Defi.D-ReX.TAO 🅱️🔺

Just Wana Chiiiillllll ☀️🌈 🏈🐦🍢🔥🔥🔥

[Kris Kay | 🎲 444 Capital @thekriskay]

$NBIS & $CRWV join the Nasdaq 100 monday.

Neocloud summer

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” among policymakers over the direction of monetary policy. Warsh argued that markets perform best when they react to incoming data instead of trying to guess how the Federal Reserve will respond. He also said financial market prices are one of the most important sources of information for central bankers. Warsh emphasized that inflation is primarily driven by monetary policy and said the Fed’s long-held 2% inflation goal should not be revisited until that target is actually achieved. He also announced new task forces focused on Fed communications, the balance sheet, existing data sources, productivity and jobs, and the inflation framework.

2. Bernstein raised its price target on AMD $AMD to $600 from $525 while maintaining an Outperform rating on the stock. The firm says AMD should benefit from stronger server demand, with its existing model already reflecting a healthier server CPU environment. Bernstein said its estimates are only moving marginally, but the higher target reflects continued confidence in AMD’s growth opportunity.

3. Robinhood $HOOD was up 10% today after the company said June volumes are tracking at the highest levels in its history month-to-date. Argus says Robinhood should remain in high-growth mode over the next few years as it continues adding brokerage customers and building products around trading trends popular with younger investors. The firm also sees Robinhood’s 10% workforce cut as a move that could reduce management layers, speed up decision-making, and support faster product development.

4. OpenAI generated $5.7 billion in revenue in Q1 2026, according to The Information, while burning $3.7 billion in cash during the quarter. Gross margin improved to 39%, up from 33% year-over-year, but the company also spent $8.6 billion on R&D and has roughly $665 billion in compute commitments through 2030. OpenAI ended the quarter with more than $73 billion in cash and securities, though it had previously projected cash burn of $25 billion this year and $57 billion next year.

5. Apple $AAPL is reportedly preparing to raise prices as the AI-driven memory shortage starts spilling into consumer hardware. Rising demand from AI servers is pushing DRAM and NAND costs higher, tightening supply across the market, and Tim Cook has warned that the pressure is becoming increasingly difficult to absorb.

6. Vanda Research says retail investors have bought as much SpaceX $SPCX over the last three trading days as they bought in $NVDA, $GOOGL, $META, $SPY, $QQQ, $AMZN, and $MSFT combined. The data highlights how intense retail demand has become for SpaceX exposure, with investors piling into $SPCX at a pace that rivals some of the biggest and most actively traded names in the market.

7. The top 10 most active options today by contracts traded were $TSLA with 3.1M contracts, $NVDA with 3.0M contracts, $SPCX with 1.4M contracts, $AAPL with 1.3M contracts, $MSFT with 1.0M contracts, $HOOD with 1.0M contracts, $META with 927K contracts, $AMZN with 900K contracts, $SOFI with 700K contracts, and $MU with 679K contracts. Tesla led options activity with more than 3.1M contracts traded, followed closely by Nvidia at 3.0M, while SpaceX, Apple, Microsoft, and Robinhood all saw heavy volume above 1M contracts.

8. The U.S. has released the full text of its 14-point Memorandum of Understanding with Iran, outlining an immediate and permanent end to military operations, mutual respect for sovereignty, and a 60-day window to negotiate a final deal. The agreement includes steps to remove the U.S. naval blockade, ensure safe commercial passage through the Strait of Hormuz, issue waivers for Iranian oil and related financial services, and make frozen Iranian assets available for use. It also calls for a $300 billion reconstruction and economic development plan for Iran, a pathway toward ending sanctions, and IAEA supervision over Iran’s enriched material stockpile. Iran agrees not to pursue nuclear weapons and to maintain the current status of its nuclear program while negotiations continue. The final deal would be monitored through an executive compliance mechanism and ultimately endorsed by a binding UN Security Council resolution.

9. Bloomberg is reporting that Trump plans to ask U.S. defense companies to produce missiles and weapons under license in Europe and Ukraine. The discussions are tied to Ukraine’s urgent need for more air defense interceptors, as current production levels are not keeping up with battlefield demand. The move would be aimed at expanding weapons supply faster by shifting more production closer to the region.

10. $AMZN Amazon is reportedly seeing growing interest in its Trainium and Inferentia AI chips as companies look to diversify away from relying solely on Nvidia GPUs, according to The Information. The biggest selling point is cost, with some inference workloads reportedly running up to 80% cheaper compared to H100s. Amazon is also exploring ways to bring its AI chips closer to enterprise data centers, though Inferentia is reportedly not yet ready for AWS Outposts testing.

