Market Signals

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

Notable

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.

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

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

THESE GUYS HAD BETTER BE RIGHT ABOUT THE WARSH FED OR IT WILL BE A SLAUGHTERHOUSE. FTR I AGREE WITH @AMLIVEMON THAT THEY ARE OFFSIDES AND I AM TALKING

CAN SOMEONE GIVE ME A CLEAR ANSWER TO WHY EVERYONE WANTS THEIR OWN CUSTOM SILICON. I KINDA GET WANTING TO BE LESS DEPENDENT ON NVIDIA, BUT THEN AREN’T

CEASEFIRE SEEMS TO BE WORKING OUT WELL — VIA @SIDPRABHU

ALTMAN ISN'T SELLING OUT SHIT. JENSEN NEITHER. DARIO IS NOT SO MUCH A PATRIOT AS JUST A BURGERLIB CONFIDENT THAT HE CAN AFFORD ESCALATION TO WIN IT AL

BEING FORCE-FED THIS NEWSLETTER MAY BE A BITTER PILL TO SWALLOW FOR THE MANY AMERICANS WHO ARE NOT AT ALL EXCITED ABOUT ARTIFICIAL INTELLIGENCE. HTTPS

F TIER KEYNOTEMAX: JENSEN COMPUTEX PRESENTATION WAS ONE OF THE WORST KEYNOTES HE HAS DONE. HE ANNOUNCED NOTHING NEW ON THE AI DATACENTER SIDE, AND HE

FROM THE BLOOMBERG SURVEY OF ECONOMISTS (AND AHEAD OF NEXT WEEK'S FEDERAL RESERVE POLICY MEETING).

PRESIDENT TRUMP HAS CHANGED THE NARRATIVE ABOUT INTEREST RATES TO “HIGHER IS ALWAYS BAD FOR WHATEVER REASON,” AND “LOWER IS ALWAYS GOOD FOR WHATEVER R

I really hate when people pretend to criticize some idea from first principles and their deepest level is "cost too high". Why must it be high? Do you

THE MATTER. WITH ONE CAVEAT:

Lebanon launches safety audit of Middle East Airlines as pilots point to wartime danger https://t.co/JeYIgF0FmH — via @TimesofIsrael

THERE IS NO WAY THE ECB HIKES RATES

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

WHY IS INFLATION PERSISTENT ABOVE TARGET?

This is a super exciting release - Claude Fable 5 is the same underlying model as Mythos but with added safeguards. The benchmarks are great and it's

A HUNGRY BLOB HAS BEEN WELL FED THIS SPRING.

HAVE YOU NOTICED THAT ALL THOSE EXECUTIVES WHO FOR YEARS COMPLAINED HOW ACCESS TO ENERGY WAS THE BOTTLENECK TO SCALE UP AI COMPUTE ARE NOW EERILY SILE

AS OFFICIALS AGAIN SAY IRAN WAR COULD SOON END, SOME TRUMP OBJECTIVES ARE UNFULFILLED — VIA PBS

As fans from around the world gather to watch the World Cup, doctor shares tips on staying healthy — via CBS

DEFENSE INDUSTRY LEADERS TO MEET WITH TRUMP AMID MISSILE SUPPLY WORRIES, SOURCES SAY — VIA NBC

ECB poised for June rate hike amid persistent inflation pressures — via SEEKINGALPHA

AM MARKETS NEED TO KNOW: SK HYNIX EYES U.S. LISTING, OPENAI DATA CENTER LEASE, AND MORE — VIA SEEKINGALPHA

EXPLOSION IN BAHRAIN AS IRAN ATTACKS US BASES — VIA ALJAZEERA

ANALYSIS : CHINESE PRESIDENT XI SILENCE ON NUCLEAR ARMS IS A GIFT TO NORTH KOREA KIM JONG UN | THE ASAHI SHIMBUN : BREAKING NEWS , JAPAN NEWS AND ANAL

Chinese consumer inflation unexpectedly stalls despite oil shock

JAB Acquisition Corp I announces pricing of $150M initial public offering — via SEEKINGALPHA