lionheart

I share macroeconomics news. $Tesla, $pltr, $rklb $hood
#John3:16 #Joshua1:9 #JesusIsLord #CHRISTIAN

[lionheart @liolbl]

5x5 ONE OF THE BEST OLD SCHOOL REP RANGE for STRENGTH AND SIZE| DEADLIFT https://t.co/bBIimLRQMx via @YouTube

[AlmaCap @AlmaCap114204]

How many weeks or months after the SpaceX IPO do we see major contracts signed for semiconductor orders?

[Benny The Bull @bennybigbull]

$RKLB as bad as this feels, all we're doing is pulling back to retest the weekly 8EMA, which is what strong stocks do after a massive move before eventually going higher.

[Polymarket @Polymarket]

JUST IN: Trump announces he will meet with AI leaders next week to discuss possible U.S. government investment in their companies.

[Rob Maurer @robmaurer]

Remember a couple weeks ago when everyone was saying a 100x price/sales was crazy for SpaceX and all of a sudden it’s like 39x? Shows how dumb that type of analysis is 😅

[SpacBobby @SpacBobby]

$RKLB - Old resistance is now new support which now should be around $100.

50 day MA is around $96 so we should see good support in the upper $90's here on the pull-back. Remember we never chase. All charts revert back to their long-term moving averages and that's where we usually load on high quality companies like Rocket Lab! 😎

[James Altucher @jaltucher]

For people who are worried about the market today, I get it. This stuff is very stressful.

So I put together a chart of all of the times the VIX (the "fear index" of the market) was up over 30% in a day (like today) in the past ten years.

23 out of 25 instances the market was higher one month later. The only two times it wasn't was Feb 2020 when Covid hit the economy in March 2020.

What is the underlying message? When people are afraid, they make bad decisions. Do the opposite.

Attached is a chart summarizing my results.

[The Kobeissi Letter @KobeissiLetter]

What just happened?

The S&P 500 just erased nearly -$2 TRILLION of market cap just hours after 3rd strongest US jobs report in 18 months.

Meanwhile, Bitcoin is officially down over -50% from its record high in October 2025.

What's happening? Let us explain.

(a thread)

[lionheart @liolbl]

@johhnyWalkerAZ Like wtf

[First Squawk @FirstSquawk]

TRUMP: MEETING SCHEDULED WITH AI COMPANIES SOON

[Sawyer Merritt @SawyerMerritt]

Anthropic and Google are now paying @SpaceX a combined $2.17 billon per month for compute capacity. That's a revenue run rate of $26 billion per year. BIG MONEY.

[Staudinger @Staudinger333]

$RKLB: Well, we hit the first price target near $110-111, which was the prior resistance line (in red).

Now? I think the whole space sector is likely to see a reflexive bounce after being sold off hard the past week.

This means we are likely to see a bounce up ~5-15% from current levels before resuming the fall back to prior ATHs at ~$99.

From there, the market will continue to try to price SpaceX stock and RKLB, ASTS, FLY, PL, etc. will chop sideways.

The SpaceX decline a few weeks post-IPO is likely to pull everything else down with it.

Make sure you have cash ready to buy the dip in late June/early July, as we're likely to see a nice rebound later this summer.

GLTA and NFA...

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Ellis @Ellis8772678531]

#keel $KEEL
I don't think people realise how massive these dark pools are for such a small stock.
These are mostly buys!!

I've attached ondas dark pool just for reference.

I also checked #hive a similar stock. 0 dark pool trades.
Checked #cifr, 0 dark pool.
Checked #wulf, 4m worth of dark pool.

As I'm writing this, more is coming in.
It is at 70m worth of dark pool 👀

Is there going to be a deal soon🙈

[Ellis @Ellis8772678531]

#keel $KEEL
It is now 64m inflow (47m large orders)
22m outflow (11.6m large orders)

Institutions are buying massively on this dip 👀👀

[Sawyer Merritt @SawyerMerritt]

Where are all the people who yesterday claimed that Fidelity making the SpaceX IPO available to any customer with $2k in their retail brokerage account was a sign of low demand?

[Sawyer Merritt @SawyerMerritt]

Morgan Stanley says @SpaceX’s revenue could reach $3.4 trillion in 2040, and adjusted EBITA in 2040 could top $2.7 trillion.

Research analysts at Goldman Sachs and Morgan Stanley both projected SpaceX’s revenue would be near $160 billion in 2028. Both banks anticipate revenue from SpaceX’s AI business to provide the bulk of the revenue after this year and grow dramatically. https://t.co/Ab5xZZJbHv

[McNallie Money @McnallieM]

📈 @keelinfra_ prices $400M convertibles at 1.25% — Bitfarms rebranding capital raise funds pipeline acceleration 📈

⚡ $400M + $58M option convertible notes — senior unsecured, 1.25% coupon due January 2032, 5.5-year maturity structure

⚡ $7.41 conversion price — 25% premium to $5.93 close, capped call at $11.86 (100% premium) mitigates dilution risk through 2032

⚡ Bitfarms guarantee — wholly-owned subsidiary backs senior unsecured obligations, validates credit profile post-April 2026 merger

⚡ 2.2 GW pipeline — Pennsylvania, Washington, Québec high-demand power markets with grid interconnections in place for HPC/AI expansion

⚡ Proceeds fund acceleration — Panther Creek, Sharon, Moses Lake projects via equipment deposits and LC collateral for data center development

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says “stocks should go up, not down” after today’s jobs report.

“Growth does not mean inflation,” Trump says.

[Geiger Capital @Geiger_Capital]

The US has lost ~75,000 manufacturing jobs since Trump took office…

We’re gonna need more AI data centers.

[Wall St Engine @wallstengine]

From a $27M startup in 2002 to a reported $1.75 Trillion pre-IPO valuation in 2026.

The SpaceX valuation journey, visualized: