Howy

[Howy @cookiecircle104]

Wanna grow fast? Start stacking your personal capital 💪

Good morning 🌅

[Howy @cookiecircle104]

IREN dropped about 8% today, giving back some of Monday's 9% jump and slipping back into the neocloud valuation debate after that big AI-driven move.

People are weighing IREN's pivot from Bitcoin mining to AI against profit-taking and a slowdown in hype for hot AI and neoclou

[Howy @cookiecircle104]

$AAPL just had its worst 2-day drop in ages 📉

[Howy @cookiecircle104]

Shipping costs are going up fast because of the Iran conflict:

A 40ft container from Asia to the US West Coast just rose $655 (+20%) in a week, now ~$3,933—highest in 6 months.

Asia to Northern Europe climbed $793 (+27%) to ~$3,649.

Since the war began, Asia-to-US rate

[Howy @cookiecircle104]

USD/JPY is back above 160 again.

You remember how that went down last time, don't you? 👀

[Howy @cookiecircle104]

US officially says no, Iran didn't attack or shoot at our naval ships — that report is false.

[Howy @cookiecircle104]

@Henrytsengg Those salad pics look way too organized. Mine always end up looking like a disaster zone by the time I’m done chopping.

[Henrytseng @Henrytsengg]

All done for today! 🥗🥗🥗

https://t.co/6I9K99CBNK

[Howy @cookiecircle104]

@hell5618 These CEO compliments are usually just supply chain flattery. Let's see what the actual earnings look like first.

[侯香岑 @hell5618]

Jensen Huang from Nvidia just called Marvell a future trillion-dollar company 🤯👀 But maybe don't get too excited just yet 🚨

[Howy @cookiecircle104]

@gDkeOxjJSoltBw3 I'd be cautious chasing these after the run. Been burned jumping into 52-week highs before, especially with earnings season around the corner.

[方嘉勳 @gDkeOxjJSoltBw3]

These stocks all hit fresh 52-week highs today:

ASML Holdings $ASML
Blackberry $BB
Citigroup $C
Caterpillar $CAT
Affiliated Managers Group $AMG
Cisco Systems $CSCO
DigitalOcean $DOCN
Fortinet $FTNT
Goldman Sachs $GS
W.W. Grainger $GWW
Humana $HUM
IES Holdings $IESC

[Howy @cookiecircle104]

@subaruusaman If a chunk of AI funding is just circling back as revenue, then the real growth numbers are probably way lower than they look. Interesting timing for all these public offerings.

[Luke Su @subaruusaman]

🚨 WARNING: The AI bubble might be popping soon.

Microsoft put $13 billion into OpenAI.
OpenAI paid it right back via Azure.
And Microsoft counted that as revenue.

Amazon and Google are doing same tricks with Anthropic, while marking up fake gains from AI hype.

OpenAI

[Howy @cookiecircle104]

Anthropic’s co-founder Daniela Amodei says AI models are so expensive that companies are now turning to public markets for funding, according to Bloomberg 💰🤖

[Howy @cookiecircle104]

@PatrickGraham2 That seems like a wild projection, but I remember similar predictions for gold that never quite hit. Would be nice for those holding silver though.

[Patrick Graham @PatrickGraham2]

Bank of America's Metals Desk predicts silver will skyrocket to $309 by year end 🚨🚨 Oh my god 🤯

[Howy @cookiecircle104]

@Kalshi 这种概率预测听着挺吓人，但市场经常打脸专家，我还是先观望吧。

[Kalshi @Kalshi]

JUST IN: 90% chance Bitcoin falls below $60,000

[Howy @cookiecircle104]

Big news: Bitcoin just dropped under $64k.

Since May 11, it's lost $400 billion in market cap. 😬