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RIP THE LEGEND

RECESSION ODDS DROP TO 20% If there’s any sign the market is running hot, it’s this. When everyone’s bullish, the crowd gets crowded… leaving little room for buyers to push things even higher. Stay sharp out there.

$12.2T vanished from the markets… and came back in just 5 months. WILD. $SPX isn’t the same market as it was 20 years ago.

US SAID TO THREATEN EU WITH 17% FOOD TARIFF, PER FT Nothing like throwing a tariff tantrum on your birthday.

OPENAI RECRUITING HEAD CALLS OUT META FOR UNETHICAL HIRING Former $META exec, now Head of Recruiting at OpenAI, accuses Zuck’s team of using “exploding offers” that expire in hours. But hey, business is business. I would not be surprised if $MSFT $GOOGL $AMZN had similar

Happy Birthday to the greatest country in the world. 🇺🇸

EXPLODING OFFERS SIGNAL HEALTHY COMPETITION Operating Income TTM $META $73.1B $MSFT $122.1B $GOOGL $117.5B

There’s been an imbalance between retail and institutions for decades. Now Wall Street’s finally taking notice and opening the door for everyday investors to sit down with some of the best minds in the game. Looking forward to this one! Thomas (Tom) Lee (not drummer) FSInsight.com

TOP TEN BILLIONAIRES IN THE WORLD 1. Elon Musk $361B $TSLA 2. Mark Zuckerberg $254B $META 3. Larry Ellison $253B $ORCL 4. Jeff Bezos $244B $AMZN 5. Steve Ballmer $172B $MSFT 6. Larry Page $163B $GOOGL 7. Bernard Arnault $161B $LVMH 8. Sergey Brin $152B $GOOG 9. Warren Buffett

LOOKS LIKE SOMEONE IS ABOUT TO MAKE MORE EXPLODING OFFERS Long $META

God bless America. That also includes our debt, I guess. Such is life.

Estimated 3.63M US newborns in 2025. That’s at least $3.63B of net new deposits each year. $HOOD

God bless America 🇺🇸

Rest in Peace. Battled cancer in private.

This is actually pretty bullish for Gayed.

CLOUDFLARE: THE GATEKEEPER OF THE INTERNET $NET has easily been one of my best investments over the years. It holds a unique position as the infrastructure layer for the modern internet… a role that only becomes more critical as AI adoption accelerates. For value investors?