flntwd

not legal or financial advice

[flntwd @flntwd]

@optionscjp @Sam_Badawi More like Ho Lee Fuk

[*Walter Bloomberg @DeItaone]

$TSLA - TESLA'S FUTURE IS ROBOTICS, NOT CARS

J.P. Morgan upgraded Tesla to “neutral” from “underweight,” saying the stock’s value is increasingly tied to autonomous driving, robotics, AI, and software rather than near-term EV earnings. The bank raised its price target to $475 from $145, citing Tesla’s strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.

[First Squawk @FirstSquawk]

PUTIN SAYS RUSSIA AND CHINA WILL SOON MAKE GLOBAL ENERGY MARKET HAPPY WITH OUR NEW AGREEMENTS

[First Squawk @FirstSquawk]

TRUMP: US IN THE MIDDLE OF FINAL NEGOTIATIONS TO END IRAN WAR

[JaguarAnalytics @JaguarAnalytics]

**AIR RAID SIRENS ACTIVATED AT US BASES IN SAUDI ARABIA: FARS

Next up: Dubai

[zerohedge @zerohedge]

"The Value Didn't Arrive": Bain Finds Cost-Savings From AI Are Falling Far Short Of Projections https://t.co/j5mbwoAnXA

[zerohedge @zerohedge]

*CLIFFWATER PRIVATE CREDIT FUND SEES 17% REDEMPTION REQUESTS

[Barchart @Barchart]

Potential Stock Market Crash Warning 🚨: The last time the S&P 500 rose as fast as it has over the last 2 months, excluding recessions, was just before 1987 Black Monday 🤯👀

[First Squawk @FirstSquawk]

AUTO LOAN SERIOUS DELINQUENCIES RISE 40 BPS TO 5.6% IN Q1 2026, HIGHEST LEVEL ON RECORD.

[zerohedge @zerohedge]

South Korea's headline CPI inflation rose to 3.1% in May, up from 2.6% the prior month

[JTheretohelp1 @JTheretohelp1]

“As we have discussed ad nauseam in the past years, perhaps the biggest mystery surrounding the entire AI supercycle, is where will the hyperscalers find the funds to pay for the trillions in projected capital spending now that most of their Free Cash Flow is flat or negative (with the exception of Microsoft).”-Zerohedge

TL:DR

Hyperscalers are selling more stock and issuing more debt! 💸

https://t.co/7AxpUe0SC5

[Uno @UnotheInvestor]

POV: Institutions quietly selling the hype while retail buys the top

[Barchart @Barchart]

Sandisk $SNDK just hit a 99 RSI on the monthly chart, one of the most overbought levels ever recorded for any asset in history 🚨🚨🚨

[flntwd @flntwd]

@DeItaone Gotta keep market propped into SPCX IPO

[🐧 @Pentosh1]

every day is the same as the last

asian stocks limit up, US stocks hit new all time highs, trump says Iran wants a deal so badly, the dumbest person you know is up another 10x on some "bottleneck" stock that his LLM told him to buy

[flntwd @flntwd]

@flackos_gang It’s unreal

[zerohedge @zerohedge]

*IRAN'S TASNIM: 'AXIS OF RESISTANCE' TO ACTIVATE ALL FRONTS

[zerohedge @zerohedge]

IRAN TO STOP TALKS WITH US IN PROTEST OVER ISRAEL: TASNIM

https://t.co/sUmtamHTWZ

[IREN @IREN_Ltd]

IREN has closed a $3.65bn investment-grade GPU financing facility to support the delivery of its AI Cloud contract with Microsoft. This represents the highest publicly rated investment‑grade GPU financing and the first in the U.S. private placement market.

@danroberts0101, Co-Founder and Co-CEO of IREN, said:

“Securing investment-grade financing on these terms reflects both the quality of our customer contracts and the fact that we own the data center infrastructure these GPUs run in. That combination broadens our access to institutional capital and lowers our cost of capital as we scale.”

Learn more: https://t.co/TYepQTBXSQ

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran’s President Pezeshkian has submitted an official letter of resignation to the Office of the Supreme Leader, per Iran International.

In the letter, Pezeshkian stressed that the president and the government have effectively been excluded from major decision-making processes in the country and the IRGC has taken control of affairs.

Pezeshkian added that under such circumstances he is unable to run the government and carry out his legal responsibilities, and for that reason has requested to step down immediately.

It is not yet clear whether Supreme Leader Khamenei will accept the president's resignation.