Rise like lions after slumber.
In unvanquishable number !
Shake your chains to earth like dew.
Which in slumber had fallen on you.
Ye are many - they are few.
Masque of Anarchy - Percy Bysshe Shelley
Just in: US officials say Trump is done with that Situation Room meeting with his security team about the Iran deal.
He says a "final decision" is coming after this.
More details expected soon.
๐จ Huge news:
Binance, Coinbase, BlackRock, and Kraken are dumping $BTC just before the weekend. Theyโre selling millions every hour to keep the price under $74k.
Something really awful might be coming soon.
$AMBA is looking way more bullish than what the stock price is showing. ๐จ๐
They just posted Q1 revenue of $100.4M, up 16.9% from last year, and non-GAAP EPS came in at $0.11.
It was a clean beat.
But the bigger picture goes beyond just this quarter.
Automotive revenue hit an all-time high as AI keeps moving into commercial vehicles.
Pretty much every new vehicle program being developed right now is getting more AI-powered, and $AMBA is right in the middle of that shift.
They've also got $277M in cash, zero debt, and a fresh $50M buyback kicking off July 1.
And after the close, $AMBA announced a massive $800M+ long-term deal with Hanwha in robotics, industrial automation, life sciences, and security.
Record automotive revenue.
Rising ASPs.
Accelerating guidance.
Clean balance sheet.
New buyback.
Decade-long $800M partnership.
Everything is pointing the same way. ๐
Hereโs why $PENG is crushing it after-hours. ๐จ๐
Dell $DELL just dropped one of the strongest AI infrastructure reports this year.
Record revenue.
Huge AI orders.
AI server sales going through the roof.
Full-year outlook raised again.
The takeaway from $DELL is loud:
AI infrastructure demand isnโt slowing down.
And thatโs exactly why $PENG matters.
Penguin builds enterprise AI setups in the same booming market Dell is selling into.
Same AI server surge.
Same government AI clients.
Same AMD EPYC foundation.
Same wave of infrastructure spending.
$DELL just proved the point tonight.
If Dellโs right, $PENG could still be one of the most undervalued AI infrastructure plays out there. ๐๐ฅ
The middle class is fading fast.
Inflation is squeezing the bottom 80%. Prices keep climbing. Corporate profits are hitting all-time highs, but wages arenโt going anywhere.
This is how the middle class vanishes. https://t.co/UjpJ4BSYeG
Meta $META is quietly building another recurring revenue layer. ๐จ
Reports say Meta is testing paid subscription tiers across its apps:
Instagram Plus: $3.99/month
Facebook Plus: $3.99/month
WhatsApp Plus: $2.99/month
This is not just about extra app features.
This is about monetizing one of the largest user bases in the world beyond advertising.
If even a small percentage of users subscribe, this could become a meaningful new revenue stream for $META. ๐๐ฐ
๐จ BREAKING
BlackRock is offloading Bitcoin big time just before the U.S. market closes.
They're dumping billions nonstopโ87 sells totaling $1.6 billion in volume.
Something really bad is about to happen...