🇳🇬Preston Unaegbu

💸 Investor|💰Options | 🅱️itcoin| 👑

[🇳🇬Preston Unaegbu @presgetswealth]

$MCD with a nice double bottom here

It’s make or break above $270

If it breaks below this, $260 in sight

[Ben Carlson @awealthofcs]

Crazy but true chart of the day:

The S&P 493 is outperforming both the S&P 500 and the Mag 7 this year

And the Mag 7 is underperforming the S&P 500

(via Exhibit A)

[🇳🇬Preston Unaegbu @presgetswealth]

Same with $WMT and $COST

[🇳🇬Preston Unaegbu @presgetswealth]

Whenever $LB and $TPL get to steppin’, the market is usually rotatin’

[🇳🇬Preston Unaegbu @presgetswealth]

Whenever $LB and $TPL get to steppin’, the market is usually rotatin’

[Sun Liao @sunxliao]

$NVDA has been quietly building the connective tissue of the entire AI economy through strategic capital allocation.

They invested $2B in $LITE for photonics.

$2B in $COHR for optical interconnect.

And $2B in $MRVL for custom XPUs and silicon photonics integration.

That's $6B of $NVDA capital deployed into the exact bottleneck layer of AI data centers.

Jensen is building a network of strategic partners who supply the parts of the AI infrastructure stack that $NVDA chooses not to build in-house.

Custom accelerators. Optical networking. Scale-up fabric. The physical layer that lets thousands of GPUs behave like one machine.

In our opinion, $MRVL sits at the most critical intersection of that strategy.

Their custom XPU business is projected to exceed $10B in annual revenue by fiscal 2029.

Their silicon photonics portfolio includes the Celestial AI partnership and the Polariton optical platform.

They make the data processing units that handle exactly the workloads $NVDA GPUs cannot handle alone.

And unlike $AVGO, which competes directly with $NVDA for ecosystem control, $MRVL positions itself as a collaborator rather than a rival...

I like it.

[The Quantified Universe @TheQuantUni]

GLP-1 drugs. According to retail analytics, roughly 23 percent of U.S. households now use GLP-1 medications.

When millions of people rapidly lose weight, it triggers a massive Wardrobe Replacement Cycle.

If you lose 40 pounds, you can still survive in baggy sweatpants or an oversized t-shirt.

But intimates are engineered architecture. You mathematically cannot wear a structured underwire bra that is three sizes too big.

Lingerie and intimates are the very first mandatory replacement items when body composition changes.

Because consumers are constantly dropping sizes, many are forced to buy new bras two or three times in a single year.

Retail data confirms this. Sales of plus-size bands are contracting, while mid-to-small sizes are surging.

[🇳🇬Preston Unaegbu @presgetswealth]

@Kaun_Oberoi Yes, LEAPS

[🇳🇬Preston Unaegbu @presgetswealth]

$CMG triple bottom

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and compute capacity, including $30 billion in underwritten public offerings. The company also says Berkshire Hathaway agreed to invest $10 billion through a private placement at $350 a share. From Google’s press release: “AI is driving an expansionary moment for Alphabet. The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company’s available supply.”

2. Anthropic has confidentially filed a draft S-1 with the SEC for a proposed IPO, giving the company the option to go public after SEC review depending on market conditions and other factors. Salesforce’s $CRM investment in Anthropic is now valued at about $5 billion, according to Bloomberg, after first investing in the AI company in 2023, with CRM shares rising 9% today.

3. AI-related companies have raised roughly $380 billion across investment-grade bonds, venture capital, and high-yield debt year-to-date, representing about 64% of all capital flows across those channels. AI-linked firms have issued around $140 billion in investment-grade bonds, accounting for 49% of total IG issuance, attracted roughly $220 billion in venture funding, making up 87% of all VC dollars, and represented 38% of high-yield corporate bond issuance at about $21 billion. In other words, nearly 9 out of every 10 venture capital dollars this year have flowed into AI-related companies.

4. The top 10 most active options today by contracts traded were $NVDA with 4.8M contracts, $TSLA with 3.0M contracts, $MSFT with 1.6M contracts, $AMZN with 1.2M contracts, $META with 1.1M contracts, $AAPL with 1.0M contracts, $PLTR with 831K contracts, $MU with 810K contracts, $NOK with 791K contracts, and $ORCL with 784K contracts. Nvidia dominated the market with nearly 4.8M contracts traded, while Tesla followed with over 3.0M contracts, and Microsoft saw unusually heavy activity with more than 1.6M contracts traded.

5. Citron Research founder Andrew Left was found guilty of securities fraud by a federal jury in Los Angeles after prosecutors argued he used tweets about dozens of companies to move stock prices and generate roughly $20 million in trading profits between 2018 and 2023. Left testified in his own defense during the three-week trial, and the jury reached its verdict after two days of deliberations.

