May peace find a permanent home in yours.
$CRCL and $MSTR drop earnings this month. Time to find out if "agentic economics" was real or just vibes.
Also — aliens? What's the story there?
Cynthia Lummis, Novogratz, and other US heavyweights say the Clarity Act is right around the corner.
Please, for the love of God, just get it done this time. 🙏
Noteworthy events
May 1: UAE — OPEC exit
May 4: CME — $SUI, $AVAX Futures
May 4: $PLTR — Earnings Call
May 5: OpenAI — GPT-5.5 Meetup
May 5: $MSTR — Earnings Call
May 5: Prediction Market — ETF by Roundhill (Not Confirmed)
May 7: $WLFI — $WLFI Unlock Proposal
May 11: $CRCL — Earnings Release
May 11: $SBET — Earnings Call $ETH
May 12: US — CPI (MoM) (Apr)
May 13: US — PPI (MoM) (Apr)
May 15: FED — Farewell Jerome, hello to Kevin Warsh
May 20: $NVDA — Earnings Release
May 22: $BTC — PIZZA DAY
May 29: CME — 24H Perpetual Launch
TBA, TBDs in May
SOL — SIMP-0266 Activation
US — Strategic Bitcoin Reserve (Rumor)
Clarity Bill — (Middle May) To the Finish Line
... and many more
#May #Schedule #Calendar
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However, it was initially clear and agreed upon that if cars and trucks are produced in US factories, the tariffs on them do not apply.
Currently, many car and truck factories are being built in the country. More than $100 billion is being invested in the industry, which is a record in the history of car production.
These enterprises, where American employees will work, will soon start operations. This has never happened before in America.
Thank you for your attention to this issue.
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🇨🇭 Global One SI - Prompt
$NBIS/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI 📈 Trading Analysis Report 🔍 Summary Insights: • Trend: Bullish • Volatility: High • Volume: Medium • Market Sentiment: Bullish • Confidence Score: 0.85 🎯 Game Plan: Chart 1:…
Nebius $NBIS to acquire Eigen AI for $643M to strengthen Token Factory inference platform.
Integrating Eigen’s MIT Led optimization stack with Nebius compute, the deal secures market leading performance and unit economics for production AI.
Integrating Eigen’s MIT Led optimization stack with Nebius compute, the deal secures market leading performance and unit economics for production AI.
$ZENA 👀
Downtrend losing control… and now price starting to compress at the lows.
The Technicals:
✅ Falling wedge structure → nearing breakout zone
✅ Higher lows forming → pressure building
✅ TTM Squeeze ON → expansion loading
✅ Volume quietly increasing → early accumulation
This is how reversals start… slowly, then all at once.
Break this zone and it can move fast toward $3+
👉 Not a crowded trade yet.
Downtrend losing control… and now price starting to compress at the lows.
The Technicals:
✅ Falling wedge structure → nearing breakout zone
✅ Higher lows forming → pressure building
✅ TTM Squeeze ON → expansion loading
✅ Volume quietly increasing → early accumulation
This is how reversals start… slowly, then all at once.
Break this zone and it can move fast toward $3+
👉 Not a crowded trade yet.
#earnings for the week of May 4, 2026
$PLTR $AMD $SHOP $LITE $COHR $ANET $APP $AFRM $OXY $DVN $GILD $FN $MCK $DOCN $ALSN $CGNX $OUST $ADCT $VNOM $AEP $MPC $GCT $CVE $DVA $AEIS $ABNB $DD $WMB $BUD $EXPE $CF $PSTL $ICHR $DAVE $ADEA $PLOW $WBI $WPM $HSBC $HRTG $RPAY $LFUS $ECG $IPGP $SHC $MATX $NJR $ALGM $MAR $SARO
$PLTR $AMD $SHOP $LITE $COHR $ANET $APP $AFRM $OXY $DVN $GILD $FN $MCK $DOCN $ALSN $CGNX $OUST $ADCT $VNOM $AEP $MPC $GCT $CVE $DVA $AEIS $ABNB $DD $WMB $BUD $EXPE $CF $PSTL $ICHR $DAVE $ADEA $PLOW $WBI $WPM $HSBC $HRTG $RPAY $LFUS $ECG $IPGP $SHC $MATX $NJR $ALGM $MAR $SARO
The AI buildout is a US power-infrastructure trade.
