There is something wrong with our entire culture when political divisions transcend humanity

𝗤 𝗲𝘅𝗽𝗹𝗮𝗶𝗻𝘀 𝘄𝗵𝘆 𝘆𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗻𝗲𝗲𝗱 𝗺𝗼𝘀𝘁 𝗶𝗻𝗱𝗶𝗰𝗮𝘁𝗼𝗿𝘀. 𝗝𝘂𝘀𝘁 𝗣𝗿𝗶𝗰𝗲, 𝗩𝗼𝗹𝘂𝗺𝗲, 𝗔𝗻𝗱 𝗠𝗼𝘃𝗶𝗻𝗴 𝗔𝘃𝗲𝗿𝗮𝗴𝗲𝘀. No, I'm not using RSI or MACD. I don't think there's any value in those. I think that's just two indicators. I just don't... mean, they're just, MACD's based on moving averages and RSI is based on price. And I already have moving averages and price on my chart, so I don't see, I don't need an indicator to tell me something I already see. I've used RSI and MACD and I don't use Bollinger Bands either. I just don't think... yeah. Think the less you use, the better. Price is really the most important, and I use moving averages because they work really well on trending stocks. And everything else is just noise. TSLA, now it's... Yeah, exactly. Everything, moving averages are also derivative of price, but I think they give some nice visual information because it's hard for my mind to calculate these moving averages in my head. And RSI, I'm not a fan of it, especially... RSI on the downside can be useful, but on the upside, the best stocks are overbought most of the time. RSI's an indicator that doesn't give any value on when things go up. Because you just study any big move in the stock market and it's gonna be above RSI 80, RSI 90, for a big part of its move. So it's just totally worthless as an overbought indicator.

Very interesting dynamic in play in onco land. (Chart below) We know from $tngx data this week the two hit pairing of one pan RAS(ON) asset plus one PRMT5 inhibitor is probably the way forward. $bmy $azn $amgn hold a PRMT5 ( thanks $mrtx x $bmy), so they only need to buy a RAS half. We know $mrk and $abbv did their diligence and were after $rvmd , but they need the whole pair. So $amgn x $rvmd mega merger is in play. Or you see $tngx x $rvmd first and then down the line someone like $mrk acquires the merged co. Or $azn and $bmy just go for $rvmd ? Or whoever missed out on $rvmd then goes for $eras as the ‘value’ option. Or why not $eras first. Like $mrk goes $tngx and $eras back to back. So many possibilities but curious to hear thoughts but I think owning $eras $rvmd $tngx in the port is a must. One of the three if not all could work even from here. Obviously wish had figured this out sooner but still room. Bottom line, bullish $xbi

Looks like I'm better than the Chevron CEO, I've been saying Mid August to late Sept since my Bessie Boy article. But that's for absolute chaos, there are catalyst problems that should start occurring in July, question is if they can be cancelled out by @axios and @barakravid

So, back where we were on Feb 27 with extra concessions for Iran. Quite the deal..

Here's the NY Times article everyone is talking about. A gift from me to you. 👀 nytimes.com/2026/06/10/magaz…

BREAKING: Iran's Foreign Ministry directly rejects Trump's new claim that "everyone in Iran has approved the deal," including the Supreme Leader, saying no one has accepted it, and "no agreement has been reached," per Fars. Any agreement requires the US to "accept every demand" from Iran, including that it won't surrender enriched uranium or make nuclear concessions, that the Strait of Hormuz remains permanently under Iranian management, and the transfer of $24 billion in frozen funds. Iran adds "if it were to yield under pressure, it would have done so a year ago" rather than after sustained US bombing. The spokesperson also denied Trump's claim that the Strait of Hormuz would reopen on a deal signing, saying it "remains closed" under Iranian authority and "safe passage is not possible."

RT @ericnuttall: Takeaways from spending a day with some of the smartest energy people on the planet: 🛢️ The risk of a US product export ba…

