Lance Cash

[Lance Cash @LanceCash]

Expecting $TSLA 2Q deliveries around 410k (+7% YoY) Thursday morning, above WS consensus of 406k thanks to higher gas prices. That'd be two straight quarters of >+5% growth after drops in 2024 and 2025. Still cautious long term though—earnings estimates keep falling, and $GOOG

[Lance Cash @LanceCash]

Big news 🚨: China's housing market just hit its lowest prices in at least 20 years 📉🏡

[Lance Cash @LanceCash]

Singapore meetup was so fun ❤️

Honestly, no matter where you are, everyone just wants to chat about stocks. We’re all in this super niche world where we actually care about Micron and Kevin Warsh 😂 Takes a bit more effort to find your tribe IRL but it's worth it.

So gr

[Lance Cash @LanceCash]

AeroVironment ($AVAV) just dropped Q4 earnings 👀

Q4 actuals:
- Revenue: $641.6M (record, +133% YoY)
- Adjusted EPS: $1.84 vs $1.46 est 🟢
- GAAP EPS: $1.25
- Adjusted EBITDA: $140.1M
- Gross margin: 32% (down from 36%)

FY2027 guidance:
- Revenue: $2.13B-$2.23B vs $2

[Lance Cash @LanceCash]

Breaking news: Cristiano Ronaldo just became the highest-earning athlete this year, pulling in over $300 million. 🤑⚽

[Lance Cash @LanceCash]

5PM catching Morgan Brennan on CNBC’s big screen at Asia Square in Singapore.

That’s 5AM back in NYC.

Mad respect to anyone juggling their US portfolio during the workday!

[Lance Cash @LanceCash]

Samsung's reportedly dropping a massive $646 billion, 10-year investment plan at a Korean government event on June 29, according to Bloomberg 💸📊

[Lance Cash @LanceCash]

CNBC says more people left the YS than moved in — that's a first in 50 years.

[Lance Cash @LanceCash]

Google $GOOGL is reportedly limiting Meta's $META access to its Gemini AI models because of computing capacity issues. This has impacted Meta's internal projects, and the company is now asking staff to use AI tokens more efficiently.

[Lance Cash @LanceCash]

Huge jump in US home prices last month 🏠

Median price hit $424,900 in May — up $8,400 from the month before. Over 2 months, it's up $31,800 (biggest 2-month spike in 4 years).

Average sale price climbed $39,200 to $540,600.

Now the gap between median and average is $

[Lance Cash @LanceCash]

Here’s how the US stock market looked today 🇺🇸

[Lance Cash @LanceCash]

Just in: For the first time since 2023, more economists now predict the Fed will raise rates rather than cut them. 📉 Per Reuters.

[Lance Cash @LanceCash]

Breaking 🚨: South Korea’s stock market just hit pause after an 8% drop 📉📉 What’s happening over there this week, seriously?

[Lance Cash @LanceCash]

All the wage gains workers made over the past year, adjusted for inflation, disappeared in just four months. Now people are barely better off than when Trump came back into office, according to Axios.

[Lance Cash @LanceCash]

Crying cause the ice cream biz I sold won't let me rant about politics through it anymore. Boohoo for me.

[Lance Cash @LanceCash]

OpenAI might be slashing prices soon to keep up with Anthropic’s competition 💸 That’s what WSJ is reporting. Tech war heating up!

[Lance Cash @LanceCash]

@Investingcom Another round of strikes... feels like we're just watching this cycle repeat without any end in sight.

[Investing.com @Investingcom]

U.S. FORCES LAUNCHED ADDITIONAL STRIKES ON IRAN TODAY AT 5:15 PM ET

[Lance Cash @LanceCash]

If you're 18 to 48, you need to see this now.

You're about to make insane money in the next few months.

A crazy stock rally is coming, then crypto blows up before a huge recession.

This chance is super rare - and you're not too late.

But time is running out fast.

[Lance Cash @LanceCash]

$SERIOUS D-Day is almost here, guys. Can't wait! Get set for the biggest rally we've ever seen on this chart. Time to stack up.