Mentions

S&P 500 UNOFFICIALLY CLOSES UP 19.32 POINTS, OR 0.26 PERCENT, AT 7,582.95 DOW JONES UNOFFICIALLY CLOSES UP 339.56 POINTS, OR 0.67%, AT 51,008.53 NASDAQ UNOFFICIALLY CLOSES UP 63.72 POINTS, OR 0.24 PERCENT, AT 26,981.19

DRNZ 29.42 USD +0.11 (0.38%)today May 29, 3:58 PM EDT • Disclaimer 今天是V 啊[憨笑]

NVDA怎么跳水了

PLTR 9%

shit ORCL 10% too

That just about does it for May! Another busy month with a lot of notable options flows. Too many big winners to spotlight all, but here are a small handful of flows that were spotted using Unusual Whales options screeners. $AMD 450c 5/29 - $11M in premiums seeing a 4x+ return $NOW 106c 6/5 - 2.36 average fill now valued at 18.00+ $F 15.5c 6/5 - a 5x return for the 10,000 size trader Another $F trade - the 15c 7/17 from .25 -> 3.00+ Easy to use filters to help you identify opening options positions. Get started today: https:// unusualwhales.com/pricing?produc t=platform …

$MSFT 爆拉。。

MOC Imbalance S&P 500: -966 mln Nasdaq 100: -862 mln Dow 30: +375 mln Mag 7: -920 mln

LLY

看昨天的图，ORCL比 IBM和软软要走的顺，没想到IBM这强的爆发力，冲330去了🫣

BESSENT: THERE'S MORE WE CAN DO ON IRAN IF WE HAVE TO

BESSENT, ASKED ABOUT BLOCKADE ON IRAN, SAYS ANYTHING THAT IS TAKEN OFF WILL BE TAKEN OFF SLOWLY

BESSENT: TRUMP MADE THE DECISION ON WARSH AS FED CHAIR

BESSENT: I NEVER PUT MY THUMB ON THE SCALE FOR KEVIN WARSH

BESSENT: TRUMP'S IMAGE WILL APPEAR ON A COIN

BESSENT: TRUMP SHOULD BE ON A $250 BILL

BESSENT: TRUMP SHOULD BE ON A $250 BILL

BESSENT: SEE REAL WAGE GROWTH TO RESUME, ON OTHER SIDE OF WAR

OKTA爽 AI tooling 股

300是当前IBM的call wall, 突破了就会有个小gamma squeeze，和今天MSFT 430 call wall一个情况。

U.S. SPACE FORCE: AWARDED $4.16 BILLION DEAL TO SPACEX FOR SPACE-BASED AIRBORNE MOVING TARGET INDICATOR PROGRAM

$OKTA Okta made the security angle clear: every AI agent inside an enterprise becomes a new identity. That turns identity security into a bigger strategic priority as companies move from AI experiments to real deployment.

$DELL Dell reinforced the infrastructure side of the AI buildout. Demand continues to exceed supply, with memory still the primary constraint. The key point is that AI server demand is not fading; supply is still the bottleneck.

$SNOW Snowflake delivered the cleanest enterprise software message: AI is accelerating the move to the cloud. Customers are becoming more urgent about putting data where AI can actually use it, and Snowflake is positioned as a core beneficiary of that shift.

Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Bloomberg Intelligence estimates S&P 500 funds must absorb 19% of SpaceX's float within 6 months. Russell 1000 and Nasdaq 100 funds will absorb 24%. The rules built to protect passive investors: 1. S&P 500 has required 12 months of trading and 4 quarters of GAAP profitability since 2002. Both waived. 2. Nasdaq cut its inclusion window from 90 trading days to 15. 3. FTSE Russell cut its to 5. All three benchmarks are now structured to buy SpaceX at IPO pricing.

The S&P 500 is set for a nine-week win streak

你的MSFT Call是真牛👍 有点儿真本事的都不敢这么干，就不用说我这种韭菜了。就只有羡慕和仰慕的份儿了

达子 18/Jun 230C [email protected] 加仓 WMT 9月call @2.6 加股CCO 17/Jul 175C BTO @ 4.65 cls STO P 480 29 May /26 @13.3 Expired

TRUMP CONCLUDES MEETING ON IRAN DEAL WITHOUT REACHING DECISION – NY TIMES

我自己更满意那个今天到期的MSFT call，前天买入，昨天浮盈$15K, 决定拿到今天，盈利$48K。

月大请问F可以买正股了吗？没有你确认还是不敢太造次啊

WTO: IF SHIPPING FLOWS DON'T RETURN TO NORMAL, OIL INVENTORY DEPLETION WILL PRESENT RISKS FOR FUEL SECURITY, MARKET CONDITIONS, ECONOMIC RESILIENCE - IEA, IMF, WORLD BANK, AND WTO JOINT STATEMENT

U.S. CRUDE OIL FUTURES SETTLE AT $87.36/BBL, DOWN $1.54, 1.73 PCT

我觉得 SNDK MU等等半导体可以分一分股了。又可以搞一波

COST主要问题是PE高，50

Investors are buying US software stocks: The Tech-Software ETF, $IGV , has attracted +$1.5 billion in inflows so far in May, the 3rd-largest since November 2025. The fund is now on track for its 4th consecutive monthly inflow, the longest streak since the 2020 pandemic recovery.

