The oil options market and curve are again pricing tighter coming physical supply as time is running out for diplomacy, with Hormuz still effectively shut and shortages of crude and product growing.

It's becoming easy to get lost in all the latest developments surrounding OpenAI, Anthropic, Nvidia, and so on...

Micron Technology alone accounts for over half of post-war EPS revisions, with consensus estimates nearly doubling on expectations that ravenous AI demand for memory will persist.

Not a top call… but this is where you start owning downside.

Albany Unified District spends $42,845 in taxpayer funds on exclusive HBCU tour for “young men and women of color” only...

...level of investor interest in AI stocks has not been seen since 1H25... but, meaningful risk that the market enters a short-term consolidation phase before resuming its upward trajectory.

US Senator Thom Tillis said members of the crypto and banking industries still need more time to be heard...

"Anthropic's commitment to run its large language models on AWS Trainium..." 

"Let's get rid of this investigation so I can support your confirmation"

"...left the door open for large scale fraud campaigns on Democrats’ top fundraising platform."

"China opposes any malicious links & hype."

“There’s probably no more pressing question than the cost of living.”

A delicate balance between confusion, mixed messages vs hope and fomo...A S&P at all time high with only 12 names in it at all time high is a very narrow bet...

...the biggest premium in two years, is mainly due to weather stress... prompting possible supply imbalances and quality concerns for HRW

Everyone is watching NVDA. Meanwhile, KOSPI is up +159%… and still not crowded.

“Can anyone alter fate? All of us combined... or one great figure... or someone strategically placed, who happens to be in the right spot. Chance. Accident. And our lives, our world, hanging on it.” - The Man in the High Castle.

...helped by increasing supply.

The forecast is “preliminary,” said grid officials, who may request changes to the analysis. It is based on ERCOT forecasting, as well as utilities working directly with large load customers.