The claim is a near-verbatim reproduction of The Kobeissi Letter's originating X post (2026-06-24), which states TQQQ AUM ~$40 billion and SOXL at a record $34 billion, with leveraged ETFs growing at a record pace. The TradingKey May 2026 analysis (TQQQ ~$29.3B, SOXL ~$13.9B) is consistent with the rapid-growth trajectory described. The core figures are attributable to a single primary commentator rather than an independent regulatory filing, so confidence is high but not absolute on the exact AUM precision.