今年6月的美股要把所有人放进滚筒洗衣机里甩。 四周大戏到底在演什么？听我分解。 第一周（6/1 - 6/5）：AI行不行？全看这两家 6/1（周一）黄仁勋演讲，老黄又要出来画饼了，给AI板块定个调。 6/3（周三）博通财报本周戏肉！ 全市场都在盯着它，看企业到底有没有真金白银地买AI芯片和网络设备。如果它暴雷，AI板块集体吃瘪。如果超预期，AI继续狂欢。 6/5（周五）非农就业数据看看美国人就业怎么样，直接决定美联储接下来的底气。 第二周（6/8 - 12）：苹果、通胀与马斯克抢钱 6/8-12 苹果WWDC库克时代的谢幕演出。大家不关心新iPhone长啥样，就看Siri能不能变聪明、端侧AI能不能让人惊艳。成了苹果带头冲。输了继续被嘲讽。 6/10（周三）CPI，本月第一个超级大雷点。 数据太热成长股当场大跌，数据降温的话，大家接着舞。 6/12（周五）SpaceX 预计上市，散户的狂欢，但对市场是把双刃剑。它会点燃航天概念股，但因为它体量太大，可能会把其他科技股的资金吸干。 友情提醒： 像 RKLB、ASTS、LUNR 这些太空概念股，跟 SpaceX 没半毛钱业务关系，纯靠情绪炒作，这几天绝对像坐过桥车，心脏不好的别碰。 🚨第三周（6/16 - 19）：全月最终大Boss，极度危险 6/16-17 美联储议息会议新主席 Warsh 的第一次首秀。 新官上任三把火，大家都在猜他的脾气。他不光决定加不加息，他的每一句话、那张点阵图都会被市场拿着放大镜解读。 6/18（周四）期权四巫日提前，各种期权衍生品到期结算，一般这一天成交量巨大，波动诡异。 6/19（周五）六月节，美股休市。 个人感觉，6/10 到 6/18 是全月最密集的子弹横飞区。千万别在此时重仓追高，容易被不明不白的波动直接抬走。 第四周（6/24 - 26）：主力调仓，别被假象骗了 6/24 老黄股东大会 + MU财报，是AI链条的期末总结，需要看看 6/26 罗素指数重构，简单说就是大批机构资金要在这一天雷打不动地强行调整小盘股仓位。 对了，26号前后小盘股如果莫名其妙暴涨或暴跌，别去分析基本面，纯粹是主力在对账调仓。冷静点，别瞎跟风。 6月把安全带系好，手里现金不多的看神仙打架就行。我只能帮你到这里。

IRAN'S MEHR SAYS AIR DEFENSE ACTIVITY HEARD IN ISLAND OF QESHM

AIR DEFENCE ACTIVITY REPORTED NEAR IRAN'S QESHM ISLAND -MEHR

Factor Update being issued a day early this week Soybean complex SCHA Rice Canola ARM FCX PMs US Dollar Feed Wheat Singapore Index T-Bonds Mexican Peso Become a member here: https:// peterlbrandt.com/checkout/?rid= pO7D7J …

add 4% SNDQ 6.08, holding 6% SNDQ, 10% SMH short

$SMCI SVP last week: "So from a demand perspective and NeoClouds, it's quite -- I think it's quite evident to everyone that the NeoClouds are getting large contracts from the hyperscalers, and there's a dispersion of these workloads across the NeoCloud base that's fueling the NeoClouds and the advent of more and more, so on top of the -- some of the model builders expanding. "

我没有TSLA,也没有NVDA, 照样大赚钱[偷笑]

if you're not buying the $INTC dip, what are you doing?

美国股市投资分析评论和预测系列（之一千一百四十九） DELL 和股市不断上涨的真正原因 鲍博士 March - May 29，2026 ==================== DELL的利多原因 =============== 正如我在昨天CH会议中强调的， DELL的季报和前瞻指引非常的优秀。 1。DELL销售增加了75%以上。👍 👏 2。 DELL对明年的EPS指引从13.4 提高到17.9. 💪 🙌 这是它的股价大规模上涨28% $91 的主要原因！ 🙏 📣 3。 事实上，在DELL 季报之后， 它的前瞻P/E 没有增加，反而从昨天的24 降低到22.8 ! 🙏 👏 4。DELL由于人工智能的大规模应用而非常受益。 5。川大帅公开鼓励大家去买Dell，并且据说他也拥有DELL的股票。 6。 由于DELL家族对川普新建的美国新生儿投资账户的努力捐赠了$6.8 B , 川大帅也给予回报，命令美国政府购买$7B 左右的DELL计算机。 DELL 和股市不断上涨最重要的原因 ============================= 1。 很多散户不知道现在股市的的不断的攀升的真正原因，认为投资人疯狂了，股市很多个股在乱涨，所以经常产生莫名其妙的恐慌和恐高症。 😰 2。实际上整个股市和很多个股不断上涨的真正主要原因， 不是因为投资人都变得疯狂了 （当然有少数投资人确实变得疯狂了😰 😇 ），而是由于公司的盈利有了大规模的增长！ 🤝 👍 近期的操作 ========== 1。 我最近买的DELL短期看涨期权已经上1245% 到2085%， 卖掉一半短期的看涨期权进行索利。 2。继续保持并准备适当买入DELL看涨期权。👍 3。继续保持并准备适当买入SMCI短期看涨期权。👌 ～～～

