Skyler Le

It’s always sunshine after the rain.

[TrendSpider @TrendSpider]

That's one bigggg gap $MSFT

[🇨🇳 Guo Shen 郭深 @GuoShenCN7]

🚨 🚨 BEZOS HAS 3 OPTIONS LEFT AFTER NEW GLENN'S LAUNCHPAD EXPLOSION. ALL 3 ARE CATASTROPHIC.

This is the moment nobody wants to talk about.

After years of development, a $1B+ heavy-lift rocket program, and a final ground test before Amazon's Kuiper satellite mission → Blue Origin is now boxed into THREE choices. And every single one is a nightmare:

⚠️ OPTION 1: REBUILD LC-36 FROM SCRATCH
– The only launchpad Blue Origin owns is now a debris field
– One 600-foot lightning tower toppled. Erector-gantry: gone. Ground equipment: destroyed.
– Pad rebuilds after a full vehicle explosion take 12–24 months minimum
– Amazon's Kuiper constellation — already years behind SpaceX Starlink — falls further behind
– Every month of delay costs Amazon market share it cannot get back

⚠️ OPTION 2: BORROW OR BUY LAUNCH CAPACITY FROM A COMPETITOR
– The only competitor with available heavy-lift pads is SpaceX
– Asking your direct rival for a launchpad is not a business negotiation — it's a surrender
– SpaceX has every incentive to slow-walk, overcharge, or simply say no
– Amazon would be funding the company that is actively destroying Kuiper's market window
– Jeff Bezos built Blue Origin specifically to avoid this dependency

⚠️ OPTION 3: ABSORB THE DELAY AND KEEP INVESTING
– New Glenn's first stage was enveloped in fire during a routine hotfire test — the final check before orbital flight
– The vehicle collapsed. The upper stage tilted and fell. Fires burned at multiple stories
– This wasn't a launch failure. This was a ground test. The hardest problems haven't even been attempted yet.
– Blue Origin has no second pad, no backup vehicle, and no timeline for the next attempt
– And Starlink already has 7,000+ satellites in orbit

Let that sink in.

There is no Option 4. There is no clean exit. There is no "we rebuild and catch up by Q4."

The media is showing you "rocket science is hard" and "no injuries reported."

They're NOT showing you that Blue Origin just destroyed its only launchpad — the single piece of infrastructure that connects years of development to an actual orbital mission — three hours before midnight on May 28, 2026.

This is the most consequential single test failure any American space company has faced since SpaceX's Pad 40 explosion in 2016.

Follow now → this story is moving fast. RT so others see what's really at stake.

Prepare accordingly. 🚨🚨🚨

I'll keep you updated. Turn on notifications. 🚨

[Wall St Engine @wallstengine]

$WMT is expanding 30-minute-or-less delivery to 33 U.S. markets. The service is available to Walmart+ members for a $10 fee.

[Hardik Shah @AIStockSavvy]

$META | Rosenblatt 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐁𝐮𝐲 on 𝐌𝐞𝐭𝐚, calling new '𝐌𝐞𝐭𝐚 𝐎𝐧𝐞' subscriptions a "𝐦𝐮𝐥𝐭𝐢-𝐛𝐢𝐥𝐥𝐢𝐨𝐧 𝐝𝐨𝐥𝐥𝐚𝐫 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲"; 𝐏𝐓 𝐬𝐭𝐚𝐧𝐝𝐬 𝐚𝐭 $𝟏,𝟎𝟏𝟓

Analyst highlights Meta's new 'Meta One' subscription offerings as a potential multi-billion dollar revenue opportunity, citing success at peers.

[First Squawk @FirstSquawk]

PENTAGON AWARDS MICROSOFT $9.7 BILLION ENTERPRISE SOFTWARE CONTRACT AS PART OF COST-REDUCTION EFFORTS — OFFICIALS

[amit @amitisinvesting]

$META

META IS GETTING INTO THE AI SUBSCRIPTION GAME.

- Meta is expanding paid subscriptions globally across Instagram, Facebook, and WhatsApp, while also testing new AI, creator, and business plans under the “Meta One” brand.

- Consumer plans are expected to start around $2.99 to $3.99 per month.

