Peter Walsh

[Peter Walsh @Svalshh]

Nvidia just dropped a new program where AI startups can trade compute power for a cut of their revenue 💻💰 More details coming soon!

[Peter Walsh @Svalshh]

France is through to the World Cup quarterfinals.

Polymarket gives them a 36% shot at winning it all.

[Peter Walsh @Svalshh]

So many people obsess over what stocks to pick, but the real focus should be on boosting your income first. That way, you have more money to invest in the first place.

[Peter Walsh @Svalshh]

Best S&P 500 stocks of the last decade 🚀

Nvidia $NVDA +16,602%🟢
AMD +10,113%🟢
Micron $MU +7,704%🟢
Comfort Systems $FIX +5,263%🟢
Lam Research $LRCX +4,135%🟢
Arista Networks $ANET +3,921%🟢
Seagate $STX +3,313%🟢
KLA Corp $KLAC +3,149%🟢
Lumentum $LITE +2,980%🟢

[Peter Walsh @Svalshh]

Big news: The US Strategic Petroleum Reserve dropped by 5.5 million barrels last week, now at 326 million—lowest since May 1983.

That's 13 weeks straight of declines, the longest losing streak since the 2021-2023 period.

Overall, we've drained 89 million barrels from the

[Peter Walsh @Svalshh]

JUST IN: JPMorgan says AI chip stocks may “struggle” to continue outperforming hyperscalers

[Peter Walsh @Svalshh]

Looks like Trump might be a fan of Micron 😂
$MU

[Peter Walsh @Svalshh]

Meta's copying Elon again.

They're up 10% after Bloomberg said they're building a cloud biz to sell extra AI computing power.

SpaceX already rents out spare capacity — making $1.25B/month from Anthropic and $920M/month from Google.

Investors were worried Meta overspent

[Peter Walsh @Svalshh]

ADP employment change for June came in at 98K, missing the expected 120K. 📉 Not great numbers.

[Peter Walsh @Svalshh]

Breaking: There's a 70% chance Bitcoin drops under $50k.

[Peter Walsh @Svalshh]

Big day for chip stocks 🚀 In Q2 2026, Micron, Intel, and AMD saw their combined market value jump by $2 trillion thanks to that massive rally.

[Peter Walsh @Svalshh]

Warren Buffett is pausing his midyear donations to the Gates Foundation for the first time in 20 years. He’s waiting to see what comes out of a review of the foundation’s ties to Jeffrey Epstein, according to the WSJ.

[Peter Walsh @Svalshh]

First half of 2026 in the stock market? Done and dusted ✅

Here’s who crushed it in the S&P 500 so far:

🥇 Sandisk $SNDK +857% 🟢
🥈 Micron $MU +303% 🟢
🥉 Intel $INTC +278% 🟢
Western Digital $WDC +271% 🟢
Seagate +250% 🟢
Marvell $MRVL +250% 🟢
$DELL +243% 🟢
Cor

[Peter Walsh @Svalshh]

Big news: LeBron to the Warriors? Odds just jumped to 45% 🔥
This is getting real.

[Peter Walsh @Svalshh]

Bitcoin's price is dropping.
Open interest is climbing.
This mix only leads to one outcome.

[Peter Walsh @Svalshh]

Here's a great take from Fidelity comparing earnings and valuation. It makes you think about what really drives the market 📊💰

[Peter Walsh @Svalshh]

Just locked in a sick show for Monday, July 13th 👀
@ChrisCamillo and @amitisinvesting are joining me … we’ll dive into Agentic AI and how AI's shaking up the stock market, plus other stuff
Get hyped!

[Peter Walsh @Svalshh]

$AVAV jumped +15% after hours on a solid Q4 beat and FY’27 revenue guidance that came in above analyst expectations. The adj EBITDA and EPS outlook fell short, but the company tends to be cautious early in the year. AVAV had been down -42% YTD after a rough Q3 miss and guidance

[Peter Walsh @Svalshh]

Investors are bailing on Gold and Bitcoin, going all in on Semiconductor Stocks instead 🤯 👀 Seems okay, I guess?