TRUMP ON TRUTH SOCIAL It is my Great Honor to endorse America First Patriot, David Flippo, who is running to represent the fantastic people of Nevada’s 2nd Congressional District! He is strongly supported by the most Highly Respected MAGA Warriors in Nevada, and many Republicans in the U.S. House of Representatives. I won Nevada in a virtual Landslide in 2024, and have always done phenomenally well there. I love the State — The People are special! I will never let you down and, with David Flippo, I am just adding to that Statement. He will be GREAT for you, for the State, and for our Country! The Democrats, and some of David’s Republican Opponents, would like to end NO TAX ON TIPS. That won’t happen with David and I on watch! A retired U.S. Air Force Lieutenant Colonel, David knows the Wisdom and Courage required to Defend our Country, Support our incredible Military/Veterans, and Ensure PEACE THROUGH STRENGTH. A successful Small Business Owner and Civic Leader, prior to running for Congress, David has dedicated his life to serving his Community. As your next Congressman, David will fight hard to Grow our Economy, Cut Taxes and Regulations, Promote NO TAX ON TIPS, Unleash American Energy DOMINANCE, Champion MADE IN THE U.S.A., Keep our Border SECURE, Stop Migrant Crime, Safeguard our Elections, and Protect our always under siege Second Amendment. David Flippo has my Complete and Total Endorsement to be the next Representative from Nevada’s 2nd Congressional District – HE WILL NEVER LET YOU DOWN! President DONALD J. TRUMP

5/29 提醒一下之前大涨的半导体AMC, INTC 存储MU, SNDK 风险，注意止盈

MERCEDES-BENZ MAY BE SHUT OUT OF US MARKET UNDER BILL AIMED AT CHINESE AUTOMAKER OWNERSHIP - CNBC

F上涨比我预期的要坚决

BoE Gov. Bailey: The BoE'S use of AI is growing.

IRAN'S FOREIGN MINISTRY SPOX BAGHAEI: AT THIS STAGE, WE ARE FOCUSED ON ENDING THE WAR, WE ARE NOT NEGOTIATING OVER IRAN'S NUCLEAR PROGRAM MANAGEMENT OF THE STRAIT OF HORMUZ MUST BE DECIDED BY IRAN AND OMAN NO AGREEMENT HAS BEEN FINALISED WITH THE UNITED STATES SO FAR

IRAN'S BAGHAEI SAYS THE MANAGEMENT OF THE STRAIT OF HORMUZ MUST BE DECIDED BY IRAN AND OMAN

IRAN'S BAGHAEI SAYS NO AGREEMENT HAS BEEN FINALISED WITH THE UNITED STATES SO FAR

IRAN'S BAGHAEI SAYS NO AGREEMENT HAS BEEN FINALISED WITH THE UNITED STATES SO FAR

IRAN'S BAGHAEI SAYS THE MANAGEMENT OF THE STRAIT OF HORMUZ MUST BE DECIDED BY IRAN AND OMAN

IRAN'S FOREIGN MINISTRY SPOKESMAN BAGHAEI TO STATE TV: AT THIS STAGE, WE ARE FOCUSED ON ENDING THE WAR, WE ARE NOT NEGOTIATING OVER IRAN'S NUCLEAR PROGRAM

There is not a single "consensus earnings estimate miss" on this chart. $LULU https:// earningswhispers.com/stocks/LULU

COST今天跌不少

大牛们看得上COST吗？要是停战利好消费股

$QCOM CFO: Custom silicon revenue begins later this yea " we are working with a hyperscaler, and we're going to have revenue starting later this year from that engagement. So very excited. This is, I think, an opportunity that's going to be very material for us in '27. And then hopefully, it's a stepping stone to an ongoing engagement and then scaling up from there."

下周SEC開放後 也可以選這種日內極佳的標的做多空 不一定要SOXS跟SOXL 虛偽大A股通常都不太聽話

IRANIAN SOURCE: DISAGREEMENTS WITH THE US CONTINUE ON SEVERAL ISSUES || A RESPONSIBLE SOURCE TOLD AL-ARABI AL-JADEED THAT WHAT TRUMP ANNOUNCED TODAY IS A SELECTIVE APPROACH WITH SOME OF THE PROVISIONS OF A POSSIBLE AGREEMENT. || HE SAID THAT DISPUTES OVER SEVERAL CASES ARE STILL ONGOING. - NOUR

Market Chatter: Microsoft Poised to Release New Coding Model Next Week: Microsoft (MSFT) is slated to release a suite of new homegrown AI models next week at its annual Build conference in San Francisco

