$MSTR | Strategy - to Repurchase $1.50 Bln of 2029$NFLX | 𝐍𝐞𝐭𝐟𝐥𝐢𝐱: KeyBanc reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, maTRUMP: XI COULD MEET FOUR TIMES IN 2026 President $NVDA - TRUMP: CHINA HASN’T BOUGHT NVIDIA H200 CHI⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Experian and $NOW ServiceNow Partner to $AFRM | 𝐀𝐟𝐟𝐢𝐫𝐦: Compass Point maintains 𝐁𝐮𝐲, raiseTRUMP: NO TAIWAN PLEDGE AFTER XI MEETING President$WYFI | 𝐖𝐡𝐢𝐭𝐞𝐅𝐢𝐛𝐞𝐫: Cantor Fitzgerald maintains 𝐍𝐞TRUMP: TARIFFS NOT DISCUSSED WITH XI President DonTRUMP: XI DOESN’T WANT WAR OVER TAIWAN President DTRUMP: RESPECT XI, DON'T THINK ABOUT WHETHER HE'S JAPAN GOVT ISSUES EMERGENCY EARTHQUAKE WARNING JAPNO TSUNAMI WARNING ISSUED AFTER JAPAN EARTHQUAKE -Passing up on $CBRS at ~$100B MC. The bull case isAMAT QApr 26 - Revenue up 13% q/q & up 11% y/y to IRAN FOREIGN MINISTER: IRAN PREPARED TO GO BACK TOTRUMP TELLS NYT REPORTER THAT HIS REPORTING ON IRATRUMP ON UK: WILL BE 'TOUGH' FOR UK'S STARMER TO STRUMP DISPUTES REPORTING THAT IRAN HAS MAINTAINED Trump: If we don't get nuclear dust, we'll go inTrump: China agreed to buy 200 $BA Boeing planes, Trump on H200: $NVDA ➤ H200 is a great chip ➤ H200$LUNR | 𝐈𝐧𝐭𝐮𝐢𝐭𝐢𝐯𝐞 𝐌𝐚𝐜𝐡𝐢𝐧𝐞𝐬: Canaccord maintains 𝐁𝐮$UMAC | 𝐔𝐧𝐮𝐬𝐮𝐚𝐥 𝐌𝐚𝐜𝐡𝐢𝐧𝐞𝐬: Needham maintains 𝐁𝐮𝐲, rIRAN'S FOREIGN MINISTER ARAQCHI SAYS WE HAVE RECEI⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Bill Ackman’s Pershing Square Takes New $Pro Ultr GLD(UGL.US)Gold prices eased yesterday a$UBER | 𝐔𝐛𝐞𝐫: Citizens reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫$FIG | 𝐅𝐢𝐠𝐦𝐚: RBC Capital reiterates 𝐒𝐞𝐜𝐭𝐨𝐫 𝐏𝐞𝐫𝐟𝐨𝐫$ANET | 𝐀𝐫𝐢𝐬𝐭𝐚 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬: Raymond James 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨$GOOGL | 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭: BofA reiterates 𝐁𝐮𝐲, maintains $MSFT | 𝐌𝐢𝐜𝐫𝐨𝐬𝐨𝐟𝐭: TD Cowen reiterates 𝐁𝐮𝐲, mainta$英伟达(NVDA.US)Nvidia getting attention again after Always look for the sectors/countries that have thIRAN FOREIGN MINISTER: WE ARE TRYING TO KEEP THE CIRAN FOREIGN MINISTER: "WE HAVE NO TRUST ON AMERICIRAN FOREIGN MINISTER: ALL VESSELS CAN PASS THROUGTRUMP: XI IS ONE OF THE WORLD’S GREAT LEADERSIRAN FOREIGN MINISTER: VESSELS WANTING TO PASS SHOIRAN FOREIGN MINISTER: SITUATION AROUND HORMUZ VERIRAN FM: ONCE US AGGRESSION ENDS EVERYTHING WILL GIRAN FOREIGN MINISTER: IRAN INTERESTED IN CONTINUIThe market has been going up and looks like it keeBe careful my friends. The market looks like it isStocks fell sharply (SPX -1.1%, NDX -1.6%) pre-marThe forward S&P 500 earnings yield is typically hi$American Express(AXP.US) People are looking past Cerebras Systems (CBRS) IPO: Reading the Day 1 printKioxia (285A) just put out sensational earnings & With Trump holdings disclosure, there are really s