sam

econ #Dodgers

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Pattern Day Trader rule officially ends, eliminating the $25,000 minimum for day trading stocks.

[BuBBliK @k1rallik]

🚨 do you understand what just happened with the SpaceX IPO..

Fidelity quietly dropped its minimum account requirement from $500,000 to $2,000 - a 99.6% cut that lets millions of small retail investors in days before the biggest stock debut in history.

The catch is who they need to sell to.

- SpaceX reserved up to 30% of the offering for retail, far above the usual single-digit share
- Selling within the first 15 days triggers Fidelity penalties up to a permanent IPO ban
- At a ~$1.675T pre-money valuation this IPO creates more exit value than every VC-backed IPO of the last decade combined
- The xAI side lost $6.4B from operations in 2025, dragging a Starlink-powered company billions into the red

They opened the gates right when the smart money needs someone to sell to. Read the prospectus before you become it.

[sam @samnyse]

🍿

[Polymarket @Polymarket]

NEW: Fidelity lowers the minimum account requirement for the SpaceX IPO from as high as $500,000 to just $2,000.

[Financelot @FinanceLancelot]

BREAKING: Elon Musk has reportedly set the SpaceX $SPCX IPO price at $135 per share

Total shares offered will be 555,600,000
IPO size $75 billion
Fully diluted SpaceX valuation $1.75 trillion
Shares begin trading June 12

An official statement will be released after market close in the next 2 hours.

[Pop Crave @PopCrave]

AMC Theatres reports that more than 25 million people visited its theaters this past May, a record high for the month since 2019.

[unusual_whales @unusual_whales]

AMC Entertainment, $AMC, saw the highest attendance for May since 2019

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Dell stock, $DELL, surges nearly +30% after reporting stronger than expected earnings due to AI.

[Shay Boloor @StockSavvyShay]

$DELL CRUSHED THEIR Q1 EARNINGS

• Revenue $43.8B vs Est. $34.8B
• EPS $4.86 vs Est. $2.88
• AI Server Sales: $16.1B (+757% YoY)

FY27 Guidance
• Revenue $167B vs Est. $144B
• EPS $17.90 vs Est. $13.16

[Mikli @CryptoMikli]

Kevin O’Leary says Gen Z is financially cooked when people making $70K a year are spending $28 on lunch

[SAY CHEESE! 👄🧀 @SaycheeseDGTL]

The Transportation Security Administration (TSA) has updated its guidance for medical marijuana.

Listing it as allowed in both carry-on and checked bags.

[Matt Van Swol @mattvanswol]

🚨WOW!!!

Tim Sparks has confirmed he purchased 80 PIZZA HUTS and brought back EVERYTHING that made them iconic!

Pac-Man is back.
Salad bar is back.
Red cups are back.
Booths for families.

"I want to rebuild places for families to connect and put their phones down..."

[Reuters @Reuters]

Exclusive: SpaceX accelerates IPO timeline, targets June 12 listing on Nasdaq, sources say https://t.co/G4KX4mOzjr https://t.co/G4KX4mOzjr

[sam @samnyse]

@remarks So many bots in the comments these days

[sam @samnyse]

@WatcherGuru Nice framing

[Evan @StockMKTNewz]

All these stocks hit new 52 WEEK HIGHS at some point today

Google $GOOGL
Sandisk $SNDK
Micron $MU
Intel $INTC
$AMD
Western Digital $WDC
Seagate $STX
Lumentum $LITE
Applied Optoelectronics $AAOI
Nokia $NOK
Caterpillar $CAT
Axt Inc $AXTI
Vertiv $VRT
Twilio $TWLO
Linde $LIN
Roku $ROKU
Cisco $CSCO
Eaton $ETN
ON Semiconductor $ON
Ciena $CIEN
Quanta Services $PWR
Nvent Electric $NVT
Altria Group $MO
MasTec $MTZ
TeraWulf $WULF
MaxLinear $MXL
Zoom $ZM
Microchip $MCHP
Starbucks $SBUX
Brightspring Health $BTSG
Nextera Energy $NEE
Comfort Systems $FIX
SLB Limited $SLB
CBOE Global $CBOE
STMicroelectronics $STM
Jabil Circuit $JBL
Energy Transfer $ET
Silicon Motion $SIMO
Halliburton $HAL
Alliant Energy $LNT
Keysight $KEYS
Casey's General Store $CASY
DigitalOcean $DOCN
Vodafone $VOD
Cenovus Energy $CVE
HF Sinclair $DINO
Modine Manufacturing $MOD
IES Holdings $IESC
Flextronics $FLEX

[Flappr @flapprdotnet]

JP Morgan brokers discussing performance reviews:

[Noah @antibearthesis]

“CLAUDE I ASKED YOU 3 TIMES AND YOU KEEP GETTING IT WRONG, FIND ME THE NEXT $NVDA AT $11 THINK LIKE NANCY PELOSI AND FIX THIS NO MISTAKES”

[Jon Erlichman @JonErlichman]

Stocks that tripled or more in past year:

Sandisk: +3,130%
Lumentum: +1,332%
Western Digital: +916%
Seagate: +688%
Ciena: +606%
Micron: +574%
Intel: +366%
Comfort Systems: +334%
Celestica: +325%
Vertiv: +255%
AMD: +251%
Lam Research: +251%
Rocket Lab: +244%
Corning: +242%

[Amazon News @amazonnews]

Amazon just announced its Q1 2026 earnings:

🔶Total net sales +17% Y/Y to $181.5B
📦North America sales +12% to $104.1B
🌎International sales +19% to $39.8B
💻AWS sales +28% to $37.6B
⬆️Total operating income increased to $23.9B

Learn more. https://t.co/FnW7VmaJWC

[App Economy Insights @EconomyApp]

$GOOG Alphabet Q1 FY26:

• Revenue +22% Y/Y to $109.9B ($2.9B beat).
• Operating margin 36% (+2pp Y/Y).
• $37.7B net gains from equity investments.

☁️ Google Cloud:
• Revenue +63% Y/Y to $20.0B.
• Operating margin 33% (+15pp Y/Y).

▶️ YouTube ads +11% to $9.9B.