Market Signals

US STRIKES IRAN IN RESPONSE TO DOWNING OF MILITARY HELICOPTER — VIA BBC

APPLE PARTNERING WITH GOOGLE AND NVIDIA FOR MOST ADVANCED AI MODEL — VIA CNBC

South Korea's Naver will build AI factories using Nvidia's DSX platform — via SEEKINGALPHA

NVIDIA IS WORKING WITH LG ON HUMANOID ROBOTS, NEXT-GENERATION DATA CENTERS — VIA SEEKINGALPHA

NVIDIA, SK TO DETAIL COOPERATION PLAN AS HUANG FLAGS PROLONGED CHIP SHORTAGE — VIA CNBC

TRUMP FACES POLITICAL RISK AS IRAN INSISTS ON IMMEDIATE CASH RELEASE

CONSULTATION COMMITTEE ON THE JAPAN-U.S. STRATEGIC INVESTMENT INITIATIVE — VIA METI

OPINION: ANYONE WHO WAS SURPRISED BY THE SHOCKING ATTACK ON THE HOME AND PROPERTY OF SUPREME COURT DEPUTY PRESIDENT JUSTICE NOAM SOHLBERG ON WEDNESDAY

THIS OIL SHORT INSIDER TRADE IS SO FAR LOSING MONEY, I THINK THIS IS THE FIRST TIME 🤔

🇵🇸 HAMAS CALLS ON UN TO BLACKLIST ISRAEL OVER VIOLATIONS AGAINST PALESTINIAN CHILDREN

ANTHROPIC IS PUSHING VERY HARD ON CLOSED-LOOP SOFTWARE ENGINEERING, WOULDN'T BE SURPRISED IF THEY HAVE MECHANIZE-STYLE INTERNAL EVALS — VIA @TEORTAXES

I’VE BEEN FORECASTING A DEAL (FOR A FRUSTRATINGLY LONG TIME) B/C LEVERAGE IS ONLY VALUABLE IF YOU CASH IT IN. I’M SURPRISED THAT THERE IS STILL SOME I

REAL-TIME POLICY TRANSMISSION...

A BOOM-TURNED-BUBBLE IS ONE SCENARIO FOR AN END TO THE SECULAR TREND, BUT AN INFLATION BUST IS ANOTHER. BELOW IN THE COMMODITY SUPER CYCLES CHART WE S

SECULAR BULL MARKETS ALWAYS END WITH A VALUATION REVERSAL, EITHER BECAUSE THEY REACH BUBBLE LEVELS UNSUPPORTED BY FUNDAMENTALS (1929 AND 2000) OR BECA

IRAN’S ECONOMY IS FLOUNDERING AND ITS MILITARY IS DECIMATED. THROUGH ECONOMIC FURY, TREASURY WILL CONTINUE TO SEVER IRAN’S SHADOW FLEET, SHADOW BANKIN

🇮🇷 U.S. SANCTIONS IRAN’S LARGEST CRYPTO EXCHANGES

WHILE IRAN’S ECONOMY IS IN FREE FALL, THE REGIME HAS CHOSEN TO CO-OPT DIGITAL ASSET TECHNOLOGIES FOR ITS OWN CORRUPT AGENDA, INCLUDING EVADING SANCTIO

My biggest takeaways from @benedictevans:

BREAKING: IRAN DIRECTLY REJECTS TRUMP'S TRUTH SOCIAL DEMANDS AS THE COMPLETE OPPOSITE OF WHAT'S IN THE DRAFT TEXT, DENYING IRAN AGREED TO REOPEN HORMU

$NVDA $INTC $VZ

PUTIN SAYS MEETING ZELENSKY IS POINTLESS UNTIL A PEACE DEAL EXISTS - JOWHAR NEWS LEADER

BUSTED AI BUDGETS AT UBER, MICROSOFT AND NVIDIA TRIGGER HIRING — BECAUSE HUMAN WORKERS ARE CHEAPER — VIA MARKETWATCH

$TSLA

S&P 500 FUTURES TICK LOWER AS WALL STREET AWAITS MAY JOBS REPORT

$CME AH $256.06 (+0.00%) — CME GROUP PRESENTS AT PIPER SANDLER EXCHANGE & FINTECH CONFERENCE — TRANSCRIPT RELEASED

$CME +1.4% — CME GROUP UNDERPERFORMS FINANCIAL SECTOR — YAHOO ANALYSIS

FORMER PRESIDENT LÓPEZ OBRADOR ACCUSES TRUMP OF PLOTTING AGAINST MEXICO'S LEFT — VIA LATIMES

Tom Lee’s BitMine Plans $300M Preferred Stock Sale for ETH Treasury Push — via DECRYPT

EMERGING-MARKET FUNDS ROTATE OUT OF SEMICONDUCTOR STOCKS — MAXED OUT ON $TSMC, SAMSUNG, AND SK HYNIX

💪 Top contributors to S&P 500 earnings growth:

$SNDK

$QCOM

$LIN

$KLAC

$CVS

$DASH

$DAL

$D

$CTAS

$CTSH

$CRH

$CPT

$CSX

$CNC

$CSGP

$CRL

$COR

$CPAY

$COIN