Dell has been making servers for 40 years and just had the best day in its entire history ๐
๐ $DELL beat earnings and up 32%
๐ฐ๏ธ SpaceX banked ~$6.5B in defense contracts for Golden Dome
๐ The S&P closed green for a 9th straight week
Anthropic just became the most valuable AI startup in the world ๐
- raised at $965B valuation, passing OpenAI
- Inflation 3-year high. Markets still record high
- $HOOD +11% on Trump Accounts launch
- US-Iran 60-day ceasefire incoming
- $BTC six-week low near $73K
Micron just joined the trillion-dollar club!๐ค
Quick recap:
- $MU crosses $1 trillion as UBS more than triples its price target to $1,625
- $SNOW pops 37% after hours on a beat and a $6 billion Amazon deal
- $CRM beats too, but slips on light guidance and AI-disruption fears
Another trillion dollar IPO incoming ๐
- OpenAI filing for IPO, eyeing ~$1T valuation
- US Gov drops $2B into quantum, $IBM jumps 12%
- Dow hits record high on US-Iran peace hopes
- $WMT drops 7% as fuel costs bite
- Anthropic locking in compute deals across the board
Big week
Two of the biggest names in tech just made history ๐
$NVDA crushed earnings. Double beat.
SpaceX filed for the biggest IPO ever - $1.75T valuation.
Elon on track to become the first trillionaire ๐ค
The market has a direction. Do you?
Another huge day!
$NVDA earnings closing today ๐
Possible outcomes:
๐ข Beat + strong guide โ $QQQ runs, AI trade keeps going
๐ด Miss or soft guide โ local top of the AI trade, $AMD and $MU sell off with it
The whole market is waiting on Jensen ๐ซฃ
Huge day for the markets ๐
- New Fed Chair confirmed, Powellโs last day tomorrow
- Trump in Beijing, $NVDA cleared to sell AI chips in China
- solana:4yEjcMiy6GAgrpWpUvhUXfaP1vQmJXfqJjEyxBSZpump IPOโd up 68%, biggest tech IPO since Uber
- S&P hit a record. Every major index closed in the green.
Happy Trading! ๐ฅณ
@ZacPrater@base@coinbase ๐๐๐ anyone would be LUCKY to have you on their team next. Youโre gonna continue to do amazing things wherever you go, I know it!
Big Tech earnings week is hereโผ๏ธ
MSFT, GOOGL, META and AMZN report Wednesday.
AAPL reports Thursday.
With Microsoft ending its exclusive OpenAI deal, the market is watching AI spend and growth closely.
Expect volatility on $QQQ and equities
Trade ALL on @avantis NOW๐