Eastminds

Decode markets. Understand macro. Stay ahead.
Insights that compound.

[Shay Boloor @StockSavvyShay]

THIS HAS TO BE THE STORY OF 2026

Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows.

Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless.

This is why the stock market is the greatest game on Earth.

[Shay Boloor @StockSavvyShay]

Leaked Anthropic docs reportedly point to a 1.4GW Australia capacity push worth ~$22B.

$IREN is one of the few names with announced gigawatt-scale Australian ambitions, 800MW Bundey campus with its connection agreement already secured and a state government partnership.

[Shay Boloor @StockSavvyShay]

$NBIS is expanding into Spain securing an 18MW lease with Merlin Properties at its Getafe campus.

The move marks Nebius first entry into the Spanish market and another step in scaling its European AI infrastructure footprint.

[NoLimit @NoLimitGains]

THIS IS ABSOLUTELY INSANE.

SNDK just became the most overbought stock in the history of the US stock market.

Monthly RSI: 99.19.

[Shay Boloor @StockSavvyShay]

$PLTR and $GOOGL announced a strategic AI and data partnership connecting Palantir Foundry and AIP with Google BigQuery and Gemini.

Gemini gets closer to real enterprise workflows while Palantir gets broader distribution through Google Cloud.

[Shay Boloor @StockSavvyShay]

Leopold Aschenbrenner disclosed ownership of 12.4M Class A shares of $NBIS.

That represents a 5.6% stake in Nebius.

[Shay Boloor @StockSavvyShay]

$MSFT prepaid $NBIS ~40% of the contract value upfront.

That is well above the 15-25% range investors usually see in AI infrastructure deals and Nebius already delivered its second GPU tranche on time in February.

[Shay Boloor @StockSavvyShay]

My predictions for tomorrow’s hyperscaler earnings:

• $MSFT: “We are power and compute constrained”
• $META: “We are power and compute constrained”
• $GOOGL: “We are power and compute constrained”
• $AMZN: “We are power and compute constrained”

[Evan @StockMKTNewz]

Amazon $AMZN brought in $1 Million of Revenue every 43 seconds in 2025

Apple $AAPL brought in $1M of Revenue every 69 seconds in 2025

Google $GOOGL brought in $1M of revenue every 69 seconds in 2025

Microsoft $MSFT brought in $1M of revenue every 91 seconds in 2025

Costco $COST brought in $1M of revenue every 107 seconds in 2025

Nvidia $NVDA brought in $1M of revenue every 129 seconds in 2025

Meta Platforms $META brought in $1M of revenue every 137 seconds in 2025

JPMorgan $JPM brought in $1M of revenue every 152 seconds in 2025

Tesla $TSLA brought in $1M of revenue every 251 seconds in 2025

Disney $DIS brought in $1M of revenue every 309 seconds in 2025

Nike $NKE brought in $1M of revenue every 577 seconds in 2025

Netflix $NFLX brought in $1M of revenue every 611 seconds in 2025

Starbucks $SBUX brought in $1M of revenue every 731 seconds in 2025

McDonald's $MCD brought in $1M of revenue every 993 seconds in 2025

[M. V. Cunha @mvcinvesting]

Goldman Sachs raised its Price Target on $NBIS from $160 to $205 and keeps a Buy rating.

[Eastminds @eastminds]

$NBIS in price discovery.
Momentum + Narrative = Asymmetric moves.

[TrendSpider @TrendSpider]

The cup runneth over ☕️

$NBIS entering uncharted territory

[Derrick Evans @DerrickEvans4WV]

🚨BREAKING: Iran’s negotiating team has arrived in Pakistan for talks with US. https://t.co/0Q5YqS8H7J

[Shay Boloor @StockSavvyShay]

$AMZN is up ~5% after CEO Andy Jassy said two large AWS customers wanted all of Amazon’s 2026 Graviton capacity.

He also said Amazon’s chips business would be running at about $50B annually if it were a standalone business with Trainium4 already sold out before shipping.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says “Palantir has proven to have great war fighting capabilities and equipment. Just ask our enemies.”

Palantir stock, $PLTR, is rising after the statement.

[The Spectator Index @spectatorindex]

BREAKING: US Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell called Wall Street leaders to an 'urgent meeting' on concerns that the latest AI model from Anthropic will 'usher in an era of greater cyber risk', according to Bloomberg report.

[kamalakar Reddy @kamalakarc5]

Read "The Neocloud Transformation: A Comprehensive Strategic Evaluation of Nebius Group N.V. (NBIS)" on Project Sonar

https://t.co/NzWab8C0i9

[Market Rebellion @MarketRebels]

Pete Najarian and the Market Rebellion team are talking $TSLA earnings and more!

Join the webinar: https://t.co/p8JRAPSZjU

[John W. Rich (Wealthy) @Cokedupoptions]

@JohnWRichKid I have a good feeling about the Pacers tonight. Transferring your college fund to FanDuel now

[Eastminds @eastminds]

@elonmusk Stupid people doesn’t realize they are stupid @elonmusk

[Eastminds @eastminds]

@elonmusk Considering 41 million active users of 240 million active users, at most you’ll be making 0.1% of the total bid amount. I wouldn’t call that minting lol 😂 @elonmusk