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POV: Guy whoโs saying โIโll figure it outโ
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Everyone checking their portfolios right now
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๐จ๐ญ Global One SI - Prompt
Larry Ellison has fallen from the 2nd richest billionaire to 8th after his 40% holding of Oracle stock has plummeted. Ellison's net worth is now $175.2 billion, placing him behind Nvidia's Jensen Huang ($176.3 billion)
Remember when Larry Ellison was the worldโs wealthiest man for a second. Good times
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๐จ๐ญ Global One SI - Prompt
Michael Saylor getting a crash course on vibe coding.
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Checking on the guys I told to buy bitcoin at $126K
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Men can be awake at 4 am, up again at 7 am, in debt, broke, no one to call for help and still believe that one day itโll all be okay
๐จ๐ญ Global One SI - Prompt
The AI models that will generate the most tokens will be different than the models that generate the highest revenue The way things are headed, it is very clear that low value repetitive tasks will be outsourced to the cheap and open source models But theโฆ
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OpenAI waking up and choosing violence against Anthropic
๐ฅ Macroeconomic Data (CPI):
โช๏ธConsumer Price Index (CPI) (year-over-year) (June)
FACT: 3.5%
FORECAST: 3.8%
PREVIOUS: 4.2%
โช๏ธConsumer Price Index (CPI) (month-over-month) (June)
FACT: -0.4%
FORECAST: -0.1%
PREVIOUS: 0.5%
โช๏ธCore Consumer Price Index (CPI) (month-over-month) (June)
FACT: 0.0%
FORECAST: 0.2%
PREVIOUS: 0.2%
โช๏ธCore Consumer Price Index (CPI) (year-over-year) (June)
FACT: 2.6%
FORECAST: 2.8%
PREVIOUS: 2.9%
โช๏ธConsumer Price Index (CPI) (year-over-year) (June)
FACT: 3.5%
FORECAST: 3.8%
PREVIOUS: 4.2%
โช๏ธConsumer Price Index (CPI) (month-over-month) (June)
FACT: -0.4%
FORECAST: -0.1%
PREVIOUS: 0.5%
โช๏ธCore Consumer Price Index (CPI) (month-over-month) (June)
FACT: 0.0%
FORECAST: 0.2%
PREVIOUS: 0.2%
โช๏ธCore Consumer Price Index (CPI) (year-over-year) (June)
FACT: 2.6%
FORECAST: 2.8%
PREVIOUS: 2.9%
โ ๏ธ Kevin Warsh's Opening Remarks to the House of Representatives. (text)
โ The Federal Reserve considers its primary task to be conducting appropriate monetary policy and intends to decisively overcome the inflation surge of the past five years.
โ Members of the Federal Reserve will not tolerate persistently high inflation and remain firmly committed to restoring price stability.
โ At its June meeting, the Federal Reserve maintained the interest rate at 3.50-3.75%.
โ Economic activity in the United States continues to grow at a solid pace and demonstrates resilience.
โ Consumer spending is growing moderately.
โ The manufacturing sector continues to strengthen gradually.
โ The housing sector remains weak and continues to lag behind the rest of the economy.
โ Business investment, particularly in data centers, equipment, and software for AI technologies, has become a major driver of the economy.
โ Spending on equipment has increased by approximately 8% in the past year, while investment in the high-tech sector has increased by nearly 25%.
โ The Federal Reserve believes that over time, investment in AI will cease to be viewed as a separate category and will become ordinary investment in the economy.
โ The Federal Reserve is monitoring the impact of artificial intelligence on inflation and the labor market.
โ Labor productivity remains high even before the widespread adoption of AI.
โ The Federal Reserve considers its primary task to be conducting appropriate monetary policy and intends to decisively overcome the inflation surge of the past five years.
โ Members of the Federal Reserve will not tolerate persistently high inflation and remain firmly committed to restoring price stability.
โ At its June meeting, the Federal Reserve maintained the interest rate at 3.50-3.75%.
โ Economic activity in the United States continues to grow at a solid pace and demonstrates resilience.
