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Past 2.5 month parabola watch $koru has been up 314% = 92,000 % annual growth rate $sndk " 268% = 59,000 % " $mrvl " 188 = 26,000 $mu $intc 172 = 19,000 $amd " 150 = 10,600 $lrcx " 88% = 2,000 Unsustainable ⚠️ $soxx $smh $soxl $qqq $tqqq Demark Weekly⚠️Sell❌ signals galore

🇺🇸 🇮🇷 THERE IS NO 'PEACE TREATY' WITH IRAN! There is only a MOU to re-open the Strait, lift the blockade and stop the fighting. The rest will be worked out over the next 60 days. The $300 billion "investment fund" comes ONLY after the full treaty and will be administered by the US but cost taxpayers NOTHING. Don't believe the lies.

Israeli airstrikes in Kafr Tibnit, southern Lebanon, at this morning

Hegseth: Large U.S. military forces will remain in the region. If Iran fails to meet its commitments, the blockade will be reimposed.

Iran’s deputy FM says the 60-day negotiation period with the U.S. will only begin after Iranian frozen assets are released, and warns the nuclear issue will not be discussed until the U.S. follows through on its commitments.

Consumer Prices in the US rose 4.5% per year over the last 5 years and over 24% in total. 2% inflation is a myth. They won't do it, but the Fed should be hiking rates at the FOMC meeting next week.

Both OpenAI and Anthropic are considering price cuts. Neither of these companies but ESPECIALLY OpenAI can under any circumstances afford this pay cut. This is fundamentally insane. A sign of desperation that will erode revenue while costs stay linear. wsj.com/tech/ai/openai-consi…

US producer prices are increasing at the fastest pace since 2022.

‼️THIS IS INSANE: 46 of 68 global central banks are currently overshooting their inflation targets. The US is running 1.8 percentage points above its 2% target, and the Eurozone 1.2 percentage points above. Meanwhile, markets are pricing a 98% probability of a 25bps rate cut from the ECB on June 11th and an 83% probability of a 25bps hike from the Bank of Japan on June 16th. The first FOMC meeting under new Fed Chair Kevin Warsh follows on June 17th. If the outcome is too dovish, the long end of the Treasury market heads toward 6%; too hawkish, and the S&P 500 pulls back toward 7,000. Central banks are historically failing to fulfill their most basic mandate.

BREAKING: The US technology sector has rallied 42% over the last 2 months, the largest 2-month gain in 24 years. This also marks the 2nd-strongest rally this century, surpassing even the 40% gain seen during the 2000 Dot-Com Bubble. The surge has been largely fueled by chip stocks, with the Semiconductor Index, $SOX, rising 66% over the same period. By comparison, the S&P 500 is up 16% while the Dow is up 10% over the same time period. Meanwhile, the S&P 500 is up 20% since the March 30th low, with the top 10 stocks contributing ~65% of the index's gains. Half of the top 10 contributors were semiconductor stocks. The AI trade is hotter than ever.

"canary watch" warning flags⚠️ $mu stretched 80% above 50d ma $sndk " 60% above the 50d ma AI crowded, leveraged, 0dte, speculation extremely stretched breadth narrow, crypto, Demark financials tighter🚫 may hit AI... mean reversion season $sox $soxx $soxs $soxl $smh

John Hussman just published one of the most important pieces of market analysis I have read this year and every serious investor needs to read it. His warning flag system just triggered at levels only seen THREE other times since 1992. One of those times was March 24, 2000, the exact peak of the tech bubble. The other clusters preceded significant market drawdowns as well. We are now seeing daily tallies of overextension signals that rival or exceed every prior extreme in the data. But here's what's really scary: The S&P 500 Information Technology sector trades at a P/E of 45 on operating profit margins of 30% which is more than THREE TIMES the historical norm. If you normalize those margins to anything resembling what competition and creative destruction have produced in every prior cycle, the effective P/E is north of 135. And people are calling this a buying opportunity. 10 companies now make up 40% of the S&P 500. Bank of America's latest fund manager survey shows the highest jump in equity exposure on record. This is the same level of crowding we saw right before the market gave up a third of its value in 2022. The script never changes. Only the names of the stocks and the narrative used to justify paying any price for them. In the late 1990s it was the internet. In 2007 it was structured credit. Today it is AI. Every single time the crowd convinces itself that valuations do not matter because THIS TIME the technology is transformational. And every single time the math eventually wins. Read Hussman's full piece, then look at your portfolio and ask yourself honestly whether you are positioned for what history says comes next: hussmanfunds.com/comment/mc2…

This was the last time QQQ had such a low correlation with Bitcoin while trading at all-time highs. BTC = liquidity

Iran's IRGC, in a new statement, confirms that tonight's engagement was a tit-for-tat escalation -The US struck a ship attempting to run the blockade -The IRGC responded by attacking a ship in the Strait of Hormuz -The US bombed Qeshm Island -The IRGC attacked Bahrain and Kuwait

Footage of a likely PATRIOT interceptor failing just after launch during the Iranian attack on Kuwait early this morning.

Iran’s Islamic Revolutionary Guard Corps (IRGC) has issued a statement announcing ballistic missile strikes tonight against U.S. bases in Kuwait, as retaliation for American attacks on Qeshm Island in the Persian Gulf.

NOW: Fighter jet activity reported over Tehran, Iran

BREAKING: Bahrain shuts its airspace amid Iranian attack

Past 2 months $sox $soxx $smh has been up 90% = 3,700% annual growth rate $ewy has been up 80% = 2,900% agr $ewt has been up 55% = 1,155% agr $qqq has been up 32% = 380% agr $spy $iwm " 20% = 177% agr $iyt " 16% = 140% " $ewj " 14% = 113% " Parabola unsustainable ⚠️ $vix $vxn