Andy Bechtolsheim wrote Google a $100,000 check before it even had a bank account.
That $100,000 check is worth $15 billion today. Andy Bechtolsheim is a billionaire German-American electrical engineer, investor, and tech entrepreneur. He co-founded Sun Microsystems in 1982 and Arista Networks in 2004. Source: Bull Theory
The futures market is now pricing 1.5 Fed rate hikes by year-end
Source: Hedgeye, Bloomberg
Momentum coming back to life:
"The GS High Beta Momentum Pair (GSPRHIMO) is up 9.3%, marking its strongest one day rally in the last five years following a 33% drawdown in the factor. Our sector specific TMT Unconstrained Momentum Pair (GSTMTMOM) is also posting its best day on record (+11.5%) and the GS Broad AI Pair (GSPUARTI) is up 7.3%, its best day since the launch of ChatGPT." - GS Source: Negligible capital
Crude Oil only has 43 days of supply left in the U.S., the lowest inventory in 45 years 🚨 🚨
Source: Barchart, BofA
SpaceX $SPCX share unlock schedule ending at 100% December 2026.
Keep in mind only 5% of float is trading right now and most early investors bought for $0.02 - $1.22 per share. That's a lot of selling coming... Source. Financelot
Goldman Sachs models a scenario where the Strait of Hormuz remains disrupted through late 2027.
Under these conditions, they project Brent crude could spike above $120/bbl by Q4 2026, before settling at an average of ~$100/bbl throughout 2027. This contrasts sharply with Goldman's $80 base case, suggesting current prices still assign relatively low odds to a prolonged physical supply disruption Source: GS, TME
Turkey will let the Lira fall even faster against the U.S. Dollar, cautions Goldman Sachs 🚨
Apparently a 97% dump over 15 years isn't enough... Source. Barchart
SpaceX $SPCX stock is currently trading at $122 per share
Wall Street has price targets on the stock as high as $800 and as low as $130 That means SpaceX stock is currently trading below every Wall ST analyst price target according to the graphic below from my partners at Leverage Shares Source: Evan, Leverage shares
