Trendfollower

following SPX trend up and down. chop 😴is no man’s land to burn premium.

[Trendfollower @trendfollower__]

SPX symmetry or not:
2000 2/9 swing high, big fade
1962 2/8 swing high but chop to 2/21
2009 2/9 swing high

[Pickle Cat @0xPickleCati]

I swear this entire world is a fking joke.

OpenAI named its 3 new models Sol, Terra, and Luna.

So… somewhere inside OpenAI, a crypto intern put the 2022 collapse starter pack into a naming doc as a joke.

Then 14 directors, 6 branding people, 3 lawyers, and one guy named Chad from product all said:

BEAUTIFUL. Ship it. Yea, this feels like the future.

Is someone trying to warn us about the post-IPO price action?

[Shay Boloor @StockSavvyShay]

$AAPL IPHONE 18 PRO COST BREAKDOWN

Apple’s bill of materials reportedly rises from $582 to $726 while retail price moves from $1,099 to an estimated $1,299 which means ~$144 increase in memory and storage costs is driving most of the $200 price hike once Apple protects its margin.

Whats wild to see is that the processor, camera array, display and battery are mostly flat (areas where Apple has decades of supplier leverage) but line item exploding is memory and storage which is the exact bottleneck benefiting $MU, Samsung and SK Hynix.

AI data center demand bids up HBM, pulls capacity away from commodity DRAM + NAND and eventually that scarcity shows up in a device most consumers view as a necessity.

[Rep. Jim McGovern @RepMcGovern]

“We do a Watergate twice a day” is a crazy way to confess your own corruption…

[Seth Abramson @SethAbramson]

Pete Hegseth is removing or blocking the promotions of all military officers who he has determined would not participate in an illegal pro-Trump self-coup (auto-coup) in 2028.

You can believe me now or believe me in 2028.

Either way, stop seeing what Hegseth is doing as random.

[Muneeb @Muneeb_08]

Spain, France, Germany, Portugal, Brazil, Belgium, England, and Netherlands are on the same side of the bracket

And Argentina is on the other with Australia, Cape Verde, and Egypt

Make it make sense 😭😭

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Pentagon delayed publicly announcing US strikes on Iran until after the US stock market had closed at 4 PM ET on Friday, per NBC News.

The timing of the announcement was reportedly intended to "reduce the immediate impact on financial markets."

[Kris Patel 🇺🇸 @KrisPatel99]

This is the parent company of CXMT from China.

If Trump admin approves them off the blacklist, expect them to flood the market and bring prices down.

Marketshare gains from Samsung, SK Hynix and Micron is probably going to a priority.

Since there's a "Shortage" Im sure no one is going to have a problem with this... other than $MU shareholders who thought they would never have to compete.

[Autism Capital 🧩 @AutismCapital]

NEW: Sony just announced that as of September 1st, 2026 you will no longer be able to watch over 550 previously purchased movies from StudioCanal (Terminator 2, Total Recall, Basic Instinct, Paddington, The Pianist, Johnny English etc.) on the PlayStation

YOU NEED TO OWN YOUR PHYSICAL MEDIA. DIGITAL MEDIA CAN AND WILL BE TAKEN FROM YOU.

Do you see why digital is dangerous? Do you see why people keep saying "You will live in the pods. You will eat the bugs. You will own nothing?"

You can be deplatformed, deserviced, demonetized, and eventually dehumaned at ANY POINT IN TIME.

If you don't have something physically IN YOUR POSSESSION, it is not yours.

Hoard physical media. Hoard physical hardware. Hoard material goods. Heed this warning.

Full list:
https://t.co/M8m5BCJwaI

[Adam Mockler @adammocklerr]

There’s only 1 reason why you wouldn’t comply with this.

[Oh Come On! @BluthCapital]

$MU CEO, in effect:

"For > decade $AAPL has been buying our chips for $5, gluing it inside a metal box, & selling it to consumers for $99 upgrades & laughing at our attempts to get $7.
Now we're charging them $50 & they turned around & raised prices on their customers $250."

[Stock Talk @stocktalkweekly]

Anyone remember when Michael Saylor told people to "take out a 2nd mortgage" and "sell your kidney" to buy his stock?

