Market Signals

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

📊 10Y-3M Spread Depth: 1bp

SPACEX AGREES TO BUY AI CODING AGENT CURSOR FOR $60 BILLION — via WSJ

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

📊 10Y-3M Spread Depth: 1bp

MICROLED INTERCONNECT MARKET TO REACH USD 722.0 MILLION BY 2033 , DRIVEN BY AI INFRASTRUCTURE EXPANSION AND HIGH - PERFORMANCE COMPUTING DEMAND

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 $

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

MARKETS WEEKLY JUNE 6, 2026

JENSEN REPPING DOOSAN

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

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

⭕️ 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

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

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

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

📊 HY Spreads: 3bp (widened 0bp over 13 weeks)

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