Neel KashCarry’s Biggest Fan 💯🖨💵

Oil, ex Arsenal fan & E&Ps. Great looking and smart, a true Stable Genius! Tweets are my own and should never be taken seriously, like never ever.. Master Troll

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Citi: Today's high inflation lacks the breadth of historical inflation regimes

[zerohedge @zerohedge]

Tesla Design Chief Says EV Supercar Roadster Is Coming "In A Few Weeks" https://t.co/swqAyVgxOs

[Neel KashCarry’s Biggest Fan 💯🖨💵 @DitheringWenger]

@JeffWeniger @zerohedge Margins are much higher

[Esther & Michael @SuperLuckeee]

Go buy $MU Elon says

[Elon Musk @elonmusk]

Step 1: Buy a sh*tload of GPUs
Step 2: ?
Step 3: Profit

[The Transcript @TheTranscript_]

$AVGO Broadcom CEO Hock Tan: Long lead times are encouraging customers to place orders years ahead of deployment.

“They are placing their orders early and they're placing their orders now, and they are placing orders in fairly huge demand.”

[zerohedge @zerohedge]

Trump Says US Weighing Taking Stakes In AI Companies https://t.co/tiZlT1USxV

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.

[John Tinsman @JohnTinsman]

ELON MUSK SAYS MICRON NOT BUILDING ENOUGH HIGH VOLUME MEMORY CHIP FABRICATION CAPACITY $MU $TSLA

Says Idaho fab under construction only a tiny fraction of memory that’s needed.

Seeks to build Terrafab to help meet demand.

[Neel KashCarry’s Biggest Fan 💯🖨💵 @DitheringWenger]

@LukaDoncic_arg backing @nyknicks to win it all

at least KNICKS is going to make it somewhat fun, because I know SPURS ain't ; BITCH @wemby

[Reuters @Reuters]

Donald Trump told reporters that his team might buy US stakes in artificial-intelligence companies and said he would host a meeting with AI executives as soon as next week https://t.co/PEEBpte0jN

[Neel KashCarry’s Biggest Fan 💯🖨💵 @DitheringWenger]

backing @nyknicks at least KNICKS is going to make it somewhat fun, because I know SPURS ain't ; BITCH @wemby

[Hoop Central @TheHoopCentral]

Victor Wembanyama in the tunnel after the game.

[Podcast Alpha @PodcastAlphaX]

If you're long $NVDA, the bear case might be structural, not fundamental.

Dan Loeb on @theallinpod: pod shops are designed to carry short exposure. At $5 trillion, $NVDA is the default safe short - large enough, long enough run, easy to justify to LPs.

The bears aren't making a fundamental call. They're filling a structural requirement. That's why the discount persists. And when earnings force a re-rate, the unwind could be fast.

Loeb: undervalued on a 2-3 year basis. Same pattern preceded Amazon's and Google's breakouts.

Full pod mechanics breakdown:
https://t.co/PD4fBjBDUa
Source: All-In Podcast - https://t.co/7OPUSYNIvz

[First Squawk @FirstSquawk]

Kuwaiti News Agency: Resumption of air navigation movement in Kuwait after its temporary suspension due to the Iranian attack

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

More bears than bulls... again

[The White House @WhiteHouse]

Keep doubting. Keep watching.

[Stephanie Link @Stephanie_Link]

Tough day for semis/tech but AI spend cycle is accelerating. Make your shopping list!
$AVGO $IBM $SNOW front and center for me.

Enjoy the weekend.
Thought fitting:
Kings of Leon - To Space

[Revolver Ocelot @MajorOcelot45]

$nvda BofA Price target $350
June 4, 2026

[OddStats @OddStats]

Today was the worst day on SPX this year, the worst day in 164 trading days, and the 2nd worst day in the past year. It was the 8th worst day in the past decade.

[Neel KashCarry’s Biggest Fan 💯🖨💵 @DitheringWenger]

Thanks @realDonaldTrump

[TheBronxViking @TheBronxViking]

Only 3 times in the last 13 months has $SPY seen hourly RSI below 18:

Liberation Day
October 10th
Today