[litquidity @litcapital]

If you are offering $2 million to get into this party, you deserve to pay an annual 99.9% wealth tax

[AXL @AXL_BELFORT]

Siempre que vean grietas laterales, o peor aún grietas en forma de "X", es señal de alta posibilidad de daño estructural grave, posibilidad de perdida total y se requiere evacuación inmediata y mantenerse lejano al edificio por lo menos a la misma distancia de su altura total.

[FinancialJuice @financialjuice]

OpenAI leans toward waiting until next year for IPO - NYT https://t.co/LXsNRPdGiK

[Colin McCarthy @US_Stormwatch]

Today has been an insane day for earthquakes worldwide (times PT):

🇺🇸 M5.6 California · 8:10 AM
🇻🇪 M7.2 Venezuela · 3:04 PM
🇻🇪 M7.5 Venezuela · 3:05 PM
🇯🇵 M6.9 Japan · 3:30 PM

[Joe G @EastEndJoe]

If money laundering was a picture.

[Bastien Fachan @BastienFachan]

Lacoste debuts new campaign starring Djokovic and actual goats

[IPO Newsroom @IPONewsroom_]

SK HYNIX IS GOING PUBLIC IN THE 🇺🇸 IN JUST 3 WEEKS

SK Hynix is planning a $29.4 Billion US listing with trading set to begin on July 10th

This would be one of the top five share sales in history, comparable in size to Saudi Aramco's record 2019 IPO.

SK Hynix controls 57% of the global high-bandwidth memory market by revenue. HBM is the chip that sits inside every NVIDIA GPU powering the AI buildout. Without it, the data centers do not work.

The numbers behind the business:

Q1 2026 operating profit: $24.3 billion, a record high
Q1 2026 sales: $34 billion, nearly tripling year over year
Stock performance: +300% in Seoul this year
Market cap: over $1 trillion

The proceeds will fund additional capacity expansion and purchases of EUV lithography machines needed to make next-generation chips.

Lead underwriters: Bank of America, Citigroup, Goldman Sachs, JPMorgan.

[Wall St Engine @wallstengine]

MICRON $MU Q3’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $41.46B (Est. $35.5B) 🟢
🔹 Adj. EPS: $25.11 (Est. $20.4) 🟢
🔹 Adj. Gross Margin: 84.9% (Est. 81.8%) 🟢

Q4 Guide:
🔹 Revenue: $50.0B ± $1.0B (Est. $43.4B) 🟢
🔹 Adj. EPS: $31.00 ± $1.00 (Est. $24.3) 🟢
🔹 Gross Margin: 86% (Est. 83%) 🟢
🔹 OpEx: Approximately $1.65B

Q3 Segment Revenue:
🔹 Cloud Memory: $13.76B (Est. $10.69B) 🟢
🔹 Core Data Center: $11.52B (Est. $6.8B) 🟢
🔹 Mobile & Client: $11.52B
🔹 Automotive & Embedded: $4.63B (Est. $3.51B) 🟢

Other Metrics:
🔹 HBM4: In high-volume shipments for lead customer platform
🔹 HBM4E: Volume production expected in calendar 2027
🔹 G9-based PCIe Gen6 high-performance SSD: In high-volume production
🔹 High-capacity 245TB QLC SSD: Shipments commenced

Financials:
🔹 Adj. Gross Margin: $35.199B
🔹 Adj. Operating Income: $33.681B
🔹 Adj. OpEx: $1.518B
🔹 Investments in CapEx, net: $7.1B
🔹 Cash, marketable investments, and restricted cash: $30.2B
🔹 Operating Cash Flow: $25.39B
🔹 Adjusted FCF: $18.3B

Capital Return:
🔹 Dividend: $0.15/share payable July 21, 2026 to shareholders of record as of July 6, 2026

Commentary:

🔸 “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era.”

🔸 “Micron is investing at record levels in technology, products and supply to address our customers’ rapidly growing demand.”

🔸 “We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.”

🔸 Expects tight conditions to persist beyond calendar 2027 due to AI-driven demand across all segments

[Covie @covie_93]

vance greeting his wife vs vance greeting erika kirk.