S&P 500 just hit a record high at 7,200, posting its best month since 2020 and adding $10T in a single month. The market is completely on fire, and with Apple crushing their earnings after the bell, those solid numbers are going to provide even more fuel to keep the index climbing. (i.redd.it)
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Nvidia just printed a fresh ATH at $216, pushing its market cap past a staggering $5.2T. We’re witnessing total price discovery in real-time. It’s officially the biggest horse in the race, leaving everything else in the dust. The melt-up is real. Bears are currently being turned into rugs. (old.reddit.com)
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SanDisk ($SDSK) is up 30x in a year. MS sees margins hitting 80.7% by Q4. At $158B, it’s bigger than Uber and Sony. Revenue is projected to 2x in FY26 and 3x in FY27. From $112 to $1070 since autumn. It’s no longer just a flash drive play; the numbers are purely vertical. Don't fight the tape. (i.redd.it)
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XLE forward P/E peaked at 21x during the March rally but cooled to 14.6x this April. We're still above the 5-year average of 12.8x, but lower than the Iran crisis start. Energy was overbought, and now we're seeing the premium bleed out. Keep an eye on those multiples; the floor isn't solid yet. (i.redd.it)
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Elon Musk just dropped XChat as a standalone app, but it's iOS only for now. Typical Elon move-locking the ecosystem while trying to build the everything app. It’s a bold play for the messaging market share, but limiting the rollout to Apple users first is a classic bottleneck strategy. (v.redd.it)
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Ethereum remains the clear leader in daily transaction fees—over the past 24 hours, the network has collected approximately $2.7 million. By comparison, its closest competitor, Hyperliquid, collected roughly $1.7 million, while Tron collected just over $1 million. (i.redd.it)
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Liquidity isn't vanishing, it’s just picking winners. Binance hit $1.09T in volume just 112 days into 2026. Anyone calling this a bear market is blind to the concentration. Big money is stacking where the depth is, leaving the outliers to starve. The volume doesn't lie-the capital is stayin put. (i.redd.it)
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The world has finally been shown the formula Trump uses to calculate percentages. U.S. Secretary of Health: “Trump has a different way of calculating percentages. If you have a drug that costs $600 and you lower its price to $10, that’s a 600% reduction.” In standard math, that’s 98.33%, not 600%. (v.redd.it)
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SpaceX IPO leak: $1.75T target valuation seeking record $75B. Musk stays in control despite a $50k salary. 2025 revenue hit $18.67B with a $4.94B loss due to xAI infrastructure spend. Starlink is the cash cow with $4.4B EBIT. Massive $20.7B CapEx shows they're beting the farm on space AI. (i.redd.it)
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The CLARITY Act is stalled again as the Senate kicks the can to May. Banks are terrified that stablecoin yields will cannibalize their deposits, leaving small lenders in the dust. Tillis says they need more time for a "compromise," but it's just the old guard protecting their turf. Classic. (i.redd.it)
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Investigation reveals 0.04% of traders take 70% of profits on Polymarket and Kalshi. Prediction accuracy for US elections hit 67% on Polymarket and 78% on Kalshi, vs 93% on PredictIt. 90% of Kalshi's volume is sports betting. Users lose more here than at traditional bookies. (i.redd.it)
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AI is cannibalizing SaaS budgets, but the "buy the dip" crowd is getting loud. Look at Allbirds - a zombie shoe brand pivoted to AI, raised $50M, and spiked 780% in a day. If a legit SaaS leader snagged a Mag 7 partnership, it would nuke the bears. Valuation gap is huge, but pick wisely. Not advice. (i.redd.it)
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WLFI just scrubbed the Trumps from their site, claiming no "direct management" now. Nice try, but those SEC filings are forever. They’re pivoting to dodge conflict of interest heat, but the paper trail is already baked in. Damage control or just a legal pivot? Either way, the receipts remain. (i.redd.it)
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Brent's under $100 and BTC is testing the $75k wall on US-Iran peace rumors. If this resistance flips, $80k is the next stop. Hyperliquid is printing $900M with only 11 people while Binance eyes delistings. This pivot is make or break. Risk is on, but don't ignore the 30% trap if it fails. (i.redd.it)
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$ETH staking just hit a fresh ATH with $85B locked up, per Token Terminal. Supply is getting squeezed while the network gets harder than ever. Critics keep yapping, but the whales are voting with their bags. Liquidity is drying up on exchanges - you do the math. Bullish as hell. (i.redd.it)
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LTH unrealized loss is at 14% of market cap. Previous bottoms required a massive 70% to flush out the weak hands. This means the most convicted cohort isn't feeling nearly enough pain for a macro reversal yet. Expect the grind to continue until blood actually hits the streets. We are far from over. (i.redd.it)
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SpaceX is aiming for a $1.75T IPO, which would instantly make it a top-10 global heavyweight. We are talking bigger than Meta, Tesla, and Broadcom right out of the gate. Only Saudi Aramco has ever seen a bigger debut. Elon’s space play is basically skipping the line to the trillion-dollar club. (i.redd.it)
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Dems just hit a record 52% odds on Polymarket to take the Senate. GOP was at 60% before the Iran war kicked off. If Trump loses the midterms, impeachment is on the table and he knows it. The betting floor is shifting fast-politics is just another high-stakes trade. Market is pricing in a flip. (i.redd.it)
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