π¨ BIG NEWS
The Fed is pumping $3.3 billion into the markets tomorrow at 9 AM ET, just before the US market opens. Kevin Warsh is rolling with T-bill buys again and firing up the money printer. Markets are looking seriously bullish! ππ°
The future of work is breaking into two camps:
1. People going head-to-head with machines
2. People learning to work with them
Safe jobs? The ones running systems, solving problems, making calls, and using tech better than anyone else.
The robot shift wonβt hit overni
So much happened in the market today, here's the rundown:
1. Meta might start selling AI compute. Neoclouds tanked 7-10%, but META rose 8%.
2. Palantir CEO says AI labs overpromiseβreal enterprise needs more than just plugging in models.
3. Micron is putting $250M into kid
Trump just reported buying up to $250k of $LMT stock.
Back in April, he suggested hiking the US defense budget to $1.5 trillion.
Take it however you want.
Bought $NBIS at $232.49.
I feel like the market's overreacting to META news, selling off on the neo-clouds. AWS just hiked GPU rentals 20%.
META's using their compute to diversify AI revenue. With backlog and execs saying 4 customers are fighting for 1 GPU, this seems like
π΄ Just in: Trump is making an 'urgent' speech today at 3:15 PM ET πΊπΈ
He doesn't usually announce stuff unless it's major.
This could be huge for the markets...
Seth Klarmanβs investing rules are gold. He focuses on buying with a margin of safety, staying patient, and avoiding herd mentality. Always protect your downside and think long-term. Simple but powerful wisdom π§ πΈ
Hoping $TSLA delivers ~410K for Q2 (+7% YoY) Thursday AM, beating the 406K consensus. Gas prices spiked this quarter, so it could be their 2nd straight >5% gain after a rough 2024-2025. But I'm still cautious long-termβearnings estimates keep falling, and competitors like $GOOG