WOLF WEEKLY CALENDAR 📅 We're closing out June with a PACKED week of Live Content. Below is our schedule of Daily X Spaces and Live Streams covering Stock Market News, Earnings, Investing, Trading, IPOs and more! Highlights Include: -Market News and Analysis with @stocktalkweekly, @StockMKTNewz, @RedDogT3 and more. - Live Trading Spaces and All Day Streams on @WOLF_TradingX hosted by @WolfRyan and @AcetheKid with a panel of amazing traders. - Tesla Deep Dive with @wholemars, @imPenny2x, @SawyerMerritt, and crew! - Small Cap Investing with @StoryTrading - Investing for Income with @randrewcworth Set your Reminders using the links in the thread below!

I just booked a really awesome show for Monday, July 13th 👀 @ChrisCamillo and @amitisinvesting will be coming on together … we’re going to talk about Agentic AI and AI in the stock market plus more Get excited

THE FEATURE THAT MADE YOUTUBE GO VIRAL HAD NOTHING TO DO WITH VIDEO Co-founder Chad Hurley took it straight from PayPal. At PayPal he watched people paste payment buttons onto any blog, auction, or website, and every button quietly pulled new users back. He turned that into the video embed. Anyone could grab a clip and drop it on their blog or MySpace page, even one they didn't upload, and the whole player became an ad: "That's how we viewed it. That was our marketing budget." Only the small play button started the video. Click anywhere else and you landed back on YouTube. Free distribution, paid for by everyone else's websites. Almost nobody builds for that on purpose.

Here’s how the 🇺🇸 stock market performed today

AEROVIRONMENT $AVAV JUST REPORTED Q4 EARNINGS Q4 actuals: - Revenue: $641.6M, a record, up 133% YoY - Adjusted EPS: $1.84 vs $1.46 est 🟢 - GAAP EPS: $1.25 - Adjusted EBITDA: $140.1M - Gross margin: 32%, down from 36% FY2027 guidance: - Revenue: $2.13B-$2.23B vs $2.17B est - Adjusted EBITDA: $305M-$325M vs $343.5M est 🔴 - Adjusted EPS: $3.02-$3.34 vs $3.94 est 🔴 - GAAP EPS: $0.16-$0.48 Record quarter on the back of the BlueHalo acquisition, but FY2027 profitability guidance landed below Wall Street.

JUST IN: SUPER MICRO'S $SMCI TAIWAN OFFICE WAS RAIDED AS A CHIP-SMUGGLING PROBE WIDENS Taiwanese authorities are investigating the alleged smuggling of Nvidia $NVDA chips into China using Super Micro servers. Per Bloomberg, investigators searched the homes of six individuals and three affiliated companies on Monday, including Super Micro's Taiwan office, a data center operator, and a distributor. Super Micro has previously said it is cooperating with the probe. This is Taiwan's first public crackdown on AI chip diversion, after years of US pressure to do more to limit China's access to advanced chips. Taiwan does not currently treat exporting AI chips to China as a crime. Prosecutors have had to charge suspects under other laws, like falsifying documents. Taipei is now weighing whether to criminalize the exports themselves.

