S&P 500 Melt-Up to 8,000? + Micron Just Hit $1 Trillion and It Still Looks Cheap

S&P 500 Melt-Up to 8,000? + Micron Just Hit $1 Trillion and It Still Looks Cheap

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] The S&P 500 was down 7% at the end of March — it's now up 9% on the year. Wall Street is using the word "melt-up" and the biggest strategists are racing to raise their targets. But melt-ups always end. This midweek check-in breaks down what's real and what to watch. Five segments this episode: The Melt-Up Thesis — Yardeni just raised his S&P 500 target to 8,250. JPMorgan sees a path to 8,000. Brandon breaks down what a melt-up actually means, what's fueling it — earnings breadth at 4-year highs, AI momentum, collapsing volatility — and what could flip the tape fast. Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, crude oil, and the 10-year yield going into a compressed 4-session holiday week with major data on Thursday. Micron (MU) — This chip maker was worth $70 billion a year ago. It just crossed $1 trillion in market cap after an 18% single-day surge. UBS tripled their price target. HBM capacity is sold out through 2026. Revenue is up 196% year-over-year. And the forward P/E is still 8x. Brandon breaks down the bull case, the cycle risk, and whether the easy money is already gone. Momentus (MNTS) — A micro-cap space infrastructure company almost nobody was talking about tripled in two days. Real revenue, insider buying by a former astronaut, SpaceX IPO tailwind, and a fresh $25M capital raise. We explain what's driving it and how to think about the risk. Earnings and Economic Calendar — Thursday is a 90-minute data bomb: Q1 GDP revision, Core PCE inflation, durable goods, and jobless claims all at once. Plus major earnings from Salesforce, Marvell, Costco, Dell, and Zscaler. Everything to know before you trade. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

Iran Peace Deal Could Move Oil + Markets — Here's Your Trade Setup

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] The Iran peace deal is "largely negotiated" — and if the Strait of Hormuz reopens, oil markets move. This is your complete Sunday prep before the market opens Monday. In this episode, Brandon breaks down five segments built for investors who want to go into the week with a plan: The Iran Deal — What Trump's announcement actually means for crude oil, energy stocks, and market risk. We cover both scenarios: deal closes vs. talks stall. Macro Dashboard — Full read on SPY, QQQ, IWM, VIX, Bitcoin, crude oil, and the 10-year yield, with context on where the market stands heading into a data-heavy week. Quantum Computing — This sector crossed $1 billion in annual revenue in 2025 and analysts project it hitting $4.4 billion by 2028. Brandon breaks down the pure-play names and the safer indirect ways to get exposure. Cybersecurity — Global cybersecurity spending is on track to exceed $200 billion annually by 2028, and several strong names are trading at a discount right now. We cover the thesis and the tickers. Earnings + Economic Calendar — Key reports this week from Zscaler, Salesforce, Marvell, Costco, Dell, and AutoZone. What to watch in each report and what it signals for broader sector health. Come in with a plan. Let's get it. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

NVIDIA Just Dropped $81B Revenue + SpaceX Files IPO — Everything You Missed

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] Three seismic market events in one session. Brandon breaks them all down in the week's most action-packed midweek check-in. 1. NVIDIA Q1 FY2027 — $81.6B Revenue, $91B Q2 Guidance, Dividend 25x'd 2. SpaceX Files S-1 Publicly — SPCX Coming to Nasdaq June 12 3. Oil Drops 5% on Trump's Iran War Comments 4. Macro Review + Economic Calendar/Earnings ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

NVDA Earnings This Week + The Real Forces Behind This Runaway Rally (It's Not What You Think)

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] Your complete market prep for the week of May 18, 2026. Five segments, no filler — everything you need before Monday's open. 1. US-Iran War: 5 Conditions, Fragile Ceasefire, and What It Means for Oil 2. Macro Check-In: SPY, QQQ, IWM, VIX, Bitcoin, 10-Year Yield, Oil 3. The Hidden Forces Driving This Runaway Rally 4. Small Caps: Riding High on the Chart, Danger Underneath 5. The Week Ahead: Economic Calendar and Earnings ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.

New Fed Chair Confirmed + Cerebras IPO Set to Explode? + Trump-Xi Summit Moves Markets

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas. 💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast [https://paypal.me/stonkcast] 📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886 [https://tradingview.com/?aff_id=154886] 🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all [http://stonkcast-shop.fourthwall.com/collections/all] 🐦 Follow on X: 🔗 http://x.com/StonkcastShow [http://x.com/StonkcastShow] 🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353 [https://pod.link/1791475353] This is one of the most news-dense midweeks of 2026 — and Brandon breaks it all down in under 35 minutes. Five things moving markets right now: 1. Trump-Xi Summit (Beijing, May 14-15) — The two most powerful leaders in the global economy are face-to-face. Tariffs, Iran, AI guardrails, and rare earth exports are all on the table. Musk, Cook, Fink, and the Boeing CEO traveled with Trump. The most likely outcome is a limited deal, not a grand bargain — but any signal on tariff levels or Iran cooperation could move tech and energy names sharply. 2. Macro Check-In: SPY, QQQ, VIX, Bitcoin — The S&P 500 hit record highs above 7,300 on a six-week winning streak. QQQ near 52-week highs. VIX around 18. Bitcoin holding near $80,600. But CPI came in at 3.8% YoY — hotter than expected — and PPI accelerated to +1.4% MoM. The rate cut conversation is effectively closed for 2026. Brandon reads the tape. 3. Kevin Warsh Confirmed as Fed Chair — The 54-45 Senate vote was the most partisan confirmation in Fed history. Warsh takes over from Powell with a "regime change" mandate — tighter Treasury coordination, balance sheet reduction, and a stated belief that rates can move lower. Powell stays on as governor. First Warsh-led FOMC: June 16-17. Brandon explains what this transition actually means for everyday investors. 4. Cerebras IPO ($CBRS) — The AI Chip Trade's Biggest Bet Yet — Priced at $185/share, raising $5.55 billion, 20x oversubscribed. Cerebras designs AI inference chips built around a wafer-scale engine that packs 4 trillion transistors on a single processor — a direct challenge to NVIDIA's dominance. The risks are real: 86% of revenue from two UAE customers. But if this IPO pops, it's a clear signal the AI buildout trade has another leg. 5. Economic Calendar & Earnings — CPI and PPI already printed hot this week. Retail Sales hit Thursday, UMich Sentiment Friday. Cisco just reported a record quarter ($15.8B revenue, +12% YoY) on AI networking demand. Applied Materials reports Thursday — the semiconductor capex bellwether with an 8.7% expected move. ⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.