📌 X Insight Update[x_fin] (2026/06/18 08:42)
- Samsung preferred looks mispriced: it is trading at a 40% discount to the common shares, which screens as too cheap for a preferred/common spread. 1
- $MU has already run hard into the 6/24 earnings print.
SpaceX volatility spikes as SPCX post-IPO rally tests $3T
- $SPCX is still in a post-IPO “safe window” trade. The core setup: low float + index inclusion can fuel another leg, while strong business expectations provide the fundamental bid. The prior call from June 1 has been validated by the latest surge, with market cap breaking **$2.
📌 X Insight Update[x_fin] (2026/06/12 08:33)
- $ADBE is trading in after-hours at levels not seen since February 18th 2018. The read-through is brutal: long-term shareholder value has been destroyed, not just temporarily marked down. 1