Zero Hedge

Straight/White/Older/Guy/Likes : Girls/Cos-Play(Girls)/Finance/Markets/5'10"/Fit/Athletic

[The Kobeissi Letter @KobeissiLetter]

Investor positioning has rarely been this heavily concentrated in tech:

US equity positioning in large-cap tech is up to 1.0 points, the highest since October 2025.

This marks a sharp reversal from -0.4 points seen in late March as the market bottomed.

Large-cap tech positioning is now higher than it has been 97% of the time over the last 16 years.

By comparison, overall equity positioning stands at ~0.4 points, above only 65% of readings since 2010.

This is also roughly in-line with the average seen over the last 3 years.

Investors have rarely been this bullish on tech.

[Bitcoin Teddy @Bitcoin_Teddy]

Mark Zuckerberg, an outspoken critic of "man-made climate change", shows off his new $300 million, 287-foot mega yacht, powered by four gigantic diesel engines.

Yet another stark reminder that Net Zero is only for the peasants

[Kevin Gordon @KevRGordon]

S&P 500 +0.6% with 341 members declining

[Watcher.Guru @WatcherGuru]

JUST IN: Nvidia CEO Jensen Huang says AI stocks are "very cheap" right now.

[Libs of TikTok @libsoftiktok]

ATTENTION PARENTS:

Did you know that schools are REQUIRED BY LAW to hand over all records pertaining to your child??

You do not need to pay lawyers or waste time filing FOIAs.

You simply need to put in a request. If they refuse just say “FERPA.”

If they still refuse, DM me.

They are breaking the law and we will make sure they are held accountable.

[Ron DeSantis @RonDeSantis]

End it, don’t mend it.

[Watcher.Guru @WatcherGuru]

JUST IN: Michael Saylor's 'Strategy' buys 1,550 Bitcoin worth $98 million.

[MacroEdge @MacroEdgeRes]

US Strategic Petroleum Reserve will hit lowest level since 1983 in the next week as record drawdown continues

#MacroEdge

[Kalshi @Kalshi]

JUST IN: Eggs are new at their lowest price in over a decade

[Libs of TikTok @libsoftiktok]

Illegal aliens can get gym memberships.

California lets people register to vote with gym memberships.

Illegal aliens get health insurance in California.

California lets people register to vote with insurance cards.

Do you see what’s happening??

[*Walter Bloomberg @DeItaone]

US AIRLINES FUEL COSTS ROSE BY 78% IN APRIL TO NEARLY $6.5 BILLION - USDOT

[Watcher.Guru @WatcherGuru]

JUST IN: Tom Lee's 'BitMine' buys 126,971 $ETH worth $213 million.

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Giant Oil Supertanker Orders Eclipse Record Set in 2008

[Nick shirley @nickshirleyy]

What's happening in LA is extremely abnormal. How did Spencer Pratt go from a 77% chance of advancing to now a 0.5% chance?

California is now blocking the Feds from checking into the election.

Prior to the election in May, Governor Newsom signed SB 73. This law, effective immediately before the June 2 primary, prohibits unauthorized access, disruption, modification, or seizure of voter rolls, voter lists, or certified voting technology by law enforcement (including federal agents) without a court order or specific state election law investigation.

GIVE THE PEOPLE TRANSPARENCY

[C3 @C_3C_3]

A statistical anomaly that always goes one direction is not a statistical anomaly.

It’s fraud.

[Jim Bianco @biancoresearch]

Since the War began on Feb 27th, the S&P 500 (black) is up 7.34%. But the S&P 500 without AI stocks (blue) is effectively unchanged. So, the entire S&P 500 Index rally since February has been driven by AI stocks.

But look at what happened on Friday, June 5th!

The S&P 500 was down 2.6%, its biggest daily loss since last October.

The S&P 500 without AI was up 0.02% (call it unchanged).

So, the entire sell-off on Friday was AI stocks. The "normal world" did nothing on Friday.

[Eric Daugherty @EricLDaugh]

🚨 BREAKING: A BOMBSHELL House Oversight report just dropped confirming Gov. Tim Walz and AG Keith Ellison KNEW about rampant Minnesota fraud for 6 YEARS — but wanted to keep votes, so didn't target the Somalis

IT'S CONFIRMED, now file CRIMINAL REFERRALS against Walz and Ellison! 🔥

"They still allowed payments to go out to fraudsters...concerns of potential racial discrimination claims."

Oversight is now asking the WH fraud task force to review ALL MN social programs

Claw back the billions and lock up the officials who allowed it!

[The Kobeissi Letter @KobeissiLetter]

BREAKING: MicroStrategy, $MSTR, announces it has bought 1,550 Bitcoin for an average price of $65,332.

Bitcoin is now trading around $63,000.

[Sawyer Merritt @SawyerMerritt]

SpaceX has announced their new Gigasat factory in Bastrop, Texas, which will start producing AI satellites by the end of 2027.

• 1,000+ acres of land owned/under contract
• Over 11 million square feet of building potential
• Solar ingots and wafer, solar cells, and AI sats will also be produced here.

[C3 @C_3C_3]

Are you sitting down?

There is a NGO for every 273 people in California.

The entire state is a fraud.

Every aspect.

From voting to homelessness to hospice care.

Everything.

And we’re funding it.