Apple just secretly added Starlink satellite support to iPhones through iOS 18.3.
One of the biggest potential winners? Mode Mobile.
Mode’s EarnPhone already reaches 490M+ users that have earned over $1B, and that’s before global satellite coverage. With SpaceX eliminating “dead zones,” Mode’s earning technology can now reach billions more in unbanked and rural populations worldwide.
Their global expansion is perfectly timed, and investors like you still have a chance to invest in their pre-IPO offering at $0.50/share.
With their recent 32,481% revenue growth and newly reserved Nasdaq ticker, Mode is one step closer to a potential IPO.
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🧨Robinhood Gives ChatGPT Margin Access… Trump’s Solar Curse Expires
I’ll take things that won’t end well for $100, Alex.
Imagine your AI stockbroker requesting the password to your entire net worth… Well, thanks to Vlad and the team over at Robinhood, you don’t have to.
On a Friday that wasn’t short of any exciting news… Gamestop’s arch nemesis going back to 2021, gained 10% after the fine folks over at Mizuho doubled down Vlad’s new “Agentic Trading” tools. And yes, it’s exactly what it sounds like. A tool that allows AI assistants to execute trends and investment strategies with almost no human involvement.
If any other brokerage account like Schwab or Fidelity tried something like this… there would be a riot unlike anything we’ve ever seen. But with the average Robinhood trader having the intelligence of a chicken, maybe this will actually end up becoming a risk management tool.
The firm surveyed users and found roughly 89% would consider opening a dedicated AI-managed trading account, while respondents said they’d allocate nearly a third of their portfolios to these digital money managers.
Because after years of losing money on meme stocks by themselves, investors have finally decided it’s time to automate the process.
Meanwhile, the indexes did not disappoint as they continue to hit levels that felt impossible just a month or two ago.
The Dow gained 0.6%, while the S&P 500 and Nasdaq added 0.3% as all three major indexes hovered near fresh record highs. The S&P is now on pace for its ninth consecutive week of gains, its longest winning streak since 2023.
And what’s powering this latest rally?
Well, partly AI.
Partly momentum.
And partly President Trump hopping onto Truth Social and announcing he’ll soon make a “final determination” regarding a potential Iran deal.
Although he’s still demanding Iran agree they won’t make nuclear weapons and must open the Strait of Hormuz without any tolls.
Meanwhile, Dell dropped earnings… and the suits on Wall Street proceeded to drop their pants. (Not a sentence you expected to see this century, huh?)
The company crushed estimates and raised expectations, telling investors that demand for AI servers remains absolutely bonkers as companies continue stuffing data centers with Nvidiachips.
Shares exploded 40% higher. The report also gave Alex Karp junkies another excuse to run through drywall. Palantirskyrocketed 10% after traders connected the dots back to its partnership with Dell, which integrates Palantir’s software into Dell’s AI Factory platform.
And President Trump, if you’re reading this (which, based on your posting frequency, isn’t exactly impossible), you may want to skip this next part.
Because after spending much of your second term treating solar energy like it keyed your golf cart…
Solar stocks just posted their best month since 2013.
The industry’s main ETF, TAN, is up 26% in May, while Enphase Energy has gone absolutely feral with a 110% gain and SolarEdge has rocketed nearly 80%.
Apparently, just like this overinflated bull market… solar stocks never got the memo that they’re supposed to be dead.
If you read all of this, congrats for having a 10 second attention span (better than me). As always, here’s our heatmap for today.
Stop Finding Stocks AFTER They’re Famous
The market loves making people feel late.
You see a stock up 40%… Read the headlines… Pull up the chart…
Only to realize the move happened three days ago.
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Amazon Shuts Down Internal AI Leaderboard After Tokenmaxxing Turns the Office Into a Cloud Casino
Live look at Amazon office employees using ChatGPT to pump their AI usage numbers up…
Whoever had the genius idea of measuring employee success by how much AI they use at their desk should probably be on the first rocket to Mars (courtesy of SpaceX).
Not even two weeks after Amazon’s bald billionaire founder said everyone should stop worrying about AI taking their jobs… comparing AI to a bulldozer (as opposed to digging a hole the Great Depression way)…
Andy Jassy has officially pulled the plug on an internal…
Elon’s IPO Roadshow Hits a Data Center Pothole After Late-Night X Post Scrambles Wall Street Math
Turns out the biggest risk to the SpaceX IPO isn’t the lack of revenue… it’s Elon’s thumbs…
You ever have that one friend who posts something on social media and somehow turns a simple situation into a full-blown mystery?
