crytyx

[crytyx @luckrypto]

I just preordered #Chapter2 from @solanamobile! #Solana If you missed out on Solana Saga, don't miss out on what's next, and the chance to refer others and climb the leaderboard. https://t.co/GYRp0nGEuD https://t.co/GYRp0nGEuD

[amit @amitisinvesting]

$PLTR

Palantir touches $190 after a year!

- Dr. Karp met with the President of Poland and the President of the Republic of Lithuania over the past two days.

- Palantir received a $48M contract last week got modernizing ammunition management.

- Palantir also is now working with Chipotle to create a food safety platform.

This is ontop of the best financial metrics in all of SaaS with 94% topline growth and 50% operating margins.

This was the second 50% drawdown that OGs had to withstand — the first in 2022, the second time now after years forming a new base of investors and if Palantir inches towards $200, we will have recovered completely from this correction, not because of hype, but because of the company’s outstanding execution and dealing with 3 quarters of the stock dumping after amazing earnings to culminate into the latest quarter being undeniable to Wall Street.

PTFB.

[Michael Saylor @saylor]

Strategy has acquired 4,603 BTC for $370M, increased USD Cash by $29M, and repurchased $152M of $STRC. As of 8/30/26, we hold 845,050 bitcoin:native and $6.71B of USD Assets, bringing Net Leverage to 0.0%. $MSTR https://t.co/XAAEZV5Gil

[The Earnings Correspondent @earnings_guy]

$NVDA (Nvidia) #earnings are out:

[Bull Theory @BullTheoryio]

BREAKING: Michael Saylor’s Strategy is back in PROFIT on its Bitcoin holdings.

Strategy holds 840,447 BTC at an average purchase price of $75,385.

[CoinMarketCap @CoinMarketCap]

LATEST: 📊 Strategy says 12 of its top 15 institutional shareholders added to their MSTR positions in Q2 2026, growing their combined holdings by $1.2B.

[Michael Saylor @saylor]

As Strategy disclosed Monday: our corporate objective is for $STRC to trade over time at $99–$100.

[Michael Saylor @saylor]

Stronger credit. Stronger equity. More Bitcoin.

[Phong Le @phongle]

For more than 35 years, @Strategy’s software business has been built on rapid, iterative innovation: build, deploy, observe, listen, improve. We’ve applied the same approach to our Bitcoin Treasury Company. Thank you for helping us improve.

[Michael Saylor @saylor]

Bitcoin is working today. So are we.

[Michael Saylor @saylor]

Volatility tests every capital structure. Strategy remains focused on Bitcoin, disciplined capital allocation, credit quality, and long-term value creation. We appreciate our investors and will continue to execute with transparency and resolve. $MSTR

[Michael Saylor @saylor]

Strategy has increased its USD Reserve by $300 million to $1.4 billion and plans to continue replenishing it to support the credit quality of its Digital Credit securities. We also acquired 520 BTC for $35 million, increasing our $BTC Reserve to ₿847,363. $MSTR $STRC https://t.co/KeJ067fFWs

[The White House @WhiteHouse]

“The Deal with Islamic Republic of Iran is now complete. Congratulations to all!” President Donald J. Trump 🇺🇸

[Watcher.Guru @WatcherGuru]

BREAKING: 🇺🇸🇮🇷 President Trump says peace deal with Iran is officially complete and the Strait of Hormuz is now open.

[amit @amitisinvesting]

TRUMP:

- DEAL WITH IRAN IS COMPLETE

- STRAIT OF HORMUZ IS NOW OPEN

- NAVAL BLOCKADE WILL STOP IMMEDIATELY

Official signing will be on June 19th in Switzerland, as per the Pakistani PM.

nice of Trump to do this 30 minutes before futures opening 😂

[amit @amitisinvesting]

TRUMP:

- SIGNING DEAL WITH IRAN TOMORROW

- STRAIT OF HORMUZ WILL BE OPEN TO EVERYONE

- LOOKING FORWARD TO WORKING WITH THE ENTIRE MIDDLE EAST

bro saved the deal signing for his birthday 😂

[amit @amitisinvesting]

SPACEX $SPCX OPENS UP 20%, ELON MUSK BECOMES THE WORLD’S FIRST TRILLIONAIRE

[amit @amitisinvesting]

Check it out!

https://t.co/XXFxglFasG

[amit @amitisinvesting]

Introducing CaktusJxck – a curated feed of second-by-second updates around the markets, 24/7.

Caktus is a human being, not an AI bot, who was watching my market open/close streams for the past 2 years. Over the course of a few months, he started posting headlines in my chat, and I started literally relying on his comments to run my stream.

Late last year, I decided to formalize the relationship and began paying him to create a curated feed for me.

It became the single biggest contributor to my ability to not only understand the market, but many times also trade on the news given how strong his curation and speed was. Throughout the day, even when I am not live, I am using this feed more than anything else to get news about the markets.

If you care about keeping up with stocks, you should join this.

I cannot stress how incredible he is at curation, which is the hardest part about a newsfeed, most feeds just spam useless headlines that really don’t provide anything relevant whereas Caktus actually finds the best articles, X posts, videos, etc. and does them in a SECOND-BY-SECOND timeline that is relevant to the moment. He is NOT an AI bot and he is working literally 12-hours a day just doing this. He’s taken one day off for me in the past 8 months of working together.

Now, one thing about Caktus is he’s had a tough few years. Testicular cancer, stomach cancer, thyroid issues, lost his job due to a hand trimmer and his spine is thinning as well. I say all this to say, he has found real purpose and joy in doing what he does for me and I had the idea to open-source this to all of retail because I really do think it is the best alternative to a Terminal newsfeed that most people can’t pay $25K a year for. He prides himself on being the quickest, most accurate, and most diverse quality with relevant news.

The cost? Completely free.

No strings attached. No upsells. No surprise offer. It is 100% completely free and always will be.

However, if you’d like to support the project, you can contribute $5/month. For $60/year, I think you will find the feed more valuable than you can imagine, but it is free for anyone to join.

Link below, we are currently using a WhatsApp Channel to syndicate, if there is demand for telegram we will add that to the mix but for now WhatsApp is the core distribution for the feed.

Join and give it a spin for a few days – looking forward to any feedback!

[amit @amitisinvesting]

why I think $NVDA is getting hit today:

- simple answer is we have a ton of options expiring tomorrow and the Jane Streets of the world are doing what they do best

- market still is lacking confidence in capex cycle…Jensen spent a decent chunk of time explaining that the reason hyperscalers will keep paying is because their operating cash flows are going up. more tokens, more revenue, more compute. cycle continues to eventually trillions per year on spend…but market continues to be doubtful.

- the incremental new buyer for $NVDA is lacking, retail owns it, tutes own it, who’s next to own it at these levels is the question

- broader macro might still be ugly with Iran War threats…could be holding back the entire market

- some have brought up accounting issues and “cooking the books,” my response is that id trust Nvidia’s mgmt team over people scrolling through the 10K looking for a red flag, if the books are being cooked for a $4T company then I will hold that L…but I am a bit skeptical

i bought more today. story is simple: more compute is needed across every sector of life. Nvidia supplies it at 75% margins and is reaccelerating that growth.

trading at 15x 2027 EPS forecasts now, just not that scary to buy more here.

$NVDA -4%

[Stocktwits @Stocktwits]

$NVDA: 12th straight earnings beat.
$203 after hours.
$186 today