藍線短期趨勢線 跟綠色短期趨勢線 下周大對決 主力已經防守藍色短期趨勢線6周了 再破下去 怕是主力的心要撐不住了 今天賣出COIN跟CONL 我個人覺得完全沒有毛病

這兩天COIN表現的不錯 但就完全沒事了嗎 還未必 就是周線的問題 目前還沒突破周線 那就看下週了 下周破不了周線 那還會再往下探底 日內極佳的股票

Thanks to $DELL I am now on track to crushing the market with my annual stock ideas for seven years running with big upside every single year. Look at my prior years' annual stock ideas. 2026 is not an anomaly. Plus, my Substack ideas during the last few months, including DELL, are even doing way better.

SOXX没有跌破570还不好说完

SENIOR IRANIAN SOURCE TO REUTERS: A POLITICAL UNDERSTANDING HAS BEEN REACHED BETWEEN IRAN AND THE U.S., BUT IT HAS NOT YET BEEN FINALISED

@John HOOD还拿着么

PUTIN SAYS WE ARE READY TO CONTINUE TALKS ON UKRAINE

PUTIN: WE HAVE THE RIGHTS TO SPEAK, GIVEN THE SITUATION ON THE BATTLEFIELD, THAT THE SITUATION IS COMING TO AN END || STATEMENTS ABOUT RUSSIA PREPARING FOR A WAR WITH EUROPE ARE LIES || RUSSIA IS NOT THREATENING EUROPE

PUTIN: I ASSUMED THE ANALYSIS OF THE BATTLEFIELD WHEN SAYING THIS || RUSSIAN FORCES ARE ADVANCING EVERY DAY || WESTERN MEDIA REPORTED POORLY ABOUT THE STRIKE ON STAROBILSK IN LUHANSK REGION, THEY SHOULD BE ASHAMED OF THEMSELVES

MU现在算半岛体龙头了吧？

GEE I WONDER WHAT THIS COULD BE. READ MY SUBSTACK.

US Vice President JD Vance said Washington and Tehran are close to agreeing a deal to extend their ceasefire in the Middle East war, but the potential breakthrough still hangs on President Donald Trump's approval, per AFP

PUTIN CLARIFIES HIS EARLIER REMARKS ON UKRAINE, SAYING HE CANNOT PROVIDE A SPECIFIC TIMELINE FOR A RESOLUTION.

Shocking stat of the day: Assets under management (AUM) in the 2x Leveraged Long SK Hynix ETF, listed in Hong Kong, are up to a record ~$10 billion, making it the largest single-stock leveraged ETF in the world. The fund, launched in October 2025, has seen its AUM more than

今天爽。MSFT DDOG CRWD CRM

DDOG 给力。但是这个PE这么高

FARS: IMMEDIATE PAYMENT OF $12 BILLION FROM IRAN'S FROZEN ASSETS IS INCLUDED IN MOU

IRAN'S FARS AGENCY : INFORMED SOURCES STRESSED THERE IS NO PROVISION ABOUT DESTROYING TEHRAN'S NUCLEAR MATERIALS IN MOU, CLAIM IS FUNDAMENTALLY 'BASELESS'

FARS: IRAN'S ARRANGEMENTS FOR REOPENING HORMUZ COULD INCLUDE MONITORING AND INSPECTION OF SHIPS, PROVISION OF SERVICES, AND SECURITY MEASURES

FARS, CITING SOURCES, SAYS TRUMP'S COMMENTS ARE AN 'ATTEMPT TO PORTRAY A FABRICATED VICTORY'

IRAN'S FARS, CITING SOURCES, REJECTS TRUMP'S COMMENTS ABOUT A POSSIBLE AGREEMENT WITH IRAN AS 'A MIXTURE OF TRUTH AND FALSEHOOD'

Nvidia $NVDA has TRIPLED its quarterly revenue over the last 2 years

IRAN'S FARS AGENCY : INFORMED SOURCES STRESSED THERE IS NO PROVISION ABOUT DESTROYING TEHRAN'S NUCLEAR MATERIALS IN MOU, CLAIM IS FUNDAMENTALLY 'BASELESS'

IRAN'S FARS CITING SOURCES: AGREEMENT WITH U.S. IS IN THE FINAL STAGES OF RATIFICATION IN IRAN AND A FINAL DECISION HAS NOT YET BEEN MADE

FARS, CITING SOURCES, SAYS TRUMP'S COMMENTS ARE AN 'ATTEMPT TO PORTRAY A FABRICATED VICTORY'

IRAN'S FARS, CITING SOURCES, REJECTS TRUMP'S COMMENTS ABOUT A POSSIBLE AGREEMENT WITH IRAN AS 'A MIXTURE OF TRUTH AND FALSEHOOD'

IRAN'S FARS CITING SOURCES: AGREEMENT WITH U.S. IS IN THE FINAL STAGES OF RATIFICATION IN IRAN AND A FINAL DECISION HAS NOT YET BEEN MADE

CRM [大哭]

