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06/01/2026

Micron’s stock has become one of the hottest trades in the AI boom—but some investors are starting to wonder if the rally has gone too far.

Shares of the memory chip giant are up roughly 240% year-to-date and recently crossed the $1 trillion market cap milestone for the first time.

The stock has also surged more than 50% in just the past month as demand for AI infrastructure continues to explode.
The rally has been fueled by hyperscalers like Amazon pouring billions into AI data centers. As AI models require massive amounts of data storage and processing, memory chips have become one of the tightest bottlenecks in the supply chain.

But there’s one catch: Micron’s Relative Strength Index (RSI) just hit 90—its highest reading since 1995. An RSI above 70 is generally considered overbought territory.

The last time Micron’s RSI reached similar levels, the stock experienced a major correction in the months that followed.

05/30/2026

In 2005, Michael Burry saw what Wall Street didn’t: the subprime mortgage bubble was ready to burst. His $1.3B short against risky loans made history, earning millions while exposing a broken system. 💰📉

SubprimeCrisis FinancialMarketsRiskAndReward

05/29/2026

Ford stock is having its best month in years.

Shares of the automaker are up 36% in May and have climbed for seven straight trading sessions—their longest winning streak since July 2024.
The catalyst? Ford’s new energy storage business.

The company just signed a five-year deal with EDF Power Solutions that could see Ford supply up to 20 gigawatt-hours of grid-scale battery storage systems through 2033.

That’s a big shift for a company better known for F-150s than power infrastructure.
The move comes as AI-driven demand from data centers is putting unprecedented strain on the U.S. electrical grid. Utilities and operators are racing to add storage capacity, and Ford wants a seat at the table.

Wall Street is paying attention. JPMorgan estimates the EDF deal alone could generate roughly $1 billion in annual revenue and $250 million in gross profit, with the potential for more than $4 billion in revenue at full scale.

For Ford, it’s also a smart way to put its battery manufacturing expertise to work while its EV business continues to face profitability challenges.

Investors are clearly excited. ⚡ But Ford still generates the vast majority of its revenue selling cars, and turning an energy storage business into a meaningful earnings driver won’t happen overnight.

05/28/2026

Elon Musk says Tesla’s Optimus robots could soon deliver better healthcare than human doctors 🤖🏥

Would you trust a robot surgeon? 👀

05/27/2026

AI chipmaker Micron crossed the $1 trillion market cap milestone this week as investors continue pouring into anything tied to the AI boom.

Meanwhile, Walmart — which became the first traditional retailer ever to hit a $1 trillion valuation back in February — has slipped to roughly $945 billion.

The contrast says a lot about where Wall Street’s attention is right now.
Micron’s rally is being fueled by massive demand for AI memory chips, with investors betting the company becomes a key infrastructure player in the AI arms race.

Walmart’s business, on the other hand, is still performing well. Revenue grew 7.3% last quarter, US same-store sales rose 4.1%, and global e-commerce sales jumped 26%.

But the stock sold off after management issued softer-than-expected profit guidance and warned consumers are becoming more cautious amid higher fuel prices and a choppy spending environment.

Even with Walmart generating hundreds of billions in annual revenue, the market is rewarding AI exposure over retail stability right now.

That’s the market in 2026: chips > checkout lines. 📈🛒

05/23/2026

Steve Jobs on What Stock Options Really Mean for Employees.

AppleStory

05/22/2026

Everyone wants exposure to the “next Nvidia” before it becomes obvious. That’s why money is flooding into space right now.

Not because investors suddenly care about rockets… but because they’re starting to view space infrastructure as the next layer of the AI trade.

Think about it: AI needs data, data needs compute and compute needs energy + connectivity.
And increasingly, Wall Street thinks satellites and orbital infrastructure could become part of that backbone.

The same way cloud computing created massive winners over the last decade, investors are betting the “space economy” could create the next wave.

05/21/2026

Why is a nurse making $75K paying $1K a month in taxes?” Jeff Bezos says low income earners should barely be taxed.
Do you agree? 👀💰

WealthTax MiddleClass

05/20/2026

Nvidia reports Q1 earnings today in what could be the biggest AI earnings moment of the quarter.

But this time, the story isn’t just about growth — it’s about competition. 👀

AI chip rivals are coming fast. Cerebras just IPO’d, AMD is rolling out new rack-scale AI servers later this year, and both Amazon and Google are aggressively expanding their in-house chip businesses.

Amazon says its AI chip segment now has a $20B+ annual revenue run rate growing triple digits YoY, while Google just unveiled its new TPU 8i and TPU 8t chips at I/O.

Meanwhile, Nvidia’s position in China continues to weaken. CEO Jensen Huang recently said the company’s market share in China has effectively dropped from over 90% to zero as the country focuses on building its own AI processors.

Still, Wall Street expects another monster quarter.
Analysts are projecting:
• Revenue of $78.75B, up from $44.06B last year
• EPS of $1.76, up from $0.96
• Data center revenue of nearly $73B

Nvidia stock has already climbed more than 19% YTD and 68% over the past year as investors continue betting big on the AI boom. 🚀

05/18/2026

SpaceX is reportedly heading for the public markets faster than expected — and it’s already pulling a classic Wall Street move before even going public. 🚀

According to Bloomberg and Reuters, Elon Musk’s rocket company plans to implement a 5-for-1 stock split ahead of its IPO, lowering the fair market value per share from roughly $526 to around $105.

The company could publicly file its prospectus as early as this week, with investor roadshows reportedly beginning June 4.

And the IPO timeline is moving quickly:
• IPO pricing could happen June 11
• Nasdaq trading could begin June 12
SpaceX is reportedly targeting a valuation near $1.8 trillion — potentially making it more valuable than Tesla.

The company’s business stretches far beyond rockets, with Starlink, launch services, and government contracts helping build what some analysts are calling a “three-engine empire.”

Investors are now watching to see whether this becomes one of the biggest IPO debuts in market history. 👀

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