clara

head of partnerships | sf based, miami born & raised

[clara @clarahiu]

If you trade memecoins, it probably wouldn't be a bad idea to follow this trader...

[nori 🐂🀄️ @nori_xbt]

once again i fucking nailed it...

i called $SI at a $422k mcap and watched that shit run

same story with a bunch of the other runners ive caught

stop asking me what the secret is like theres some hidden formula lol

early entry + conviction...

thats literally it!!

then u let the fucking thing print..

[clara @clarahiu]

If you want to change your life, stop following fake gurus and start following this guy.

He's known as a fucking legend in trading.

Stop wasting your time.

[rocco 🎲 @roccodegen]

still printing on $SI

this shit touched $50M and my bag is already $500K+ in profit!!

a few weeks ago people said solana was dead, i kept buying...

now im getting rich while they keep talking...

[clara @clarahiu]

Fun fact: If you had followed this guy a week ago, you would have made six figures by now.

[P. (pension-usdt.eth) @pensionusdt]

i'm still holding my entire position in $marscoin.

i'm up $1m, but this still isn't what i'm looking for.

i still feel like we're extremely early, we haven't even seen a coin break the $1b market cap yet.

soon enough, we will.

and when it happens, my position could be worth 10x what it's worth today.

[clara @clarahiu]

Very good trade from @rayderxbt

[Rayder ™ (⛩️,🥷🏼) @rayderxbt]

I honestly think I’m retired at this point. Somehow I ended up with the life I used to dream about.

My mornings are basically the same now. Wake up, wash my face, open the laptop, and see what the bags did.

Today $GO made me another $49K, and the whole position is already worth almost $200K.

Hard to complain when this is basically my job now.

[Vlad Tenev @vladtenev]

If you're a builder looking to embed stock tokens or RWA into your applications, we want to hear from you

[Vlad Tenev @vladtenev]

One of the things we've learned from our Robinhood Chain mainnet launch is that ecosystems can grow incredibly quickly when there is exceptional engineering behind them

Huge credit to the Robinhood engineering team, and congrats to our friends and partners @arbitrum.

[clara @clarahiu]

Every stock position, entry, and thesis goes here first 👇 https://t.co/HYjWLWb5fM

[clara @clarahiu]

$SOXL bought me a yacht.

Just sold today. Primarily thanks to the Semiconductor Bull 3X ETF. Been holding it for 2 years or so.

The money is going toward the yacht deposit.

[clara @clarahiu]

SpaceX refused to take $967,815 of my money today.

I tried to buy $1,000,000 of $SPCX at IPO. The largest offering in human history was so oversubscribed they could only fill 831 of my 8,000 shares.

It's officially harder to give Elon Musk money than to earn it.

I'll take my 831 shares to the grave. I own a piece of the company taking humanity to Mars.

Congrats @elonmusk and everyone at @SpaceX.

[clara @clarahiu]

SpaceX going public is probably going to create one of the dumbest sympathy baskets of the year.

$SPCX will be the main event, but retail won’t stop there.

The obvious public plays are:

$ASTS - actual satellite/launch connection
$RKLB - rocket beta
$LUNR - moon/NASA beta
$TSLA - liquid Elon proxy

I don’t love chasing weekly calls into the event.

I do think these names become the space attention basket if the IPO catches a bid.

[clara @clarahiu]

Thank you Jensen!

$MRVL

[clara @clarahiu]

This is absolutely insane.

The stock market is so hot right now that Victoria’s Secret $VSXY is up 47% in a single day.

We are officially in the “Trump bought calls on lingerie” phase of the bull market. 😂

[The Kobeissi Letter @KobeissiLetter]

This is absolutely incredible.

Investors now perceive Nvidia to be as creditworthy as the US government.

Nvidia's $NVDA, 5-year credit default swap (CDS) is trading at ~38 basis points, slightly below the US sovereign CDS, at 40 basis points.

In other words, markets consider the world's largest company to be less likely to default on its obligations than the US federal government.

This comes as in FY2026, Nvidia carried only ~$8.5 billion in total debt against ~$10.6 billion in cash and generated nearly $100 billion in free cash flow, giving it one of the strongest balance sheets of any company in the world.

Even if Nvidia's earnings dropped -90%, it would still rank among the 100 most profitable companies in the world.

Markets are treating Nvidia as one of the safest companies on the planet.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Hewlett Packard Enterprise stock, $HPE, surges over +33% after reporting stronger than expected earnings due to AI.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 closes at its highest level on record, now on track for a 10-week win streak for the first time since 1985.

That's +$11.7 TRILLION in market cap since March 30th.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says talks with Iran are back on.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he spoke with Israeli Prime Minister Netanyahu and there will be “no troops going to Beirut.”

He also says the US spoke with Hezbollah and they agreed that “all shooting will stop” and “Israel will not attack them.”

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic has confidentially filed an S-1 with the SEC for its proposed IPO.

[The Kobeissi Letter @KobeissiLetter]

Call option volume is skyrocketing:

Call options now reflect 70% of total options market volume, the highest in at least 4 years.

Since early April, this percentage has risen +25 points, the largest 2-month increase on record.

This also exceeds the previous brief surge of ~68% seen in late 2025.

To put this into perspective, the average over the last 2 years was ~55%.

Furthermore, the total notional value of S&P 500 call options relative to the S&P 500's market cap is up to a record 4.1x, doubling over the last 2 months.

Bullish appetite is rapidly surging.