Michael Olmstead

Global markets | sharing my thesis
Crypto Optimist $HYPE

[Michael Olmstead @MichaelOlmstead]

@marclou I get them daily is there Anyway to stop this?

[Michael Olmstead @MichaelOlmstead]

@karthikponna19 Discord on Mac is checking for updates simulator

[Elon Musk @elonmusk]

Yes

[Kalshi @Kalshi]

JUST IN: Canada declares "trade war" with US

[The Hormuz Letter @HormuzLetter]

BREAKING: Trump made over 1,000 stock trades in June alone worth up to $263 million tied to market events he created, often buying and selling the same security on the same day after the event was over, per new government ethics filing.

Recent purchases include Visa, Berkshire Hathaway, Mastercard, and Cintas, following 3,642 trades involving stocks of public companies between January 1st and March 31st. Trump also made more than 21,000 securities trades in 2025 in bursts tied to market events he created, with the total value between $600 million and $1.86 billion, occasionally buying and selling the same security on the same day.

The White House claims Trump's trades pose "no conflict of interest" as they are "independently managed," coming amid Trump already being sued in federal court over Trump Media selling advance access to his Truth Social posts to subscribers paying up to $100,000 per month via Truth API.

[Quiver Quantitative @QuiverQuant]

BREAKING: President Trump just said that if he were the mayor of a small town he would want to get a data center.

Trump recently filed a purchase of up to $1,000,000 of stock in a data center company called Equinix, $EQIX

[Barchart @Barchart]

Moderna's $MRNA 177% gain today was the largest by any S&P 500 stock this century 📈 🤑 🥳

[Quiver Quantitative @QuiverQuant]

Quick update on this one....

[Quiver Quantitative @QuiverQuant]

UPDATE: President Trump filed a March 2nd purchase of Moderna stock.

On June 18th, the FDA voted to recommend Moderna's mRNA flu vaccine.

$MRNA has now risen 46% since March 2nd.

[Remarks @remarks]

JUST IN: AI helped design Moderna's cancer vaccine that succeeded in Phase 3 trial.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Walmart stock, $WMT, falls over -8% after posting a rare quarterly sales miss, with US growth falling to a 6-year low.

Are consumers running out of money?

[Barchart @Barchart]

JUST IN 🚨: U.S. 30-Year Treasury Yield hits 5.30% for the first time since the run-up to the Global Financial Crisis 🤯 👀

[Retail Mourinho @retail_mourinho]

You need to listen now.

> Greed is at 63.
> $VIX is at 14, its lowest level since December 2025 and near its 52-week low.

Some growth stocks have run nearly 100% since the July lows.

This is not the time to chase.

People are getting way too greedy and have already forgotten what happened in July and that we’ve seen major corrections in growth stocks every 2–3 months.

Be cautious and don’t say I didn’t warn you.

A detailed script on how we’re playing the next few weeks is in The Retail Club. Link in my bio.

-RM

[Michael Olmstead @MichaelOlmstead]

@OpenAI Had to take immediate action after the hugging face incident.

[unusual_whales @unusual_whales]

BREAKING: Trading firms are paying $60,000 to $100,000 per month for real-time access to posts from leading Truth Social accounts, according to Trump Media.

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran declares the Strait of Hormuz will stay closed until 2029, the end of Trump's term, unless Trump accepts all of Iran's demands, per a senior Iranian source and Majid Shakeri, advisor to Parliament Speaker Ghalibaf.

Iran's demands in the US surrender document remain unchanged, $300 billion in compensation, the release of up to $100 billion in frozen assets, lifting all sanctions, US troop withdrawal from the entire region, an end to the naval blockade, and accepting transit fees on every ship.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Crude oil inventories in the US Strategic Petroleum Reserve officially fall below 300 million barrels for the first time since 1983.

Inventories declined by another 6.1 million barrels last week, to 298.7 million barrels.

US oil reserves are at a 40+ year low.

[Michael Olmstead @MichaelOlmstead]

@lejeunesimon Amazing Product

[Bull Theory @BullTheoryio]

🇦🇷 Argentine peso has lost -99.7% of its value against the US dollar since 2013.

$100 of pesos is now worth just 34 cents.

[Oliur @UltraLinx]

Humans are designed to create. This is why you get depressed if all you do is consume.