Hunter Mattocks

[Alessio @AlessioTMAD]

Nasdaq down over 3%

Stay ahead of the curve with our app 👊

Time to drain liquidity 🍸

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

So this is how they'll do the bailouts this time?

[John Tinsman @JohnTinsman]

COMPUTE PRICES RISE 50%

Google is paying SpaceX roughly $11.4 billion a year for roughly 150 MW of compute. That’s $7.6 billion per 100 MW

Just two weeks ago SpaceX just inked a 3 year deal with Anthropic for 300 MW for $15 billion a year. That’s $5 billion per 100 megawatt.

COMPUTE PRICES ARE UP OVER 50% IN JUST 2 WEEKS.

DO YOU THINK THAT IS BEARISH FOR COMPUTE LEASERS AND SEMICONDUCTORS?

[Wall St Engine @wallstengine]

$META is considering raising tens of billions of dollars through a stock offering to fund AI infrastructure, per FT.

The discussions intensified after Alphabet’s $85B equity raise saw strong investor demand. Meta is preparing to raise AI-related CapEx to as much as $145B this year and even higher in 2027.

No banks have been hired yet, and Meta may still choose another financing route.

[The Hormuz Letter @HormuzLetter]

BREAKING: Plumes of smoke rising from the headquarters of the US Fifth Fleet in Bahrain following the Iranian ballistic missile and drone barrage, per Tasnim.

[The Maverick of Wall Street @TheMaverickWS]

YTD:
Baby Diapers: +22%
Bitcoin: -31%
bitcoin:native

[unusual_whales @unusual_whales]

Anthropic has called for the creation of a mechanism to pause the development of AI, per Bloomberg

[zerohedge @zerohedge]

IRAN GUARDS SAY TARGETED US BASES IN GULF: AFP

IRANIAN STATE TV CLAIMS MISSILE STRIKES ON U.S. BASES IN KUWAIT AND BAHRAIN

IRGC CLAIMS IT FIRED ON FOUR TANKERS IN STRAIT OF HORMUZ

[Barchart @Barchart]

Broadcom $AVGO enters bear market after plunging more than 20% from its Wednesday all-time high 📉📉

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US Financial Conditions Index is down to -1.75, the lowest in at least 2.5 years.

Financial conditions have eased -0.80 points since March as markets recovered.

Most of this easing was driven by equity gains and tighter credit spreads.

By comparison, the index stood near 0 in March 2025.

This comes despite the market pricing in ~20 bps of Fed rate hikes by the December 2026 Fed meeting, a complete reversal from the 40 bps of rate cuts expected before the Iran War.

Financial conditions are easing even as inflation risks continue to build.

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: The Chicago Bears just APPROVED a massive plan to flee the blue city of Chicago, and Mayor Brandon Johnson is furious and STUNNED

The Bears are headed to RED INDIANA 👏🏻

FAFO 🔥

This is blue policies coming back to severely bite them.

Indiana’s GOP Governor is predictably ecstatic!

Exactly what happens when you destroy your city from within.

[Curiosity @CuriosityonX]

🚨: Over half of the AI data centers expected to open in the United States are being cancelled or delayed

[Derrick Evans @DerrickEvans4WV]

It’s hard to comprehend some of these numbers until you actually break it down.

$434,000 PER HOUR😳

[0xNobler @CryptoNobler]

🚨 BREAKING

🇺🇸 BLACKROCK JUST STARTED LIQUIDATING ALL BITCOIN HOLDINGS RIGHT AFTER THE U.S. MARKET OPENED.

THEY DUMPED $250,000,000.00 $BTC IN 5 MINUTES AND NONSTOP SELLING EVEN MORE RIGHT NOW.

LOOKS LIKE THEY KNOW BITCOIN WILL DUMP EVEN LOWER NEXT WEEK...

[Banana3 @Banana3Stocks]

$VIX

In the ENTIRE history of the stock market the VIX being up over 35% in one day has only happened 6 times 👀

5 out of 6 times one month later the market rebounded, stabilized, and moved higher

The VIX was up over 39% today - that has only happened 3 times EVER 😳

August 5, 2024 - yen carry trade: 1 month later S&P up 6%

February 5, 2018 - Volmageddon: 1 month later S&P up 2.7%

February 27, 2007 - warning sign of subprime crisis - 1 month later S&P was down

[Darth Powell @VladTheInflator]

How is this housing bubble different than 2008:

1. More overvalued
2. Worse economy
3. Worse demographics
4. More fraud

[Mark Ajzenstadt @mardehaym]

$965 billion. IPO filed Monday. "Slow down" published Thursday.

The irony is incredible.

[Codie Sanchez @Codie_Sanchez]

People are starting to realize so much of what they spent their life building (the degrees, credentials, 30+ year vision) doesn’t really matter anymore...

[Thomas Thornton @TommyThornton]

3x leveraged Korea ETF cut in half from Monday's high.

[The Iranian Letter @TheIranianzg3z]

BREAKING: Iran says negotiations with the United States have effectively collapsed, accusing Washington of undermining diplomacy through recent military actions and unresolved disputes over frozen Iranian assets, according to Fars.

Iranian officials also rejected reports that Tehran had agreed to transfer part of its enriched uranium stockpile abroad, insisting that nuclear issues are not part of the current negotiations and that major differences with Washington remain unresolved. The latest statements signal a further deterioration in already fragile diplomatic efforts and raise fresh doubts about the prospects for any near-term agreement.