to run on Meta’s Muse Spark model at launch.

4. The top 10 most active options today by contracts traded were $NVDA with 3.4M contracts, $TSLA with 3.4M contracts, $AAPL with 1.3M contracts, $AMZN with 1.1M contracts, $MSFT with 958K contracts, $META with 916K contracts, $NOK with 749K contracts, $INTC with 730K contracts, $GOOGL with 708K contracts, and $PLTR with 622K contracts. Nvidia and Tesla once again dominated options activity, each trading more than 3.4M contracts, while Apple and Amazon also saw elevated volume above 1M contracts.

5. $IREN signed a transmission connection agreement for an 800MW data center campus in Bundey, South Australia. The site includes four 330kV feeder exits, allowing it to support up to 800MW without requiring network upgrades, with energization expected to begin in 2028. The project marks IREN’s first announced Australian data center campus and would provide submarine fiber connectivity to key APAC markets, including Singapore, Indonesia, South Korea, and Japan.

6. $AAPL Apple's smart glasses roadmap has reportedly changed, according to supply chain analyst Ming-Chi Kuo. Apple’s display-equipped AR/XR glasses, which are expected to use optical waveguide technology, have reportedly been pushed back to 2029. Meanwhile, Apple’s display-less AI glasses, similar to Ray-Ban Meta, are still expected to ship in 2027. Kuo also says Apple is shifting resources away from the Vision Pro line and toward smart glasses that may have broader mass-market appeal.

7. $GOOGL plans to use roughly $30B of its $80B equity raise to cover tax obligations tied to employee equity awards, according to The Information. That would represent nearly 40% of the total raise, roughly double last year’s amount, and about 14% of expected operating cash flow.

8. $CRWD reported solid Q1’27 results, with revenue of $1.39B, up 26% YoY, and adjusted EPS of $1.10, both slightly ahead of expectations. ARR reached $5.51B, up 24% YoY, while net new ARR grew 32% YoY to $255.8M. CrowdStrike also announced a 4-for-1 stock split, with the record date set for June 25, 2026 and split-adjusted trading expected to begin on July 2, 2026. For the full year, the company guided revenue to $5.915B–$5.959B, ARR to roughly $6.53B–$6.56B, and adjusted EPS to $4.88–$4.96, while raising its net new ARR growth outlook to 27.7% at the midpoint. Management said CrowdStrike is becoming critical AI security infrastructure, highlighting record Q1 net new ARR, strong module adoption, and its AI-driven security products as signs of an AI inflection point.

9. SpaceX $SPCX is reportedly planning to price its IPO at $135 per share, with plans to sell 555.6 million shares and raise roughly $75 billion. At that price, the company would be valued at nearly $1.75 trillion, making it one of the largest IPOs in history.

10. US data center construction spending surged 28% YoY in April to a record annualized rate of $50.7B, surpassing public transportation construction spending of $49.9B for the first time in history. Since 2022, data center construction spending has exploded 357%, compared with just 16% growth in government transportation spending. As a result, data centers now represent 2.3% of all US construction spending, highlighting how AI infrastructure demand is reshaping the construction economy.

11. Ray Dalio says AI has the ingredients of a classic technology bubble, arguing that major technological shifts often create bubbles because it is impossible for investors and companies to perfectly predict the winners. He said companies face a difficult choice: spend aggressively to capture market share, or risk underspending and falling behind. Dalio added that bubbles eventually “prick” when investors or companies need to sell wealth/assets to raise cash, turning enthusiasm into forced selling pressure.

12. The S&P 500 closed the day red for the first time in 9 trading days. The last time the S&P $SPY closed green for 10 days in a row was 1995.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Prof @TheProfInvestor]

Market goes up 20% for two months.

One day it drops -1%,

Bears: I warned you.

[Chase @ChaseInvests01]

@StocksOnSpaces I’ll be there, I got your back Evan🤝

[Stock Talk @stocktalkweekly]

Purely technical traders always sell too early, because they have no conviction. They don't know what they own. Stock goes up +10-20% & they sell. Stock winds up +100-200% higher months later. The best stock-pickers are contextual: technicals, fundamentals & thematics in unison.

[Chase @ChaseInvests01]

I just grabbed my ticket for WOLF Summit NYC on August 3 in New York City. If you're into trading, markets, fintech, or finance media, this looks like a strong room. Here's the event page if you want to check it out: https://t.co/1iTwRmLCcU

[Urkel @SteveUrkelDude]

This market continues to provide opportunities everywhere - across multiple sectors - for all trading styles. Momentum plays, breakout setups, reversals & new opportunities, heathy rotations - all while trend remains up & strong.