11. Bernie Sanders is proposing legislation that would impose a one-time 50% stock tax on major AI companies generating at least $200 million in annual AI revenue, according to AP. The shares would be placed into a sovereign wealth fund projected to be worth nearly $7 trillion, with the public receiving direct payments while the government holds voting shares that could influence company decisions. Importantly, this is only proposed legislation and has not become law.

12. ETF flows have already touched $1 trillion year-to-date, and it is still only June. While some of that is tied to S&P 500 rebalancing, the pace makes it look increasingly likely that last year’s $1.5 trillion record could be broken. One of the more surprising standouts is $DRAM, which is now among the top 10 overall for ETF flows. Even with SpaceX stealing most of the market’s attention, DRAM remains one of the biggest stories of the year.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Millie 🩶 @Bobby_2869]

Roselyn Sanchez at 53? She's proving age is just a number. 🔥😍

[Aristotle Investments @aristotlegrowth]

Why Today's FOMC Data is super important for the growth of our economy and Stock market (PAY ATTENTION):

[The Long Investor @TheLongInvest]

$BTC repeat after me

[The Long Investor @TheLongInvest]

$SPCX hit $220 in the early hours of the PM, now at $199

Like I said before the IPO release

$SPCX is a sell at $200

A clear as day sell

And you’ll be able to add it below $135 in a few months

[Aristotle Investments @aristotlegrowth]

5 Stocks That Could Double In The Next 3 Years:

[Aristotle Investments @aristotlegrowth]

Case closed. Anyways… 7 figure trader x4 years in a row. 😴 💤 with proof.

[Wealth Squad Chris @Chrissssjohnson]

Everyone is saying Bitcoin will fall to $40k, $30k some even saying we’re going back down to the $10 k-$20k range…

Some people say quantum will kill Bitcoin

Some people say the government will take your Bitcoin..

In my opinion here’s the worst case scenario

https://t.co/8S4zFCFLHk

[The Long Investor @TheLongInvest]

Let me be clear

Make as MUCH as you can between now and September

[Aristotle Investments @aristotlegrowth]

Idk who needs to hear this but all that “white man holding us back” talk is outdated when it comes to getting money these days. We hate ourselves more than they hate us & they’ve noticed it. They don’t need to hunt us anymore when we hunt ourselves: they don’t need to spread false propaganda about us… we tear ourselves down. So I no longer care to listen to how the white man is the enemy talk. Your biggest enemy today is someone who looks like you.

I say all of that to say go get some money and don’t let the whole “someone is holding me back” theories stop you from trying. Them folks chilling right now because they’re realizing we’re so much in a downward trajectory of self hatred they can take a break and relax… focus on themselves.

I’ll be back believing the woke theories of them once we start loving each other more. Talk to me when that happens

[Enrich Trades @enrichtrades]

$ARM to $500
$ALAB to $500
$MRVL to $400
$NBIS to $300
$CRDO to $300
$HOOD to $150
$IREN to $100

All I see is opportunity

[Aristotle Investments @aristotlegrowth]

TOP 8 Option trading plays I’m watching for June 15-18

[Wealth Squad Chris @Chrissssjohnson]

Pull ups and Bitcoin DCA

Keep it simple

[The Long Investor @TheLongInvest]

I don’t think I’ll ever sell

$HIMS
$OSCR
$ASTS
$ADUR
$ZETA
$ETH
$BABA
$AMD

Their potential far outweighs the market returns for the next 10 years.

[Wealth Squad Chris @Chrissssjohnson]

Crazy how we had to read about Henry Ford or Rockafeller in books but we got to see Elon Musk’s work in real time

[Aristotle Investments @aristotlegrowth]

6 STOCKS I'd Buy If I Only Had $1,000 And Had To Start Over:

[Ian Jakovan Dunlap @_masterinvestor]

What’s your goal amount of shares?

[The Long Investor @TheLongInvest]

$SPCX is now valued at $2.05 Trillion

$1 Trillion more than it should be.

[TrendSpider @TrendSpider]

🚨 NASDAQ-100 CHANGES

ADDITIONS
$CRWV CoreWeave
$NBIS Nebius Group
$RKLB Rocket Lab
$TER Teradyne
$ALAB Astera Labs

DELETIONS
$CHTR Charter Communications
$VRSK Verisk Analytics
$ZS Zscaler
$CTSH Cognizant Tech Solutions
$INSM Insmed