DL

[DL @DanLohrs]

Jerome Powell says if a president can fire Fed members just for disagreeing on policy, the whole system loses its credibility. That trust is what keeps the US economy steady and strong.

[DL @DanLohrs]

Here's how the US stock market did today 🇺🇸

[DL @DanLohrs]

The first pure humanoid robotics stock is coming.

Agility makes Digit, a robot built for warehouses, factories, and logistics.
It's already working with big supply chain companies like GXO, Toyota, and Mercado Libre. Amazon has tested it too.

Warehouses have a labor probl

[DL @DanLohrs]

Microsoft $MSFT is now $250 billion ahead of Amazon $AMZN

Microsoft - $2.75T
Amazon - $2.5T

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Unusual Whales is running a July 4th deal. Save up to 20%. We built tools to help you get through this market. Join here: https://t.co/mcabvS5FWl

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Just in: Trump admin wants OpenAI to hold back on launching newest model because of safety issues 🔒

[DL @DanLohrs]

Micron just jumped 14% after record earnings. The chip shortage that caused it is now dragging down the rest of big tech.

Dow hit a new high while the Nasdaq fell for the 4th day in a row.

The split: Micron ($MU) soared 14% on memory demand, but Apple ($AAPL) dropped 5%

[DL @DanLohrs]

So what exactly is CAPEX?

It's just a fancy term for "Capital Expenditures." 💸

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It's FREE IPO FRIDAY! 🎉

Check it out: https://t.co/duYjgLVxsJ

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Just like expected, space stocks are already popping off tonight.. This IPO is getting a ton of buzz. #spacex

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Big news! The Nasdaq-100 just announced its quarterly rebalance, kicking in before the open on June 22. 🚀

New additions:
Astera Labs, CoreWeave, Nebius Group, Rocket Lab, and Teradyne.

Gone:
Charter Communications, Cognizant, Insmed, Verisk, and Zscaler.

$QQQ $ALAB $

[DL @DanLohrs]

$RKLB up 7+ points already..

And this is just the beginning..

Jump in👇
https://t.co/cli3Obm1kq

[DL @DanLohrs]

$SPX opened with gaps Mon and Tues but faded. Same thing today—tried to break 7300, couldn't hold. If it loses 7230 area... 7000 is next.

$QQQ below 691 could drop fast, like 10 points next week. Market's still rough with all this volatility.

SPX option premiums are sky h

[DL @DanLohrs]

Everyone on FinX was hyping gold & silver, scooping it up in the lower circles.

The FOMO was real.

Now it's dead quiet.

Who bought near the top?

[DL @DanLohrs]

Iran’s state-run media says no deal with the U.S. is done yet. Officials shot down Trump’s claims of getting close to an agreement, pointing out that their proposed draft wasn't signed off. 📰🇮🇷

[DL @DanLohrs]

$ABCL

Buy Zone: $4.26 - $5.02

PT1: $9 - $10

If it dips below $4.26, things might drop more short-term, but I'm still bullish on it for the medium haul 📈

[DL @DanLohrs]

@DollarCostAvg Interesting take. Seems like whoever owns the grid and the land for data centers will have the real leverage in the long run.

[investing @DollarCostAvg]

Time and again, Jensen Huang of $NVDA NVIDIA⁠ has said AI compute is the biggest constraint on AI growth. The winners of the AI race won’t be the companies that want compute—they’ll be the companies that control power and infrastructure.

Jensen has also discussed a future where a 1 GW AI factory could require roughly $50 billion of infrastructure investment and potentially support $100–150 billion of revenue generation over time.

That’s why I’m so bullish on $IREN. The company has secured approximately 5.8 GW of power. If Jensen’s vision plays out, those power assets could be worth multiples of IREN’s current valuation.

For perspective, NVIDIA’s recent 60 MW, 5-year, $3.7 billion agreement with IREN shows the value of AI-ready capacity. And 60 MW is only a small fraction of IREN’s total power portfolio.

My thesis is simple: AI’s biggest bottleneck is power. IREN already has one of the largest secured power footprints in the industry. If execution is strong and AI demand continues to accelerate, I believe the market is dramatically underestimating the long-term value of these assets, making a path toward a $100B+ valuation easier to envision than most investors realize.

[DL @DanLohrs]

$SMCI just announced a $7B equity raise…

Honestly, I feel bad for their investors right now 😕

[DL @DanLohrs]

These 10 ETFs are on sale right now...

1) $SMH
2) $DRAM
3) $IBIT
4) $QQQM
5) $SPMO
6) $MAGS
7) $AOTG
8) $SCHG
9) $XLK
10) $VGT