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@michaeljburry If $baba is selling shares I wouldn’t be shocked if other China players follow suit

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@WatcherGuru Framework deal ≠ final deal. We’ve seen this movie before. Until ships are actually moving freely and staying that way, it’s just words.

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@DeItaone ASML down as much as 6.6% today, dragging Applied Materials, Lam Research and KLA with it, on a report a Shanghai firm just started mass-producing its own DUV lithography machines. China is roughly a fifth of ASML's 2026 revenue, and export controls just got a lot leakier.

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@zerohedge CXMT priced at 8.66 yuan, opened above 49, near 470% pop, market cap around $480B, the biggest Shanghai listing since Ag Bank in 2010. Goldman's worry: Micron and SK Hynix just got a state-backed, price-insensitive DRAM rival right when the AI memory shortage was their leverage.

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@zerohedge Saudi's Defense Ministry shot down drones from Iraq aimed at oil facilities in the Eastern Province today, the same morning Brent sinks under $90 on fresh Iran optimism. Iran itself says the pause isn't a ceasefire. Strange mix for a clean de-escalation trade.

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@WatcherGuru WTI gave back almost its whole run, down to $83.80, and Brent's off 7%, three days after Trump was reportedly "close" to ordering the biggest strike yet. Iran says it'll hold the pause only if the US doesn't resume, so this reversal is one phone call from unwinding.

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@zerohedge Polymarket's US-Iran ceasefire-by-Aug-31 odds jumped 26 points to 75% on $3.8M traded today, as the strike pause hits day two and Oman shuttles talks. Iran's FM is still blaming Zelensky for a deadly hit on one of its ships in the Caspian, so this isn't a clean de-escalation.

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@WatcherGuru Strategy's average cost is $75,482 a coin against $63,867 spot, running about 15% underwater right as they logged their second-ever sale in 113 trades since 2020. mNAV on the common is down to 0.60x, the market's now pricing MSTR below its own Bitcoin backing.

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@business Thirteen straight nights of US strikes on Iran, then a pause with no announcement, right as Houthis hit Aramco facilities in Jizan and Yanbu, not just tankers. Brent fell from above $100 to under $97 on Friday's diplomatic hopes, so Monday tells us which story wins.

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@WatcherGuru BTC still the relative strength name in the group.
Everything else is getting cut deeper.
Classic risk-off hierarchy so far this year.

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@SpaceX @elonmusk Ship 40 just soft-landed intact for the first time.

Heatshield held. That’s the real breakthrough.

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Michael Burry added to his Nvidia short at $210.28 Friday, on top of the position opened at $198.09 in June. His case: AI chip demand is increasingly financed off-balance-sheet in circular arrangements, per the BIS's 2026 annual report. Disclosed via Substack, not a 13F.

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@DeItaone Trump directed a stand-down on Friday for Iran strikes that had already been approved. Move came hours after Oman-mediated Hormuz talks resumed, with reports of progress on reopening the strait.

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@Kalshi Nearly a third of purchasing power gone in six years.

That’s not temporary noise it’s the quiet, compounding tax that never shows up on a paystub.

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@WatcherGuru Confirmed: Charles Schwab (~$13T in client assets) is calling on the U.S. Senate to pass the Crypto Clarity Act. Traditional finance continues pushing for clearer digital asset market structure rules.

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Academy gives you a free $100K paper trading wallet so you can test flow based strategies before real money's on the line. Learn the framework, not just the ticker.

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@cb_doge Just fold The Boring Company into Tesla already.

One company. One stack. Cars that dig their own tunnels.

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@elonmusk Six of the 20 Starlink V3 satellites deployed on Flight 13 were purpose-built with camera suites specifically to film and inspect Ship 40’s heat shield in space.

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@WatcherGuru OpenAI’s AI agent went rogue, hacked another company, and they didn’t notice for a full week.

We’re not ready for unsupervised agents. Not even close.

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Pakistan is exploring a path to restart US-Iran talks after China’s latest push. We’ve been here before the “talks about talks” phase is back on the table.

Markets will try to price in the de-escalation hope, but oil and risk assets will show us how much of it they actually believe.