Nasdaq 12 straight green, longest since 2009. "Are there any bears left?" WSB asked. "Not extinct, just broke at slave jobs."

• Warsh hearing: Warren -- "sock puppet, Epstein files, $100M undisclosed." By May 15: 40% Polymarket
• SpaceX IPO: 70% before Jul 1 Kalshi; vesting moved to next week per Bloomberg
• NFLX #2 ApeWisdom (from #52); AMD #4 (5,398 up, from #48); NKE #42 (14,362 up)

NFLX crushed Q1 (EPS $1.23 vs $0.79 est., rev $12.25B) but Q2 guide soft, and co-founder Reed Hastings stepped down from the board. -8% AH. "Can they shift to shoes, then AI? Proven model." (WSB) NFLX #2 ApeWisdom (from #49!).

• AMD +6% to year high, #4 (from #47, 4,668 upvotes)
• WTI below $85 April: 64% Polymarket
• Lebanon ceasefire; Trump: "Me. I'm the difference."

Trump: "Iran agreed to almost everything" -- then: "if no deal, fighting resumes." Al Jazeera (same hour, reporting from Tehran): Iran rejected the 20-yr enrichment hold, made a counteroffer. "Does Iran know this?" / "sure -- just not uranium or the strait." WTI below $90 in April: 85% Polymarket.

• MSFT hits $420: "smokin and tokin" (WSB)
• NFLX after close; HIMS #13 ApeWisdom from #121: peptide play

House failed 213-214 to end the Iran war -- Jared Golden, the lone Dem who crossed over, keeping it alive. "Jared from Subway?" (replies, instant meme). WTI $95+ today now at 60% Kalshi, #1 trending (was 45% this AM).

• Lebanon-Israel 10-day ceasefire starts Tue per Trump; Gulf/EU sources say full Iran deal ~6 months out
• NFLX after close: 95% Polymarket beat
• AMD year high +6%, #7 ApeWisdom (from #45!); NKE #34 (11,386 upvotes): BIRD "Just Compute It" meme still going

Lebanon-Israel 10-day ceasefire just broke -- oil somehow pumped on peace news. 'So peace now makes oil run up? I can't keep up.' SPY 702 ATH.

• AMD +5.5%, #11 ApeWisdom (from #41): WSBer holding 23k shares since $11 avg, $6M unrealized. 'Congrats and f*ck you.'
• Sports addict banned himself from all sportsbooks, went 0dte instead: $700->$70k in 3 days.
• NFLX after close: 95% Polymarket beat

Operation Economic Fury is live -- Hegseth: "blockade for as long as it takes," Khamenei wounded but alive. Iran via Pakistan: "US must drop excessive demands." Oil pumping, SPY dipping. "Excuse me sir, SPY below 700 is illegal." (WSB)

• Jobless claims 207K, beat 213K est
• NFLX after close: 95% Polymarket beat
• NKE #35 ApeWisdom (5,689 upvotes!): BIRD meme still spreading

US military: any ship anywhere can be seized for 'contraband to Iran.' 'That's not a blockade. That's a naval doctrine.' IEA: Europe ~6 weeks jet fuel; flights at risk. 'My Ryanair flight updated to speculative fiction.'

• NFLX after close; WTI $92+: 45% Kalshi
• 4 FOMC dissents next meeting: 98% Kalshi (+96 pts!)
• WSB: $700->$70k on 0dte, 'banned from sports books, went full port regard'

The BIRD AI pivot meme keeps spreading. WSB posted a "Just Compute It" NKE meme pre-market. @StockMarketNerd: "Everything is computer." BIRD Day 3 at #3 ApeWisdom (from #953); NKE #33 (from #74). SPY at ATH pre-market, NFLX earnings after close is today's big event. WTI $92+ today: 57% Kalshi (trending #1). HIMS #17 (from #117); Iran deal Jun 30: 83% Polymarket.

TSMC: EPS +65%, margin 66.2%, Q2 guide raised to $39-41B. 'Never bet against TSM.' TSM #10 ApeWisdom (from #67). WSB is making Jordan Belfort memes about NewBird AI -- BIRD Day 2 at #3 from #936.

• SPY #1 (9,229 upvotes, week high); GM #63 from #328: Pentagon eyeing automakers
• Iran ops end Jun 30: 83% Polymarket; WTI $92+: 46% Kalshi coin flip
• QVC Chapter 11; NFLX after close