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06/12/2026

Today — June 12, 2026 — Elon Musk became the world’s first trillionaire. Ever. In human history. SpaceX raised $75 billion in its IPO. Three times the size of Alibaba — the previous record. Three times. The company hit $2 trillion in valuation on its first day of trading. Stock priced at $135. Opened at $150. Hit $176 intraday. Up 30% on day one. SpaceX is now in the most exclusive club on earth — alongside Apple, Microsoft, Alphabet, Amazon and NVIDIA. Six companies. That’s it. Before today Elon Musk was worth $813 billion. Now — $1.1 trillion. The first human being in history to cross that threshold. He is not American by birth. He arrived here with nothing. And he built the most ambitious company in human history. I moved to the United States in 2014. I became an American citizen a year and a half ago. I live in Marina del Rey. Today is exactly why I made that choice. This is the American dream in all its glory. 🇺🇸 I posted my full SpaceX position two days ago — go watch it on my feed. As a portfolio manager I never rush. I enter in three tranches. I wait for the right price. Members of the Piana Investing Club will know exactly when I buy and at what price. 🔗 pianainvestingclub.com/packages 🌐 pianainvestlp.com 📩 pianainvesting.us14.list-manage.com/subscribe?u=da099d1dd60845d463f44d6f4&id=06eab40fe6 AmericanDream Investing PianaInvest WallStreet

06/11/2026

Oracle is down 11% this morning. I’m buying. This has happened before. October 2024 — same selloff, same fears. Then the stock doubled. Here’s what just reported last night. Cloud infrastructure up 93%. The fastest growing hyperscale segment in the entire industry. RPO backlog $638 billion — up 363% in one year. And $300 billion of that from one single customer. OpenAI chose Oracle. Not AWS. Not Azure. Not Google. Oracle. The market is down because of a $40B financing plan. Here’s what they’re missing. You don’t judge a skyscraper while the steel is still going up. The revenue is locked. The margins will follow. Larry Ellison owns 40% of this company. $210 billion of his own money on the line. This is not a hired CEO. This is a founder who goes all in. My price target $300. That’s 50% from here. I called Micron at $150 — now above $1,030. I called Dell at $80 — now $243. Oracle is next. Stop missing the big moves. 🔗 pianainvestingclub.com/packages 🌐 pianainvestlp.com 📩 pianainvesting.us14.list-manage.com/subscribe?u=da099d1dd60845d463f44d6f4&id=06eab40fe6 PianaInvest BuyTheDip EarningsSeason

06/10/2026

I sold Tesla in 2022 for valuation reasons. I’ve regretted it many times.

So when SpaceX goes public today — 4x oversubscribed, largest IPO ever — believe me, I want in.

But not at 94x revenue. Not yet.
I’ll buy when valuation meets reality.

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🔗 Links in bio.
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06/04/2026

🚨 The $2 Trillion Private Credit Industry Is Starting to Show Cracks

This week:

📉 Blackstone: -25% YTD
📉 Apollo: -25% YTD
📉 KKR: -30% YTD
📉 Ares: -32% YTD
📉 Blue Owl: -34% YTD
📉 Partners Group: -18% in a single day

At the same time, several major private market funds have started limiting investor withdrawals.

Yet investors are still being told to allocate 20% to 25% of their wealth to private credit.

My question is simple:

If a company is willing to borrow at 12%, 13%, 14%, or 15%, why won’t a traditional bank lend to it at 6% or 7%?

After 30 years of investing, I’ve learned that the most important question is not the yield.

It’s understanding why the borrower is willing to pay such a high price for capital.

The confidence I’m hearing today reminds me of September 2008.

I was in New York on the day Lehman Brothers collapsed.

None of us realized at the time how much was about to change.

History never repeats itself exactly.

But it often rhymes.

Watch the full video below.

06/01/2026

Six months ago, Micron was worth less than $200 billion.
Today : $1 trillion. 💥
More than Eli Lilly. More than Walmart. More than Berkshire Hathaway.
In less than six months.
When I first recommended Micron to Piana Investing Club members —
the stock was trading at $100 to $150.
Today it trades above $1,030. 🚀
That’s 7x. In one of the fastest wealth creations in stock market history.