I'm a cardiologist. I've held dying hearts in my hands in the cath lab at 3 AM. And I need to tell you something that changes everything about how we prevent heart attacks. For decades, the entire field was built on one target: lower LDL cholesterol. Statins save lives — that's settled science. But too many of my patients did everything right — took their statins, hit their numbers, lived clean — and still ended up on my table with a ruptured artery. We were treating the smoke while the fire kept burning. The fire is inflammation. And the evidence is now overwhelming. The CANTOS trial proved it first — lowering inflammation independent of cholesterol reduced cardiac events. But the newer data is what keeps me up at night. AI-enhanced CT angiography can now detect inflamed arteries by measuring changes in the fat surrounding your coronary vessels — the perivascular fat attenuation index. Higher inflammation in the fat around even one artery independently predicts cardiac death. When multiple arteries show inflammation, the risk multiplies dramatically — even in patients whose cholesterol looks perfect. This isn't theoretical. This is measurable. Right now. On a scan you can get this month. Low-dose colchicine — a drug that's been around for centuries for gout — is now FDA-approved specifically for reducing cardiovascular events. It works by quieting the inflammatory cascade that destabilizes the plaque sitting in your arteries. A pill that costs pennies is saving lives the statins couldn't reach. And the next wave is already in Phase 3 trials. Ziltivekimab — an IL-6 inhibitor — targets the central inflammatory pathway driving atherosclerosis. Phase 2 data showed a 90% reduction in hsCRP. The ZEUS cardiovascular outcomes trial is enrolling now, with results expected late 2026 into 2027. If positive, anti-inflammatory therapy will become standard in managing heart disease alongside lipid-lowering. The era of inflammation-targeted cardiology is arriving. But it goes deeper than drugs. AI is now predicting heart failure and cardiac events 5 years before symptoms — integrating CT imaging, electronic health records, and genetic data with accuracy that jumps far beyond traditional risk calculators. And polygenic risk scores — a simple genetic test that flags inherited cardiovascular risk — are now formally recognized as a risk-enhancing factor in the 2026 ACC/AHA guidelines. A single blood draw can reveal risk that's been silently building since birth. Decades before the first chest pain. Here's what this means for you right now — today: Ask your doctor for a high-sensitivity CRP test. It's cheap, routine, and measures the systemic inflammation that standard cholesterol panels completely miss. You can have perfect LDL and inflamed arteries that are quietly preparing to rupture. If your hsCRP is elevated, discuss low-dose colchicine with your physician. It's FDA-approved for exactly this. Push for a coronary CT angiography with AI plaque and inflammation analysis if you have risk factors. This isn't the stress test your parents got. This is 3D visualization of your actual arteries — with AI quantifying not just how much plaque you have, but what kind it is and whether the surrounding tissue is inflamed. Consider polygenic risk score testing — especially with a family history of early heart disease. It's now guideline-supported. And the foundation that never changes: move daily, eat real food, sleep 7-9 hours, manage stress, and know your numbers — ApoB, Lp(a), hsCRP, fasting insulin. I left Iran as a child with nothing. I rebuilt everything in a country that gave me the freedom to become a physician. I've spent twenty years watching patients get second chances. The ones who haunt me aren't the ones who died on my table. They're the ones who survived but never acted on what the science was telling them — years before the event that didn't have to happen. You can have perfect cholesterol and still have a heart attack. Inflammation plus genetics can drive plaque rupture in arteries that look "fine" on a standard panel. The myth that normal cholesterol means you're safe has cost more lives than I can count. We now have the tools to detect the fire — not just the smoke. AI to see it. Genetics to predict it. Drugs to quiet it. And the ancient basics — movement, real food, sleep, purpose — to prevent it from starting. Prevention is the new cure. And the science to make it real is no longer coming. It's here.

Mark Cuban just described the largest wealth transfer of the AI era. Almost nobody understood what he said. Cuban: “There are 33 million companies in this country. Aren’t going to have AI budgets. Aren’t going to have AI experts.” Not tech startups. The shoe store. The regional trucking outfit. The accounting firm with 12 employees. The businesses that actually run the physical economy. They know AI is coming. They have no idea what to do with it. Cuban: “You’ve got the head of Microsoft saying software is dead because everything’s going to be customized to your unique utilization.” Software is dead. The SaaS era ran on one rule. Build a generic product. Force millions of companies to bend their workflows around it. Charge rent forever. AI ends the contract. The business stops bending to the software. The intelligence bends to the business. But customized by whom. The third-generation manufacturer cannot tell Claude from Gemini. The county hospital is staring at a reactor asking where the light switch is. Cuban: “Who’s going to do it for them?” That question is worth more than the frontier models themselves. Hundreds of billions are being burned to build the foundation. The smartest engineers alive are locked in a bloodbath over who owns the base layer. Let them fight. Let them burn the capital. Let them drive the cost of raw intelligence toward zero. Because the wealth does not collect where the brain is built. It collects where the brain meets the business. Every ambitious kid in college right now thinks survival means a seat at OpenAI or Anthropic. Cuban is staring at the other 99 percent of the economy. Learn the models. Then learn the messy, unglamorous reality of how a 50-person company actually operates. Walk through the door. Understand their problems. Wire the intelligence directly into their revenue. That is not a job title. That is an entire economic class being born. You do not need to build the brain. You need to build the nervous system. The biggest winners of the electricity era were not the engineers who built the generators. They were the ones who walked into dark factories and showed the owners where to plug in. 33 million companies are standing in the dark right now. Silicon Valley is racing to build the god. The fortunes will belong to whoever teaches him a trade.

God, this is so much better than the recorded version.

