Hey there weekday warrior. Here’s what’s on tap today… Michael Burry is bullish on GameStop (again), Booz Allen Hamilton just got with “you’re fired” (Donald Trump from Apprentice voice), and Nike is poised for a comeback (low point).

Enjoy the next 3 minutes and 40 seconds of blue-chip news and commentary.

Keep on snapping necks and cashing checks,

– tyler

“As for me, I like the stock.” - Keith Gill Dr. Michael Burry

After all these years, Substack influencer Michael Burry has still got it (read: diamond hands… and autism).

Cassandra Unchained just disclosed that he’s been picking up shares of everyone’s favorite meme stonk (think: GameStop $GME ( ▲ 1.18% )).

And somewhere, Michael Lewis is already writing the book, and Netflix is buying the rights to the miniseries.

Per Cassandra, “I am not counting on a short squeeze to realize long-term value… I believe in Ryan, I like the setup, the governance, the strategy as I see it. I am willing to hold long-term, and I am excited to see where this goes.”

Shares mooned on the news. Obviously.

Friendly reminder that Ryan Cohen (which is what we would have had to call Ryan Atwood if Sandy and Kirsten did the right thing and legally adopted the kid from the wrong side of the tracks) could find himself on the receiving end of a massive performance-based payday from GME… if he can hit a $100B market cap.

For those of you keeping score at home, GameStop’s market cap is currently ~$11B.

Remember, guys: apes together strong.

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+ “You’re fired” - Scott Bessent

Booz Allen Hamilton $BAH ( ▲ 5.31% ) caught a pink slip yesterday after one employee ruined it for everyone. SecTreas Scott Bessent canceled all Treasury Dept. contracts with the consulting firm after its employee leaked literally everyone’s tax records.

Charles Littlejohn pleaded guilty back in 2023 to leaking 400k people’s tax returns, including Donny Politics, Jeff Bezos, and Elon Musk, to the media. The current contracts, worth about $4.8M annually ($21M total), are now DOA… years after the fact.

*McKinsey has entered the chat*

+ Just do it.

Automation is coming to replace Nike’s $NKE ( ▲ 1.95% ) sweatshop child laborers US employees. 775 Nike employees will lose their jobs as Elliott Hill looks to “streamline operations” and “accelerate the use of advanced technology and automation.” Translation? Elliot spent the weekend vibecoding AI robots, you guys.

The cuts will primarily hit its Tennessee and Mississippi distribution centers. And in case you forgot, this move comes after last summer’s 1k corporate job cuts.

In unrelated (or maybe not) news… Kanye just dropped an apology (via full-page WSJ ad) for, well, you know. Nike Yeezy’s, anyone?

+ Nvidia: “It’s not a bubble.”

Also Nvidia:

Nvidia $NVDA ( ▲ 7.87% ) announced yesterday that it invested $2B in AI infrastructure provider CoreWeave $CRWV ( ▲ 20.5% ). The CW’s shares rocketed on the news (which, duh). The investment should speed up CoreWeave’s build of its 5-gigawatt factories… which will then be filled with Nvidia chips…

> Trump Vows to Raise Tariffs to 25% on South Korean Goods (Bloomberg) // Those are rookie numbers in this racket…

> Gold tops $5,000 for the first time as dollar slides, global risks mount (NY Post) // Satoshi fanboys can’t comprehend this.

> Bill Ackman gives $10K to family of Alex Pretti after fatal Minneapolis shooting (NY Post) // Chipotle boycotters can eat soundly again. Bill swings both ways.

> “No lowball offers, I know what I’ve got.” - @Sama, probably

Yesterday, I asked, “A whopping 64.6% of you correctly predicted Super Bowl LX: Pats v Seahawks (good for you). Now, who wins it all? And how? Make no mistakes.”

72.1% of you said, “Seahawks.”

Here’s what some of you guys had to say…

Here’s today’s question(s)…

+ US stocks “climbed on Monday as gold rallied to lead in a big week filled with a Federal Reserve rate decision and earnings reports from Big Tech's heaviest hitters.” (Yahoo! Finance)

+ The 10-year yield “fell at the start of the week as investors looked ahead to the Federal Reserve’s interest rate decision and continued to monitor geopolitical and trade uncertainty.” (CNBC)

+ Oil “edged marginally lower Monday, consolidating after strong gains at the end of last week as investors weighed concerns about a potential supply glut against heightened geopolitical risks and awaited signals from a key Federal Reserve policy meeting later this week.” (Reuters)

+ The “smart” money (prediction markets) agrees with you guys… the Seahawks’ chances of winning the big game are at 68%. (Polymarket)

⏪ Yesterday…

+ Nucor, AGNC Investment, and Brown & Brown reported after the close

⏩ Today we’re keeping an eye on…

+ UnitedHealth, UPS, Boeing, Nextera, Raytheon, American Airlines, General Motors, Union Pacific, Northrop Grumman, HCA, and JetBlue report before the bell

+ Texas Instruments, Seagate Technology, and Nextracker report after hours

+ The New Home Sales report will be released by the U.S. Census Bureau

Oh, and one more thing…

Sent from my Amazon Fire Phone. Please excuse any mistakes and typos.

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This is not financial advice. Nothing in this newsletter is an investment recommendation. All content is created for entertainment, educational, or informational purposes only. Do your own research, or do yourself a favor and hire a professional.