โ Consumer spending is growing moderately.
โ The manufacturing sector continues to strengthen gradually.
โ The housing sector remains weak and continues to lag behind the rest of the economy.
โ Business investment, particularly in data centers, equipment, and software for AI technologies, has become a major driver of the economy.
โ Spending on equipment has increased by approximately 8% in the past year, while investment in the high-tech sector has increased by nearly 25%.
โ The Federal Reserve believes that over time, investment in AI will cease to be viewed as a separate category and will become ordinary investment in the economy.
โ The Federal Reserve is monitoring the impact of artificial intelligence on inflation and the labor market.
โ Labor productivity remains high even before the widespread adoption of AI.
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To be free, you must first eliminate two things: the fear of a bad future and the memory of a bad past.
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๐จ๐ญ Global One SI - Prompt
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Explosions and fire reported by local residents.
But the sharper data point is what is happening on the water.
With refining capacity offline, Russia has to export more crude instead of processing it, and it cannot find buyers fast enough.
Crude held on tankers is back near the highs seen at the start of the year.
The refinery campaign is not just cutting supply. It is creating a crude glut Russia cannot place.
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Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
Every commodities to stocks ratio extreme in the last 35 years marked a turning point.
Extreme relative valuations do not last... They break.
1999, stocks so dominant commodities became irrelevant
2000s, commodities entered a decade long boom
2008, commodities became consensus, the GFC ended it
2026, the ratio sits near multi decade lows againโ ๏ธ
Everything covered this month, refineries under attack, Hormuz closed, Chinese stockpiles drawing down, is happening while commodities are this cheap relative to stocks.
That is the setup.
Extreme relative valuations do not last... They break.
1999, stocks so dominant commodities became irrelevant
2000s, commodities entered a decade long boom
2008, commodities became consensus, the GFC ended it
2026, the ratio sits near multi decade lows againโ ๏ธ
Everything covered this month, refineries under attack, Hormuz closed, Chinese stockpiles drawing down, is happening while commodities are this cheap relative to stocks.
That is the setup.
๐จ๐ญ Global One SI - Prompt
How to never hit your usage limits with GPT-5.6 Sol
GPT-5.6 sol is half the price and ~twice as token efficient as fable in many cases for accomplishing the same task.
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๐จ๐ญ Global One SI - Prompt
OpenAI waking up and choosing violence against Anthropic
Anthropic absolutely fumbled the compute build-out. OpenAI is now the only AI company that can run AI Agents at their scale.
$DYAI On my long-term radar !! Loving this long-term chart!
Dyadic International Inc. is developing protein production platforms for healthcare, food, and industrial biotech. With its proprietary C1 and Dapibusโข๏ธ technologies, the company is pursuing multiple revenue streams through licensing, royalties, milestone payments, and commercial products while expanding partnerships across several markets.
Why the chart caught my eye:
Macro Trend Shift: Reclaiming the crucial $1.00 psychological level, neutralizing Nasdaq delisting concerns, and smashing a multi-year descending trendline on the weekly.
The Squeeze Math: A rock-solid double bottom at $0.65 confirmed by massive green volume bars. With a tight 27M share float, clearing the $1.18 pivot opens up a massive weekly liquidity vacuum straight up to $2.05 (+100.8% upside target).
Global Validation: High-margin C1 platform is fully funded and validated by heavyweights like the Gates Foundation and CEPI, backed by a staggering 182% YoY Q1 revenue surge.
Keeping this weekly macro reversal on high alert as the technicals align perfectly with fundamental scaling.
Peers: $APLM $CRVO $GRDX $IGC $LSTA $NRSN $PLRZ $SER $SKYE $SNTI
Dyadic International Inc. is developing protein production platforms for healthcare, food, and industrial biotech. With its proprietary C1 and Dapibusโข๏ธ technologies, the company is pursuing multiple revenue streams through licensing, royalties, milestone payments, and commercial products while expanding partnerships across several markets.
Why the chart caught my eye:
Macro Trend Shift: Reclaiming the crucial $1.00 psychological level, neutralizing Nasdaq delisting concerns, and smashing a multi-year descending trendline on the weekly.