If you're not watching SpaceX (already -29% from all time highs) crash on Hyperliquid before it even IPOs, I don't know what you're doing with your life.

Jensen Huang, CEO of Nvidia: "Every engineer is going to have and manage hundreds of agents." The most valuable engineering skill of 2026 is not taught in any university. No CS program teaches harness engineering. No bootcamp teaches agent memory architecture. No degree prepares you to build systems that survive production. One builder mapped the entire thing out — free, step by step, no degree required. This is the roadmap ↓ Bookmark this for the weekend.

Here’s a bombshell observation: I can’t get close to “tank bottom” concerns by credible oil analysts Not even by September using comparative inventory—my gold standard for 25 years. #OilMarkets #WTI #CrudeOil #TankBottoms #InventoryData #FollowTheData #EnergyMarkets #OilPrices #MarketNarratives #RealityCheck @Rory_Johnston @ericnuttall @HFI_Research @anasalhajji

$CRDO earnings just signaled a major problem for $AAOI? On AECs: Credo said active electrical cables are now “the preferred solution for rack connectivity and for many multi-rack deployments up to 7 meters.” 1000x greater reliability than commodity laser-based optical modules. At lower power. That is $AAOI’s core market. Then the ALC bombshell. Active LED Cables. Optical reach up to 30m using micro-LED instead of traditional lasers. AEC-class reliability with optical range. Management said ALCs could ramp with “very much similar” dynamics to AEC and ZeroFlap. Meaning fast. And big. That is the rest of $AAOI’s market. Credo also said hyperscalers are no longer optimizing for lowest module cost. The priority is now “reliability, power efficiency, signal integrity and telemetry.” ZeroFlap optics carry 3-digit ASPs vs 2-digit for commodity components. “Meaningful improvement in network reliability, time to cluster stability, and long term uptime.” Hyperscalers are telling you they will pay more for better. That is the opposite of what commodity transceiver suppliers need to hear. $AAOI’s exposure is concentrated in exactly the undifferentiated short-reach laser modules that: AEC displaces under 7m ALC targets out to 30m As buying criteria shift from unit cost to uptime and power, the addressable market for commodity optics at short distances is shrinking. $CRDO is not just growing. It is eating the market that $AAOI needs to survive.

Trump now finds himself in an entirely new situation with the War in Iran. He doesn't hold the cards. He has no notable leverage. And he can't simply declare bankruptcy for the seventh time and move on. And it shows. Donald Trump is not a statesman. He is not a diplomat. And I think, in many ways, this is what endeared him initially to many of his voters. He was businessman that accumulated billions of dollars of personal wealth through casino's, real estate, television, golf courses, and a multitude of endeavors. You can say what you will, but at the end of the day, you don't accrue a net worth well beyond a billion, or even hundreds of millions of dollars, without being "successful", so let's put that partisan argument to the side for now. But all throughout Trump's life, he's held the upper hand. He grew up wealthy. He received significant financial assistance from his father. And he had an effectively unlimited financial safety net in the event of failure. These are not points meant to be political hits, nor are they able to be refuted. They are simply the facts. Reality. As a result, Donald Trump always had the leverage. He was a trust fund baby. Again, this is simply the truth. It is reported that Fred Trump left his children around a billion dollars when he passed away in 1999. Trust me, if you know beyond a shadow of a doubt you are set for life regardless, you live life differently. What this means is that Donald Trump, throughout his business career which WAS hyper-successful, never HAD to succeed. He could also walk away if a deal was not in his favor. He, by definition, always held the cards. Generational wealth. And don't get me wrong, President Trump was savvy in his exploitation of this reality. You'd be a fool to enter a deal you didn't think was highly beneficial to you if you didn't have to make a gamble. That'd be stupid. In every transaction, every business dealing, it was either in his favor, or he walked. Because. He. Could. And when business endeavors failed to pan out? Bankruptcy could be declared. Again, save me the partisan takes, Donald Trump declared bankruptcies on his businesses six times. And he was RIGHT to do so. That's the correct financial decision... but it's an off-ramp. A quick fix. These same realities - holding all the cards, being able to walk away, having a legal escape valve - do not exist in the quagmire he finds himself in with the Iran War. The reality facing Donald Trump is one that he has never had to navigate before. Iran does not care that he is wealthy. It's irrelevant. Trump can't simply walk away because Iran would retain control of the Strait of Hormuz and it would destroy Trump's legacy. There is no emergency "bankruptcy-equivalent" escape valve here. Now, Donald Trump has to sit on the other side of the table at a time when the stakes are the highest they have ever been in his entire life. No training wheels. No safety net. Trump's been thrown right into the deep end with perhaps the most savvy negotiators in the world. President Trump holds effectively zero leverage with Iran. There is not a modicum of domestic American support for this war. It was never sold to the American people. Many see this as Israel's war that is not "putting America first". The goals and objectives have changed by the day. For this reason, alongside the unlikely chance of success in the first place, a large-scale ground invasion is not a serious suggestion being put for by anyone with an above room temperature IQ. Iran holds insurmountable "escalation dominance". If the United States targets Iran's energy infrastructure? Iran will retaliate massively across the Gulf. GCC countries have already made it abundantly clear to Trump that they fear Iran. That they don't trust the US-bought military equipment to protect their infrastructure or civilians. Iran can cut undersea cables. Iran could close the Bab al-Mandeb Strait and further cripple maritime shipping. Anything the US can do to hurt Iran, Iran can do tenfold to hurt the global economy. Reopen the Strait of Hormuz by force? We tried that under Operation Freedom, and it was so ridiculous and stupid that it was canceled within 48 hours. Some are suggesting we try again, but seem to entirely misunderstand reality (as they have throughout the entire conflict). What? Is the United States supposed to effectively occupy the Strait of Hormuz until the end of time? How many vessels per day would be able to navigate the Strait of Hormuz with US naval escorts? What would the costs of this be? Can we adequately protect our sailors? Why wouldn't Iran, again, utilize their escalation dominance and shut down the Bab al-Mandeb or strike Gulf infrastructure? It. Doesn't Work. The unfortunate reality is that President Trump holds no cards. He has no meaningful leverage. His ONLY option is making concessions at the negotiating table... Is this something Trump is even capable of navigating in the first place though? A President, one who has made perhaps the gravest mistake in the history of American foreign policy, one who has never experienced these constraints before, one who has a litany of allies ready to turn their backs on him the second he capitulates... A man who's entire legacy will not be, "Trump the Businessman", nor will it be "Trump the President". It will eternally become, "Trump the Failure". But it's his only choice. The Iran Hawks and Israeli Lobby that surrounds him, and they do, are prepared to claw him to shreds on Fox News and Newsmax. We saw this exact situation play out just this past weekend when initial terms of a potential Memorandum of Understanding was leaked. His so called "allies" in the United States turned their back on him immediately, leaving him with almost nobody remaining. Not after the Epstein Files. Not after this Iran War debacle. Donald Trump now finds himself in an entirely unfamiliar situation. He doesn't hold the cards. He has no escape valve. And there is no realistic scenario where he can credibly claim victory... The only path forward is the one that will permanently destroy his legacy. But it's the only way to end this war.