HERE ARE THE WORLD'S 50 MOST VALUABLE COMPANIES AS OF JUNE 2026 TECHNOLOGY (22 of the top 50): NVIDIA $NVDA: $4.8T Apple $AAPL: $4.3T Alphabet $GOOGL: $4.2T Microsoft $MSFT: $2.8T SpaceX $SPCX: $2.1T TSMC $TSM: $2.3T Broadcom $AVGO: $1.8T Samsung: $1.5T Meta $META: $1.4T SK Hynix: $1.2T Micron $MU: $1.2T AMD $AMD: $848B Intel $INTC: $665B ASML $ASML: $685B Arm $ARM: $391B Cisco $CSCO: $478B Oracle $ORCL: $476B Applied Materials $AMAT: $465B Lam Research $LRCX: $464B KLA $KLAC: $319B Tencent: $485B Kioxia: $313B CONSUMER DISCRETIONARY: Amazon $AMZN: $2.5T Tesla $TSLA: $1.4T Home Depot $HD: $324B ENERGY: Saudi Aramco: $1.7T ExxonMobil $XOM: $579B Chevron $CVX: $350B FINANCIALS: Berkshire Hathaway $BRK: $1.1T JPMorgan Chase $JPM: $895B Visa $V: $625B Mastercard $MA: $431B Bank of America $BAC: $411B Morgan Stanley $MS: $357B Goldman Sachs $GS: $323B China Construction Bank: $382B Agricultural Bank of China: $326B ICBC: $308B HSBC $HSBC: $328B CONSUMER STAPLES: Walmart $WMT: $950B Costco $COST: $425B Procter & Gamble $PG: $351B Coca-Cola $KO: $346B HEALTH CARE: Lilly $LLY: $987B Johnson & Johnson $JNJ: $576B AbbVie $ABBV: $415B UnitedHealth $UNH: $372B INDUSTRIALS: Caterpillar $CAT: $453B P&G $PG: $351B (also listed under consumer staples) GE $GE: $372B (Photo Credit: VisualCapitalist)

What's 1 stock I should do more research into this week?

Google $GOOGL is now one of the 30 stocks in the Dow Jones If you own something that tracks the Dow Jones ... you now own some Google stock

DAN IVES SAYS THE APPLE SELLOFF IS AN OVERREACTION, AND HE IS PUTTING NUMBERS ON IT Apple $AAPL just raised prices across its lineup, citing a surge in chip and memory costs, and the stock dropped on fears that margins are about to get crushed. Ives thinks the market has this wrong: On CNBC, Dan @DivesTech argued the actual earnings hit is small, in his estimate less than 2% to 3% on EPS, because Apple held off on price increases as long as it could and is moving in deliberate steps. He framed Apple as a supply-chain operator entering a three-year hardware cycle, and said a year from now the question will be why the margin damage everyone feared never showed up. On how bad costs have gotten, he pointed to Tim Cook's own words to the Wall Street Journal: "This is a 100-year flood." Microsoft made the same move on Xbox, citing memory prices up more than 2.5x. His bigger read: the megacaps are funding the AI buildout while memory and chip names reap the benefit, but once that spending starts to monetize, he expects the pricing power to swing back.

The top 3 largest holdings in the $DRAM Memory ETF make up 72% of the portfolio 🥇 Micron $MU 28.1% 🥈 SK Hynix 27.6% 🥉 Samsung 16.3%

The stock market explained

Rocket Lab $RKLB announced this morning that it has agreed to acquire Iridium $IRDM

HERE ARE THE WORLD'S RICHEST COUNTRIES BY GDP PER CAPITA IN 2026 🥇 Luxembourg: $159K 🥈 Ireland: $140K 🥉 Switzerland: $126K 4. Iceland: $110K 5. Singapore: $108K 6. Norway: $106K 7. United States: $94K 8. Denmark: $84K 9. Netherlands: $80K 10. Macao: $77K 11. Australia: $76K 12. Sweden: $71K 13. Israel: $70K 14. Qatar: $68K 15. Austria: $68K In 2000 Japan was the second richest country on the planet at $40K per capita. It does not even appear in the top 15 today. The US went from $36K in 2000 to $94K in 2026, more than doubling over 26 years. Ireland went from $26K in 2000 to $140K today, a nearly 5x increase driven by becoming the European headquarters for Apple, Google, Meta and most of Big Tech. Singapore jumped from not appearing in the top 15 in 2000 to fifth in the world today. Source: IMF World Economic Outlook April 2026. Figures not adjusted for inflation. Photo Credit to Visual Capitalist

Microsoft $MSFT stock is on pace for its worst month since 2000