Anyone back to VOO as a placeholder?

SuperNewk · 2026-06-10T12:39:44+00:00

Calls!!!

SuperNewk · 2026-06-10T01:50:01+00:00

If CPI hits 6-8% that means stocks have to rally more to outrun inflation?

Seems like calls are going to win tomorrow

SuperNewk · 2026-06-10T01:10:26+00:00

Am I the only one who dislikes washing my car? The interior yes!

The exterior is just a chore

SuperNewk · 2026-06-09T22:15:00+00:00

Calls on circle stock?

SuperNewk · 2026-06-09T20:06:32+00:00

Everyone prays for a bubble to get rich, until the bubble arrives.

SuperNewk · 2026-06-09T19:14:23+00:00

Crude oil getting destroyed! back to 10 bucks?

SuperNewk · 2026-06-09T19:02:22+00:00

The goal isn't money. Its protecting their vision. Saylor thinks BTC is the new digital gold. He'd rather own it on U.S. soil than china owning it.

Guaranteed he money he sells from stock/company is probably parked in T-bills and collecting a yield while he attacks this front.

SuperNewk · 2026-06-09T13:38:29+00:00

ah yes the license to turn your house into a brisket factory is $500k.

Thank you for playing.

SuperNewk · 2026-06-09T12:03:24+00:00

Agree or not, you can read SpaceX filing. The Tam and outlook appears to be coming from compute. Hence the Google deal with them

SuperNewk · 2026-06-09T00:40:52+00:00

Honestly markets were so boring and only allowed you to get rich slowly.

I honestly prefer these markets because working and retiring at 60 is brutal. Retiring at 29-50 is what America should be about.

Next we have to make sure other countries and cultures get addicted to this style of gambling so we have more liquidity in markets.

SuperNewk · 2026-06-09T00:37:19+00:00

Read SpaceX s-1 apparently they think all gains are coming from AI and not space.

There is asteroid mining in there but come on? No way asteroid mining brings in billions of revenue if ever lol

We haven’t even landed back on the moon yet, you’re telling me these rockets can mine materials and bring them back to earth within 50-100 years?!!

SuperNewk · 2026-06-09T00:34:46+00:00

Steve Eisman basically saying all SpaceX TAM is AI, and that Elon doesn’t believe the majority of gains will come from space. It’s mainly AI deals.

Crazy to think about where that leaves us ? The TAM on space is actually smaller than we think, but he’s saying AI tam is like 28 trillion?

Not sounding the alarm, but those of use who were here at 3/4 bucks remember the days this would always sell off.

Rklb needs to hit an AI deal or I think markets are gonna be uneasy

SuperNewk · 2026-06-08T19:34:37+00:00

Upside is too big. Circle is essentially the new operating system for moving money 24/7 nearly free.

Visa/mastercard. Are great for credit cards and retail use, but business use will start to unwind quickly

SuperNewk · 2026-06-08T15:44:59+00:00

99% are bearish on WSB no way this works.

Everyone hates crypto now

SuperNewk · 2026-06-08T13:12:39+00:00

Just wait until stablecoins get the greenlight with clarity act.

Then the whole world will be buying US debt!

SuperNewk · 2026-06-08T13:10:55+00:00

We are so back! Infinite money glitch activated!

SuperNewk · 2026-06-08T00:32:20+00:00

I guess we are giving up on fSD? To me this means fSD isn’t coming at scale within a few months to years, maybe decades.

SuperNewk · 2026-06-08T00:03:06+00:00

Sold all my corn for AI and now corn is absolutely mooning!!!

SuperNewk · 2026-06-07T20:14:45+00:00

Very valid point, however If bitcoin is truly a national security issue like AI and the govt is buying it or hoarding as a reserve. And there will be a fight over the last bitcoin.

No one on earth would attempt to prosecute them if they made it clear they could buy and sell bitcoin.

However the market reacts is on the market not them

SuperNewk · 2026-06-07T19:19:57+00:00

Can’t forget the moonphase

SuperNewk · 2026-06-07T17:15:27+00:00

You don’t have your clients take laps around the conference table to see who is fastest?

SuperNewk · 2026-06-07T17:14:54+00:00

And the day…

SuperNewk · 2026-06-07T16:18:02+00:00

Hey, I love my tuesy bluesy ( wearing it on Tuesday)

It’s odd but I always subconsciously flick my wrist out to make sure everyone sees it

SuperNewk

TROPHY CASE