Diamond Hands and Delusional Plans

Micron just delivered the most nuclear earnings beat since NVDA discovered AI exists, turning "semiconductor winter" into "tendie summer" faster than you can say supply shortage. Meanwhile, PLTR diamond hands are posting generational wealth screenshots while Tesla's "robotaxis" drive like they learned from a Udemy course taught by a legally blind teenager, and Saylor continues his absolutely unhinged mission to turn every boomer's 401k into his personal Bitcoin exit liquidity - these pension fund managers are about to become Saylor's bag holders without even realizing they're funding his yacht collection.

The market's message is crystal clear: if you're not leveraged to the absolute tits on this AI infrastructure buildout, you're missing the greatest wealth transfer in human history. Let's fucking go! 🚀

📈 HOT PLAYS & EMERGING TRENDS

Micron (MU) - Absolutely Nuclear Holy mother of tendies, Micron just delivered the earnings beat that saved the entire semiconductor sector. EPS $1.91 vs est. $1.60, revenue $9.30B vs est. $8.872B, but the real story is HBM revenue exploding 50% sequentially with supply completely sold out for the year. Q4 guidance calls for $10.7B revenue (15% sequential growth) with 41% gross margins.

One regard made 15k on MU 130C calls alone, but this is bigger than individual wins. The "AI hardware overhyped and dead" narrative just got completely destroyed. AMD, NVDA, SMCI all ripping in sympathy as the sector rotation we've been tracking finally materializes.

TMC - Peak Regard Speculation The Metals Company delivering 67x returns for one legend ($153 to $10.2k in 3 weeks) while NOAA approval supposedly looms. Multiple warnings this is classic pump-and-dump territory, but one user's philosophy captures peak WSB energy: "I don't believe the narrative. I don't need to believe it to profit from it." We don't need to believe in gravity to profit from things falling.

Reddit (RDDT) - India Expansion Sleeper The thesis for RDDT is simple - it is one of the only sites with active community left - and one of the best sources for training content. The platform's growing influence in trading communities creates that beautiful feedback loop we've discussed - the more traders use Reddit, the more RDDT benefits from the activity. Use RDDT!

Tariff Reality Check: Steel and aluminum prices going parabolic with second wave incoming - the economic impact is accelerating faster than expected

🖥️ TECH CORNER

NVIDIA's Unstoppable March New ATH on 5%+ move, adding Disney's entire market cap in one day on pure momentum. Loop Capital raised price target from $175 to $250 while Bank of America projects AI capex/opex will CAGR at 28% through 2030. Some regards predicting $162.94 (4 trillion market cap) before the inevitable correction.

Apple's $14B Perplexity Play Reportedly considering largest acquisition ever at $14 billion for Perplexity AI - 4.7x their previous record. Perplexity rejected higher Meta offer, suggesting trust factor favoring Apple. For a company sitting on $300B cash, $14B is chump change for AI positioning.

Palantir Millionaire Victory Laps Multiple generational wealth stories emerging from diamond-handed PLTR positions. One regard bought 4,200 shares at $26, rode through 75% drawdown ($110k to $28k), now sitting at $550k. Another turned $28k into serious money adding at $8.17 during the depths. One absolute unit holding 10,000 shares at $8.89 cost basis just created generational wealth while everyone else was buying SPY puts.

Yes, the P/E is absolutely regarded at 600+, but as one user perfectly summarized: "evaluating high growth companies based on their P/E is just ridiculous." Charlie Munger's ghost is nodding approvingly - wealth is created in concentration, preserved in diversification. The government contracts keep flowing, and AI infrastructure spending isn't slowing down.

💰 FINTECH & CRYPTO

MicroStrategy S&P 500 Catalyst 91% probability of inclusion would create indirect Bitcoin exposure for every index fund. This is how Bitcoin becomes a stealth holding in every pension fund and 401k without anyone realizing it. Galaxy brain corporate strategy from Saylor.

Ethereum's Continued Struggles ETH "should be at $2600 now" according to multiple users noting ETH/BTC ratio down 85% from ATH over 8 years. ETH holders watching L2s vampire their revenue while still believing in 'ultrasound money' - it's like watching someone defend their ex while she's fucking the entire neighborhood

Barclays Crypto Ban: UK bank blocking credit card crypto purchases from June 27th - another institutional headwind for retail adoption

🔥 MARKET CHAOS & OPPORTUNITIES

Tesla Robotaxi Reality Check Robotaxis showing 'erratic driving' in Austin - which honestly makes them indistinguishable from actual Austin drivers. France threatens fines over 'deceptive' claims while Waymo continues actually driving itself around like a responsible adult.

HIMS Regulatory Overhang: FDA investigation and partnership losses creating potential overcorrection opportunity, though 50% revenue drop warnings are circulating