2:59 PM Friday. Make this trade.

Everybody wants to know.

How does Tim Sykes profit over the weekend?

It sounds impossible.

But when I show you how I'm making thousands of dollars almost every weekend like clockwork…

By just placing one simple trade around 2:59 pm on Friday…

You're going to be SHOCKED.

Click here to discover my best trading secret

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☕️ GM Munchers! It's Masters Thursday. The market is open. Augusta is also open. I will be monitoring both closely and lying to my boss about which one I mean.

On today’s menu:

• 📉 The Market Ripped. But Can We Trust It?

• 🤖 Zuckerberg Spent $14 Billion And Got "Muse Spark"

• 😥 Bitcoin Missed The Party Next Door

• 🕵️ The $174 Million Trade That Nobody Is Talking About

• 🤑 This Government Official Is Crushing The Stock Market

Yesterday’s numbers:

BREAKING NEWS

📉 The Market Ripped. But Can We Trust It?

The market had an absolutely wild day with more energy than a teenager getting a text back from a girl. Everywhere you looked, it was green. Strong, deep, dark green.

This was all on the back of Trump announcing a 2-week ceasefire deal with Iran. The word "ceasefire" was enough for oil to crash almost 17% to $93 a barrel. But just when everybody started popping champagne bottles, the mixed messages rolled in.

Yeah, the party might have been a little premature:

• Israel's Not Fully In: Netanyahu said the ceasefire doesn't apply to Lebanon. While diplomats were still talking, Israeli jets struck over 100 targets in Beirut. JD Vance called the truce "fragile." That's an understatement.

• The Strait Is A Mess: The first vessels passed through the Strait of Hormuz yesterday. Iranian media then reported a tanker was turned back to Gulf waters. Overall traffic hasn't picked up meaningfully. Oil is still $23 above pre-war levels. The market is pricing in peace. The Strait is not.

• Trump Said What: He called Iran's 10-point plan "workable." Then "fraudulent." Same day.

Nobody really knows what to believe. But the market has fully accepted the TACO trade and people are making money from it.

The Munch Take: This ceasefire has more holes than my golf game. But the trade is simple: buy the dip, hold until the next headline, repeat. The market keeps proving it doesn't care about the details anymore. Only the direction. My wife asked me this morning if she should buy something. I said wait for more clarity. She bought anyway. She's up 12%.

🤖 Zuckerberg Spent $14 Billion And Got "Muse Spark"

$META ripped 8% yesterday after dropping its first AI model from the new superintelligence team. The model is called Muse Spark. Yes, someone got paid an ungodly amount of money to name it that.

Here's what actually matters.

The Backstory: Zuckerberg wasn't happy with where Meta's AI was sitting. Their last model, Llama 4, launched a year ago and got panned as a dud. So he went shopping. He brought in Alexandr Wang, former CEO of Scale AI, under a $14.3 billion deal and built Meta Superintelligence Labs from scratch. He then raided OpenAI, Google, and Anthropic for talent, handing out pay packages reportedly worth hundreds of millions of dollars per engineer. Muse Spark is what all that money produced.

What It Actually Is: A small, fast reasoning model. It handles science, math, and health questions. It can look at a photo of your lunch and count the calories. It will replace the existing Llama models running across WhatsApp, Instagram, and Facebook for 3.5 billion users. One catch. Meta has always been the open-source AI company. Muse Spark is closed. That's a full pivot.

The Asterisk: Meta's benchmarks show Muse Spark is competitive with OpenAI and Google. Not ahead of them. Competitive. And the last time Meta published benchmarks, they got caught using a souped-up version of the model that wasn't what regular users actually got.

The Munch Take: $14.3 billion, hundreds-of-millions-dollar salaries, a company-wide restructure. The output is a model that counts your lunch calories and almost keeps up with the competition. The stock loved it anyway and clearly doesn’t care about how awful the name is.

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MARKET OVERVIEW

🍿 Tasty Movers & Shakers

🪙 Bitcoin doesn’t know what it wants to do. It had a moment on Tuesday night, climbing roughly 5% to over $72,000 when the ceasefire dropped and $600 million in shorts got liquidated. But then, when every stock on the planet went green yesterday, Bitcoin quietly faded and closed red. The party was right next door and Bitcoin was asleep on the couch.

🚢 $CCL $NCLH $RCL Cruise stocks partied like the Strait of Hormuz was already a footnote. Carnival ripped 11%, Norwegian jumped 8%, Royal Caribbean added 4%. Cheap oil means cheap fuel means these boats are printing money again.

✈️ $DAL Delta beat Q1 expectations and added 4%. Ceasefire plus a solid earnings report. Good day to be an airline.

💾 $SNDK $WDC $INTC Memory and storage names went on a tear. Sandisk and Intel both up 11%, Western Digital up 9%. Nobody had a specific reason. The market was green and these names caught the wave.

👖 $LEVI Up another 11% after raising full-year guidance. 14% revenue growth. The turnaround is looking real. Turns out people still buy jeans.

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TRADER OF THE DAY

🕵️ The $174 Million Trade That Nobody Is Talking About

Right before Trump posted the ceasefire announcement Tuesday night, an "unnamed" trader placed a $52 million short on oil. Oil then crashed 17%. That trader walked away with $174 million in three hours.

Totally normal. Happens all the time.

The Setup: The trade was placed on Hyperliquid, a crypto derivatives platform. The position was perfectly sized. The timing was perfect. The profit was $174 million. The name attached to it? Nobody knows.

The Meme Nobody Can Let Go Of: Every time a trade like this shows up. Perfectly timed. Perfectly anonymous. Perfectly profitable. The internet has one answer: Barron Trump. Is it him? Almost certainly not. Is there any evidence? Zero. Does that stop anyone? Absolutely not. The kid has become the unofficial mascot for every suspicious market move within a five-mile radius of the White House. He's never said a word about it. Which somehow makes the joke funnier every time.

The Munch Take: We don't know who made $174 million in three hours on a perfectly timed oil short right before a ceasefire nobody saw coming. But for everybody who emailed me yesterday asking if it was me, I’m sorry to disappoint. No, not this time. Shocker, I know.

TRADING SUCCESS

🤑 Thursday Motivation

🚀 Pre-Market Fuel

1. 🚀 How to profit from the biggest IPO in history ($49).

2. 🤯 This mineral stock is up 290% YTD.

3. ❌ Trump threatened 50% tariffs yesterday.

4. 😬 The US job market is weakening.

5. 🤑 This government official is crushing the stock market.

🍪 Munchy Memes

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