CHItrader

Options trader. Market chaos translator. Zero fluff, maximum sarcasm. DYODD. Multiple Myeloma Warrior still swinging. Chicago.

[CHItrader @CHItrader]

@IfindRetards and that's the retarded truth.

[CHItrader @CHItrader]

DID YOU KNOW: Men who hate Trump moan when they wipe their butthole

[CHItrader @CHItrader]

CNN cited a US official saying Iran launched multiple drones toward the Strait of Hormuz; the US military shot down at least three.

[CHItrader @CHItrader]

@tinleyharrier LOL yeah he is.

[CHItrader @CHItrader]

It's the end of the world

[CHItrader @CHItrader]

OUCH !

[Clay Travis @ClayTravis]

The Chicago Bears are leaving Chicago and Illinois to move to Indiana. Well done, Mayor Johnson and Governor Pritzker, you couldn’t even keep a pro football team in your city and state.

[CHItrader @CHItrader]

@TVietor08 Oh look, socialist shitbaggery.

[CHItrader @CHItrader]

@tinleyharrier Oh shit, he's live. LOL

[CHItrader @CHItrader]

🚨BREAKING: @GovPritzker is blaming the @ChicagoBears departure from the city on none other than, Donald Trump.

[CHItrader @CHItrader]

@tinleyharrier I have a cousin that goes out and does this weird shit. No lie.

[CHItrader @CHItrader]

SPACEX AND GOOGLE SIGN MASSIVE GPU SUPPLY DEAL

$SPCX inked a cloud-services agreement with $GOOGL for 110,000 $NVDA GPUs plus CPUs and memory, with $GOOG on the hook for $920 million per month from October 2026 through June 2029.

🔹 Google can terminate the deal after a one-month cure period if SpaceX fails to deliver compute capacity by September 30, 2026
🔹 High-stakes bet on SpaceX scaling its infrastructure fast enough to meet the deadline

[CHItrader @CHItrader]

US President Trump said Iran has no choice, but it will take some time.

[CHItrader @CHItrader]

$NFLX SEC filing shows Netflix appointed Jay Hoag as board chair, effective from the annual meeting.

[CHItrader @CHItrader]

@WellsJorda89710 Nailed it

[CHItrader @CHItrader]

@dagrimey1 Thank you

[CHItrader @CHItrader]

🎯 WHAT MOVED MARKETS?

The market got a reminder Friday that bad news isn't always bad news... until it suddenly is.

A blockbuster May jobs report crushed hopes for near-term Fed easing and pushed traders toward pricing a rate hike rather than a rate cut. The result was a broad selloff across equities, bonds, precious metals, and anything else dependent on cheap money.

Technology stocks took the biggest beating as higher rates continue to challenge lofty AI valuations. Investors spent most of 2025 chanting "AI fixes everything." Friday's reminder was that discounted cash flow math still exists. Annoying, but true.

[CHItrader @CHItrader]

@Chicago_Goofies Always the same common denominator

[CHItrader @CHItrader]

@BreannaMorello @Ecsullie This is what peak stupidity looks like.

[CHItrader @CHItrader]

🏦 FED WATCH

Cleveland Fed's Hammack signaled policymakers remain focused on inflation risks. $SPY

🔹 Rates should remain steady for now
🔹 Labor market appears balanced
🔹 Inflation remains the bigger concern
🔹 Future rate hikes remain on the table if inflation continues higher

The Fed enters blackout ahead of the June 17 meeting, meaning policymakers now disappear into the central banking witness protection program.

[CHItrader @CHItrader]

🌎 GLOBAL MACRO

🔹 Canadian Employment Change: +87.8K vs +10K expected
🔹 Canadian Unemployment Rate: 6.6% vs 6.9% expected
🔹 US, Mexico, and Canada reportedly likely to miss July 1 USMCA renewal deadline
🔹 Dollar strengthened against most major currencies
🔹 Canadian Dollar outperformed after strong employment data
🔹 Yen stabilized near intervention-watch territory around 160/USD

[CHItrader @CHItrader]

🚨 NOTABLE STOCK MOVERS

🔹 $AVGO extended losses following disappointing earnings reaction
🔹 $META reportedly considering a massive equity offering worth tens of billions
🔹 $GOOGL signed cloud agreement with SpaceX involving 110,000 $NVDA GPUs
🔹 $TSLA reportedly delays Roadster public demonstration until August or later
🔹 $JPM CEO Jamie Dimon reportedly exploring acquisition opportunities
🔹 $BA plans to begin production at new 737 MAX assembly line July 6
🔹 $LULU cut full-year guidance
🔹 $GIII beat estimates and raised profit outlook
🔹 $COO beat on EPS and revenue
🔹 $U upgraded to Outperform