Kevin Warsh confirmed as Fed chair. His first FOMC meeting is June 16-17. Markets pricing in rate cuts IMO. > $CBRS IPO'd today. Priced at $185, opened at $350, peaked at $386, closed up 68% at $311.07. Valuation now ~$95B. Don't expect this to cool down anytime soon. > $AAPL & $INTC chip deal still digesting. Both are up massively over the past few days. Additional details still trickling out. > $ASTS missed earnings... hard. But operational guidance was strong. As expected, the pullback was extremely short-lived. Space sector should get pretty active here with SpaceX IPO and the demand for space computing. Macro is stabilizing, micro positioning is paying off. Supercycle keeps validating itself... In other words, let's keep printing! 🫡" /> Kevin Warsh confirmed as Fed chair. His first FOMC meeting is June 16-17. Markets pricing in rate cuts IMO. > $CBRS IPO'd today. Priced at $185, opened at $350, peaked at $386, closed up 68% at $311.07. Valuation now ~$95B. Don't expect this to cool down anytime soon. > $AAPL & $INTC chip deal still digesting. Both are up massively over the past few days. Additional details still trickling out. > $ASTS missed earnings... hard. But operational guidance was strong. As expected, the pullback was extremely short-lived. Space sector should get pretty active here with SpaceX IPO and the demand for space computing. Macro is stabilizing, micro positioning is paying off. Supercycle keeps validating itself... In other words, let's keep printing! 🫡" /> Kevin Warsh confirmed as Fed chair. His first FOMC meeting is June 16-17. Markets pricing in rate cuts IMO. > $CBRS IPO'd today. Priced at $185, opened at $350, peaked at $386, closed up 68% at $311.07. Valuation now ~$95B. Don't expect this to cool down anytime soon. > $AAPL & $INTC chip deal still digesting. Both are up massively over the past few days. Additional details still trickling out. > $ASTS missed earnings... hard. But operational guidance was strong. As expected, the pullback was extremely short-lived. Space sector should get pretty active here with SpaceX IPO and the demand for space computing. Macro is stabilizing, micro positioning is paying off. Supercycle keeps validating itself... In other words, let's keep printing! 🫡" /> Kevin Warsh confirmed as Fed chair. His first FOMC meeting is June 16-17. Markets pricing in rate cuts IMO. > $CBRS IPO'd today. Priced at $185, opened at $350, peaked at $386, closed up 68% at $311.07. Valuation now ~$95B. Don't expect this to cool down anytime soon. > $AAPL & $INTC chip deal still digesting. Both are up massively over the past few days. Additional details still trickling out. > $ASTS missed earnings... hard. But operational guidance was strong. As expected, the pullback was extremely short-lived. Space sector should get pretty active here with SpaceX IPO and the demand for space computing. Macro is stabilizing, micro positioning is paying off. Supercycle keeps validating itself... In other words, let's keep printing! 🫡" />
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Wayne Liang
@wliang
Asymmetric investor. Sharing opinions only, NFA. Access my Indicators & New Trades:
Joined April 2022
624 Following    116.6K Followers
Wayne Liang@wliang
2026.05.15 01:04
So this pretty much went exactly as expected... > US/China summit. Trump and Xi met in Beijing. Both sides agreed to "constructive strategic stability." Iran on the agenda. Markets are loving it. > Kevin Warsh confirmed as Fed chair. His first FOMC meeting is June 16-17. Markets pricing in rate cuts IMO. > $CBRS IPO'd today. Priced at $185, opened at $350, peaked at $386, closed up 68% at $311.07. Valuation now ~$95B. Don't expect this to cool down anytime soon. > $AAPL & $INTC chip deal still digesting. Both are up massively over the past few days. Additional details still trickling out. > $ASTS missed earnings... hard. But operational guidance was strong. As expected, the pullback was extremely short-lived. Space sector should get pretty active here with SpaceX IPO and the demand for space computing. Macro is stabilizing, micro positioning is paying off. Supercycle keeps validating itself... In other words, let's keep printing! 🫡
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Wayne Liang@wliang
2026.05.10 20:45
Big week ahead for catalysts... > US/China summit meeting. S&P 500 just hit record highs (pricing in a peace deal). Oil pulling back could also ease inflation pressure. > Kevin Warsh confirmation is this week (by the 15th). Recently he's been more openly dovish on rates (re: AI productivity gains). Even just hearing a friendlier tone could add fuel to the rally. > $CBRS IPOs Thursday. Could add to the on-going AI infrastructure supercycle. Already covered this yesterday. > $AAPL & $INTC (up ~15% on the news) chip deal. Prelim agreement came in last Friday. Validates Intel's comeback/US chip manufacturing buildout. Additional details should come in this week... > $ASTS earnings tomorrow. Will make another post about this later... could get very interesting for the entire Space sector. A very important week for macro stability & micro positioning. I'll share opportunities as they come. Will also share new positions & sector updates to users soon. 🫡
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