Unbelievable market - taking advantage while it's hot is key.. eventually - the bigger pullbacks, weakness, boring periods will come again.. so we gotta get it while it's hot 🔥

[5FITCEO @5FITCEO]

I might get cancelled for this, but I must say it...

Jesus Christ is King, He died, He rose again, and He is coming back.

[alexei @alexeixbt]

normalize $10k days
normalize $1m months
normalize limitless potential

[Danny Naz @ThePupOfWallSt]

A lot of traders say they want freedom.

What they actually want is to make a lot of money very fast without feeling discomfort.

The problem is the market charges tuition in emotional pain first. Most accounts don’t blow up because of bad charts. They blow up because people size trades like they’re trying to escape their current life in one week. One red day and now they’re revenge trading, doom scrolling, questioning their system, and emotionally spiraling over a position that should’ve been a paper cut, not a gunshot wound.

Your account should let you THINK.

If your position sizing is so large that every candle feels like life or death, you’re not trading anymore. You’re surviving. The best traders I know aren’t constantly stressed. They already accepted the risk before entering the trade. They know where they’re wrong, what they’re risking, and what type of setup they’re actually in before they click buy.

Slow down this week and audit yourself honestly.

Not your P&L.
Not your watchlist.
Your behavior.

That’s usually where the real edge is hiding.

[Danny Naz @ThePupOfWallSt]

IBD 50 Cheat Sheet 1-10

* Bookmark and share : )

#1 $MU Firm's high-bandwidth memory chips critical for AI hardware.
#2 $RKLB Achieves 21 Electron rocket launches in 2025, a new record.
#3 $SITM Company's precision timing chips used to sync GPUs in data centers.
#4 $HUT Crypto miner also operates AI data center operator.
#5 $ALAB Chip designer provides connectivity solutions for data centers.
#6 $FIX Backlog nearly doubles in Q1 for infrastructure firm to $12.45B.
#7 $AGX Provides engineering, procurement and construction services for power, industrial & telecom industry.
#8 $LQDA Develops inhaled treatments for heart and lung diseases.
#9 $VRT Provides data center cooling for AI and cloud infrastructure.
#10 $CRDO Chip leader specializes in connectivity chips for AI data centers.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Once again, you’re probably overthinking what stocks to buy

[Stock Talk @stocktalkweekly]

At the beginning of 2024, I started sharing my portfolio transparently with thousands of subscribers.

Every live entry, exit, weighting, and thesis.

Today, total portfolio return crossed +4,000%

Stock Talk Portfolio +4,029.68% vs. +57.08% for the S&P-500 over the same period.

[EliteOptionsTrader @EliteOptions2]

There was a time I thought trading wasn’t for me.

Questioned everything.
Couldn't stay consistent.
Couldn't imagine making big money from it.

Now I'm pulling $1M weeks.
Parents retired.
Never had a red year in 16 years.

I started with $6,000.

Take the damn risk.

[Danny Naz @ThePupOfWallSt]

Our past doesn’t define us.

Our present is where we decide whether we stay stuck or start building.

Our future is shaped by the risks we take, the lessons we survive, and the standards we refuse to lower.

[Danny Naz @ThePupOfWallSt]

Jesse Livermore wrote these over 100 years ago.

Different market. Same game.

You're gonna want to bookmark this one.

The BEST of JESSE L. LIVERMORE INVESTMENT PHILOSOPHY

1 – Get-rich-quick adventurers will die poor...

2 – Time is the most important element in stock trading.

3 – Speculation is a business, not a gamble.

4 – Money cannot be made consistently trading in stocks every day or every week during the year.

5 – Speculation is correct anticipation of coming events and the best anticipation is that of the psychological effect that certain expected news will have upon the mind of the public.

6 – Do not trust your opinions… but let the action of the market confirm your opinions.

7 – Markets are never wrong. Opinions are.

8 – Real money in speculating is made when you show a profit in your operations right from the start…

9 – Concentrate in one jackpot at a time. Do not try to have an interest in more than one.

10 – As long as a stock is acting right and the market is right; do not be in a hurry to take a profit.

11 – Profits always take care of themselves, but losses never do.

