JUICE

Always be hedged. Emotionless trading. Play small, hit big. Always another trade.

[Jim Cramer @jimcramer]

More disappointment: why is Blue Owl not focused on IMPROVING its balance sheet.... The Cavs? Really?

[Cointelegraph @Cointelegraph]

🚨 JUST IN: Rosen Law Firm opened an investigation into Saylor's Strategy over potential securities claims.

[Watcher.Guru @WatcherGuru]

JUST IN: Michael Saylor's 'Strategy' currently has a $14,000,000,000 unrealized loss on its Bitcoin investment.

Tom Lee's 'Bitmine' currently has a $10,500,000,000 unrealized loss on its $ETH investment.

[JUICE @juiceman41511]

@JustinCLeto @Mets Haven’t watched a game for months will never root for this team ever again

[The Inner Circle Trading Group DP David Prince @epictrades1]

$MU PT raised to $2,000 from $1,175 at Barclays
$MU PT raised to $2,200 from $1,100 at Melius
$MU PT raised to $1,540 from $550 at JPMorgan
$MU PT raised to $1,600 from $600 at KeyBanc
$MU PT raised to $1,525 from $1,220 at Wells Fargo
$MU PT raised to $1,280 from $550 at Baird
$MU PT raised to $1,100 from $900 at Goldman Sachs
$MU PT raised to $1,500 from $1,200 at Rosenblatt
$MU PT raised to $1,600 from $1,500 at TD Cowen

[First Squawk @FirstSquawk]

JPMORGAN SAYS U.S. STOCKS ARE NEARING A ‘BLUE SKY’ SCENARIO

JPMorgan Chase⁠ believes U.S. equities are approaching a “blue sky” outcome, driven by stronger-than-expected corporate earnings growth and the potential for a diplomatic agreement that could ease tensions surrounding the Iran conflict.

[tae kim @firstadopter]

IT'S APPLE'S FAULT. They knee capped suppliers at the bottom (as Apple always does), so Micron couldn't invest.

WSJ: "In an interview Wednesday night, Micron Chief Business Officer Sumit Sadana said the company couldn’t make investments during the memory market’s last downturn, when Micron’s gross profits went negative, in part because certain customers took advantage to pay rock-bottom prices.

“We told a couple of the customers who were being very aggressive with pricing at that time that this is not constructive,” he said, without naming Apple, adding that low prices discouraged capital investments. “A lot of the industry investments got shut down in 2023 because of really poor pricing and really poor margins.”

[First Squawk @FirstSquawk]

GOOGLE IS LAUNCHING PORTFOLIOS WORLDWIDE IN THE NEW GOOGLE FINANCE STARTING THIS WEEK.

[JUICE @juiceman41511]

@CNBCFastMoney mannnnn I missed fast money today. Only reason worth watching is to see how stupid they look talking about micron!!!! Pure entertainment

[Shay Boloor @StockSavvyShay]

Nancy Pelosi disclosed new buys of up to $5M in $INTC and up to $1M in $UBER.

[FreeFromMatrix @ViralMuzik1989]

$IREN Who do you listen to, Wall Street or Tech CEOs?

Morgan Stanley’s Andrew Slimmon made it clear:

“You have all the smartest guys in technology land. They’re saying the demand for compute is way ahead of supply and we’re going to invest to take advantage of that.

So, who do you bet on?”

Tech leaders are doubling down on AI capex because demand is exploding.

FYI Morgan Stanley has approx $180M exposure on $IREN

[Negligible Capital @negligible_cap]

*NIKE MATTHEW FRIEND WILL STEP DOWN AS EVP & CFO

$NKE CFO making a run for it

[JUICE @juiceman41511]

@danielnewmanUV @joshuahlipton Can somebody tag @grassosteve and @CNBCFastMoney so they can get a clue

[Daniel Newman @danielnewmanUV]

$MU The era of memory as a commodity is over. Memory is strategic. 🚀

[JUICE @juiceman41511]

@StockMKTNewz Now that’s desperation

[JUICE @juiceman41511]

@CNBCFastMoney had to turn this trash off. This show needs to be canceled already

[JUICE @juiceman41511]

Imagine being @CNBCFastMoney and pretending guys like grasso have any idea what there talking about when they can’t get micron right for 700 points

[JUICE @juiceman41511]

Is this sell off just the rebalance

[First Squawk @FirstSquawk]

JPMorgan Warns Of Heavy $165b Rebalance By Global Institutions

[JUICE @juiceman41511]

@espn didn’t even catch any college World Series seeing as every time I’ve turned on espn for 3 years now it’s nothing but wnba. Unwatchable network