🇨🇭 Global One SI - Prompt
$PLTR The Dip Was the Setup — Sovereign AI Catalyst Ignites Palantir just got the ultimate co-sign: Jensen Huang calling it “the single most important enterprise stack in the world.” The Nvidia partnership expansion for sovereign AI is a game-changer. The…
BREAKING: Palantir $PLTR beats earnings estimates and shares rise by 6%
Revenue $1.94B, est $1.81B
Adjusted EPS $0.41, est $0.35
Revenue $1.94B, est $1.81B
Adjusted EPS $0.41, est $0.35
🇨🇭 Global One SI - Prompt
BREAKING: GameStop's $GME Ryan Cohen may be forced to delay its acquisition bid for $eBay until June 2027 or later. All 11 $eBay directors currently blocking the acquisition are elected to serve until the June 2027 Annual Meeting. "eBay is run by a bunch…
GameStop $GME shares plummet 12% Monday after the company announced $1.4 billion worth of senior notes will be converted into shares over the next 35 days.
Ryan Cohen had a choice of exchanging the notes for cash, he chose diluting existing shareholders (again).
Ryan Cohen had a choice of exchanging the notes for cash, he chose diluting existing shareholders (again).
🇨🇭 Global One SI - Prompt
BREAKING: Palantir $PLTR beats earnings estimates and shares rise by 6% Revenue $1.94B, est $1.81B Adjusted EPS $0.41, est $0.35
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In a statement, $PLTR Alex Karp said:
"Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value."
"Demand for AI sovereignty has now been unleashed. And Palantir is the only company that has demonstrated it can transform tokens into actual economic value."
🇨🇭 Global One SI - Prompt
How is everyone holding up so far? Remember... this is just the beginning. $NDX
Nasdaq is coming up to a critical decision point on Wednesday.
Either this is the beginning of a new bull run into the fall or it's the "return to normal" stage before a complete breakdown.
We'll find out soon.
Either this is the beginning of a new bull run into the fall or it's the "return to normal" stage before a complete breakdown.
We'll find out soon.
🇨🇭 Global One SI - Prompt
Game Theory: How to Win the War by Losing the Battle Every single day, you are building an invisible framework that dictates how the world treats you. When you ignore a crossed boundary, you aren’t being patient; you are establishing a precedent of submission.…
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Uber lowered prices. Lyft matched them. both ended up burning billions in a pricing death spiral.
That isn't a bad business strategy, it's a classic prisoner's dilemma.
Professor john list breaks down the exact game theory framework used to model corporate rivalries, political positioning, and high stakes negotiation.
You can find these frameworks and core takeaways in the article.
That isn't a bad business strategy, it's a classic prisoner's dilemma.
Professor john list breaks down the exact game theory framework used to model corporate rivalries, political positioning, and high stakes negotiation.
You can find these frameworks and core takeaways in the article.
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🇷🇺 Russia is bankrupting its future.
Debt servicing and defence absorbed nearly 50% of federal spending in 2025.
🔸 Combined war spending and debt servicing will soon exceed 50% of Russia’s total federal spending.
🔸 Russia’s debt costs will absorb 8.8% of federal spending in 2026, more than in Italy and Greece
🔸 Risky corporate loan restructurings rose from 2.9% to 4.3% in 2025.
That is why targeting Russia’s shadow fleet and corrupt import networks is crucial to further weakening its economy.
Sanctions must be strengthened, and every loophole enabling sanctions evasion must be closed.
Debt servicing and defence absorbed nearly 50% of federal spending in 2025.
🔸 Combined war spending and debt servicing will soon exceed 50% of Russia’s total federal spending.
🔸 Russia’s debt costs will absorb 8.8% of federal spending in 2026, more than in Italy and Greece
🔸 Risky corporate loan restructurings rose from 2.9% to 4.3% in 2025.
That is why targeting Russia’s shadow fleet and corrupt import networks is crucial to further weakening its economy.
Sanctions must be strengthened, and every loophole enabling sanctions evasion must be closed.
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🚨 WOW! Donald Trump openly confesses he was about to launch the most devasting military attack since World War II against Iran!
He arogantly claims Gulf nations were literally begging him to stop.
The US President is recklessly dragging the world to total annihilation!
He arogantly claims Gulf nations were literally begging him to stop.
The US President is recklessly dragging the world to total annihilation!
🇨🇭 Global One SI - Prompt
Photo
Nasdaq parabolic update: The "return to normal" phase in 2000 lasted for 3 months.
The question is whether they can hold this together for that long. The previous support trendline should provide resistance if this is the top and the next parabolic interception is around August 14th.
Typically markets begin to run into issues September - October because of the liquidity dynamics of the market and corporate tax season.
The question is whether they can hold this together for that long. The previous support trendline should provide resistance if this is the top and the next parabolic interception is around August 14th.
Typically markets begin to run into issues September - October because of the liquidity dynamics of the market and corporate tax season.
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
BREAKING: President Trump claims both Chevron $CVX and ExxonMobil $XOM are "making too much money" and should give those profits back to the American people.
Both companies haven't responded to Trump's claims.
Both companies haven't responded to Trump's claims.