Look at the orange dots are planned data centers.
🇺🇸Northern Virginia, Phoenix, Texas, Georgia, Iowa, Washington.
Every major cluster sits in a gas heavy ISO.
The molecule is chasing the megawatt.
The trade is pipelines, peakers, and PJM transmission rights.
Look at the orange dots are planned data centers.
🇺🇸Northern Virginia, Phoenix, Texas, Georgia, Iowa, Washington.
Every major cluster sits in a gas heavy ISO.
The molecule is chasing the megawatt.
The trade is pipelines, peakers, and PJM transmission rights.
💸 The Fed's balance sheet decreased by $7,469,000,000 in one week!
▪️Market expectations (Fed rate):
- PAUSE until September 2027.
▪️Logan, Fed Chair:
- Supported the rate pause, but opposed the signal that the next step would likely be a rate cut.
- I don't think a rate cut is appropriate now.
- Inflation has remained above target for a long time, and there are doubts about when it will return to 2%.
- The Fed's next move could be either a rate hike or a rate cut.
▪️Bank of America:
- A rate cut is possible only if inflation and the labor market cool down.
- The conflict in the Middle East is affecting expectations for the Fed's Dot Plot.
- The energy factor is becoming a key driver of inflation.
▪️Morgan Stanley:
- The threshold for a rate cut has become higher.
- The Fed is ready to maintain a tight Dot Plot for longer.
▪️J.P. Morgan:
- The voting within the Fed showed an increase in disagreements.
- The wording of the statement has become more neutral.
▪️Charles Schwab:
- The Fed is likely to take a pause for several meetings.
- There's even talk in the market about the risk of tightening.
▪️Market expectations (Fed rate):
- PAUSE until September 2027.
▪️Logan, Fed Chair:
- Supported the rate pause, but opposed the signal that the next step would likely be a rate cut.
- I don't think a rate cut is appropriate now.
- Inflation has remained above target for a long time, and there are doubts about when it will return to 2%.
- The Fed's next move could be either a rate hike or a rate cut.
▪️Bank of America:
- A rate cut is possible only if inflation and the labor market cool down.
- The conflict in the Middle East is affecting expectations for the Fed's Dot Plot.
- The energy factor is becoming a key driver of inflation.
▪️Morgan Stanley:
- The threshold for a rate cut has become higher.
- The Fed is ready to maintain a tight Dot Plot for longer.
▪️J.P. Morgan:
- The voting within the Fed showed an increase in disagreements.
- The wording of the statement has become more neutral.
▪️Charles Schwab:
- The Fed is likely to take a pause for several meetings.
- There's even talk in the market about the risk of tightening.
