Sean Ly

A father of two kind and intelligent kids. A husband to an incredible wife. An active investor in stocks and crypto coins.

[Biff Smallberries @B_Smallberries]

Trump presents the National Medal of Science to Sergey Brin, Jensen Huang, Elon Musk, Lisa Su, and the National Medal of Technology and Innovation to Michael Dell, and Satya Nadella

[SpaceX @SpaceX]

Starship's first orbital flight delivered 26 Starlink V3 satellites to space

[Sean Ly @seanly999]

A great day for Super Intelligence

[Sean Ly @seanly999]

"In the short run, the market is a voting machine, but in the long run it is a weighing machine."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US median household income adjusted for inflation rose +$2,250 YoY in 2025, or +2.6%, to a record $87,460.

This marks the 3rd consecutive annual increase, totaling +$6,000, or +7.4%.

At the same time, the top 10% saw real income rise +$4,400 YoY, or +1.7%, to a record +$261,300.

This comes as rising stock-market wealth and low unemployment more than offset persistent inflation throughout 2025.

On the other hand, the bottom 10% posted a -$160 YoY decline, or -0.8%, to $20,010.

Furthermore, females earned ~84% as much as their male counterparts last year, up from ~81% in 2024, marking the largest annual increase in the female-to-male earnings ratio in data going back to the early 1960s.

Inflation is being partially offset by higher wages.

[The Kobeissi Letter @KobeissiLetter]

Shocking stat of the day:

~$7.0 trillion worth of T-Bills are currently outstanding, with ~$6.1 trillion maturing within the next year.

Including the remaining maturities, ~$7.5 trillion worth of marketable Treasury debt is maturing in 2026.

Another ~$4.0 trillion matures in 2027, followed by ~$3.5 trillion in 2028.

Meanwhile, if the Fed hikes rates by 75 basis points, annual interest costs on T-bills alone could rise by ~$50 billion, equivalent to 0.15% of GDP.

This comes as much of this debt would be refinanced at higher market rates than those at which it was originally issued.

The US is set to face a massive refinancing wave at higher borrowing costs.

[Adi @Adi13]

Raw 9/11 footage by Park Foreman / taken from near State and Clinton Streets, Brooklyn. United Airlines Flight 175 was the second plane hijacked on September 11, 2001, and it crashed into the South Tower of the World Trade Center.

Many people weren’t even born yet, while others have conveniently forgotten, or chosen to forget, what happened. And now they’ve voted for a jihadist to lead New York City.

History has a brutal way of repeating itself when people refuse to remember it.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he will issue a $5,000 "dividend" to every adult citizen in the US if the Republicans win the midterm elections.

There are currently ~245 million US citizens age 18+, meaning this dividend would cost ~$1.2 trillion.

This would mark the biggest economic stimulus payment since the pandemic.

[Massimo @Rainmaker1973]

A reminder that most of what we worry about never actually happens

[Sean Ly @seanly999]

Happy birthday America!

[Quant Data @QuantData]

🚨 Newly appointed Fed Chair Kevin Warsh HOLDS rates steady as first act of leading the Federal Reserve.

[Rand Group @randgroup]

$SPCX is now worth more than:

🇮🇹 Italy
🇷🇺 Russia
🇨🇦 Canada

[Quant Data @QuantData]

🤯 WOW...

$SPCX is now the 6th most valuable company in the ENTIRE WORLD, making it the 8th most valuable ASSET...

[DogeDesigner @cb_doge]

Elon Musk is set to become the world’s first trillionaire tomorrow after SpaceX goes public, as per Forbes.

[unusual_whales @unusual_whales]

The Trump administration is awarding $2 billion in grants to nine quantum computing firms in exchange for minority equity stakes, aiming to strengthen U.S. supply chains and speed up quantum hardware development.

Major recipients include IBM with $1 billion for a quantum chip facility in New York, GlobalFoundries with $375 million, and D-Wave, Rigetti and Infleqtion with roughly $100 million each.

[FSMN @faststocknewss]

BREAKING: SpaceX picks Nasdaq as the listing venue for its IPO, per Reuters.

Pricing as early as June 11, listing June 12. Shares to trade under ticker $SPCX.

The summer IPO is anticipated to be the largest of all time.