Well folks… Elon Musk just did that. To his own IPO. To SpaceX, the company trying to pull off what could become the largest IPO in human history. Which is generally the type of thing where investors prefer the CEO not…
Anthropic Just Snatched the AI Crown at $965B… and Sam Altman’s Punching Drywall in 4K
Dario didn’t hear no bell…
And just like that, OpenAI is the silver medalist of Silicon Valley AI. Scam Altman’s real-life “Newman”, Dario Amodei and his Anthropic Skynet Team, just closed a $65B Series H at a $965B valuation yesterday.
You might recall, OpenAI was last valued at $852B back in March. So Anthropic didn’t just edge past Sam Altman’s empire. It put the whole thing in a body bag while Sam was probably mid-twitter post. Even moreso, this is Anthropics Series H. Meaning, we are three letters away from Chamath Palihapitiya appearing in a puff of smoke and forcing a reverse merger with whatever SPAC he still has lying around LOL.
All jokes aside, this valuation nearly triples Anthropic’s February raise of $385B, which already felt unhinged. The question now is, does Anthropic deserve it? Well, try a $47B revenue run rate, up from $30B earlier this year and $10B last year. Claude Code (the coding assistant currently bleeding every engineering team for billable hours) is mainlining cash into Dario’s Scrooge McDuck pool. Anthropic also dropped Opus 4.8 yesterday and teased Claude Mythos Preview… the cybersecurity model so dangerous Anthropic has it on a velvet leash, an enterprise NDA, and a hand-picked roster of customers cleared to play with it.
So yeah… they deserve it. And as of late, these MF’ers don’t miss. Which only adds to the…
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Strategy Inc. (NASDAQ: MSTR) has just made a decisive move in a market filled with fear. The company’s recent $2.01 billion acquisition of 24,869 Bitcoin (BTC) brings its total holdings to an enormous 843,738 BTC.
Funded through stock offerings, the purchase came as more than $800 million in leveraged crypto positions were liquidated across the market, allowing Strategy to capitalize on the capitulation of weaker hands.
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America’s most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions.See the 5 stocks to avoid
While many observers see a company doubling down in the face of macro headwinds, the more disruptive catalyst may be getting overlooked. This aggressive treasury expansion, combined with management’s unprecedented commentary about a potential Bitcoin-backed dividend, is reshaping Strategy Inc.’s value proposition. The market still appears to be pricing Strategy as a simple Bitcoin proxy, creating a sharp asymmetry for investors who recognize this strategic inflection point before it is fully reflected in the stock.
Why Strategy Inc. Bought When Others Bailed
The latest Bitcoin purchase by Strategy Inc. is a textbook example of a high-conviction, contrarian move. With an average cost of $80,985 per coin for the new tranche, the position is technically underwater versus a spot price near $76,300. However, that is less important when evaluating Strategy, since the aggregate cost basis for the company’s entire treasury remains profitable at roughly $75,700, underscoring a disciplined long-term strategy that is not swayed by short-term panic.
The funding mechanism tells its own story of institutional confidence. Capital was raised through the sale of common Strategy stock and “Stretch” preferred equity, with the Stretch offering drawing strong demand. That suggests sophisticated capital allocators are not only comfortable with Strategy Inc.’s leveraged treasury model, but are actively financing its expansion — a narrative that runs directly counter to fearful retail sentiment.
Investors should also note Strategy’s unusual financial structure. Its $58 billion market capitalization against $477.23 million in annual software sales produces a price-to-sales ratio of 121, leaving it largely detached from its core operations. Strategy Inc. is an unconstrained Bitcoin proxy, and its 3.59 beta ensures substantial volatility.
Checkmate for Yield Hunters: A Dividend Changes Everything
The most potent and widely misunderstood catalyst is management’s recent signaling that it may sell treasury assets to fund a dividend. This is not a break from the never-sell ethos; it is a strategic masterstroke. Introducing a dividend would fundamentally reclassify the equity, transforming it from a pure speculative asset into a potential income-generating instrument.
This shift could unlock billions in sidelined institutional capital. Income-focused funds, pension plans, and family offices — investors previously barred from owning a non-yielding, high-volatility stock — would suddenly have a mandate to evaluate Strategy. By creating a mechanism to return capital to shareholders, Strategy Inc. is building a bridge to a massive new total addressable market. That structural change could create a durable demand floor for the Strategy stock price, independent of Bitcoin’s day-to-day fluctuations.
