Mr K

[VirtualBacon @virtualbacon]

☕️ GM! Here are the most important market events over the last 24 hours:

🌍Market Overview:

🔸 OpenAI will stagger the release of GPT-5.6 at the Trump administration's request, shipping it first to a short list of partners with the government approving access customer by customer. #AI

🔸 Apple stock fell more than 6%, its worst day since April 2025, after it raised Mac and iPad prices, blaming a memory squeeze: "We have never seen a component price increase this much, this quickly." #Apple

🔸 Gold is heading for a 4th straight weekly loss, down about 2.5% near $4,000, as the dollar climbed to its strongest level in over a year on hawkish Fed bets. The debasement trade keeps unwinding.

🔸 Asia's tech rout deepened: South Korea's Kospi fell as much as 9% in its 2nd circuit-breaker of the week, with SK Hynix and Samsung sliding as AI-infrastructure cost fears spread from Apple's price hikes. #Kospi

🔸 Fed's Goolsbee said core inflation is "still trending the wrong way," with "the problem's on the inflation side," a day after core PCE hit 3.4%, its hottest since October 2023. Markets eye a September hike. #Fed

🔸 Brent crude slipped below $74 a barrel after a projectile struck a vessel near the Strait of Hormuz, briefly reviving supply concerns. Oil is still heading for steep weekly losses as flows normalize.

🪙Crypto Updates:

🔸 BTC is near $59,750 today, churning its $58K to $62K weekly range, as a record quarter-end options expiry becomes the live catalyst. Over $1B was liquidated in 24 hours, with longs taking $842M. #Bitcoin

🔸 BTC, ETH, XRP and SOL are on track for a 3rd straight quarterly loss, a feat last seen during the 2022 bear market that ended with the collapse of FTX. The quarter literally closes today.

🔸 SharpLink bought 5,000 ETH worth $7.85M from FalconX, its first ether purchase in 8 months, as ETH hit a 2026 low of $1,537. The Joe Lubin-chaired treasury now holds 876,285 ETH.

🔸 Tether's USDT flipped ETH by market cap, reaching $191.5B against ether's $187.5B after ETH fell 5.5% in a day, leaving Bitcoin the only asset still ahead of the dollar-pegged stablecoin.

🔸 Binance will restrict EU services from July 1 after failing to secure a MiCA license, telling users their assets stay available for withdrawal. It withdrew its Greek application this week and will reapply elsewhere.

🔸 SBI Holdings agreed to buy Japanese exchange Bitbank for $289M, a deal that makes it Japan's largest crypto exchange by assets with roughly $6.8B in custody and 2.92M accounts. It closes around October.

[Mr K @sotiris841]

@CapstoneEnergy Nothing in the comments though !

[Mr K @sotiris841]

@Raunav410657 @TwoStockPicks @Raunav410657 and how do you know management is talking with data centers? Nothing is published.

[Mr K @sotiris841]

@s_mohinii Stack

[Mr K @sotiris841]

@Gubloinvestor $KOPN

[Mr K @sotiris841]

@Longviewres Why is dropping so much today? -30% cannot find any negative news online

[Mr K @sotiris841]

@mattskwarcz Why is dumping today so hard,,,

[Mr K @sotiris841]

@Longviewres 3)What key advantages or catalysts could allow CGEH to achieve meaningful growth without hyperscaler contracts?

[Mr K @sotiris841]

@Longviewres H!

1)If hyperscalers aren’t a core growth driver, what are CGEH’s biggest realistic expansion markets over the next 3–5 years?

2)Since scaling often requires many microturbines, how will CGEH manage maintenance, service complexity, and customer adoption at larger scale?

[Mr K @sotiris841]

@aleabitoreddit please share the top 3 European stocks on your view which will benefit most from EU Chips Act!!! 🙏

[Mr K @sotiris841]

@aleabitoreddit Thank you for your great analysis 🧐 please share the top 3 European stocks on your view which will benefit most from EU Chips Act!!! 🙏

[Mr K @sotiris841]

@aleabitoreddit Your picks really helped! Can I get your thoughts on $X-FAB and $Infineon? I’d love to hear whether you think they could benefit from the EU Chips Act. Thanks again for your great analysis so far!

[Mr K @sotiris841]

@MitchMartan98 @aleabitoreddit Its TOWA Corp! Your welcome 🙏

[Mr K @sotiris841]

@AndrewBolis Hustle

[Mr K @sotiris841]

@s_mohinii Send

[Mr K @sotiris841]

@StockOptions888 Level

[Mr K @sotiris841]

@vulturetrades $SPy

[Mr K @sotiris841]

@vulturetrades $100 strategy

[Mr K @sotiris841]

@aleabitoreddit @aleabitoreddit can you tell me pls in two sentences your conviction about Blaize Holdings? You are the only person mentioned it! Thanks 🙏

[Mr K @sotiris841]

@aleabitoreddit Hey @aleabitoreddit ! I own BZAI for a year now, you are the only person i saw mentioning BZAI! I am enthusiastic you know it! What do you think?