6. SpaceX $SPCX reserved 5% of its IPO shares for select employees and individuals chosen by executive officers through a directed share program, with those shares offered at the IPO price and exempt from post-IPO lock-up restrictions. Elon Musk, who controls 85.1% of SpaceX’s voting power and owns 12.3% of Class A shares, has agreed not to sell any shares for roughly one year after the IPO.

7. U.S. data center construction spending has now surpassed a $50 billion annualized rate, fueled by surging AI infrastructure demand. From March 2022 to March 2026, spending on data center construction jumped 336%, rising from roughly $11 billion to about $50 billion, while general office construction fell 34% over the same period, dropping from $65 billion to around $43 billion.

8. OpenAI CEO Sam Altman downplayed the timing of a potential IPO after reports that Anthropic confidentially filed to go public, telling CNBC that going public is simply “a financing event” and not something OpenAI is focused on timing right now. Altman said OpenAI will IPO “when it makes sense for the company,” while adding that the company is focused on building data centers on Earth for now rather than space-based compute, and remains “very confident” Stargate Michigan will generate strong returns given continued AI demand.

9. Robinhood $HOOD has officially closed its acquisition of WonderFi, marking the company’s first entry into Canada. At the same time, $HOOD just saw its largest insider buy in years, with director Meyer Malka purchasing $20 million worth of shares at roughly $80 per share.

10. Cathie Wood’s ARK funds bought $NVDA and $CBRS today while selling $AMD, adding 300,017 shares of Nvidia and 62,669 shares of CBRS, while trimming 110,207 shares of AMD.

11. Call option volume is surging, with calls now making up 70% of total options market volume, the highest level in at least four years. Since early April, that share has jumped 25 percentage points, the largest two-month increase on record, surpassing the previous brief spike of roughly 68% in late 2025 and well above the two-year average of about 55%. At the same time, the total notional value of S&P 500 call options relative to the index’s market cap has climbed to a record 4.1x, doubling over the last two months.

12. Investors now appear to view $NVDA Nvidia as being as creditworthy as the U.S. government, with Nvidia's 5-year credit default swap trading around 38 basis points, slightly below the U.S. sovereign CDS at 40 basis points. In other words, credit markets are pricing the world’s largest company as slightly less likely to default on its obligations than the U.S. federal government, helped by Nvidia’s fortress balance sheet, including roughly $8.5 billion in total debt, $10.6 billion in cash, and nearly $100 billion in free cash flow in FY2026.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[Peter H. Diamandis, MD @PeterDiamandis]

We are not in a tech bubble. We are in a tech Big Bang. Expanding in every direction at once.

[🇳🇬Preston Unaegbu @presgetswealth]

$LITE could see 1k again this week

[Poonam Soni @CodeByPoonam]

Do you understand what NVIDIA just did?

They didn't announce anything.

Just coordinates: 25.0528, 121.5990

That's Taipei.

Computex starts June 2.

And three words — "A new era of PC."

Here's what I think is coming.
- NVIDIA has been quietly building an ARM-based chip for Windows PCs.
- Developed with MediaTek.
- Designed to run AI natively on your laptop.

- Not a GPU.
- Not a data center chip.
- A processor. For your PC.

And if the leaks are right — it could match RTX 4070 performance
in a thin, efficient laptop. 👀

Intel. AMD. Qualcomm.
They've owned this space for decades.
NVIDIA is walking in.

Jensen Huang also hinted at a "surprise new product nobody knows about yet" for the second half of 2026.

This tweet might be that first signal.

A company that makes the world's most powerful AI chips now wants to power your everyday PC.

That's not an upgrade. That's a new era...

[amit @amitisinvesting]

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.

Here's a full recap:

1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature, with 3-, 4-, and 5-year discussions already underway. The company said it is seeing budgets grow, spending shift toward AI, and expects to exit the year with a meaningful backlog heading into next year. The momentum is showing up in the numbers too: Dell beat revenue expectations by $8 billion, raised its FY revenue guide by $10 billion, beat EPS by 68%, and lifted its FY EPS guide by 25%. The stock was up 40% after hours.

2. Software stocks $PLTR, $ZETA, $DDOG, $SHOP, $SNOW, $NOW, $RDDT are surging on the same day Anthropic announced a massive new fundraise and released a new model. The “AI is destroying software” narrative may be starting to break as usually during a new Anthropic release, software names are punished.

3. Anthropic has raised $65 billion in a Series H round, valuing the company at $965 billion post-money. The financing was led by Altimeter, Dragoneer, Greenoaks, and Sequoia, and includes $15 billion of previously committed hyperscaler investments, including $5 billion from Amazon. Anthropic also said its run-rate revenue crossed $47 billion earlier this month. For context, the company was valued at $380 billion in February after raising $30 billion.