Is Strategy Setting a Bear Trap?
Strategy’s derivatives and short-interest markets reveal where the smart money may be positioning.
The options chain for Strategy Inc. shows significant accumulation of out-of-the-money call options. Heavy volume is clustering around the $220 and $250 strike prices, with expirations in the third and fourth quarters of 2026. That suggests institutional traders are positioning for a sharp upward repricing before year-end, anticipating either a favorable macro shift or a recovery in the underlying asset.
At the same time, Strategy Inc.’s stock is heavily shorted. Traders are betting against Strategy, hoping to profit from a contraction in its premium to the net asset value of its Bitcoin holdings. But this trade is becoming increasingly crowded, and shorting fees have grown punitive. That creates a textbook short-squeeze setup. With the stock holding technical support near $160, any positive catalyst could ignite a violent covering rally. The dividend narrative is exactly the kind of fundamental shift that could light the fuse.
The Clock Is Ticking: The Window of Opportunity Is Now
The combination of these catalysts creates a compelling narrative. Strategy Inc. still carries significant risk, with its valuation tied to a volatile asset and its financial results subject to complex impairment accounting. However, the investment thesis is no longer a simple one-to-one bet on Bitcoin. A clear inflection point has arrived, and the market may be pricing in the past rather than the future.
The potential for a dividend fundamentally changes the stock’s demand dynamics, while an overextended short base provides fuel for a possible parabolic move. For investors who can think three moves ahead, the current disconnect between market price and future potential presents a rare and asymmetric opportunity. The catalysts are in place, the pressure is building, and the market has yet to fully grasp the magnitude of Strategy’s recent adjustments.
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Welcome to The Pregame Lineup, a weekday newsletter that gets you up to speed on everything you need to know for today’s games, while catching you up on fun and interesting stories you might have missed. Today’s edition is brought to you by David Adler.
The Yankees are bringing back the blueprint of their late-’90s dynasty.
You remember the Core Four, obviously — Derek Jeter, Mariano Rivera, Andy Pettitte and Jorge Posada, the homegrown heroes who led the Bronx Bombers to World Series after World Series.
Well, the 2026 Yanks have a Key Three. And they just might be New York’s best group of homegrown stars since the franchise icons of the 1990s and early 2000s.
See, even though Judge has provided the Yankees a Jeter-esque centerpiece for the last decade, New York has had to lean heavily on free-agent signings like Gerrit Cole, Carlos Rodón and Max Fried and trade acquisitions like Juan Soto, Cody Bellinger and Giancarlo Stanton to support Judge.
Until now, thanks to Schlittler and Rice breaking out. For the first time in a long time, the Yankees have a roster anchored by a collection of elite homegrown players.
But for Judge, Schlittler and Rice to really join the Core Four in Yankees lore, they’ll need to deliver title No. 28.
SERIES TO WATCH THIS WEEKEND
The biggest series this weekend include a classic rivalry, a playoff rematch and one of the hottest teams right now.
The Cubs-Cardinals rivalry goes back 140 years, and their first meeting of 2026 comes at a crucial time for both clubs. The two NL Central rivals are separated by just half a game in the National League Wild Card race, with the Cubs (31-26) holding the edge over the Cards (29-25) for the third and final spot.
We have a rematch of the 2025 NLDS, when the Dodgers knocked out the Phillies. The Phils didn’t have Zack Wheeler in that series, though, but they do now. Their resurgent ace is back with a vengeance (4-0, 1.67 ERA), and Wheeler gets the ball for tonight’s opener at Dodger Stadium. For the Dodgers, postseason hero Yoshinobu Yamamoto lies in wait in Sunday’s series finale — but the Phillies are the team that handed him his only loss of the 2025 playoffs. It’s just too bad that Cristopher Sánchez and Shohei Ohtani, who lead one of the most loaded Cy Young fields of all time, aren’t lined up to pitch in this series.
The D-backs are one of the hottest teams in baseball right now — they’re on a five-game winning streak and have won 10 of their last 11 games entering tonight’s opener in Seattle. That surge has Arizona tied with the Padres for the top NL Wild Card spot at 31-24. The Mariners, meanwhile, just took over first place in the AL West by sweeping the A’s (even though they’re still a game under .500 at 28-29).
