Dave

[ESPN Chicago @ESPN1000]

Michael Jordan has released a statement on the passing of Stacey King.

A Bulls champion, legendary voice, and beloved figure in Chicago sports, Stacey’s impact went far beyond the game. Long live the King. ❤️🏀

#StaceyKing #RIPStaceyKing #NBA #MichaelJordan #ChicagoBulls

[Irrational Analysis @insane_analyst]

Painful comments section. Let me spell it out.

$LITE and $AVGO have superior laser design and fabrication process. They can deliver same noise performance and power with much shorter cavity length.

Everyone else has to make lasers 60% longer, obliterating InP area and yield.

[Dave @DaveBencko]

exactly what a fraudulent corrupt mkt looks like, phony up then huge dumps into close, so many f'ing criminals on wall st who belong in jails

[Dave @DaveBencko]

$QQQ $SPY $DJIA wall st criminals want red across the board so bad, you can feel it with huge last hour dump by the worthless trash

[Dave @DaveBencko]

$QQQ $SPY $DJIA wall st criminals want red across the board so bad, you can feel it with huge last hour dump by the worthless trash

[Dave @DaveBencko]

what a rug pull, f'ing fade, total criminals on wall st, all manipulated this way during day, phony bounce

[Dave @DaveBencko]

same shit we have seen a sickening amt of times in recent times. Such a phony mkt by wall st criminal clowns, pure shit people, talentless manipulators

[Jonah Lupton @JonahLupton]

This is how I think about $AAOI ...at @FirstWaveFund we were a little late to the party... we started buying aggressively in February/March and then added on dips the past few months... it's now a top 7 position in the fund.

If you're buying $AAOI today then you missed a 6-bagger in the past 6 months (sucks) but I think this stock could be another 6-bagger within the next 3 years.

Obviously it comes with risks so it's not a "set it and forget it" position but it's definitely one that should be on your watchlist if it's not already.

[Justin Banks @RealJGBanks]

HOW THE AI SUPER CYCLE WORKS

Market cycles are simple:

• Leaders breakout first $SNDK $MU $SPY
• Secondary names follow $INTC $DELL $AAOI
• Laggards rally last $SNOW $MDB $CRM

Then comes:

• Overextension
• Profit taking
• Consolidation
• Relief rallies
• Repricing

Then institutions move to a new theme.

And the entire cycle starts over again.

Learn to find leaders early.

That’s where fortunes are made.

[Dave @DaveBencko]

same shit we have seen a sickening amt of times in recent times. Such a phony mkt by wall st criminal clowns, pure shit people, talentless manipulators

[Dave @DaveBencko]

bunch of stocks been down all day after big open, manipulated day of order flow

[Dave @DaveBencko]

yeah, pretty underwhelming day given mess on Friday, big open then nothing and bunch of stocks drift down most of day after open

[Thomas James Investing @Thomas_james_1]

Be cautious going into the close.

$SPY has rejected VWAP all afternoon.

[Dave @DaveBencko]

bunch of stocks been down all day after big open, manipulated day of order flow

[Dave @DaveBencko]

$QQQ $SPY $DJIA of course last hour dump by wall st trash, so corrupt, bunch of criminals

[Dave @DaveBencko]

$QQQ $SPY $DJIA of course last hour dump by wall st trash, so corrupt, bunch of criminals

[Danny Naz @ThePupOfWallSt]

$AAPL WWDC Quick Rundown

Apple finally put some meat on the AI story today, and the market's reaction so far has been mixed because most of the big features are rolling out later this year.

Key takeaways:

🔹 Siri AI is the headline

Completely rebuilt Siri powered by Apple Intelligence
Understands on-screen content
Can access personal context across messages, email, photos, and apps
More conversational and action-oriented
Beta launches later this year

🔹 Apple Intelligence expands

Deeper AI integration across iPhone, iPad, Mac, Watch, AirPods, and Vision Pro
AI-assisted writing, photo editing, search, security, and productivity tools
Focus remains on privacy-first AI running within Apple's ecosystem

🔹 Safari gets AI upgrades

AI-powered tab organization
New "Describe an Extension" feature that can build custom browser tools

🔹 New software releases announced

iOS 27
iPadOS 27
macOS 27 "Golden Gate"
watchOS 27
visionOS 27
tvOS 27

🔹 Family & child safety features

Major upgrades to Screen Time
Better parental controls
Enhanced communication safety
Content filtering improvements
Market Perspective

The bull case is that Apple is finally showing a more complete AI strategy rather than just incremental features.

The bear case is that most of these tools won't hit consumers until later in 2026, and many investors were hoping for a more aggressive AI rollout to compete directly with OpenAI, Google, and other AI leaders.

The biggest thing I'm watching isn't the features themselves.

It's whether Apple's AI ecosystem can drive:

iPhone upgrade cycles
Higher services revenue
Increased hardware demand

If consumers see Siri AI as a reason to upgrade devices, that's where the real revenue story starts.

Bottom line: WWDC was less about flashy AI demos and more about Apple laying the foundation for an AI-powered ecosystem. The question now is whether that's enough to reignite growth.

[Jonah Lupton @JonahLupton]

1) sounds like the capacity buildout is going well, in terms of hitting their 2027/2028 targets, it's definitely not a demand issue... they have way more demand than they can handle

2) sounds like there's a clear path to 35% gross margins in the next few years

3) their biggest customers would basically commit to take 100% of their supply over the next few years if $AAOI would let them

4) sounds like every hyperscaler is giving LTA offers, trying to lock down supply

5) it costs approx $120M in capex to increase capacity by 100k transceivers... which is 1.2M per year... at an average of $500 ASP... so they're spending $120M to generate $600M revenues per year at 35-40% gross margins ... love that math

will add more in the next couple days :)

[Dave @DaveBencko]

$AAPL event basically a waste of time, stock sure getting hit down

[Jonah Lupton @JonahLupton]

Just left the 75 minute meeting with $AAOI management... I'm definitely even more bullish now than I was going into the meeting... if $AAOI wasn't already a top 7 position and/or wasn't up 13% today I'd be increasing our position by 30% or more. I really hope we get another pullback because i'd love to load up again under $160.

I'll try to put together a post in the next few days with my thoughts... it's becoming very clear that most investors aren't bullish enough on optics and we're still in the very early innings.

Giddy up!!!!

NFA
DYOR
**We own $AAOI at @FirstWaveFund and added to our position several times last week... just wish I had added more.

[Bite-Sized Nostalgia @landofthe80s]

On this date in 1985 the Chicago Cubs play the Atlanta Braves in a baseball game at Wrigley Field.

BITE-SIZED FACT | Excerpts from the broadcast later pin this date as the day featured in the hit movie "Ferris Bueller's Day Off". #80s

[Dave @DaveBencko]

weak bounce and prob sells more into close

[kpak @kpak82]

Stock market heat map. Mixed bag.
Not everyone participating in the relief bounce.

[Beth Kindig @Beth_Kindig]

The global memory market is now projected to reach as much as $889.3 billion in 2026, per TrendForce, up 296% YoY and a substantial 61.2% increase from its prior forecast for $551.6 billion.

$MU $AMD $NVDA $AVGO

[1000xSTOCKS @1000xStocks]

A new week📈📉

[FinancialJuice @financialjuice]

US 3-Month Bill Auction

High Yield 3.640%
Bid-to-cover 2.79
Sells $89 bln
Awards 6.48% of bids at high