Market Signals

Listening to yesterday and today's commentary on the Federal Reserve meeting, I suspect that quite a few observers are attempting to decode yesterday’

BANGLADESH ROLLS OUT EV INCENTIVES, BOOSTING BYD — via NIKKEI

RUMBLE GETS 22,000 NVIDIA CHIPS, BUT THE VIDEO COMPANY’S CEO INSISTS THIS ISN’T A FAD-LIKE PIVOT — via MARKETWATCH

GLOBAL INVESTORS REMAIN IN CHINA’S ORBIT DESPITE SPACEX BLOCKBUSTER IPO: HKEX CHIEF — via SCMP

MARVELL TO USE TSMC'S NEXT-GEN 1.4-NM CHIP TECH TO STAY IN AI DATA RACE — via NIKKEI

TRUMP SAYS ANTHROPIC NEGOTIATIONS CONTINUE AS AI LEADERS HUDDLE AT G-7 — via WSJ

FED HOLDS STEADY BUT DOT PLOT TURNS HAWKISH AS OFFICIALS SIGNAL RATE HIKE AHEAD

SEMICONDUCTOR STOCKS TUMBLE AFTER MICROSOFT BALKS AT $3B ORACLE CLOUD DEAL — via ZEROHEDGE

SMITH & WESSON BRANDS Q4 2026 EARNINGS PREVIEW — via SEEKINGALPHA

JABIL Q3 2026 EARNINGS PREVIEW — via SEEKINGALPHA

SAFE BULKERS Q1 2026 EARNINGS PREVIEW — via SEEKINGALPHA

MDST: A GOOD MIDSTREAM FUND IF OIL PRICES START DECLINING — via SEEKINGALPHA

ANTHROPIC, TRUMP OFFICIALS SEEK DEAL ON RESTORING POWERFUL MODEL ACCESS — via WSJ

AI HAS ENTERED THE WORKFORCE: TAX TECH PROFITS, NOT PEOPLE — via NATURE

TOYOTA'S SHAKEUP OF RACING DIVISION LEADS TO LE MANS ENDURO CROWN — via NIKKEI

ALIBABA WEIGHS ACQUIRING PUPU IN QUICK-COMMERCE BATTLE WITH MEITUAN — via NIKKEI

MIZUHO BANK TO BACK JAPAN-SOUTH KOREA FIRMS' ENERGY PROCUREMENT PROJECTS — via NIKKEI

JAPAN AND SOUTH KOREA STOCKS LEAP ON LATEST US-IRAN DEAL — VIA NIKKEI

Posted earlier:

Three years ago was when @citrini told me to buy $CLS too. He also got me into $SMCI at 2x NTM earnings for “making boxes for NVDA” and rode it from $

This bull market started slowly in terms of earnings, but boy have they caught up. Based on current estimates, earnings will likely continue to play

Major hyperscalers introduce a variety of GPU, XPU, and CPU chips, leading to more diverse server rack and board designs. To meet different customer n

THE FALL IS SO STUPID

5+ YEARS LATER AND THIS BOOK COMBINED WITH LACK OF FED RESOLVE PERMEATES MARKETS. ONE OF THE MOST IMPACTFUL BOOKS ON MY THINKING THIS DECADE. — VIA @B

⭕️ SENIOR HAMAS OFFICIAL OSAMA HAMDAN:

BYD REPORTS ON 383,453 SALES FOR MAY INCLUDING 160K EXPORT. OVERALL, THEY WERE UP 0.26% SALES YOY (STILL DOWN 20% SO FAR IN 2026 VS 2025), SO MAYBE PP

MONETARY POLICY: IT’S STRIKING HOW MUCH @DAVIDRMALPASS’ @FEDERALRESERVE OP ED IN THE @WSJ THIS WEEK MIRRORS OUR LATEST FED OP ED FROM JANUARY IN THE P

2020: COVID

THE ECB IS EXPECTED TO INITIATE INTEREST RATE HIKES TODAY.

“STRAINING CEASEFIRE”

THE ATLANTA FED'S STICKY-PRICE CONSUMER PRICE INDEX (CPI)—A WEIGHTED BASKET OF ITEMS THAT CHANGE PRICE RELATIVELY SLOWLY—ROSE 2.9% (ON AN ANNUALIZED B

WHAT BLOOMBERG PRICE PROJECT (NOW COVERING 85% OF THE BASKET) IS SAYING ABOUT MAY’S CPI. @TDURIE95

LAST WEEK’S MOMENTUM-FILLED GAINS WERE ABRUPTLY REVERSED ON FRIDAY AFTER THE JOBS REPORT SHOWED THAT THE US ECONOMY IS RUNNING QUITE HOT WHILE THERE I

SPOKESMAN OF THE FOREIGN MINISTRY: WASHINGTON IS VIOLATING THE CEASEFIRE BY ATTACKING OUR SHIPS, AND WE WILL RESPOND TO ANY ATTACK. HTTPS://T.CO/WTUQR

🔴 ELIMINATED: SAKR ABU KARIM, A HAMAS NUKHBA CELL COMMANDER WHO WAS AMONG THE LEADERS OF THE INFILTRATION INTO THE KISUFIM AREA DURING THE OCTOBER 7 M

ISRAEL PAUSES OFFENSIVE OPERATIONS IN SOUTHERN LEBANON AHEAD OF NEXT ROUND OF TALKS

WSJ: "FEARS OF RISING INTEREST RATES COLLIDED WITH WORRIES ABOUT ARTIFICIAL-INTELLIGENCE SPENDING ON WALL STREET FRIDAY, BRINGING AN ABRUPT AND PAINFU

🇵🇸 GAZA HEALTH MINISTRY UPDATE - JUNE 6:

GOOD CALL ON $MRVL JENSEN SAXENA HTTPS://T.CO/3MCZVQC9ZP — VIA @JBULLTARD1

🚨🇱🇧 SINCE THE APRIL 17 “CEASEFIRE,” ISRAELI FORCES HAVE KILLED AT LEAST 1,232 PEOPLE AND WOUNDED 3,189 OTHERS IN LEBANON.

NOW THAT AI OVER LONG HORIZON CAN WRITE BETTER CODE THAN PPL AS LONG AS PERFORMANCE CAN BE TESTED & VALIDATED, CUDA MOAT IS GONE.

MY WHOLE FEED IS FULL OF POSITIVE DEVELOPMENTS ON THE US AND IRAN PEACE DEAL NEGOTIATIONS - AT THESE PACE WE WILL SEE OIL PRICES IN THE LOW 80$ NEXT W

🚨 AP: ISRAELI SOLDIERS TESTIMONY ON “RELISHING” KILLS IN GAZA DURING ‘CEASEFIRE,’ 922 PALESTINIANS KILLED SINCE OCTOBER

"The US has approved a possible $100M foreign military sale to #Vietnam for C-130 Hercules sustainment services & related equipment, advancing wha

WHY IS INFLATION PERSISTENT ABOVE TARGET?

WARSH WAS THE END OF THE DEBASEMENT TRADE

*HUANG: SK HYNIX TO CONTINUE AS NVIDIA'S BIGGEST MEMORY PARTNER — VIA @THESTALWART

THERE IS NO WAY THE ECB HIKES RATES

UNEMPLOYMENT GOING DOWN REALLY BLOWING UP THE AI CAPEX IS NOT A PROBLEM FOR THE FED NARRATIVE

THE UNEMPLOYMENT RATE HAS ALMOST NEVER BEEN BELOW THE INFLATION RATE. ONLY ARTHUR BURNS (AND POWELL IN 2021) THOUGHT THAT MADE SENSE AND WE KNOW HOW T