Hadrian

[Sohbet Karbuz @sohbetkarbuz]

Global Outlook for Air Transport Energy in Crisis
https://t.co/3NQUUQTkhB

👇from Chapter 2: Energy in Crisis
(very nice title btw)

[Exencial Research Partners @exencial_RP]

The most concentrated equity markets in modern history in one chart.

[Lukas Ekwueme @ekwufinance]

AI-related CapEx is bigger than every CapEx cycle in history.

All previous CapEx manias have resulted in massive write-offs.

This time will not be different.

[ol’ stocky ⛳️ @oldstocky]

Make F1 not gay again

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Crude oil leads YTD, Energy, EM strong
Bitcoin, Financials, 10yr Tsy worst GS

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

MS: We Are Likely in the Early Stages of Another Productivity Boom

[Exencial Research Partners @exencial_RP]

US AI Prices vs. China’s Fire Sale: 40x Cheaper Tokens Incoming

[Sohbet Karbuz @sohbetkarbuz]

OECD Economic Outlook, Volume 2026 Issue 1
Under Pressure
https://t.co/ZD4wVHXk4L

see chapter "From energy shocks to stronger resilience"

"StatLink" at the bottom right of the charts provides the data in Excell👍

[Exencial Research Partners @exencial_RP]

Innovation Waves Never Die: The 25-Year Tech Bull Market Playbook

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

BofAI: Data center construction creates a resource shock

AI data center growth is increasingly shaped by energy supply, electrical and water infrastructure, and critical transition metals

[Andrew Kuhn @FocusedCompound]

Goldman Sachs forcing every pension fund to buy AI companies with $10 billion net losses at $1 trillion valuations

[Matt Harney @SaaSletter]

https://t.co/KOS6mlWXoM

[Matt Harney @SaaSletter]

👀 "SaaS Rebound" mini-deck from @MeritechCapital - excerpts here, 🔗 next tweet

[THE SHORT BEAR @TheShortBear]

Full structure

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Crude was down big in May, but still leads YTD

[Not Jerome Powell @alifarhat79]

My wife: Why don’t you sell some of your investments so we can go on vacation?

Me:

[Cleo Abram @cleoabram]

The Ferrari Luce is quickly becoming the most controversial Ferrari ever. Why?

"The problem is that we are living in an era where the nostalgic approach is very high. Everybody's looking at the past, not the future..." - Ferrari Chief Designer Flavio Manzoni

"It's not that we're taking away something, but we're adding a new choice, which in some dimensions is unambiguously better. And in other dimensions you will understand them in terms of what is lacking. Perhaps it was reckless of us to do that, knowing that we will in some people's eyes be destined for failure. But I think we also love these absurd challenges..." - Jony Ive

Full answer here on HUGE* Conversations:

[İzafiyet @Statikoo]

Ayağın yapısına ve dizaynına bak kafayı yersin

[Jason Ai. Williams @GoingParabolic]

Big facts. It’s electric!

[La Gazzetta Ferrari @GazzettaFerrari]

🚨 | Luca Cordero di Montezemolo on the new Ferrari Luce:

"If I said what I really think, I'd harm Ferrari. We're risking the destruction of a myth, I'm very sorry about that. I hope they at least remove the Prancing Horse from that car"