PUTIN ON DRONE IN ROMANIA: I HAVE JUST HEARD ABOUT THIS || I HEAR SOME DRONE FLEW IN ROMANIA, I DON'T KNOW WHAT THE DRONE IS || NO ONE CAN TELL ABOUT THE ORIGIN OF A DRONE

PUTIN ON DRONE IN ROMANIA: I HAVE JUST HEARD ABOUT THIS PUTIN: I HEAR SOME DRONE FLEW IN ROMANIA, I DON'T KNOW WHAT THE DRONE IS PUTIN: NO ONE CAN TELL ABOUT THE ORIGIN OF A DRONE PUTIN: UKRAINIAN DRONES FLEW INTO POLAND AND BALTIC STATES BEFORE

Ferrari Vs Tesla: $640K Luce EV Loses Key Speed And Range Battles To Model S Plaid

IRAN'S FARS NEWS AGENCY SAYS IRANIAN SOURCES DENY TRUMP'S LATEST COMMENTS

FARS NEWS: INFORMED SOURCES HAVE REJECTED TRUMP'S NEW CLAIMS ABOUT A POSSIBLE DEAL WITH IRAN, DESCRIBING HIS REMARKS AS 'A MIXTURE OF TRUTH AND LIES' AND AN ATTEMPT TO PORTRAY A FAKE VICTORY.

像NVDA?

跟AMD两个月前的有的一拼

KALSHI LAUNCHES AMERICA’S FIRST PERPETUAL FUTURES Kalshi today announced the launch of perpetual futures contracts, becoming the first company in U.S. history to offer regulated perpetuals. Pending regulatory approval, U.S. investors will soon be able to trade crypto perpetual futures on Kalshi’s CFTC-regulated platform. Kalshi plans to launch crypto perpetuals across more than a dozen currencies. Funding rates update every eight hours, with full details available at kalshi

CHINA’S POWERFUL REGULATOR, NATIONAL DEVELOPMENT AND REFORM COMMISSION, HAS QUESTIONED PREMIUM ZIJIN IS PAYING AS WELL AS THE GEOPOLITICAL RISKS - FT

FRANCE'S CAC 40 UP 0.15%; SPAIN'S IBEX UP 0.75%

BRITAIN'S FTSE 100 DOWN 0.09%; GERMANY'S DAX UP 0.08%

今天先看到這 CONL趨勢還好 SOXL趨勢也還好 真要做空比較想做SOXS 但不是現在了

*SEC MOVES TO SCRAP BIDEN-ERA RULE ON CLIMATE RISK DISCLOSURES

SOXL沒有敢上去 他的交易量很差 上去就會被空 可能昨天說的 資金有偷偷移動 搞不好跑來比特幣相關的溫存一下 但他們要留多久 還得觀察 目前不影響趨勢 猜想是SOXL高位獲利後 (那個大跌的資金)跑來COIN HOOD這種的小炒一下 因為兩邊成交資金很像同一個機構

EURO ZONE BOND YIELDS DROP FOLLOWING TRUMP'S ANNOUNCEMENT ABOUT A MEETING TO DECIDE ON THE IRAN DEAL.

MU 972.02 USD +48.50 (5.25%)today May 29, 11:15 AM EDT • Disclaimer打不死的小强啊[憨笑]

INTC从＄40 一路涨到＄130， 现在轮到MSFT和IBM了。

COIN從170喊買上來到現在 換做CONL應該也不少了 目前7.4-7.5又是壓力範圍 這裡可以賣出 考慮做一點點CONI 止損就看7.5

ZS $133 l

$JPM CEO this week: "I think asset prices are high, including JPMorgan stock. I'm not that fond of buying stock at these prices, or companies. We're quite patient with capital. It's not burning a hole in our pocket at all. It's just there for a while, no problem."

Sold MSFU, still holding 7/17 MSFT call position

恭喜月大的MSFT Call大赚。如果没有记错的话，月大还有MFSU没有卖，对吗？

今天按理说INTC应该涨，昨天发了个好新闻。可是是跌，也许真的是国王在卖

Iren borrowed billions to buy NVDA GPUs - Iren was down earlier now in green

If you invested $10,000 in Nike $NKE exactly 5 years ago, you would have $3,231 today (dividends included) Not too bad

SPOT GOLD RISES BY 2% TO $4,575.24 PER OUNCE.

U.S. MAY WORKERS ON STRIKE 4,000

Took profit of today's MSFT call, 20 contracts, 5.6 -> 29.6, with total gain $48K

KAZAKHSTAN OFFERS TO TAKE IRAN’S URANIUM STOCKPILE, WATCHDOG SAYS - FT

回到7可能又要免強買回 這裡他正要選一個方向 6.7目前沒跌破 上面7.1也沒站穩 這是30F的 如果SOXL又要打回去高點 還會再被PUT下去 這是今天到下周

Trump: US to Lift Iran Naval Blockade After Nuclear and Hormuz Commitments - Truth Social Iran must agree to never have a nuclear weapon or bomb Strait of Hormuz must be opened immediately with no tolls and unrestricted two-way shipping Remaining water mines in the Strait must be removed or detonated by Iran Ships caught by the U.S. naval blockade can begin heading home as the blockade is lifted Enriched nuclear material buried underground will be unearthed by the U.S. in coordination with Iran and the IAEA, then destroyed No money will be exchanged until further notice Final determination pending after Situation Room meeting

