rcb

[WOLF @WOLF_Financial]

YIKES: THE WORST DAY FOR CHIP STOCKS SINCE THE MARCH 2020 CRASH

The iShares Semiconductor ETF $SOXX dropped 10% today.

The broader market:
- Nasdaq $IXIC: -4.18% (worst day since April 2025)
- S&P 500 $SPX: -2.64% (first negative week in 10)
- Dow Jones $DJI: -1.35%

Inside the chip sector:
- Broadcom $AVGO: -8% (after -12% Thursday)
- Marvell $MRVL: -16%
- Micron $MU: -13%
- Intel $INTC: -11%
- Advanced Micro Devices $AMD: -11%

The 10-year yield broke above 4.5% and the 30-year cleared 5% after May payrolls came in at 172K vs 80K expected.

Bitcoin fell below $60,000 for the first time since late 2024.

The defensive rotation:
- Colgate-Palmolive $CL: +4%
- Coca-Cola $KO: +3%
- Johnson & Johnson $JNJ: +2%

SpaceX prices at a $1.77 trillion valuation next week.

[rcb @RCB852]

@fucnwitdabest Feels like everything else is going up except my paycheck, but at least coffee's giving us a break for once.

[Bmorediva @fucnwitdabest]

Coffee's hit its lowest price since 2024 ☕️📉 We made it happen, nice work everyone 🥳🫂

[rcb @RCB852]

Polymarket's saying there's a 30% shot that Anyhtopic hits a valuation over $2.5 trillion this year. Wild if that happens. 🚀

[rcb @RCB852]

@M6pp6Ol20OTcV9Y My dad keeps telling me about the 80s bull run like it's some golden age. Different world now, but maybe history does repeat itself.

[rcb @RCB852]

@stu93432 Feels like a convenient narrative to justify more funding rounds. Show me the actual prototype first.

[林 佳葦 かい @stu93432]

Anthropic thinks AI might soon start building the next generation of itself. Wild to think about how fast things are moving 🤯

[rcb @RCB852]

@Matsuro1228 Used to catch these streams but fell off. Might hop in later if I have time. Always curious how others interpret the same data.

[Matsuro @Matsuro1228]

The Unusual Whales Livestream just came back! 🎉

Tune in as we chat about our tools and how to make sense of the flow.

Catch unusual options here: https://t.co/Bm9d3Be6T5

[rcb @RCB852]

Bank of America's metals team says silver could hit $309 by year-end 🚨🚨 Holy cow 🤯

[rcb @RCB852]

@k_ueda_neyagawa Timing the market is tricky. If they're confident in the fundamentals, waiting might be smarter than rushing into a rough window.

[rcb @RCB852]

Breaking: Trump says a Rubio-Vance ticket would be super tough to beat 🗳️

[rcb @RCB852]

@joaander44 Interesting example but it ignores the brutal transition period and the millions left behind by reforms. One story doesn't tell the whole picture.

[rcb @RCB852]

@RqH35luLjKSMU3h Interesting timing. Right before the halving, everyone was so sure it would moon nonstop.

[陳阿成 @RqH35luLjKSMU3h]

Breaking now: Bitcoin just dropped below $65,000 💸

[rcb @RCB852]

Just got word: there's a 75% chance Ethereum drops under $1,500 😬

Not great news for ETH holders...

[rcb @RCB852]

Grabbed some long-term shares today:

$GOOG
$HOOD 📈

[rcb @RCB852]

Stay consistent, results will follow.

[rcb @RCB852]

Tender meetings create subtle impressions along the journey of life.

[rcb @RCB852]

Find contentment in life's small joys without seeking grand indulgences.