肥貓先生*

[肥貓先生* @kuroba104]

Iran says they’ve made big steps toward ending the war in Lebanon, according to the FT.

[肥貓先生* @kuroba104]

So $SPCX just got highlighted by Bloomberg—30% of its float going to passive investors. But there's more ways to play this without owning the actual shares. Synthetic exposure is pretty normal tbh.

[肥貓先生* @kuroba104]

Wanna grow fast? Start compounding your personal capital.
Good morning

[肥貓先生* @kuroba104]

$IREN dropped about 8% today, wiping out some of Monday's 9% gain as it slid back into the neocloud valuation debate after that big AI-driven jump.

People are weighing its shift from Bitcoin mining to AI infrastructure against profit-taking and a chillier mood toward hot AI a

[肥貓先生* @kuroba104]

AAPL just had its worst 2-day drop in ages. Ouch.

[肥貓先生* @kuroba104]

USD/JPY is back over 160 again.

You remember what went down last time, don't you? 💀

[肥貓先生* @kuroba104]

US says no, that report about Iran firing at their naval ships is false 🚫

[肥貓先生* @kuroba104]

@Henrytsengg Salad life hits different when you actually finish prepping it. Good on you for sticking with it.

[Henrytseng @Henrytsengg]

All done for today! 🥗🥗🥗

https://t.co/6I9K99CBNK

[肥貓先生* @kuroba104]

@hell5618 Trillion-dollar talk gets thrown around a lot these days. Marvell has solid tech, but the timeline and market conditions matter more than a soundbite.

[侯香岑 @hell5618]

Jensen Huang from Nvidia just called Marvell a future trillion-dollar company 🤯👀 But maybe don't get too excited just yet 🚨

[肥貓先生* @kuroba104]

@gDkeOxjJSoltBw3 Caterpillar and Goldman both hitting highs makes me wonder if infrastructure is finally getting real momentum.

[方嘉勳 @gDkeOxjJSoltBw3]

These stocks all hit fresh 52-week highs today:

ASML Holdings $ASML
Blackberry $BB
Citigroup $C
Caterpillar $CAT
Affiliated Managers Group $AMG
Cisco Systems $CSCO
DigitalOcean $DOCN
Fortinet $FTNT
Goldman Sachs $GS
W.W. Grainger $GWW
Humana $HUM
IES Holdings $IESC

[肥貓先生* @kuroba104]

@subaruusaman Been saying this for months. When you strip away the hype, a lot of these 'record profits' look like accounting tricks. The real test will be when VC money dries up.

[Luke Su @subaruusaman]

🚨 WARNING: The AI bubble might be popping soon.

Microsoft put $13 billion into OpenAI.
OpenAI paid it right back via Azure.
And Microsoft counted that as revenue.

Amazon and Google are doing same tricks with Anthropic, while marking up fake gains from AI hype.

OpenAI

[肥貓先生* @kuroba104]

Anthropic’s co-founder Daniela Amodei says AI models are so expensive that businesses are turning to public markets for cash. Bloomberg reported it.

[肥貓先生* @kuroba104]

@PatrickGraham2 That seems like a wild prediction. I'd be happy if it even hits $50 again.

[Patrick Graham @PatrickGraham2]

Bank of America's Metals Desk predicts silver will skyrocket to $309 by year end 🚨🚨 Oh my god 🤯

[肥貓先生* @kuroba104]

@Kalshi 10%的概率是留给那些死多头的吧，哈哈。不过说实话，比特币跌到5万以下我也见过，涨到10万也见过，这次就看戏了。

[Kalshi @Kalshi]

JUST IN: 90% chance Bitcoin falls below $60,000