Month: June 2026

Equity Call Options are being traded more than Put Options by the largest margin in history 🚨🚨 pic.twitter.com/26QcF0Ch8P

— Barchart (@Barchart) June 7, 2026

Here's a table of Mag 7 Price-to-Sales (fwd) ratios at IPO next to what they "should have been" knowing what we know now.

Spacex at the end. If future Spacex growth = AMZN 1997 or NVDA 1999, you'll still kill it. But if it's "just" META 2012 or AAPL 1980, pricing in too much. pic.twitter.com/tsUfP1r6ey

— Jesse Livermore (@Jesse_Livermore) June 7, 2026

SpaceX at $10 to $30 trillion within a decade. Right. The entire S&P 500, itself as fundamentally overvalued as at any time in its history, has a $65 trillion market value. The prospectus identifies a $28.5 trillion TAM. Annual sales for ALL S&P 500 companies total $20 trillion. https://t.co/lF8C0KiTws

— Christopher Bloomstran (@ChrisBloomstran) June 8, 2026

Nvidia CEO Jensen Huang calls the global tech stocks selloff that began last week a buying opportunity, saying the buildout of AI has just begun https://t.co/ILsVRnhhne

— Bloomberg (@business) June 8, 2026

🤣 I have to think that anyone who buys the SpaceX IPO just isn’t that good at math. Or history. https://t.co/7CbbadynXP

— Gary Marcus (@GaryMarcus) June 8, 2026

Going LIVE at the open tomorrow 6/8 at 9:15 AM ET.

One of my biggest positions is playing out in real time: the Trulieve uplisting and what it means for the $MSOS trade. I'll walk through the thesis, the setup, and exactly what I'm watching as the bell rings.

Open to everyone!… pic.twitter.com/0rCcIlioxD

— Andrew O'Connell, CFA, FRM (@realpristinecap) June 7, 2026

More signs of the AI mania wearing off. The Mag 7 are now underperforming the S&P 500, which in turn is underperforming the S&P 493.

"Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by… pic.twitter.com/oFY8ZR37i8

— Kashyap Sriram (@kashyap286) June 8, 2026