4. Apollo $APO and Blackstone $BX are reportedly marketing a roughly $36 billion debt financing package to help fund Google TPU chips for Anthropic, according to Bloomberg. The deal would use a special purpose vehicle to purchase the TPUs and then lease them back to Anthropic for its AI infrastructure needs. Broadcom $AVGO, which works with Google on TPU development, is also reportedly helping backstop payments tied to the largest senior portions of the financing.

5. Axios reported today that U.S. and Iranian negotiators have reached a 60-day MOU to extend the ceasefire and begin nuclear talks, though President Trump has not yet given final approval. The draft agreement would make shipping through the Strait of Hormuz “unrestricted,” require Iran to remove mines within 30 days, and gradually lift the U.S. naval blockade as commercial traffic is restored. The MOU also includes Iran committing not to pursue a nuclear weapon, with future talks expected to focus on highly enriched uranium, enrichment activity, sanctions relief, and frozen funds.

6. Cboe $CBOE has received SEC approval to offer extended-hours trading for certain stock options, with pre-market and post-market options trading set to launch on July 13.

7. The Trump administration is pursuing new funding deals with drone companies, potentially including equity stakes, in an effort to boost domestic production and bring down costs. The Pentagon’s Office of Strategic Capital, which has $210 billion in lending authority, is reportedly vetting companies including Performance Drone Works and Neros Technologies. The push aligns with the Pentagon’s $1.1 billion Drone Dominance program, which aims to produce 300,000 low-cost attack drones $RCAT $KTOS $AVAV $ONDS by the end of 2027.

8. Robinhood $HOOD was up 10% today after Trump Accounts went live, a new type of tax-advantaged investment account designed to help eligible American children build long-term financial security from an early age. Under the plan, eligible children born from 2025 through 2028 would receive an initial $1,000 contribution from the U.S. Treasury, while family, friends, and employers could collectively contribute up to $5,000 annually.

9. Retail investors took profits last week, selling $1.1 billion in equities for their largest weekly outflow of the year after three straight weeks of buying. Single stocks drove the selling, with $1.7 billion in outflows, while equity ETFs still saw $571 million in inflows. Meanwhile, institutions bought $219 million and hedge funds added $686 million, reversing from $4.6 billion in sales the prior week. Overall, investors sold $1.9 billion of single stocks and bought $1.6 billion of equity ETFs.

10. Blue origin had an explosion today at a launch site, they wrote: "We experienced an anomaly during today's hotfire test. All personnel have been accounted for. We will provide updates as we learn more." Elon Musk responded with "Sorry to see this, I hope you recover quickly," as Bloomberg also is reporting that $SPCX may be targeting a lower valuation from $2T to $1.8T. The IPO is set for June 12th.

11. U.S. preliminary Q1 GDP came in at +1.6%, below estimates of +2.0%. PCE rose 0.4% MoM versus 0.5% expected and 3.8% YoY, in line with estimates. Core PCE rose 0.2% MoM versus 0.3% expected and 3.3% YoY, in line with estimates. Initial jobless claims came in at 215K, slightly above expectations of 211K.

12. Investor home purchases fell 6% YoY in Q1 to the lowest level since 2020, according to Redfin, as higher rates, insurance, taxes, maintenance costs, and cooling rents pressured returns. The Bay Area was the exception, with purchases up 19% in San Francisco and 12% in San Jose, helped by AI-driven housing demand.

WALL STREET IS THE GREATEST SHOW ON EARTH.

[🇳🇬Preston Unaegbu @presgetswealth]

$HOOD AND $PLTR have the exactly same, life changing setup right now

[🇳🇬Preston Unaegbu @presgetswealth]

$GE and $LMT unmoved. Keep a close eye if you missed the rest of the defense/drone stocks move 👀

[🇳🇬Preston Unaegbu @presgetswealth]

Stay ready so you don’t have to get ready $NBIS

[Shay Boloor @StockSavvyShay]

Leopold Aschenbrenner disclosed ownership of 12.4M Class A shares of $NBIS.

That represents a 5.6% stake in Nebius.

[Trade Whisperer @TradexWhisperer]

$TSM Bold prediction: TSMC will raise prices. It is not a matter of if. It is a matter of when.

They are the single point of convergence for everything that matters in AI infrastructure. GPU silicon. CPU silicon. CoWoS packaging for HBM. Advanced nodes. There is no substitute and no backup plan.

The demand pressure is so acute that Apple sought a secondary, inferior alternative $INTC foundry rather than compete for TSMC capacity against AI workloads.

When your best customer gets rationed, you do not need to advertise pricing power.

You just raise prices.

[🇳🇬Preston Unaegbu @presgetswealth]

$META about to change folks lives on its way back to $700

[🇳🇬Preston Unaegbu @presgetswealth]

$META about to change folks lives on its way back to $700