12 – Speculators insure themselves against large losses by taking the first small loss.

13 – There are no investments. There is only speculation.

14 – Money lost by speculators is a microscopical fraction when compared with the money lost by investors.

15 – The investors are the big gamblers.

16 – Many lost their capital funds by selling a stock short after a long upward movement… when it seemed too high.

17 – Do not buy a stock because of a decline from its previous high. That stock may still be too high.

18 – In my method of trading… I BUY after a stock makes a NEW HIGH.

19 – I never buy on reactions… I never go short on rallies.

20 – When a stock enters into a trend… it works automatically along certain lines.

21 – Never be afraid of the normal movements; be fearful of the abnormal.

22 – Do not let a stock go stale on you…

23 – Speculators who try for profits from daily minor movements will never reap the major when they occur…

24 – Real movements do not end the day they start.

25 – If you cannot make money out of the leading active issues, you are not going to make money out of the stock market as a whole.
26 – Follow the leaders.

27 – Do not average losses. Do not average down. Stocks decline much faster than they climb. No speculator can stand the pressure of averaging losses.

28 – There is only one sure tip from a broker: the margin call. When it reaches you: close your account.

29 – Cash to the speculator is as merchandise on the shelves of the merchant.

30 – Make it a rule each time you close a successful deal… to take one-half of your profits and lock this sum up in a safe deposit box.

31 – Feel the money in your own fingers once in a while.

32 – When a stock reaches 50, 100, 200 and even 300 a fast and straight movement almost invariably occurs after such points.

33 – When the above does not occur: that is a danger signal.

34 – The "feeling" of danger ahead is pronounced among those who follow scientific patterns in their anticipations of price movements.

35 – Keep a notebook with you: jot down interesting market information.

36 – Beware of inside information: ALL inside information.

37 – Never place an order at a specified price before the market opens.

38 – Study volume to decide the beginning of Natural Rallies and of Natural Reactions.

39 – Success rides upon the hour of decision.

40 – Do not be impatient… Do not overtrade.
41 – Listen to what others have to say: but in the end follow your own rules.

[Danny Naz @ThePupOfWallSt]

I haven’t had a corporate job in over 25 years.

Early in my 20s, I walked away from the idea of a “safe” 9-5 and traded it for a 24/7 grind. It wasn’t glamorous. It was stressful, uncertain, and full of failures most people never saw. But looking back, those years taught me everything.

In my 30s, I built businesses, made money, traveled the world, met my wife, and experienced more freedom than I ever imagined as a kid.

Now in my 40s, I find myself pulling further away from the nonstop hustle and leaning deeper into the things I genuinely love. Cooking. Photography. Trading. Writing. Slowing down enough to actually enjoy life instead of constantly chasing the next thing.

My wife and I talk all the time about what’s next.

Maybe retiring early. Maybe living as digital nomads for a few years. Maybe just waking up one day and deciding to disappear somewhere beautiful for a while.

The older I get, the more I realize:

Most people spend their lives building a version of success they never even wanted. It was handed to them by parents, school systems, social media, or people equally lost themselves.

Build your own life.

Take chances.
Fail publicly.
Start over if you have to.
Collect stories, not just money.

And along the way, build real relationships. Friends. Community. People who believe in you when things get hard.

At the end of the day, that’s the stuff that actually matters.

[Fortune MMXM @FortuneMMXM]

Truth for traders

[Casper @casper_smc]

Trading isn’t about money, it’s about:

Waking up without an alarm.
Retiring your parents early.
Traveling whenever you want.
Emotional intelligence.
Working 2 hours a day.
Living stress-free.
Generational wealth.
Building a bigger network.
Being self reliant.
Vacations with friends & family.
Eating at fancy restaurants.
Never answering to a boss.
Staying fit & healthy.
Being able to buy anything you want.

[Noah @antibearthesis]

$NVDA CEO is telling you to buy energy stocks

He is literally saying demand will 1000x

Stocks positioned to benefit:
- $CEG
- $VST
- $OKLO
- $BE
- $GEV
- $IREN​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

“This is the best time in the history of humanity to invest in sustainable energy”

In 2025, he was early on semis and neoclouds:
- $NBIS at $22 → +600%
- $INTC at $23 → +500%
- $SNDK at $275 → +400%
- $CRWV at $40 → +200%
- $TSM at $240 → +80%

He’s not guessing. He’s showing you the roadmap.

Are you going to ignore him again?