Now look at the numbers :
📊 Q2 FY2026 Revenue : $23.86B — up 196% in one year
💥 EPS : $12.20 — beat by $3.04
📦 Q3 Guidance : $33.5B revenue + 81% gross margin
🎯 Q3 EPS Guidance : $19.15/share
Management’s own words :
“Our Q3 single-quarter guidance exceeds our full-year revenue for every year in company history through fiscal 2024.”
One quarter. Bigger than a full year. Ever.

Why ? Two words.
High Bandwidth Memory.
NVIDIA needs it. AMD needs it. Every AI factory on earth runs on it.
Micron is sold out through 2027. 🔒
My price target : $700.
Next earnings : June 24, 2026.
Stop missing these moves. 👇
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🌐 pianainvestlp.com
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05/29/2026

📱 INSTAGRAM

In 1984, Michael Dell started a company with $1,000 in a dorm room.
His parents wanted him to be a doctor.
He had other plans. 💀
Fast forward to May 2026.
Dell just dropped the most insane earnings report in the AI era.
🔴 BREAKING — Dell Q1 FY2027 :
📈 Total Revenue : $43.8B — up 88% YoY
🤖 AI Server Revenue : $16.1B — up 757%
💥 EPS : $4.86 vs $2.96 expected — 64% beat
📦 AI Orders : $24.4B
🏗️ AI Backlog : $51.3B
🎯 Full-year guidance raised to $60B
I recommended Dell to my members at $80–100.
It’s at $243 today. That’s 3x to 4x. 📊
My price target : $500.
Every GPU needs a rack. Every rack needs a server. Every AI factory needs Dell.
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05/28/2026

This morning, Anthropic closed $65B at a $965B valuation — overtaking OpenAI as the world’s most valuable AI startup.

Here’s the disconnect the market refuses to price:

→ SoftBank owns 90% of ARM ($380B market cap) = $342B stake
→ SoftBank owns 13% of OpenAI ($852B valuation) = $110B stake
→ ARM + OpenAI alone = $452 billion
→ SoftBank’s entire market cap = $120 billion

You are buying ARM at a 75% discount. And getting OpenAI, $34B cash, telecom and robotics for free.

Masayoshi Son put $20M in Alibaba after a 6-minute meeting with Jack Ma. It became $200 billion. He bought ARM for $32B in 2016. ARM is $380B today.

I’ve recommended SoftBank to Piana Investing Club members for 3-4 years. This morning I reiterated the call.

Price target: $30 | 12-18 months | +25% from today.

This is Meta before the AI pivot. NVIDIA before the split. Your second chance on the AI rally — maybe your last.

Tired of missing the big moves?
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05/27/2026

Why is Meta my $900 target in the next 12–18 months? 👇
Most investors think Meta is just Facebook.
They’re wrong.
Meta is quietly becoming the most powerful AI infrastructure play in the market — and the market hasn’t fully priced it in yet.
Here’s why I have a $900 price target:
✅ Llama is the #1 open-source AI model in the world
✅ 3.2 billion daily active users = the best AI distribution moat on earth
✅ Ad revenue is accelerating BECAUSE of AI — not despite it
✅ Ray-Ban Meta glasses are a sleeper hit becoming a platform
✅ Zuckerberg is playing a 10-year game — not a quarterly one
If you missed the first AI rally, Meta might be your second chance. 📈
🔗 Full analysis + portfolio inside Piana Investing Club → pianainvestingclub.com/packages
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05/10/2026

📊 MAY 8, 2026 — WALL STREET THIS WEEK

Something just happened that has NEVER been recorded in modern market history. 🔥

S&P 500 → 6th consecutive positive week ✅
Russell 2000 → 7th consecutive positive week ✅
Seen before? → NEVER.

After 9 straight weeks of losses during the Iran war panic —
the fastest and strongest market rebound ever recorded.

Those who sold?
Still on the sidelines.
Still waiting for “the right moment.”

Those who held or bought the dip?
One of the most profitable 6 weeks in market history.

The lesson — again — is always the same:

You cannot time the market.
No analyst saw the crash coming.
No analyst saw the rebound coming.
Not even Warren Buffett deployed his $397B.

The only strategy that works?
→ Stay invested in quality names
→ Buy aggressively on fear
→ Think 5, 10, 20 years ahead

AI is driving 87% of S&P earnings growth this quarter.
We are in the right place. 🎯

NVIDIA earnings May 20.
The most important print of 2026.

🔗 Full weekly brief → link in bio
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