New Notable Political trade alert ✍️
Rep. Maria Salazar (R) bought Brookfield Renewables $BEP 6 times in 3 days, totaling up to $125,000
• June 2nd: bought up to $30,000
• June 3rd: bought up to $30,000
• June 4th: bought up to $65,000
The company recently announced it's exploring a merger, which would open the stock up to millions of new investors
For context, Brookfield Renewable is one of the largest clean energy companies in the world and is headquartered in Bermuda
Salazar chairs the committee that oversees US policy in Latin America
BREAKING: We just caught another interesting stock trade.
Representative Maria Salazar bought more stock in Voyager Technologies, $VOYG
It’s a missile technology company.
Salazar sits on the House Committee on Foreign Affairs.
🚨 BLOODBATH continues in South Korean and Japanese markets.
Over $400 BILLION has been wiped out from South Korean and Japanese stock markets today as the sell-off in semiconductor and tech stocks continues.
South Korea's KOSPI closed down -5.35%, wiping out ₩326,350,000,000,000 ($219 BILLION).
Japan's NIKKEI closed down -2.11%, wiping out over ¥30,173,000,000,000 ($184 BILLION).
Over $850 BILLION has been wiped out from both markets in just two days.
🚨 BLOODBATH continues in South Korean and Japanese markets.
Over $400 BILLION has been wiped out from South Korean and Japanese stock markets today as the sell-off in semiconductor and tech stocks continues.
South Korea's KOSPI closed down -5.35%, wiping out ₩326,350,000,000,000 ($219 BILLION).
Japan's NIKKEI closed down -2.11%, wiping out over ¥30,173,000,000,000 ($184 BILLION).
Over $850 BILLION has been wiped out from both markets in just two days.
We now believe the S&P 500 is setting up for 8,000+. Here's why:
Chip stocks have quietly become the new leaders of this bull market.
While many of the Magnificent 7 stocks have declined 20%+ from their recent highs, semiconductor names have taken over.
In fact, 8 of the 10 best-performing S&P 500 stocks this year are in the chip industry.
As a result, the S&P 500 now sits just ~1% below a record high despite weakness the big tech stocks which have led the market since 2022.
This marks the first time since 2022 that the market traded highly with leadership outside of the Magnificent 7, while the Magnificent 7 traded in the opposite direction.
In our view, this rotation is constructive as the Magnificent 7 prepares to "sub back in."
As large-cap tech begins to regain leadership while semiconductors continue to outperform or even cool-off, the S&P 500 is poised for 8,000+.
Asset owners will continue to win.
We now believe the S&P 500 is setting up for 8,000+. Here's why:
Chip stocks have quietly become the new leaders of this bull market.
While many of the Magnificent 7 stocks have declined 20%+ from their recent highs, semiconductor names have taken over.
In fact, 8 of the 10 best-performing S&P 500 stocks this year are in the chip industry.
As a result, the S&P 500 now sits just ~1% below a record high despite weakness the big tech stocks which have led the market since 2022.
This marks the first time since 2022 that the market traded highly with leadership outside of the Magnificent 7, while the Magnificent 7 traded in the opposite direction.
In our view, this rotation is constructive as the Magnificent 7 prepares to "sub back in."
As large-cap tech begins to regain leadership while semiconductors continue to outperform or even cool-off, the S&P 500 is poised for 8,000+.
Asset owners will continue to win.
BREAKING: President Trump just filed a May 15th purchase of up to $250,000 of Lockheed Martin stock, $LMT
Trump recently proposed that the defense budget be increased to $1.5 trillion.
$OKLO received DOE approval for the Documented Safety Analysis for its Groves Isotope Test Reactor.
The project now advances to readiness review, fuel loading and first criticality which Oklo continues to target for July 2026.
@Traders2020 my view is usually in longer term holds, and I don't know if their tech will be successful. I imagine it could still decline in the next 2-6 months but their deal with @Samsung means someone has made a decent bet on their potential future
Dario Amodei:
“I think biotech is about to have a renaissance, ultimately driven by AI… my instinct is we’re about to cure a lot of diseases.”
Safest plays in my opinion remain $TEM & $LLY.
I think few people see the vision for what $LLY is building but I sense a $1T valuation actually won’t be much in 5 years.
Higher risk plays: $ABCL & $RXRX
Over ¥55,341,000,000,000 ($337 BILLION) has been added to the Japanese stocks as the NIKKEI surged +3.87% after Micron's bullish forecast sparked an AI stocks rally.
🚨 BLOODBATH in Asian Markets
Over $800 BILLION wiped out from Asian stock markets in just a few hours amid a massive tech stocks sell-off.
South Korea's KOSPI down -8.2%, wiping out over ₩587,000,000,000,000 ($426 BILLION).
Japan's NIKKEI down 2.8%, wiping out approximately ¥32,500,000,000,000 ($217 BILLION).
TAIWAN's stock market down -3.5%, erasing NT$161,000,000,000,000 ($154 BILLION).
I think $NOW has a realistic path to becoming a 10x.
CEO Bill McDermott already said this will become a $1T company over the next years.
It's currently trading below $100B
- At a 20.6x Fwd P/E
- Growing EPS by over 25% over the next 2 years
This is ridiculous
AI is expected to accalerate revenue growth over the next years.
If this happens, and margins improve, this could take less than 5 years.
One of the best opportunities in software.
I'll share my buy levels with all subs once it get's interesting.
This guy is a convert to Islam and "Professor of Islamic Studies" at Georgetown University
Infamously said "get over it" in response to the grooming gangs
Here he doubles down saying that Muslims have nothing to do with it
The Jay Report explicitly stated that the perpetrators of such crimes were "predominantly British-Pakistani men". CEOP said it was at least 75%.
It's shocking that people will still deny the facts of what was suffered by thousands of English girls like this.