TRUMP: U.S. NAVAL BLOCKADE TO BE LIFTED TRUMP: STRANDED SHIPS FREE TO RESUME VOYAGES

TRUMP: ALL REMAINING MINES IN HORMUZ TO BE REMOVED OR DESTROYED

TRUMP ON TRUTH SOCIAL: Iran must agree that they will never have a Nuclear Weapon or Bomb. The Hormuz Strait must be immediately open, no tolls, for unrestricted shipping traffic, in both directions. All water mines (bombs), if any, will be terminated (we have removed, through detonation, numerous such mines with our great underwater mine sweepers. Iran will complete the immediate removal and/or detonation of any mines that are left, which will not be many!). Ships caught in the Strait due to our amazing and unprecedented Naval Blockade, which will now be lifted, may start the process of “heading home!” Say HELLO to your wives, husbands, parents, and families from me, your favorite President! The enriched material, sometimes referred to as “Nuclear Dust,” which is buried deep underground with virtually collapsed mountains, caused by our powerful B2 Bomber attack 11 months ago, sitting on top of it, will be unearthed by the United States (which, it is agreed, is the only Country, along with China, with the mechanical capability of doing so!), in close coordination and conjunction with the Islamic Republic of Iran, plus the International Atomic Energy Agency, and DESTROYED. No money will be exchanged, until further notice. Other items, of far less importance, have been agreed to. I will be meeting now, in the Situation Room, to make a final determination. Thank you for your attention to this matter! President DONALD J. TRUMP

BREAKING : Berkshire Hathaway $BRK.A is now underperforming the S&P 500 by more than 47 percentage points since Warren Buffett announced his retirement in May 2025

Snow F IBM 涨得欢

当时能拿住 $NOWL就好了。。郁闷。。

IBM和MSFT都是行业巨头，买了不用担心，不像小辣椒， 买后要一直盯着，一有不对随时要跑。

Factor Update being issued a day early this week Soybean complex SCHA Rice Canola ARM FCX PMs US Dollar Feed Wheat Singapore Index T-Bonds Mexican Peso

想加INTC

要回7519构成30 F

YOU GET CAR! YOU GET A CAR! $DELL

US GOVT'S PROPOSAL, PART OF USMCA RESTRUCTURING TALKS WITH MEXICO, WOULD ALSO SEEK TO INCREASE U.S. CONTENT FROM CURRENT 75% NORTH AMERICAN RULE- WSJ

THE NEW PROPOSAL WAS PREPARED AHEAD OF NEGOTIATIONS OVER HOW TO RESTRUCTURE THE USMCA, WHICH PRESIDENT TRUMP SIGNED IN 2020 AND IS UP FOR REVIEW THIS YEAR, ACCORDING TO THE PEOPLE FAMILIAR WITH PLANNING. A U.S. DELEGATION IS IN MEXICO CITY THIS WEEK FOR A FIRST ROUND OF FORMAL DISCUSSIONS ON THE PACT WITH THE MEXICAN GOVERNMENT. - WSJ

THE RULE WOULD GREATLY INCREASE THE AMOUNT OF U.S. CONTENT REQUIRED IN CARS MADE UNDER THE SO-CALLED USMCA, MEASURED BY THE DOLLAR VALUE OF THE COMPONENTS. THE PACT CURRENTLY REQUIRES THREE-QUARTERS OF A VEHICLE’S MATERIALS TO COME FROM NORTH AMERICAN SOURCES, BUT HAS NO U.S.-SPECIFIC CONTENT REQUIREMENT. - WSJ

THE TRUMP ADMINISTRATION IS EXPECTED TO PROPOSE A CHANGE TO THE U.S.-MEXICO-CANADA AGREEMENT THAT WOULD REQUIRE HALF OF THE COMPONENTS AND MATERIALS IN AN AUTOMOBILE TO COME FROM U.S. SOURCES IN ORDER TO QUALIFY FOR LOWER TARIFFS UNDER THE PACT, ACCORDING TO PEOPLE FAMILIAR WITH THE PLANS. - WSJ

The US wants autos under USMCA at least 50% made in the US - WSJ. The Trump administration is expected to propose a change to the U.S.-Mexico-Canada Agreement that would require half of the components and materials in an automobile to come from U.S. sources in order to qualify for lower tariffs under the pact, according to people familiar with the plans. The rule would greatly increase the amount of U.S. content required in cars made under the so-called USMCA, measured by the dollar value of the components. The pact currently requires three-quarters of a vehicle’s materials to come from North American sources, but has no U.S.-specific content requirement. The new proposal was prepared ahead of negotiations over how to restructure the USMCA, which President Trump signed in 2020 and is up for review this year, according to the people familiar with planning. A U.S. delegation is in Mexico City this week for a first round of formal discussions on the pact with the Mexican government.

