John Koach

Florida Man

[Charlie Bilello @charliebilello]

20 stocks in the S&P 500 have doubled this year.

19 are AI-related.

This is the type of narrow leadership often seen during speculative manias.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX, $SPCX, officially surpasses Microsoft to become the 4th largest public company in the world, now worth $2.95 trillion.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SpaceX IPO, $SPCX, raised a record $85.7 billion after underwriters exercised the "greenshoe" overallotment.

This officially exceeds the previous record by 191%, which was set by Saudi Aramco in 2020, at $29.4 billion.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX stock, $SPCX, surges +9% in overnight trading and hits $2.7 trillion in market cap.

SpaceX has officially surpassed Amazon to become the 5th largest public company in the world.

[Virgil @VirgilsQuill]

I love that we’re the new Rome. Peace with Persia in the afternoon and a gladiator fight in the evening, all on the Emperor’s birthday. Another 1,000 years.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Geiger Capital @Geiger_Capital]

Elon employs ~160,000 Americans and in one morning created thousands of millionaires…

You have done nothing for America.

[unusual_whales @unusual_whales]

Elon Musk's wealth, per Bloomberg:

[Noah @antibearthesis]

He just did it again

$NVDA CEO keeps telling you which stocks to buy

In 2025 he called:
• $NBIS at $22 → +1000%
• $INTC at $23 → +500%
• $SNDK at $275 → +500%
• $MRVL at $90 → +200%

Now he’s calling:
• $QCOM at $211

Are you going to ignore him again?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: MicroStrategy's, $MSTR, unrealized loss on its Bitcoin holdings rises to a record -$12.7 billion.

This puts the company's position down -$28 billion over the last 12 months.

[Elon Musk @elonmusk]

These are all common sense!

[Nick shirley @nickshirleyy]

🚨 California Passed "The Stop Nick Shirley Act":
This week the California Assembly passed AB 2624. This bill will criminalize investigative journalism involving the immigrant population. It would have made it illegal to expose the Somali "Learing" center if it were in California or the Armenian hospice fraud in LA if they claimed "reasonable fear."

The bill protects "immigration support services providers," which means services provided to immigrants, including health care. It has been proven that millions, potentially billions, of dollars in fraud has taken place in "immigrant support services” which includes nonprofits and NGOs the state funds.

California is trying to make it harder to expose fraud and scare individuals from investigating it as they could be forced and sued to remove the video, forced to pay attorney fees, and ordered to pay a minimum of $4,000 in damages.

This bill was created by Mia Bonta (the attorney general's wife). She has made 4 separate versions of this bill because each version violates the 1st Amendment and is extremely unconstitutional.

Plain and simple, California politicians need the fraud to continue because they depend on the fraud to push their agendas. END ALL THE FRAUD.

[Polymarket @Polymarket]

NEW: AI consultant reveals a client accidentally spent $500,000,000.00 in a single month after failing to set employee limits on Claude usage.

[Elon Musk @elonmusk]

😂

[The Kobeissi Letter @KobeissiLetter]

President Trump is undefeated in the stock market.

On May 8th, President Trump told everyone to "go out and buy a Dell."

19 days later, on May 27th, Dell was awarded a $9.7B contract with the US Pentagon.

Today, Dell, $DELL, reported stronger than expected earnings and the stock surged +30%.

Dell's stock is now up +80% since May 8th, adding +$120 BILLION in market cap.

Truly unprecedented.

[Elon Musk @elonmusk]

@iScienceLuvr Putting “Ph.D.” in your social media name is a sure sign of a pompous retard

[Charlie Bilello @charliebilello]

SpaceX's valuation hit a record high of $1.50 trillion this month. 3 years ago it was $137 billion, 5 years ago it was $74 billion & 10 years ago it was $10 billion.

If SpaceX goes public at a $1.75 trillion valuation it would be the 7th largest company in the S&P 500.

[Tesla Owners Silicon Valley @teslaownersSV]

Engineering is magic

[Blake Scholl 🛫 @bscholl]

Trolley problem, California high speed rail edition