The Squeeze Math: A rock-solid double bottom at $0.65 confirmed by massive green volume bars. With a tight 27M share float, clearing the $1.18 pivot opens up a massive weekly liquidity vacuum straight up to $2.05 (+100.8% upside target).
Global Validation: High-margin C1 platform is fully funded and validated by heavyweights like the Gates Foundation and CEPI, backed by a staggering 182% YoY Q1 revenue surge.
Keeping this weekly macro reversal on high alert as the technicals align perfectly with fundamental scaling.
Peers: $APLM $CRVO $GRDX $IGC $LSTA $NRSN $PLRZ $SER $SKYE $SNTI
$INBS is coiled to destroy this daily resistance trendline!
Look at this daily chartโthe setup is absolute gold. The compression is reaching its absolute limit, and the spring is fully loaded:
1๏ธโฃ The Trendline Breakout: Price is sitting right at $2.27, knocking directly on the door of the descending resistance line. A clean break over $2.35 triggers the ultimate green light.
2๏ธโฃ Extreme Compression: Fonsie Channels have completely constricted, and the TTM Squeeze indicator is flashing a bright red dotโsignaling massive, explosive volatility is about to be released.
3๏ธโฃ The Void to $5.00 (+98.8% Gap): Look at the cloud and the sheer lack of overhead resistance above $2.35. Once this micro-float clears the trendline, there is a massive liquidity vacuum waiting to pull it straight to the $5.00 macro target.
With an incredibly low float and the major FDA clinical study wrapping up this month, this bottom-reversal pattern is not going to wait around.
The early birds are already positioning. Get ready for the volume spike!
Look at this daily chartโthe setup is absolute gold. The compression is reaching its absolute limit, and the spring is fully loaded:
1๏ธโฃ The Trendline Breakout: Price is sitting right at $2.27, knocking directly on the door of the descending resistance line. A clean break over $2.35 triggers the ultimate green light.
2๏ธโฃ Extreme Compression: Fonsie Channels have completely constricted, and the TTM Squeeze indicator is flashing a bright red dotโsignaling massive, explosive volatility is about to be released.
3๏ธโฃ The Void to $5.00 (+98.8% Gap): Look at the cloud and the sheer lack of overhead resistance above $2.35. Once this micro-float clears the trendline, there is a massive liquidity vacuum waiting to pull it straight to the $5.00 macro target.
With an incredibly low float and the major FDA clinical study wrapping up this month, this bottom-reversal pattern is not going to wait around.
The early birds are already positioning. Get ready for the volume spike!
Forwarded from ๐ขWTI, Brent Crude Oil, NGAS Trading ๐
1000 days since October 7.
The Middle East that exists today is not the one anyone modeled at the start.
Every war remaps who trusts whom.
Saudi Arabia and UAE's positions relative to Iran visibly crossed. So did Qatar and Syria's relative to Israel.
Trade routes redrawn around Hormuz.
Battlefields expanded from Gaza to Iran's interior.
Public opinion split along new lines.
This is a region resetting its alliances in real time.
The Middle East that exists today is not the one anyone modeled at the start.
Every war remaps who trusts whom.
Saudi Arabia and UAE's positions relative to Iran visibly crossed. So did Qatar and Syria's relative to Israel.
Trade routes redrawn around Hormuz.
Battlefields expanded from Gaza to Iran's interior.
Public opinion split along new lines.
This is a region resetting its alliances in real time.
๐จ๐ญ Global One SI - Prompt
The US is about to charge $30 million per tanker to cross the Strait of Hormuz. Trump just declared the US the "Guardian of the Hormuz Strait" and said it will take a 20% cut on all cargo passing through. Here is what that actually means. A fully loadedโฆ
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Trump says Gulf leaders called him and asked to replace the 20% fee with investments into the US instead.
He says kings and rulers from major Gulf states told him they would rather put billions of dollars into the United States than pay the fee.
He says kings and rulers from major Gulf states told him they would rather put billions of dollars into the United States than pay the fee.