High-Momentum Leaders: 30 Stocks Showing Expanding 1-Month Relative Strength (>5% ADR)
$MU – Semiconductors
$AMD – Semiconductors
$INTC – Semiconductors
$ARM – Semiconductors
$QCOM – Semiconductors
$SNDK – Computer Hardware
$WDC – Computer Hardware
$MRVL – Semiconductors
$VRT – Electrical Equipment & Power
$BE – Electrical Equipment & Power
$NOK – Communication Equipment
$LITE – Communication Equipment
$CRWV – Software Infrastructure
$DDOG – Software Application
$NBIS – Software Infrastructure
$ALAB – Semiconductors
$CRDO – Semiconductors
$CNC – Healthcare Plans
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$PL – Aerospace & Defense
$AUR – IT Services
$MP – Metals & Mining
$GLXY – Capital Markets (Crypto)
$WULF – Capital Markets (Bitcoin Mining)
$APLD – IT Services / Data Centers
$RIOT – Capital Markets (Bitcoin Mining)
$USAR – Metals & Mining
$UUUU – Uranium
$AXTI – Semiconductor Equipment
$ZETA – Software Infrastructure
$FSLY – Software Application
$NVTS – Semiconductors
$VISN – Communication Equipment
$HUN – Chemicals
$LWLG – Specialty Chemicals / Photonics
$UAMY – Metals & Mining
$CRML – Metals & Mining
$MU – Semiconductors
$AMD – Semiconductors
$INTC – Semiconductors
$ARM – Semiconductors
$QCOM – Semiconductors
$SNDK – Computer Hardware
$WDC – Computer Hardware
$MRVL – Semiconductors
$VRT – Electrical Equipment & Power
$BE – Electrical Equipment & Power
$NOK – Communication Equipment
$LITE – Communication Equipment
$CRWV – Software Infrastructure
$DDOG – Software Application
$NBIS – Software Infrastructure
$ALAB – Semiconductors
$CRDO – Semiconductors
$CNC – Healthcare Plans
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$PL – Aerospace & Defense
$AUR – IT Services
$MP – Metals & Mining
$GLXY – Capital Markets (Crypto)
$WULF – Capital Markets (Bitcoin Mining)
$APLD – IT Services / Data Centers
$RIOT – Capital Markets (Bitcoin Mining)
$USAR – Metals & Mining
$UUUU – Uranium
$AXTI – Semiconductor Equipment
$ZETA – Software Infrastructure
$FSLY – Software Application
$NVTS – Semiconductors
$VISN – Communication Equipment
$HUN – Chemicals
$LWLG – Specialty Chemicals / Photonics
$UAMY – Metals & Mining
$CRML – Metals & Mining
🇨🇭 Global One SI - Prompt
TradingView MCP Bridge github.com/iliaal/tradingview-mcp
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7 GitHub repos replacing $150K+/yr Polymarket trading infra 👇
If you’re serious about prediction markets, this is all you need:
1. Backtesting Engine
github.com/evan-kolberg/prediction-market-backtesting
Simulate Polymarket + Kalshi strategies (Python + Rust)
2. Data Pipeline
github.com/warproxxx/poly_data
Markets, trades, orders → clean CSV datasets
3. Terminal UI (No Risk)
github.com/mneves75/polymarket-analyzer
Explore Polymarket APIs without touching funds
4. AI Trading via Chat
github.com/caiovicentino/polymarket-mcp-server
Let Claude execute trades (demo mode included)
5. On-Chain Orderbook Indexer
github.com/PaulieB14/polymarket-orderbook-substreams
Streams Polygon data → Postgres / ClickHouse
6. BTC 15-Min Trading Bot
github.com/aulekator/Polymarket-BTC-15-Minute-Trading-Bot
Signals from Binance + Coinbase + Fear & Greed Index
7. Market-Making Bot
github.com/warproxxx/poly-maker
Auto liquidity on both sides (Google Sheets control)
Built on top of GitHub — no excuses now.
Bookmark this.
If you’re serious about prediction markets, this is all you need:
1. Backtesting Engine
github.com/evan-kolberg/prediction-market-backtesting
Simulate Polymarket + Kalshi strategies (Python + Rust)
2. Data Pipeline
github.com/warproxxx/poly_data
Markets, trades, orders → clean CSV datasets
3. Terminal UI (No Risk)
github.com/mneves75/polymarket-analyzer
Explore Polymarket APIs without touching funds
4. AI Trading via Chat
github.com/caiovicentino/polymarket-mcp-server
Let Claude execute trades (demo mode included)
5. On-Chain Orderbook Indexer
github.com/PaulieB14/polymarket-orderbook-substreams
Streams Polygon data → Postgres / ClickHouse
6. BTC 15-Min Trading Bot
github.com/aulekator/Polymarket-BTC-15-Minute-Trading-Bot
Signals from Binance + Coinbase + Fear & Greed Index
7. Market-Making Bot
github.com/warproxxx/poly-maker
Auto liquidity on both sides (Google Sheets control)
Built on top of GitHub — no excuses now.
Bookmark this.
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