- Meta is also testing AI subscription tiers at $7.99 and $19.99 per month, with the higher tier offering more capacity for complex prompts, deeper reasoning, and increased image and video generation.

Looks like Zucks is deciding that his next core revenue stream will be subscriptions beyond advertising...

$META +3%

[Hardik Shah @AIStockSavvy]

$MSFT | Piper Sandler 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭, maintains 𝐏𝐓 𝐚𝐭 $𝟓𝟒𝟎

Analyst sees material Copilot improvements driving 5M+ F4Q seat adds, AI capex converting to Cloud revenue, and margin tailwinds from new models.

[Wall St Engine @wallstengine]

$RDDT FALLS AFTER META LAUNCHES REDDIT COMPETITOR

Reddit shares fell 6% Friday after Meta launched Forum, a standalone iOS test app built around Facebook Groups.

RDDT is now down nearly 40% this year.

Truist says the risk is not Reddit’s core users leaving, but casual users slowly shifting away if Forum becomes a good enough place to find answers and join discussions.

[CryptoGoos @cryptogoos]

🚨 THE MEMORY CARTEL IS ABOUT TO FALL.

Ex-Samsung chip boss says heavy Chinese investment in the memory market could crush the 414% DDR5 price spike within a year.

Goldman calls it RAMageddon.

Samsung, SK Hynix, and Micron control 70% of global DRAM and pushed prices from $6.84 to $27.20 in 3 months.

Now China is gearing up to flood the market.

Cheap memory = cheap AI compute = the cartel cracks.

[WOLF @WOLF_Financial]

STANLEY DRUCKENMILLER JUST EXITED ALPHABET ENTIRELY AND LOADED UP ON ARGENTINA

Here are their updated largest holdings and every move they made in Q1 2026, as per @ralliesai

Top 10 equity holdings:

🥇 Natera $NTRA: $613M
🥈 Insmed $INSM: $189M
🥉 Taiwan Semiconductor $TSM: $167M
4. YPF $REPYY: $150M (+433% shares)
5. iShares MSCI Brazil ETF: $132M
6. BBB Foods $TBBB: $110M
7. Alcoa $AA: $99M
8. NewAmsterdam Pharma: $98M
9. Sea Ltd $SE: $91M
10. STMicroelectronics $STM: $90M (+238% shares)

New positions:
- RSP S&P 500 Equal Weight calls: $158M
- Broadcom $AVGO: $61M
- Global X Argentina ETF $ARGT: $36M
- Caris Life Sciences $CAI: $34M
- Revolution Medicines $RVMD: $31M
- Sandisk $SNDK: $24M
- Humana $HUM: $24M
- Twilio $TWLO: $23M
- Jabil $JBL: $22M
- Linde $LIN: $20M
- Seagate $STX: $20M
- Intel $INTC: $18M
- ARM Holdings $ARM: $16M
- Cloudflare $NET: $11M
- Micron $MU: $8M

Biggest adds:
- Adma Biologics: +513% shares
- YPF: +433%
- STMicroelectronics $STM: +238%
- Amazon $AMZN calls: +100%
- Unity Software $U: +80%
- Cleveland-Cliffs $CLF: +33%
- Roku $ROKU: +29%
- Natera $NTRA: +22%
- Sea Ltd $SE: +17%

Biggest trims:
- Amazon $AMZN common: -94% (but added to call position)
- MercadoLibre $MELI: -94%
- Bloom Energy $BE: -82%
- Wabtec: -68%
- Purecycle $PCT: -66%
- Lattice Semiconductor: -65%
- Woodward: -64%
- Restaurant Brands $QSR: -62%
- Coupang: -61%
- Teva Pharmaceutical: -59%

Full exits:
- Financial Sector $XLF: $301M (closed all financials ETF exposure)
- S&P 500 Equal Weight common: $225M (rotated into calls)
- Alphabet $GOOGL: $120M
- Cogent Biosciences $COGT: $79M
- Entegris: $71M
- Docusign $DOCU: $70M
- iShares EM ETF: $49M
- Delta Airlines $DAL: $45M
- ON Semiconductor $ON: $29M
- Flutter Entertainment: $25M
- Goldman Sachs: $24M
- Chipotle $CMG: $14M
- Philip Morris $PM: $11M
- American Airlines: $9.8M
- DoorDash: $8M

The rotation: out of $GOOGL, $XLF, and airlines. Into Argentina ($YPF, $ARGT, $VIST), semis ($STM, $AVGO, $INTC, $ARM, $MU), and biotech.

