John Kake

Dad, Husband, Uncle, Manager, Life Coach, Cook

[John Kake @vietspain]

@StokeyyG2

[John Kake @vietspain]

Do you remember when you joined X? I do! #MyXAnniversary

[Polymarket @Polymarket]

NEW: Chipmaker Marvell ‌Technology is reportedly set to ⁠join the S&P 500 index.

[John Kake @vietspain]

2/ In talks (>1 year): OpenAI — Altman pitched Trump on this in early 2025.

Named in Sanders’ parallel 50% equity bill but NOT in admin talks: Anthropic, xAI.

Precedent stack: INTC (10%, ~doubled), $IBM, 9 quantum firms ($2B, May), critical minerals.

3/ The horseshoe nobody’s pricing in:

Trump and Bernie Sanders are now on the same side of a public-equity question.

Noted short-seller Jim Chanos flagged it. Sit with that for a second.

4/ Market read:

• Pre-IPO repricing for OpenAI / Anthropic on a formal leak
• Sympathy bid into sovereign-touched names — INTC the template, $GFS the foundry lane
• Picks-and-shovels stay clean — demand, no overhang
• Bear: regulator + investor + customer = blur

5/ Compute + electricity = the new currency.

When the sovereign is the super-shareholder, the rails matter more than the model.

[John Kake @vietspain]

🇺🇸 “The American public essentially becomes a partner.”

— Trump, Air Force One, today.

Meetings with top AI companies coming in days. Government equity stakes on the table. Returns potentially flowing to a Public Wealth Fund for every American household

[John Kake @vietspain]

@alifarhat79 A buying opportunity?

[John Kake @vietspain]

The market will continue a bi-polar run through the rest of the year. Spacex is the chasing the dragon syndrome as I would like to theorize. Rinse repeat for OpenAI and Anthropic. The fact that QNT debuted as a dud yesterday just further proves this thesis. Spacex is essentially the biggest piggy bank in the world. The more powerful enterprises own it, the more the market can be swung to whatever direction the administration or its allied industrial complex agrees to.

[John Kake @vietspain]

@BullTheoryio 1.8 Trillion IPO rocket fuel gotta get their capital from somewhere.

[John Kake @vietspain]

My thoughts on the Big Dipper today in the markets…
Capital raises for Spacex. 30% allocation to retail, but even the big boys have to have the capital to prepare for this. Expect choppy if not dips until Friday, 6/12/26…a day that will live in…fill in the blank.

[John Kake @vietspain]

@TedPillows Capital raises for Spacex. 30% allocation to retail, but even the big boys have to have the capital to prepare for this. Expect choppy if not dips until Friday, 6/12/26…a day that will live in…fill in the blank.

[John Kake @vietspain]

@TiffanyFong

[John Kake @vietspain]

@WheelieInvestor Crypto is calling all degenerates.

[John Kake @vietspain]

@otokyo Leave.

[John Kake @vietspain]

@Nostre_damus Probably a better look if he showed up in the garbage truck dumping his female administrative choices.

[John Kake @vietspain]

@TiffanyFong No goot!

[John Kake @vietspain]

@Nostre_damus Back it up with gold.

[John Kake @vietspain]

@WOLF_Financial How’s his ORBS pump and dump so quickly forgotten about? Just a pink pastel distraction I guess.

[James Seyffart @JSeyff]

NEW: @roundhill files for yet another AI related ETF with concentrated holdings. This time its the Roundhill Photonics & Optics ETF -- Ticker will be $LYTE

[John Kake @vietspain]

@TiffanyFongEtc I can imagine it.

[John Kake @vietspain]

@TiffanyFong Your other leg transformed into a dog. That suggests you are an alien hybrid. Aliens like mangos as I understand.