[Sean Ly @seanly999]

@vulturetrades $SPY

[Cole Grinde @GrindeOptions]

Chamath doesn’t believe that SpaceX will IPO this year but rather do a reverse merger with $TSLA.

[Startup Archive @StartupArchive_]

Elon Musk makes 4 bold predictions for the next decade

From the January 06, 2026 interview with Peter Diamandis:

#1 Human lifespans will nearly double in the next decade

Asked what he thinks of Anthropic CEO Dario Amodei’s prediction that human lifespans will double in the next decade, Elon replies, “That’s probably correct. I don’t know about doubling but a significant increase? Sure.”

Elon explains:

“I have long thought that longevity or semi-immortality is an extremely solvable problem. I don’t think it’s a particularly hard problem. When you consider the fact that your body is extremely synchronized in its age, the clock must be incredibly obvious . . . you’re programmed to die. And so if you change the program, you will live longer. In retrospect, the solution to longevity will seem obvious.”

#2 There will be more robot surgeons in 3 years than all surgeons on Earth today

“Right now there’s a shortage of doctors and great surgeons,” Elon begins. “It takes a super long time to learn to be a good doctor, and even then, the knowledge is constantly evolving. Doctors have limited time. They make mistakes.”

He predicts that Tesla’s Optimus robot will be a better surgeon than the best surgeons on the planet in three years at scale:

“There will probably be more Optimus robots that are great surgeons than there are all surgeons on Earth . . . I mean I’m not like absolutely certain, but I’d say in four years I’d be absolutely certain.”

Elon explains:

“Here’s the thing to understand about humanoid robots in terms of the rate of improvement: you have three exponentials multiplied by each other. You have an exponential increase in the AI software capability, an exponential increase in the AI chip capability, and an exponential increase in the electromechanical dexterity. The usefulness of the humanoid robot is those three things multiplied by each other. Then you have the recursive effect of Optimus building Optimus. So you have a recursive multiplicable, triple exponential. Put a little margin on it, and it’s better than any human in four years. By five years, it’s not even close . . . Everyone will have access to medical care that is better than what the president receives right now.”

He says that you won’t even want a human in the loop:

“We’ve seen some advanced cases of automation, like Lasik for example, where the robot just lasers your eyeball. Now do you want an ophthalmologist with a hand laser? I wouldn’t want the best ophthalmologist with the steadiest hand out there with a hand laser on my eyeball. It’s going to be like that.”

#3 We may see “high double-digit” GDP Growth

“My best guess for how this will manifest is that prices will drop as the efficiency of production increases,” Elon predicts. “Prices in dollar terms are the ratio between the output of goods and services and the money supply. So if your output of goods and services increases faster than the money supply, you will have deflation . . . And I think governments will actually be pushing to increase money supply faster. They won’t be able to waste the money fast enough.”

Elon continues:

“Productivity is going to improve dramatically — it is improving dramatically — and I think we may see high double-digit output of goods and services.”

#4 Money will lose significance and you won’t have to save for retirement

“One side recommendation I have is: don’t worry about squirreling money away for retirement in like 10 or 20 years. It won’t matter.” Elon predicts. “If any of the things we’ve said are true, saving for retirement will be irrelevant.”

Elon explains:

“I don’t just have court side seats — I’m on the court, and it still blows my mind sometimes multiple times a week . . . I think we’ll hit AGI in 2026 . . . And I’m confident that by 2030, AI will exceed the intelligence of all humans combined.”

He continues:

“I’ll tell you something that most people in the AI community don’t yet understand. Almost no one understands this. The intelligence density potential is vastly greater than what we’re currently experiencing. I think we’re off by two orders of magnitude in terms of intelligence density per gigabyte — characterized by the file size of the AI . . . So two orders of magnitude that’s just algorithmic improvement — same computer. And the computers are getting better. That’s why I think it is a 10x improvement per year type thing. 1,000 percent. And that’s going to happen for the foreseeable future.”

Video source: @PeterDiamandis (2026)

[Camus @newstart_2024]

Elon Musk’s vision for the near future (46-sec clip):

In 4–5 years:

- No scarcity of goods or services

- Incredible medical care — better than anything today, available to everyone

- Best education in the world — free, unlimited, learn anything you want

The good future: Abundance + health + knowledge for all.

46-sec clip — Elon painting a world most people can't even imagine yet 👇

4–5 years away…

Exciting utopia or too good to be true?

Your honest take.