HAPPY BIRTHDAY, PAUL
Today is Paul Skenes’ birthday, and even at the ripe young age of 24, he might already be one of the best pitchers we’ve ever seen.
There’s no shortage of incredible Skenes stats we can point to on his 24th birthday today. Like how he was already just the third pitcher ever to win the Rookie of the Year and Cy Young Award in his first two big league seasons, joining Fernando Valenzuela and Dwight Gooden.
Here’s another one. After a 10-strikeout performance last night, Skenes lowered his career ERA to 2.12 on his birthday eve. That’s the fourth-lowest career ERA for a pitcher before turning 24 since earned runs became official in 1913, according to the Elias Sports Bureau. And everyone else in the top five pitched over a century ago, during the Deadball Era.
Lowest career ERA before turning 24
Since 1913, min. 300 innings pitched
1. Dutch Leonard: 1.99 (1913-15)
2. (tie) Bill Doak: 2.09 (1913-14)
2. (tie) Babe Ruth: 2.09 (1914-18)
4. Paul Skenes: 2.12 (2024-26)
5. Bill L. James: 2.27 (1913-15)
Skenes, presented with that stat last night, had a festive birthday reaction: “That’s cool. There’s a lot of baseball left.”
Yordan Alvarez, with his American League-leading 20 home runs, is on a 56-homer pace in 2026. That would smash the Astros’ single-season home run record of 47, set by Jeff Bagwell in 2000.
He’s cementing himself as one of the best hitters in Houston history. So Astros reporter Brian McTaggart went and asked the Astros legends who came before Alvarez for their thoughts on the superstar slugger.
Here’s what the three Killer B’s — Bagwell, Lance Berkman and Craig Biggio — have to say about Alvarez’s performance this season.
Bagwell: “This is no surprise to me. Yordan is one of the best hitters I’ve ever seen. Everybody looks at the home runs and all that, but it’s the total package of what he does offensively. He understands himself, understands what pitchers are doing to him, and I think that’s a lost art at times — is having an idea of going into a game knowing the gameplan against him and being able to adjust per at-bat, per pitch, and with such a good swing.”
Berkman: “He’s one of the best pure hitters in the game. I honestly haven’t watched him a lot, but just what I’ve seen of him he’s got that rare combination of the ability to hit for power and to hit for average. It seems like in today’s game guys are hitting .230 with 30 home runs, but I’m always impressed with the guys that can [hit] for average and home runs.”
Biggio: “The thing that really is remarkable about him is he’s 6-4, but he has a short swing for a big guy. Whenever you have a short swing, you’re always going to be successful. You put that in his frame and a guy that puts a ball in play, obviously a lot of damage can happen. He’s putting it all together this year, which is exciting to see, because he’s a tremendous slugger and a great kid, too.”
TOP AUSL DRAFT PICKS SQUARE OFF AT WCWS
Karlyn Pickens and NiJaree Canady were the top two picks in the 2026 Athletes Unlimited Softball League Draft. Now the two star pitchers could go head-to-head in the Women’s College World Series.
Pickens’ Tennessee squad is facing off against Canady’s Texas Tech squad tomorrow in the Double Elimination Round of the WCWS. You can watch the game at 3 p.m. ET on ABC.
Pickens, who was drafted No. 1 overall by the Carolina Blaze, is 15-7 with a 1.60 ERA and 180 strikeouts this season for the Lady Volunteers. She also has the record for the fastest pitch thrown in collegiate softball, a 79.4 mph pitch against Nebraska in Game 2 of the 2025 NCAA Knoxville Super Regional.
Canady went second overall to the Texas Bolts. She’s 26-6 with a 1.74 ERA and 229 strikeouts for the Red Raiders this season. Canady was the 2024 USA Softball Collegiate player of the Year and the 2025 D1Softball National Pitcher of the Year.
NEW UECK TRIBUTE IS LARGER THAN LIFE
Bob Uecker will soon be towering over downtown Milwaukee.
The Wintrust Financial Center at 731 N. Jackson St. is being transformed into The Uecker Building thanks to a larger-than-life mural of the late, legendary voice of the Brewers. It’s a really cool story.
Local muralist Mauricio Ramirez was commissioned to create the 80-foot by 105-foot masterpiece honoring the Milwaukee icon, and the Uecker mural is rapidly taking shape.