RT @great_martis: USOIL🛢️ OIL at the third bottom touch of this majestic, high-stakes symmetrical triangle. We’re deep in the business en…

AC/DC is powering the retirement home! Rock and Roll 🤘

Loved the theme posting by @KawzInvests and @ParadisLabs (follow them) So I decided to follow this up and go one step further by mapping out the timeline of all these themes and their ramp dates. RUNNING NOW (Still biddable, but easy money gone) > agentic AI flipped the CPU:GPU ratio from 1:8 to 1:4 already, server CPU prices up 20% with 6 month lead times > general server MLCC rides the same CPU revival, already inflecting not waiting > memory is the real bottleneck, DRAM revenue 303% in 26 and NAND 208%, squeeze runs into 27-28 SWEET SPOT (Inflection point) > high end MLCC at 20 week lead times, Murata order inquiries at 2x supply capacity, OEM price hikes land next quarter > advanced packaging scales with the HBM4 and Rubin ramp > liquid cooling is not a sleeper, Rubin mandates full liquid so it inflects with the GPUs, not after > CPO and 1.6T optics scale hard with Rubin, Foxconn already shipping CPO switch from Q3, 10k units in 26 FRONTRUN (scale into H2 26) > SiC and GaN power ride the 800V push, autos already matured the cost curve > gallium is the GaN feedstock, upstream of the entire power buildout > 800V HVDC hits mass deployment with Kyber in 27, supply chain gears up through H2 26 (Vertiv launches H2 26) > 600kW racks arrive with Kyber in 27, the whole power chain rerates ahead of it WATCH ONLY (too early to size) > humanoids are a future demand pool, not a 26-27 trade > 6G is a late decade story > photonic memory still early stage > quantum prototypes in 27, IBM fault tolerance target 29, Foxconn commercialization around 30, so the frontrun window is H2 28 to H1 29 Do not become dilution for Quantum. If you want a 1hr rundown on the future of Quantum I'd recommend you watch the @MartinShkreli and @StockSavvyShay debate.

I bought $NVDA on that move down Jim. I agree it's disruptive, maybe there is a better way than tieing all the rebalancing to the closing print... as ETFs gather more assets, this rebalancing situation isn't going to go away Keep in mind the 3rd Friday in June will be a large qly rebalance too (S&P, Nasdaq) For now, can take advantage of these one time swings...