BOOM

Ajouté : 2026-05-31

[00:00:00]The stock market is pumping while Bitcoin's falling. We have huge news. Uh crypto news. SoFi stock, a banking stock, just released a stable coin, which is causing the stock to pump pretty hard today. Dell, which a lot of people think of as a boring company. The uh founder has been very pro Bitcoin over time. Dell is up 31% here today. We have Micron getting their price target raised. Um, we have news in the Middle East. We have news all over the place.

[00:00:33]Let's talk about it. If you don't mind, hit subscribe so you can see future videos just like this. Also, if you want to trade crypto, stocks, commodities all in one place, there are links underneath the video to Bitfi and to Yubit. Right now on Bitfy, you can get a up to $2,000 USDT bonus, which is awesome. And then uh Yubit, you can actually deposit 100 to get a 100. Um, so super simple. If you want to check these out, there are links down below in the link tree along with the link to BTCC, which gives you a first time deposit bonus of 10%. Now, I have two screens pulled up um for these different trading accounts. One is Micron and one is Bitcoin. And every single day, it's funny because I mean, one seems to be going up, uh, micron, and one seems to be bleeding down, which is Bitcoin. And if you're in crypto, you know what I'm talking about because we've gone from 83,000 down to 73,000.

[00:01:33]Oo, $10,000 move on Bitcoin. And this is after we've gone from all the way up at 126,000.

[00:01:41]Since this point, right, since um December, sorry, October 5ish, October 6. Let's look at the stock market.

[00:01:53]Since that time, we have crypto moving down 40% or so. At the same time, the S&P 500 is up 12.7%.

[00:02:03]If you look at individual names like Micron, um it's up 100 plus%.

[00:02:10]Let me just pull this up. I could be a little bit more prepared, I guess, to show you this, but um yeah, since that time period, it's up 5x.

[00:02:20]So, if you're in crypto, um this is a hard time, right? A lot of us knew that this would be happening, right? That we would probably be seeing a bare market around this time. This is when we typically see a bare market, but it's sometimes hard to watch everything else pump. And we'll talk about why these things are pumping here in a minute.

[00:02:36]Now, I do have some trades on Micron.

[00:02:38]You can see one here. here. It's a smaller trade for me. This trade here is also looking nice. Um you can trade even if you're not really exposed to cryp uh to stocks in the first place, you can trade them on these platforms. But um we did get news yesterday that caused the market to kind of pump up. United States and Iran apparently reached a 60-day memorandum of understanding aimed at extending the ceasefire. Now, we haven't heard anything more about this, right?

[00:03:04]Both sides actually said like first of all the US need Trump to sign it and then I think Iran said that their you know their leader didn't even touch this either. So who knows whether it actually happens or not. We still haven't heard whether it's going to happen but there are more rumors coming out. The US Iran peace deal reportedly includes $300 billion uh for a reconstruction fund for Iran. Wow.

[00:03:31]Someone says Trump creates his own real estate projects by first first bombing them then reconstructing. Okay. Um yeah, we don't know if this is going to happen. I would not be surprised to hear something over the weekend because Trump often times likes to announce big things over the weekend, but typically I think it's usually things that could cause the market to go down that happen on Friday.

[00:03:53]So maybe saving the peace deal for next week or something. Um, but yeah, I'm not holding my breath because we've heard about this 50 times at this point. Back and forth, back and forth, back and forth, and nothing ever seems to actually um come out of it. Now, this isn't even like, hey, everything's done.

[00:04:10]No, this is a 60-day memorandum of understanding to hopefully extend the ceasefire and open negotiations about their nuclear program. So, this is just the beginning. Now, with that in mind, uh some stocks are running today, causing the broader market to move up a little bit. Uh Dell, this is not the largest company in the S&P 500 by any means. It's a $200 billion company, but it is up 31% here today. Why is this?

[00:04:40]Well, they crushed earnings. Um revenue was 43.8 billion versus 34.8 billion expected. It's up almost 100% in the last year. So they beat analyst estimates by 30%. Earnings per share 60% higher than people expected, maybe even more than that. Um 214% up year-over-year. Their AI optimized server revenue up 800% almost 10x in the last year. Their forward guide uh for the year was much higher than expected up 47% year-over-year. adjusted EPS up 74% year-over-year for the whole year.