Brewers reporter Adam McCalvy talked to Ramirez and got all the incredible details of the mural — like how Ramirez had to apply 150 gallons of paint to the building facade before he painted a single facial feature of Uecker’s.
Just this week, Ramirez finally got to work using spray paint to begin work on the Uecker image itself.
“If you want to talk about levels of difficulty, it’s level 10,” Ramirez said. “You’re dealing with heights, you’re dealing with the weather, you’re dealing with exterior surfaces, you’re dealing with industrial coatings. And not only that, you’re dealing with the artistic style of how to paint it, and make sure that the paint is going on right and looking how it’s supposed to look.
“When people paint portraits, sometimes it goes south and sometimes people get it right. My goal is to make this the best possible portrait in the country and in the world.”
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The price of aluminum has surged by almost 50% in the last year, reaching multi-year highs amid pressure due to the Iran war, domestic tariffs, and more. The shutdown of the Strait of Hormuz has had a particularly strong impact, given its critical role in the transmission of aluminum through the Middle East to other parts of the world.
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early – while everyone else waits on the sidelines.
But one small infrastructure supplier – a critical piece Musk can’t scale the Colossus network without – is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.Get the SpaceX infrastructure stock name and ticker here
Kaiser Aluminum Could Benefit From Tariffs and Aerospace Business, But Valuation Is a Risk
Kaiser Aluminum is a producer of semi-fabricated aluminum products for a variety of different markets, including aerospace, automotive, electronics, and more. The company’s earnings for Q1 2026 were very strong: more than 42% year-over-year (YOY) growth in revenue and an earnings per share (EPS) beat of $1.78, plus record EBITDA and solid guidance for the full year.
The company is seeing demand strengthen while simultaneously boosting operational execution through improved facility performance. This has allowed the firm to boost margins by about 850 basis points YOY. Additionally, free cash flow for the first quarter reached $69 million, and the firm ended the quarter with liquidity of roughly $596 million, giving it plenty of flexibility going forward.
With Section 232 tariffs including a 50% tariff on many aluminum imports and aluminum-based products, domestic firms like Kaiser could benefit. Still, as a specialized aluminum products firm, Kaiser may not be particularly dependent upon raw aluminum prices. Where Kaiser does stand out, however, is in its significant aerospace and defense business. Demand here is likely to remain strong, and multi-year contracts should provide a meaningful stability buffer—even as the auto segment faces potential headwinds from lagging demand and ongoing tariff volatility.
For investors, Kaiser could be a strong industrial materials firm with some potential tariff-related upside and lower risk than a pure commodity producer. Analysts are fairly optimistic, with half calling KALU shares a Buy. However, given that KALU shares are up more than 50% year-to-date (YTD), valuation may be a concern. Indeed, Wall Street expects more than 10% in downside potential.
Century’s Exposure to Tariffs Makes It a Big Beneficiary
While Kaiser is focused on aluminum products, Century is primarily an aluminum producer operating smelters across the United States and Europe. This means the firm is heavily exposed to aluminum pricing, and tariffs may give CENX shares a big boost as a result.
Century is advantageously positioned because it not only benefits from aluminum prices that are higher overall due to tariffs, but also from the fact that it does not need to pay tariffs on most of its production, thanks to its domestic focus.
The company is planning a new smelter in Oklahoma that could help to significantly boost its domestic production capacity. Enthusiasm surrounding Century’s prospects in the current tariff climate has led to a unanimous Buy rating from all five analysts rating CENX shares, as well as a consensus price target of $80. This price represents not only a 20% premium over recent levels but also essentially double the level at which CENX stock traded at the start of 2026.
Still, investors should keep in mind that Century’s dependence on tariff-related prices is significant. If tariffs shift and premiums collapse, the company could see a major hit to its earnings and valuation multiples. Further, building a new smelter will cost billions of dollars, and the cash-intensive nature of the project means Century is exposing itself to financing, execution, and construction risks.
For investors keen to capitalize on the tariff-related impact on aluminum prices, there also exists the possibility of gaining exposure to the commodity itself. An exchange-traded fund like the Invesco DB Base Metals Fund (NYSEARCA: DBB) holds a portfolio of aluminum futures to track commodity prices directly. This approach takes the other company-specific variables out of the equation, allowing for a more direct way of gaining exposure the price of aluminum. However, DBB is exposed to a variety of metals, so it is not aluminum-specific.
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News for you, Peter
Today’s game
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RJ Hamster 