Market Signals

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

THE FALL IS SO STUPID

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

MARKETS WEEKLY JUNE 6, 2026

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

THE MATTER. WITH ONE CAVEAT:

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

CONTINUED VIOLATION OF THE CEASEFIRE BY THE ZIONIST REGIME WITH AGGRESSION ON THE CITY OF TYRE IN SOUTHERN #LEBANON. HTTPS://T.CO/QHVXCSW3MG — VIA @TE

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

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?

CEASEFIRE SEEMS TO BE WORKING OUT WELL — VIA @SIDPRABHU

WARSH WAS THE END OF THE DEBASEMENT TRADE

JUSTDARIOCIGARTIME - EPISODE 80

IT'S CRAZY, AND NOT IN A GOOD WAY, HOW AGGRESSIVELY THESE BANKS SWING THEIR FED FORECASTS. — VIA @BRIANGOBOSOX

NVIDIA'S NEW NEMOTRON3 ULTRA IS DEFEATED BY KIMI K2.6 & GLM5.1 ON CODING TASKS LIKE TERMINALBENCH, ETC. IN ORDER TO MAKE THE GLOBAL NEMOTRON COALITION

💢 ISRAELI NAVY KILLS GAZA FISHERMAN OFF DEIR EL-BALAH COAST

THE DOD JUST ADDED UNITREE TO ITS SECTION 1260H LIST OF CHINESE MILITARY COMPANIES. BYD, ALIBABA, BAIDU, AND TENCENT ARE ON THERE TOO. (1/2)🧵 HTTPS://

With the current slope of my sentiment since the launch of GPT-5.3-Codex, I will turn more bullish on OpenAI than Anthropic on September 30, 2026

THIS SEEMS TO BE COMMON ANSWER. BUT I FIND IT UNSATISFYING. THE ACTUAL PHYSICAL SCARCITY IS OBVIOUSLY AT THE FOUNDRY LEVEL. EVERYONE CUTTING NVDA OUT

ISRAEL KILLS HEZBOLLAH CHIEF ENGINEER, AS MINISTERS SAID TO DEMAND VOTE ON TRUCE DEAL HTTPS://T.CO/CY8OACQJXJ — VIA @TIMESOFISRAEL

SOMEDAYS THE ALGO IS CHEF'S KISS AROUND HERE. DON'T WORRY SEC. BESSENT. WE ALL KNOW YOU ARE VERY SERIOUS ABOUT DEBT ISSUANCE. HTTPS://T.CO/EAXOYOEHYS

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

IF THE FED CUTTING CYCLE IS OVER AS THE MARKET IS CURRENTLY PRICING, IT WOULD BE THE FIRST CUTTING CYCLE IN AT LEAST 60 YEARS WHERE THE 10YR ENDED UP

Notable

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

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

Geopolitical hopes and inflation data dominated the headlines early in the week, but the massive SpaceX IPO eclipsed everything on Friday.

THAT WAS A TERRIBLE CLOSE AND AFTER HOURS. STANDING BY FOR THE AVALANCHE OF PEACE DEAL TWEETS ALL WEEKEND. — VIA @BLACKLIONCTA

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

THE ATLANTA FED’S WAGE GROWTH TRACKER EDGED DOWN TO 3.5% IN MAY FROM 3.6% THE PRIOR MONTH. FOR THOSE NOT CHANGING JOBS, THE TRACKER DECLINED TO 3.3% I

WITH THE 10-YEAR YIELD FLIRTING WITH THE DANGER ZONE OF 4.5%-5.0%, THE FED MODEL IS ONCE AGAIN “ACTIVE.” WE ARE NOWHERE NEAR THE EXTREMES REACHED IN

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