INTC今天在120以上的call太多，收盘应该在120以下一点通杀

INTC 冲高回落

Sandisk is having one of the greatest stock runs in history but the party might not be over yet, according to Mizuho, which just raised its price target on $SNDK to a whopping $1,825 For magnified exposure, consider the Tradr 2X Long SNDK Daily ETF $SNXX from @TradrETFs

@S存弯去机票钱ing 赶紧买吧，替我帮大盘买崩。

炒币、打土狗的半导体专家们，你们能不能别关注我，你们认识太高我甘拜下风 ORCL跌了吗？

Ford $F stock is currently on pace for its best month in 17 years

AST SpaceMobile $ASTS just traded green for a record 11 straight days and is now up 25% since we highlighted the possible SpaceX IPO momentum on May 19 Will it continue? For magnified exposure, consider the Tradr 2X Long ASTS Daily ETF $ASTX from @TradrETFs

Welcome back $PLTR

*CRYPTO DERIVATIVES MAY BE WELL-SUITED FOR 24/7, CFTC SAYS

MSFT all-time high is $555. Now $440 is still cheap. 一定会补涨。

DDOG 市盈率600+。好贵

Microsoft owns approximately a 27% equity stake in Open AI, currently valued at roughly $135 billion. So, owning MSFT is a way to own Open AI shares.

Here's an update on how @DivesTech has done over the past three weeks. $IVES

IRAN'S FOREIGN MINISTER ARAQCHI SAYS HE HAD PRODUCTIVE CALL WITH OMAN'S FOREIGN MINISTER, EXPRESSED IRAN'S SOLIDARITY WITH OMAN IN FACE OF ANY THREAT || WE DISCUSSED HORMUZ AND ITS FUTURE ADMINISTRATION IN LINE WITH OUR SOVEREIGN RESPONSIBILITIES AND INTERNATIONAL LAW

IRAN'S FOREIGN MINISTER ARAQCHI SAYS HE HAD PRODUCTIVE CALL WITH OMAN'S FOREIGN MINISTER, EXPRESSED IRAN'S SOLIDARITY WITH OMAN IN FACE OF ANY THREAT - POST ON X

IRAN'S FOREIGN MINISTER ARAQCHI: WE DISCUSSED HORMUZ AND ITS FUTURE ADMINISTRATION IN LINE WITH OUR SOVEREIGN RESPONSIBILITIES AND INTERNATIONAL LAW

为什么你的GOOG？才60@Raymond Li 块

F 稳稳滴涨

The average Costco $COST has 160,000 members

昨天推荐的 $MSFT $PLTR 今天都大涨， 软件板块轮动发力 https://x.com/lordwilliamuk/status/2060356804287078451?s=46

European inflation tracking estimates (per GS)

S&P 500 Technology sector at an all-time high.

F太牛了，天天这么顶😂 赞美月大！月大早☕

NOW止盈1/5 [阴险]

MOO Imbalance S&P 500: -50 mln Nasdaq 100: -2 mln Dow 30: +5 mln Mag 7: -4 mln

S&P 500 UP 11.98 POINTS, OR 0.16 PERCENT, AT 7,575.61 AFTER MARKET OPEN DOW JONES UP 74.29 POINTS, OR 0.15 PERCENT, AT 50,743.26 AFTER MARKET OPEN NASDAQ UP 34.17 POINTS, OR 0.13 PERCENT, AT 26,951.64 AFTER MARKET OPEN

PAULSON SAYS IT'S GOOD FOR MARKETS TO MOVE TOWARD TIGHTER MONETARY POLICY.

$NOWL 都翻倍了

$NOW 也涨疯掉了

FED'S PAULSON SAYS MONETARY POLICY IS IN A STRONG PLACE FOR FUTURE OUTLOOK.

FED'S PAULSON SAYS MONETARY POLICY IS CURRENTLY SUITABLE.

Tempus 基因检测获 FDA 批准，预计 2027 年起提升 ASP 05/29 21:18 JST $TEM Tempus 的 xT CDx 基因检测获得了 FDA 批准用于仅限肿瘤的适应症。$TEM 表示，此次批准使其能够将完整的实体瘤 DNA 产品组合统一在 ADLT 定价下，预计从 2027 年开始将带来约 $200 的 ASP 收益。

CENTCOM: U.S. FORCES CONTINUE TO ENFORCE THE BLOCKADE AGAINST IRAN. AS OF MAY 29, 115 COMMERCIAL VESSELS HAVE BEEN REDIRECTED TO ENSURE NO COMMERCE ENTERS OR LEAVES IRANIAN PORTS.

MediaTek says it has started working with $INTC Intel for advanced chip packaging in addition to its existing relationship with $TSM , as Taiwan's top mobile chip developer bets heavily on artificial intelligence hardware and infrastructure demand to drive its next phase of

#earnings for the week of June 1, 2026 https:// earningswhispers.com/calendar $AVGO $CRWD $CRDO $PANW $HPE $CIEN $RBRK $PL $AI $DG $MMED $VSCO $LULU $GTLB $MDT $SAIC $VEEV $ULTA $DOCU $HIVE $FIVE $IOT $MOMO $ODD $SIG $DCI $CMCO $TIGR $CAL $CGNT $M $DSGX $CHPT $ABM $SPWH $OLLI $PVH $TTAN $TTC $THO $NTSK $WOOF $YEXT $PICS $BBCP $BF.B $XE $CANG $CXM $COO

FED'S PAULSON SAYS JOBLESS RATE IS NEAR FULL EMPLOYMENT LEVELS.

