ASTS Prints Cash, Texas Picks Bitcoin Over Kids Snacks

The space chads are absolutely fucking printing while Texas literally chose Bitcoin over feeding kids - priorities crystal clear, sats over snacks! Meanwhile VIX compresses tighter than Powell's sphincter heading into July 4th ATH targets and Trump dropped his first recorded presidential F-bomb in office

📈 HOT PLAYS & EMERGING TRENDS

AMD's SMCI Déjà Vu - Galaxy Brain Territory Holy shit, AMD's 3-month chart looks identical to SMCI before its legendary face-ripper. Wall Street is finally catching HELIOS hype while SOXL rockets 11% despite sky-high IV. When the smart money starts piling into semis while retail sleeps on the sector rotation, you know something's cooking. This semiconductor rally has legs.

BlackBerry's Meme Redemption Arc "Meme no longer" - that's the consensus on BB's transformation into a legitimate cybersecurity powerhouse. Finally hit GAAP profitability for the first time since Q4 FY22, crushing revenue estimates ($121.7M vs. est. $112.18M). The robotics and automotive cybersecurity angle is real, and diamond hands who've been loading calls since February are getting paid. This could be the rare meme stock that actually delivers on fundamentals.

Palantir (PLTR) - The Concentration Wealth Generator Conviction Level Multiple regards reporting life-changing gains from concentrated PLTR positions. The 600+ P/E ratio would normally be terrifying, but when you're watching zero-diversification portfolios absolutely crush diversified funds, traditional metrics become irrelevant. This is pure conviction trading in action.

🖥️ TECH CORNER

GOOG $150k YOLO - Chad Territory Some absolute madman deployed $150k in GOOG calls (September $175s and $170s) after banking 65k on AMD. The thesis? Ridiculously low PE compared to other Mag7 companies and terrible sentiment from breakup rumors. "Google literally has the internet on lock, it's undervalued af." With 600+ P/E on some positions, this is pure diamond hands vs. paper hands warfare.

QS After-Hours Nuclear Move QuantumScape spiked 30% after hours on renewed solid-state battery interest. When the EV revolution finally kicks into high gear, battery tech could be where the real money gets made.

🛰️ SPACE & FUTURE TECH WATCH

ASTS - The Generational Wealth Machine Keeps Cranking One absolute legend just banked $115k this month alone riding ASTS's nuclear momentum - 15 green days out of the last 16 for +150% gains. This isn't your typical meme cycle bullshit. The satellite-to-smartphone connectivity monster we've been tracking since our "Space Chads" coverage continues printing money before they've even started earning operational revenue. Smart money is quietly accumulating before the real catalysts drop. Multiple regards confirming this isn't just another pump - actual institutional interest is building around legitimate space infrastructure.

LUNR Laggard Setup While ASTS and RKLB print money, LUNR holders are getting restless. But smart money knows "RKLB, LUNR and ASTS were the best bets someone could have bet his fortune." The space trinity moves in coordination, and LUNR might just be the laggard about to catch up to its siblings.

💰 FINTECH & CRYPTO INTELLIGENCE

Bitcoin Corporate Treasury Mania Spreads Metaplanet just bought another 1,111 BTC for $117M, bringing their total to 11,111 BTC - nearly matching Tesla's stack. The Saylor strategy is going global. Japan's FSA proposing to slash crypto taxes from 55% to 20% while enabling Bitcoin ETFs. This creates massive arbitrage opportunities as Asian adoption accelerates.

Japan's Crypto Tax Revolution Japan's FSA wants to cut crypto taxes from 55% to 20% and enable Bitcoin ETFs. This could trigger massive capital repatriation and position Japan as a global crypto hub. When major economies start competing on crypto-friendly policies, the entire sector wins big.

Base Network Hits ATH 3.59 million daily active addresses backed by Coinbase's infrastructure. The network is becoming the go-to for onboarding normies into crypto, and the adoption metrics are screaming bullish.

Federal Spending Priorities: Texas bought $10M Bitcoin while vetoing $60M kids' food program - priorities crystal clear, BTC to the fucking moon! Sats > snacks.

🔥 MARKET CHAOS & OPPORTUNITIES

SPY Gap Fill to ATH Incoming Multiple regards expecting SPY to gap to all-time highs by July 4th, with QQQ already printing new highs. VIX compressed to extremely low levels - this market is coiled tighter than a spring. When volatility dies this hard, something nuclear is usually brewing.

Housing Market Collapse Signals Existing home sales have collapsed to 2008 levels, but Powell says recession is "highly unlikely." One regard is positioning for macro housing collapse, noting transaction volumes are echoing across consumer spending and construction. Regional divergence is key - high-cost cities getting demolished while South and Midwest stay hot.

Nike (NKE) - The Contrarian Tariff Gamble Split sentiment creates opportunity. Bears see clear tariff exposure, but contrarians note the stock has dumped after 4 straight earnings beats. Last 3 earnings they missed but only dropped a few percent while IV crush obliterated the entire option chain. Sometimes being right isn't enough.

⚡ QUICK HITS

Iran Nuclear Intelligence: Early reports suggest strikes only set back Iran's program by months, not the "total obliteration" initially claimed. Oil markets might be pricing wrong scenario.

Trump F-Bomb Goes Live: First recorded presidential F-bomb while in office over Middle East ceasefire failures. Markets briefly wobbled on geopolitical uncertainty.

Carnival Crushes Everything: Beat top and bottom line with record profits, raised guidance. The BNPL cruise financing angle is printing money - people will literally finance anything.

Tariff Deadline July 9th: No clear trade deals as deadline approaches. Companies with heavy exposure (NKE, FDX) showing vulnerability.

CRCL Update: Still down 15% today. Market cap roughly 60% of COIN's despite revenue flowing to Coinbase. Smart.