[Wall St Engine @wallstengine]

TRUMP SAYS CHINA WILL BE BUYING 400-450 GENERAL ELECTRIC $GE ENGINES

[Rocket Lab @RocketLab]

We're partnering with @anduriltech to deliver commercial speed and innovation to hypersonics tech development for the @deptofwar.

With Anduril tech on multiple HASTE launches, we're working together to deliver Mach 5 capabilities and beyond for future defense missions.

First mission launching within 12 months.

[Investing.com @Investingcom]

*CHINA ADDS TO STATE GOLD RESERVES FOR 18 CONSECUTIVE MONTHS

*CHINA GOLD RESERVES $344.17 BLN AT END-APRIL VS $342.76 BLN AT END-MARCH - CENTRAL BANK

🇨🇳🇨🇳

[MAGA Voice @MAGAVoice]

LMFAO 🤣 Marco Rubio finding out he has to run Spirit Airlines. This is an absolute masterpiece 😂

[The Kobeissi Letter @KobeissiLetter]

China is experiencing historic demand for silver:

Chinese silver imports rose +78% MoM, to a record ~836 tonnes in March.

This is +173% above the 10-year seasonal average for March.

Year-to-date, silver imports are up to ~1,626 tonnes, the highest on record.

Surging demand was driven by retail investors purchasing small silver bars as a lower-cost alternative to gold, and solar manufacturers front-loading production ahead of the removal of export tax rebates on April 1st.

The global solar industry consumes ~20% of total annual silver supply, with the majority of activity concentrated in China.

China's demand for silver is exploding.

[Wall Street Mav @WallStreetMav]

UBS is expecting a $5,600 per oz gold price by the end of 2026.

At a 60 Gold/Silver ratio, that would be about $93 for Silver prices. At a 50 Gold/Silver ratio, that would be about $112 per oz for Silver prices.

[The Kobeissi Letter @KobeissiLetter]

The silver market is heading for a 6th consecutive annual structural deficit:

The global silver deficit is projected to widen +15% YoY in 2026, to 46 million troy ounces.

Since 2021, global silver stocks have been depleted by a cumulative 762 million troy ounces, raising the risk of another liquidity crunch in physical silver markets.

This comes as industrial silver fabrication is estimated to fall -3% YoY to a 4-year low, with the Iran War weighing on global growth and threatening further demand losses.

Coin and bar demand is expected to rise +18% YoY, supported by a recovery in US purchases, partially offsetting the industrial weakness.

Meanwhile, total global silver supply is projected to decline -2% YoY, as miners pull back on production commitments made during last year's price surge.

The silver market has almost never been this tight.

[Wall Street Mav @WallStreetMav]

The global silver market is ripe for another “squeeze” that could send the price soaring.

The market is forecast to suffer its sixth straight year of deficit in 2026, with total demand outpacing supply

Silver demand will exceed global supply by about 50 million oz in 2026.

[WAR @warsurv]

🇺🇸🇮🇷 Major US military buildup reported in the Middle East

Washington Post says the Pentagon is deploying thousands of additional troops in the coming days

🔹 Around 6,000 personnel are moving with the USS George H. W. Bush carrier strike group and accompanying warships
🔹 Another 4,200 troops expected by month end with the Boxer Amphibious Ready Group and 11th Marine Expeditionary Unit
🔹 These reinforcements would join nearly 50,000 US personnel already operating in the region according to Pentagon figures

[Global Markets Investor @GlobalMktObserv]

🔥China's gold reserves have NEVER been bigger:

China's central bank bought 5 TONNES of gold in March, the biggest addition in over 12 months.

This marks the 17th consecutive monthly purchase and brings total gold reserves to a record 2,313.5 TONNES. 👇
https://t.co/hZbaVPcC08