🚨US CORPORATE PROFITS HIT NEW RECORD HIGH DESPITE TARIFFS, HIGHER COSTS, HIGHER RATES, WAR.

The AI led productivity boom is not just a narrative, it's real. Kevin Warsh knows it.

We're about to witness one of the largest melt ups in financial history.

🚨SOFTWARE FORWARD EARNINGS RISING STEADILY EVEN AS STOCKS CRUSHED BECAUSE OF AI INDUCED LAYOFFS, TRANSFORMATION RISK

It's the AI led productivity boom, stupid.

Fire your old employees first. Then replace them with AI literate ones. That's when profits go fugazi.

We're about to witness one of the largest melt ups in financial history. BTFD!

🚨CHINA'S FED GOVERNOR PAN MEETS RAY DALIO

If you're in Yuan, pivot to Bitcoin.

China is desperate to project an image of "business as usual" and "Yuan stability" to prevent a massive capital flight before any conflict begins.

🚨I DON'T THINK PEOPLE UNDERSTAND HOW BULLISH THIS TAO SITUATION IS YET

A lot of people are trying to milk the FUD

🚨TRUMP: WORLD'S MOST POWERFUL RESET

He is not wrong.

2027 is the year of synchronization of clocks. If you ain't with US, you're against US.

[2026 is the final exit year, BTFD before everything implodes in 2027 when China moves on Taiwan]

🚨US CONSUMER 1Y INFLATION EXPECTATIONS INCREASED TO 4.8% IN MARCH DUE TO IRAN WAR

This consumer inflation scare is jet fuel for crypto.

Crypto is an inflation hedge.

[BTFD before consumers start bettings their salaries on shitcoins!]

🚨BTC EXPLODES ABOVE 73K

40% of alts are still near ATLs, BTFD spot and chill.

🚨US URGES BEIJING TO CEASE MILITARY, DIPLOMATIC AND ECONOMIC PRESSURE AGAINST TAIWAN - STATE DEPARTMENT

*Meaningful exchanges should focus on dialogue between Beijing and Taiwan's democratically elected authorities without precondition -State Department

*The US opposes unilateral changes to the status quo from either side -State Department

🚨TRUMP WILL GIVE A BETTER DEAL, AND BIGGER CONCESSIONS TO IRAN THAN BLOOMBERG TRADERS ARE PRICING IN (exclusive analysis by @bullcase)

For the US security apparatus, Iranian sanctions are no bueno today.

Sanctioning Iranian oil creates a supply glut that flows straight into China at a discount. China uses that oil to bolster its energy security.

That is bad for Taiwan, the world's top producer of advanced chips.

To make a Taiwan blockade more costly for China, the security apparatus in Washington needs to permanently stop the flow of cheap oil to China.

Lifting sanctions and letting Iran charge a toll through the SOH, is more likely than markets are pricing in.

But wouldn't lifting sanctions create a massive deflationary force? On paper, yes. But the reality on the ground is that the physical infrastructure damage from the last six weeks of warfare has fundamentally altered the supply ceiling.

BTFD and ignore FUD coming from China and Israel about no deal.

The only thing that matters is Taiwan.

🚨CENTCOM: US FORCES START MINE CLEARANCE MISSION IN STRAIT OF HORMUZ; 2 US DESTROYERS TRANSITED THE SOH AS PART OF A BROADER MISSION TO ENSURE THE STRAIT IS FULLY CLEAR OF SEA MINES

🚨US AND IRANIAN NEGOTIATORS REACH DEADLOCK OVER STRAIT OF HORMUZ; IRANIAN NEGOTIATORS ARE REFUSING OPTIONS FOR "JOINT CONTROL" -FT

🚨ISRAEL EXPECTS US-IRAN NEGOTIATIONS TO COLLAPSE WITHOUT REACHING AN AGREEMENT -HAARETZ

Netanyahu is also about to speak in less than 2 minutes. Ignore all FUD coming from Israel and just BTFD if you're still sidelined.

🚨NETANYAHU: CAMPAIGN NOT OVER. STILL HAVE MORE TO DO. IF WE DIDN'T LAUNCH OPERATION ROARING LION, IRAN WOULD HAVE HAD A NUCLEAR BOMB.

Netanyahu is one of the biggest losers in the war. This was never about Israel, it was always about Taiwan. Ignore all FUD coming from Israel.

🚨BULLISH: GLOBAL RATE HIKE EXPECTATIONS MOVED HIGHER AFTER TARIFFS AND WAR, EXCEPT FOR THE US, NOW PRICED MORE DOVISH VS JAN 2025

Wait until they find out about Kevin Warsh and the AI led productivity boom.