[00:05:21]So, they are crushing it um largely due to AI. They say our record Q1 reflects strong in um in quarter demand as well as a pace of innovation across our stack of PCs, compute and storage. Um yeah, so they crushed it. They are not a I mean, sure they're they're profitable, right?

[00:05:42]and they've been profitable for a while, but they're not hugely profitable. I mean, they did $3 billion in net income in the last quarter. I mean, this is in a totally different league than something like Micron or something like Nvidia, Google, Amazon, but um yeah, they are sitting at a 30 Ford PE now, which is kind of nuts. Um, that being said, they could continue to pump because, um, these companies continue to beat expectations right now. Um, and I'm glad this is happening because I actually really like the founder of Dell. He's very pro Bitcoin, Michael Dell. And he has done a great job of retaining um, ownership. Let's see, Michael Dell.

[00:06:29]Uh, percentage of Dell. So, he actually owns about 40% of Dell Technologies, which is just impressive. I mean, he he's been able to hold on to this company and now he has like what hundred billion dollars in equity and he has he has assets outside this obviously, but yeah, just quite quite impressive. Um, so good for him.

[00:06:54]Now, Dell is up 69% in the last 20 days since President Trump said go out and buy a Dell. I I wonder what if you had just bought equal amounts of whatever Trump says to buy, how you'd be doing. I think your portfolio would be up quite a lot uh with the exception of Bitcoin apparently because Bitcoin uh is the one thing they keeps on seeing seeming to talk about but has not done too well since he came in office. Now, Micron also had their price target raised. Um they got it raised to 7,750 from $600 at Sequoia. Now a lot of this is due to higher demand than what analysts expect and they think that their sustainability of the margin of their margins basically saying we think that this growing demand is going to continue and uh yeah their their contracts the 3 to 5year contracts are going to stay in place so they're going to get good margins. So so uh Micron is up today on this news and then we have SoFi moving up as well. Uh they're up 6%. I want to bring this up because SoFi actually just dropped a nuke on finance is what some people are saying. They launched SoFi USD, America's first stable coin issued by a real nationally chartered OCC regulated US bank. Now live inside the app for 15 million members. Fully 1:1 backed by cash at the Fed running on Ethereum plus Salana for instant 247 global payments. So, this is the first like real bank um that is issuing a stable coin as far as I know, as far as I can find as well. Um, this caused SoFi to go up like 12 13% in the pre-market. Now, it's coming down a little bit, but um I don't think SoFi is very expensive to be clear. Like, this is being priced more aggressively than a lot of the traditional banks and um that's because they're growing very quickly. Like if you look at their revenues, a normal bank's growing at 5 to 10%. So it's grown at 30%. Um earnings per share just flipped positive a couple years ago for the first time.

[00:08:55]So yeah, they're quite impressive. The one thing that I don't love to see is their shares outstanding spiking up, but also um they're seeing a lot of demand, right? They're seeing a lot of uh a lot of potential business. So they're trying to secure as much capital as possible.

[00:09:13]Um, and I believe they hold on to some of their loans and there are some requirements with that, too. So, um, yeah, that that could be part of the reason why. Let me know your thoughts on all this underneath the video. Let me know if you think this is good for crypto. I'll go into a deeper dive on why this is, uh, good for SoFi on my second channel, my stock channel.

[00:09:30]There's a link to it uh, in the description if you want to check it out.

[00:09:33]Bitcoin ETFs hit nine straight days of outflows. May 27 saw the largest outflow of the streak with 733 million leaving the funds. So, this is a large driver of Bitcoin's price going down. We just have hedge funds and individuals um everyone that's seemingly uh holding Bitcoin ETFs selling to go and pile into other assets. Now, I am just continuously dollar cost averaging a small amount every single month. And I'm going to continue to do that because this is where you typically get really good returns if you are a buyer here. In a couple years, you're typically happy. If you do want to trade, which I am trading a bit as well, you can check out the links underneath the video to Yubit, Bitfi, and BTCC. Thank you so much. I'll see you all in the next video. Just a reminder, this is not financial advice.

[00:10:22]This is not legal advice. Do your own research. I'm never going to reach out to you either in the comment section or through any other means to try to get you to invest in something that I'm investing in or to send me crypto. Some links underneath the video are affiliate links. I may earn a commission, but this is at no extra cost to you. Of course, do your own due diligence.