$TSLA This is the worst guidance I have ever seen from a company. It is time to short $TSLA I have been dragging my feet on getting back in on the short side. It is time. lololololololololololol

Strategic oil reserve releases fall off a cliff starting end of this month

$NVTS flaming pile of garbage cannot hold its gains. lol

IRAN'S FARS: IT HAS BEEN DECIDED THAT MARINE TRAFFIC THROUGH THE GULF WILL BE REGULATED BY IRAN IN COORDINATION WITH OMAN

Japan's SPR is being drawn down at an unprecedented rate...

The LLM Token Expenditure Index is now back to its January level, when the agentic AI market exploded

2027 Brother Rice (IL) DL Brayden Parks (@BraydenParks27) was back at Notre Dame and was almost unblockable during 1-on-1s. 2028 Bergen Catholic (NJ) DE Jackson Vaughn (@jwvaughn13) turned in one of the most impressive camp performances I've ever seen.

The only thing this SPX chart is missing: ▪ Soul music ▪ Something comfortable to slip in to I give you...the sexiest chart ever. I should be doing 30 to Life for this.

Kimi 2.7 ranked 2nd after Fable 5 and before GPT-5 xhigh We have re-run our ErdosBench smoke test on 14 problems with Kimi 2.7, Qwen 3.7 Max, Grok 4.3 and compared it with the top performers from previous runs. Kimi 2.7 is amazingly good. More below.

Notre Dame’s official visit weekend is off to a great start

BREAKING: Iran directly rejects Trump's new claim of a deal being signed tomorrow, saying the insistence on signing the deal on specifically Sunday is engineered around his own birthday, calling it a "propaganda event" that Trump is trying to turn into a unilateral "symbolic occasion" for himself, along with his UFC White House event, per Fars. The Iranian negotiating team says it "will not permit such a media and ceremonial manoeuvre," explicitly stating that the memorandum of understanding has not been finalized and no signing will happen.

Perhaps it is fitting that this happened on the same day as the SpaceX IPO, but my model just sent an “emergency sell” signal. I’m not as bearish as my model, but I will still be increasing hedges Monday morning. Clients can read the whole note here: bcaresearch.com/reports/macr…

AI spending is massively skewed toward a small share of power users.

Araghchi: The Strait of #Hormuz is currently one of our most important instruments of deterrence. #Iran #Trump #War #Deal

Araqchi: If the provisions of the memorandum of understanding are not met, the final agreement will not be signed.

Iranian National Security Commission MP, Seyed Mahmoud Nabavian: “After reviewing the text of the agreement, I must say that, compared to the 2 previous versions, it is more damaging, and Iran’s retreats/concessions have also increased.”

lol

META MOVES TO CURB EMPLOYEE AI USAGE AS AI COSTS REACH BILLIONS – THEINFORMATION

The AI Lab-driven bubble popped within months of switching to token-based billing. The next few quarters are going to be fun.

Axios should just make this a pinned tweet.

Friends, I'm starting to believe Trump lied to us again