FED'S PAULSON SAYS CONSUMERS ARE SPENDING, BUT GROWTH IS SLOWING DOWN.

FED'S PAULSON STATES US IS SET FOR CONTINUED MODERATE GROWTH.

FED'S PAULSON STATES INFLATION REMAINS EXCESSIVE AND WAS HIGH PRIOR TO THE WAR.

FED'S PAULSON SAYS MONETARY POLICY IS CURRENTLY AT A MILDLY RESTRICTIVE LEVEL.

JD Vance has said: "When somebody steals $1. 4 billion from [а government] program, that is theft from you."

顺哥。Msft 两个月前350时候我已经说过是大底，也是我最推崇的股票。现在433。已经 33 percent 反弹。虽然比较慢，不像MU SnDK 这些这么快捞钱，但是Msft 会稳妥一点。毕竟是七大股。系统目标460 以上中长线没有变。恭喜大家如果跟我这两个月一直买Msft. 七大股都有自己的低峰和高位。集中一只股就行了。

$SOFI 竟然暴涨，什么都可以拉啊。。

*BYTEDANCE DEVELOPING NEW CHIP TO RUN AI MODELS: INFORMATION

Susquehanna today raised its price target on Micron $MU up to $1,750 from $600 while maintaining its Positive rating

At least one $DELL analyst gets it. Bernstein: "Dell FQ1'27: Firing on all cylinders; Increasing est and TP to $500, Reiterate Outperform .. Guidance was also raised significantly as Agentic AI is opening up a completely new growth driver for traditional servers and the rest of company is firing on all cylinders. FY27 EPS guidance was raised from $12.9 to $17.9 and much of the upside surprise is coming from servers (AI servers and especially traditional servers) due to more CPU needs in the agentic future .. Most of this strength appears sustainable due to the rise of Agentic AI."

CHICAGO--(BUSINESS WIRE)--May 29, 2026--Tempus AI, Inc. (NASDAQ: TEM), a technology company leading the adoption of AI to advance precision medicine, today announced that the U.S. Food and Drug Administration (FDA) has granted approval for a tumor-only indication for its xT CDx next-generation sequencing platform. With this expanded label, Tempus is the first laboratory to hold FDA companion diagnostic (CDx) approval for both tumor-only and tumor-normal comprehensive genomic profiling.

BYTEDANCE'S NEW CHIP DESIGN MAY ELIMINATE THE REQUIREMENT FOR HIGH-BANDWIDTH MEMORY CHIPS, WHICH FACE STRICT U.S. EXPORT RESTRICTIONS TO CHINA.

CHINA'S BYTEDANCE IS WORKING ON NEW AI CHIPS SIMILAR TO NVIDIA'S PARTNER GROQ.

ADOBE, MU, SNDK 他都买过，Trump

ZAKHAROVA FROM RUSSIA CLAIMS ALL CHARGES ABOUT RUSSIA'S ROLE IN DRONE INCIDENTS IN ROMANIA ARE UNFOUNDED - RIA.

FED'S BOWMAN SAYS EFFORTS TO REDUCE INFLATION HAVE STOPPED PROGRESS.

FED'S BOWMAN SAYS U.S. ECONOMY STAYS STRONG DESPITE WEAK JOB MARKET CONDITIONS.

FED'S BOWMAN SEEKS BETTER UNDERSTANDING OF WAR'S EFFECT ON ECONOMY.

FED'S BOWMAN WARNS THAT A PROLONGED MIDEAST CONFLICT INCREASES INFLATION RISKS.

FED'S BOWMAN SAYS LONG-LASTING ENERGY PRICE RISES COULD AFFECT INFLATION BY THE END OF THIS YEAR.

BOWMAN STATES THAT THE FEDERAL RESERVE'S 'MODERATELY RESTRICTIVE' POLICY IS DESIGNED TO SUPPORT JOB CREATION AND REDUCE INFLATION.

FED'S BOWMAN IS HOPEFUL THAT THE END OF THE WAR WILL LOWER ENERGY PRICES.

FED'S BOWMAN SAYS TEMPORARY ENERGY SHOCK MIGHT HURT THE ECONOMY.

FED'S BOWMAN SAYS IT'S TOO SOON TO MEASURE THE MIDDLE EAST WAR'S EFFECT ON THE ECONOMY.

BOWMAN SAYS FEDERAL RESERVE CAN OVERLOOK ENERGY PRICE SPIKE IF IT REMAINS TRUSTWORTHY ON MONETARY POLICY.

FED'S BOWMAN STATED SHE MAY CHANGE POLICY VIEW IF WAR-RELATED INFLATION SPREADS.