JBL

✝️

[RE5ET @chainre5et]

I feel your pain man but I was taught a harsh lesson when the GME buy buttons were turned off by the major platforms during the squeeze years back. Lost me a boatload. Watched it disappear in real time. You can be right but they can manipulate things far more than we imagine. They can juke numbers, delay settlement requirements, create shares out of thin air, etc. Oil has defied all logic in this situation and not in a normal variance sort of way. In an obviously manipulated sort of way. Is what it is and we all just still try to win in the game even when it can be rigged at times.

[*Walter Bloomberg @DeItaone]

IRAN'S TOP JOINT MILITARY COMMAND SAYS STRAIT OF HORMUZ CLOSURE IS 'FIRST STEP' AND WARNS OF FURTHER MEASURES IF THE 'AGGRESSION CONTINUES'

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran has suspended its entire 60-day negotiation period with the US over the direct violation of the MOU's first clause, with Israeli attacks on southern Lebanon constituting a breach less than 24 hours after the MOU was electronically signed, per Fars and Al-Mayadeen.

Iran's negotiating delegation had already been preparing to depart for Switzerland to launch the first round of talks before Iran made the decision to suspend the entire trip.

Iran will also not unilaterally fulfill its commitments, and until Iran is fully assured Israeli attacks on Lebanon have stopped and the US has practically adhered to the first-clause obligations, talks remain cancelled.

[JBL @JBLcapital]

Silly long energy again

[Value Seeker @ValueSeeker_]

Sugar is still fighting with its long-term resistance.

The upside move could be quick if broken.

$CANE $SB

[JBL @JBLcapital]

$SMTO3 is a no brainer

Free money

[Lawrence McDonald @Convertbond]

India has banned exports of raw, white, and refined sugar with immediate effect from May 13, 2026, until September 30, 2026. The main purpose is to protect domestic sugar supply and control rising local prices, given lower production forecasts and high demand for ethanol.

[JBL @JBLcapital]

GBP deserves to be sub parity

[JBL @JBLcapital]

Starting to feel exactly like early 2020

[JBL @JBLcapital]

Chances of this happening are higher than most are prepared for

[JBL @JBLcapital]

@a63738464 Think tail risk is mispriced.

[JBL @JBLcapital]

@GavMcCracken @baltostar Incubation period much higher though

[JBL @JBLcapital]

Nobody's looking at China right now. We are.

$BABA as a catch-up trade. AI story is real, cloud is scaling, Qwen is legit. Market hasn't priced any of it, with earnings next week.

Also watching dry bulk equities off the same thesis $SHIP $DSX $SBLK. When China activity picks up, these names run.

[JBL @JBLcapital]

Nobody's looking at China right now. We are.

$BABA as a catch-up trade. AI story is real, cloud is scaling, Qwen is legit. Market hasn't priced any of it, with earnings next week.

Also watching dry bulk equities off the same thesis $SHIP $DSX $SBLK. When China activity picks up, these names run.

[JBL @JBLcapital]

@smileycapital @bubbleboi

[JBL @JBLcapital]

$NOK

[Anduril Industries @anduriltech]

https://t.co/ZFxqIKqXek

[JBL @JBLcapital]

@chimpfone What's your thesis ?

[JBL @JBLcapital]

@that1618guy $150 🧲

[JBL @JBLcapital]

@finphysnerd I did the same on the open, 2022 prices will be exceeded

[JBL @JBLcapital]

@toiletkingcap Congrats! Huge move today

[JBL @JBLcapital]

If we get a flash flush into the $3,000's on a liquidity scare, I'm backing up the truck on $PDGC $MAI and physical - Gold going to have a killer decade $20k+

[JBL @JBLcapital]

I can see gold getting hit in a correlation to 1 event, but it will be the fastest to recover back to ATH and then we get resumption of the golden commodity cycle