🇨🇭 Global One SI - Prompt
$VIX futures are falling exactly as expected. Stay nimble.
$VIX is back on the support trendline that has existed since 2024.
🇨🇭 Global One SI - Prompt
This Codex prompt is literally a $300/hr senior engineer 𝗰𝗼𝗽𝘆 𝗮𝗻𝗱 𝗽𝗮𝘀𝘁𝗲 the full prompt
How to set up Hermes agent + Buzz (by Jack Dorsey)
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Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
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🇺🇸🇮🇷 44 commercial ships have now been turned away under the U.S. blockade of Iran.
Only 2 had to be disabled.
Another 2 were boarded.
That is the real measure of the operation.
On Aug. 2, CENTCOM’s count stood at 35 redirected vessels. Just 24 hours later, it had climbed to 44.
The key number is not the ships physically stopped.
It is the 44 that changed course.
A blockade becomes effective when the threat of interception alters commercial behavior before force is required. Each diverted vessel further isolates Iranian ports, delays cargoes and raises the cost of moving oil.
Washington is trying to make Iran’s maritime trade commercially unusable without having to attack every ship.
Only 2 had to be disabled.
Another 2 were boarded.
That is the real measure of the operation.
On Aug. 2, CENTCOM’s count stood at 35 redirected vessels. Just 24 hours later, it had climbed to 44.
The key number is not the ships physically stopped.
It is the 44 that changed course.
A blockade becomes effective when the threat of interception alters commercial behavior before force is required. Each diverted vessel further isolates Iranian ports, delays cargoes and raises the cost of moving oil.
Washington is trying to make Iran’s maritime trade commercially unusable without having to attack every ship.
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A reminder, now that 70% of Wildberries hubs over 15k m² have been damaged or destroyed:
Wildberries financial vulnerability may become a systemic bank issue very quickly due to their 1.3 trillion ruble debt.
It's going to be an interesting week. 👀🍿
Wildberries financial vulnerability may become a systemic bank issue very quickly due to their 1.3 trillion ruble debt.
It's going to be an interesting week. 👀🍿
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🛢WTI, Brent Crude Oil, NGAS Trading 📊
❗️In July, oil refining volumes in the Russian Federation fell to 3.6 million barrels per day, which is 150,000 barrels per day less than in June, — Bloomberg This is the lowest level of oil refining in the Russian Federation since May 2002. For example,…
Putin's war has wiped out almost 25 years of progress in the Russian oil industry.
Due to Ukrainian drone sanctions, refining output has dropped to its lowest level since May 2002.
And it will keep getting worse. The road to victory is lit with oil lamps.🔥
Due to Ukrainian drone sanctions, refining output has dropped to its lowest level since May 2002.
And it will keep getting worse. The road to victory is lit with oil lamps.🔥
🇨🇭 Global One SI - Prompt
Scott Bessent dit qu'il n'est pas inquiet si le yen japonais se renforce face au dollar. Ces commentaires interviennent après que le Trésor américain a commencé à intervenir sur les marchés des changes la semaine dernière dans une tentative d'empêcher le…
🇺🇸 U.S. 30 year yield has broken out the wedge to the upside.
This is very concerning because the U.S. must roll over $9 trillion of short duration debt in 2026
As 🇯🇵 Japan is one of the largest holder of U.S. treasuries, its failure to halt the yen's devaluation against Dollar means an accelerated sale of U.S. treasuries.
We're now at the point where this becomes a systemic problem. As yields rise in the U.S. it entices Dollars to return home, draining liquidity from foreign markets and making Bank of Japan's control of their currency increasingly difficult.
This is very concerning because the U.S. must roll over $9 trillion of short duration debt in 2026
As 🇯🇵 Japan is one of the largest holder of U.S. treasuries, its failure to halt the yen's devaluation against Dollar means an accelerated sale of U.S. treasuries.
We're now at the point where this becomes a systemic problem. As yields rise in the U.S. it entices Dollars to return home, draining liquidity from foreign markets and making Bank of Japan's control of their currency increasingly difficult.
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We've been talking for years about the collapse of the Japanese yen carry trade triggering a global sovereign debt crisis.
Now, we might be entering that moment.
Remember, if you're going to change the global financial system, everyone has to be in the same boat.
Now, we might be entering that moment.
Remember, if you're going to change the global financial system, everyone has to be in the same boat.
BREAKING: The Federal Reserve may be drawn into intervening in Japanese Yen after US Treasury efforts stabilize the yen appear unsuccessful
The Federal Reserve's Dollar swap lines would be used to help the Bank of Japan. Analysts warn doing so could spark greater fear in the yen
The Federal Reserve's Dollar swap lines would be used to help the Bank of Japan. Analysts warn doing so could spark greater fear in the yen
🇨🇭 Global One SI - Prompt
S&P 500 stocks about the 50 day moving average is in a descending pattern similar to February 2026. What will be interesting is seeing what it does once it approaches the 60 day moving average next week (white line). That will be the critical moment where…
Absolutely perfect intersection of trend today on S&P stocks above the 50 day.
This is continuing to confirm the descending pattern is intact.
This is continuing to confirm the descending pattern is intact.