Lark Davis ✓

[image] SpaceX just closed at $108.27, down 13.6% and a new record low. On August 6, nearly a billion locked up shares become eligible to sell, more than doubling the float overnight. This will be interesting.

[image] Tom Lee dropped his 2026 market roadmap. Phase one is the easy part, running from now through late summer. The bull market stays intact, AI and growth stocks lead, and the S&P 500 targets 7,700 to 7,800. But Phase two hits in September and October, bringing a brutal autumn

[image] 911.5 million SpaceX shares just unlocked. More than doubling the tradable float. Everyone braced for a crash. Instead the stock ripped +6.14% higher. Morgan Stanley's Adam Jonas isn't flinching. He calls SpaceX a "potential generational compounder that converts energy into a

[image] PLTR just melted faces overnight: up 14% 👀 Revenue came in at $1.94B (they expected $1.81B), US commercial growth hit 149% YoY, and management raised guidance again. Not bad for a defense contractor turned AI compounder. (image: Yahoo Finance)

[image] SpaceX's first earnings as a public company are a study in contrasts. Revenue nearly doubled to $7.8B, operating losses narrowed to $143M from $970M, and the stock popped 9.4% to $125.33. But zoom out: shares are still down about 44% from their post-IPO peak and sitting below the

[image] Bitcoin has shown a very consistent pattern throughout its history: it has never closed two red years in a row. Every single time it finished a year down, the following year was positive. This streak has survived major crashes, regulatory crackdowns, exchange collapses, and even

[image] S&P 500 closed at a record 7,798.99 on Thursday (+0.65%), even touching an intraday all-time high of 7,816.70. That's its 27th record close this year. Nasdaq climbed 0.8%, Dow added 0.1%. Cooler than expected PPI data eased worries about a September rate hike, building on

[image] Bitcoin's down 54% and everyone's acting like it's over. Bernstein ran the numbers, past cycles bottomed out at 75 to 90%. They're sticking with their $150K year-end target too. Strategy still bought $14B of BTC in 2026 while miners were dumping. Panic's retail. Accumulation

[image] Notice what's happening on the right side of this chart, from SoSoValue. Heavy outflows all through May and June as BTC set new lows ($59K, then $57.8K), but since early July, ETFs have mostly flipped positive. Not huge inflows, but not nothing. Makes that feared $38K bottom

[image] Tom Lee just bumped his S&P 500 year-end target to 8,000 (with an 8,800 max bull case), up from his old 7,700 call. Why? Earnings are just growing too fast. What is better? He said July will be a strong month for stocks. What didn't change is a warning of a drop that will feel

[image] While everyone argues about price, Solana just quietly broke every record that matters for long-term value. Here are the fundamentals: • 3.77B monthly transactions (New ATH, excluding votes) • $16.6B stablecoin supply in Q2 2026 (Largest quarter ever) Stablecoin inflows

[image] SanDisk popped 7% on news that Meta is locking in massive, multi-year supply deals for its flash storage. According to an internal memo leaked to Reuters, Meta plans to start making a new AI chip called "Iris" in September. They want to double their total computing capacity to

[image] Solana still carries a reputation for memecoins, celebrity-backed tokens, and predatory launches that hurt its brand during the last bull market. However, viewing Solana strictly as a hub for memecoins is no longer accurate. Its stablecoin supply has grown to around $16.8

[image] Earnings are booming, but investors are worried. Why? A new Bloomberg report says 85%+ of S&P 500 companies just beat earnings expectations, the best rate since 2021. Profits are growing 30%+ year over year, something that's only happened 10 times since 1936. Normally that kind

[image] On Fox Business, Pomp basically said “Bonds are for losers.” His point was that while people are running to bonds thinking they’re safe, they’re actually losing value. Bitcoin is volatile and that’s how you make money. The biggest gains come from embracing volatility instead

[image] Retail is stacking. Bitcoin Magazine Pro's on-chain data shows wallets holding 0.1 BTC or more (~$6.2K) are closing in on a new all-time high. Current count: 4.53M wallets. Prior ATH: 4.58M, set in January 2024. The trend line is climbing fast enough that this cohort could hit a

[image] What people missed during the GPT-5.6 launch is who actually powers it: Cerebras Running OpenAI's flagship model "Sol" at a blistering 750 tokens/sec, Cerebras hardware slashes agentic coding substantially. As GenAI spending explodes toward $2.3T by 2032, the market is shifting

[image] Apple’s $5T run is actually happening. ✅ China just cleared Apple Intelligence approved with Alibaba + Baidu powering the local version. Massive hurdle finally gone. ✅ Morgan Stanley raised their price target to $360. They’re hyping Apple’s pricing power + AI roadmap. ✅