Morris

[Mark R. Levin @marklevinshow]

In a period of two-months, Israel has gone from a great ally and partner in war, fighting by our side against a horrible enemy that has killed thousands of our people, killed tens of thousands of their own people, and was a dire nuclear threat intent on attacking us, to Israeli PM Netanyahu being a difficult person who should be thanking us for saving his country from Iran and should get our permission if he wants to defend his people from Hezbollah and Iran, and stand down when his country is attacked.  

And just yesterday, Israel's PM avenged the execution of 5 American soldiers by taking out a Hezbollah commander/terrorist.  And only Israel has been killing Hezbollah leaders who murdered our Marines, soldiers, embassy staff, and more.  It seems to me a kind word is in order.  How does this make any sense?

[Mark R. Levin @marklevinshow]

I can't tell you how many people, several of whom you'd know, who are contacting me out of grave concern.

[Daniel @danielisdizzy]

Larry Ellison highlighted a fundamental truth about AI:

Models like ChatGPT, Claude, Gemini, and Grok are all trained on largely the same public internet data.

When everyone trains on the same information, model performance inevitably converges.

The real moat isn’t the model.

It’s the proprietary data behind it.

Companies with unique, real-world datasets can train AI that competitors simply can’t replicate.

As AI becomes more powerful, proprietary data becomes more valuable.

The companies that own data no one else has will be able to leverage it at scale, widen their moat, and dominate their markets.

[Morris @STENVIRON]

@sevdaloji 832

[Morris @STENVIRON]

@Aestheticsn1 76901
64

[OptionHans @HansCashFlow]

2 days before the -4.77% crash, the Stability Gauge was already in the red.

Sometimes there are signs. If you know where to look.

Get the free gauge

[Atlas @crptAtlas]

I can't believe this 1-hour talk is free

Ray Dalio, Jamie Dimon, and Larry Fink on one stage

Between them - more capital under management than most countries have GDP

They laid out exactly where the money is going for the next decade

Watch it

Then read the article on how quant funds use AI

[bodila @51bodila]

Paul Tudor and Ray Dalio both hit bottom - Tudor lost 60% of client money, Dalio borrowed $4K from his father - now they run two of the greatest funds

- on one couch, together they held a workshop on how to trade right now

they said "the system is broken"

37-min masterclass between two legends who built the best funds in the world

bookmark & watch - one video will teach you more than any course from fake traders

[Alex Mason 👁△ @AlexMasonCrypto]

This is exactly what I told you would happen.

S&P 500 is at all-time highs, but the real macro support is still far below.

16 out of 17 midterm years proved one thing:

Every pump before the 200 EMA touch ended the same way.

Dump.

Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.

The next call will be even more important.

When I exit the markets completely, I’ll post it here publicly like I always do.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

[Morris @STENVIRON]

@BitcoinIntelX BTC

[Loofy @Loofyb0i]

Scott Bessent spent 20 years at Soros betting against governments that destroyed their own economies.

Now he IS the US government's economic policy.

56-min and you'll understand every major macro decision coming out of Washington in 2026

bookmark - the most interesting Treasury Secretary interview in a decade

[Daniel @danielisdizzy]

Tom Lee expects the rally to continue through June, led by software companies and AI beneficiaries.

But from late June to October, he sees a correction that could feel like a bear market.

Why?

• Potential IPOs from SpaceX, OpenAI, and Anthropic could absorb significant liquidity.
• The market will test Kevin Warsh’s inflation framework.
• Midterm election seasonality has historically been a headwind.

Tom compares it to the February-April pullback:

The S&P 500 fell just 9%, but many individual stocks dropped 50%+.

His view: the stocks that have run the hardest are the most vulnerable.

Long term, he’s still extremely bullish:

‘From October, I think that’s when a very strong rally starts.’

[Сarm1ne @carm1nee]

At 81 he manages $72 billion, and says markets right now are "just about as risky as I've ever seen" and AI is "way over its skis"

He has never celebrated a winning trade in 47 years, this is the most feared investor on Wall Street

the full story is in this 40-minute interview - every satisfword of it is worth your time ↓

[Aralez 🐕 @0xAralez]

🚨 MY MARKET PREDICTION FOR 2026:

May-June 2026:

- $BTC drops below $58k
- Panic selling peaks across markets
- S&P 500 breaks under $6,800
- $ETH slides toward ~$1,700

Q3 2026:

- $BTC prints a bottom → whales start accumulation
- Fed leadership transition triggers major market shakeout
- First US rate cut arrives
- Peak distrust across crypto

Q4 2026:

- $BTC flips back into uptrend → $90k+
- Mass AI integration across crypto markets
- Momentum returns as new narratives bring in millions of participants
- QE begins amid global crisis conditions

[zostaff @zostaff]

The founder of Renaissance Technologies - the hedge fund that makes 66% a year, runs the most secretive trading floor on Earth, and has never accepted outside money - once stood in front of 500 mathematicians and explained exactly how he did it.

Jim Simons. The Einstein Lecture. American Mathematical Society. 1 hour 20 minutes.They left it on a small university channel. Almost nobody knows it exists.

No one's talking about it. Bookmark it before they do. Then read the article below.

[War Correspondent @warDaniel47]

🚨🚨BREAKING: The Pharmaceutical Industrial Complex is going to MELT DOWN HARD…

Children’s Health Defense just EXPOSED THE SCAM…Ivermectin is CRUSHING cancer like chemotherapy NEVER could.

Nearly 200 patients.
Multiple cancer types.
84% POSITIVE OUTCOME.

[Wilfred Frost @WilfredFrost]

HOLD MORE CASH - says legendary tech investor
@DanielTNiles in this week’s episode of The Master Investor Podcast, just six weeks after he correctly called for a more aggressive risk-on approach at the end of March, since when Nasdaq has surged 25%.
SEMIS: “So in the short term, are semis at the most overbought they've been since 2000 or 1995 before they had horrific corrections? Absolutely.”
IRAN WAR: “If it going to take a lot longer for this situation at the Strait of Hormuz to get sorted out, then you're going to see stock prices collapse to catch up with where bond yields & oil prices are. I don't think that's the case. But, I'm viewing things as you should be sitting with a lot of cash.”
MEGA CAP WINNER: “It's obviously Google. They have the full stack & they're the ones you should bet on...they've got everything & they've got the massive cashflow to fund it.”
However, the shift to Agentic AI should sustain earnings upgrades this year, making today more like 1998 than 99/00, but be prepared for 30-50% AI trade pull-back in early 2027.
We also discussed what the shift to Agentic AI means for $NVDA (not ideal), Intel $INTC (great) and $AMD (good); why concerns over $META are NOT overdone; why $AAPL fortunes should improve; why $AMZN & $MSFT are struggling short term, & why $GOOGL shines bright.
Timestamps:
00:00 Intro
02:39 Why today feels like 1998, NOT 1999/2000
05:25 Agentic AI suggests more upside to bull market
07:52 But Iran War could derail things
11:18 Agentic AI means CPU’s over GPU’s
13:35 Semis are overbought
17:51 Is shift to CPUs bad for Nvidia?
19:13 Google the standout performer
21:15 Apple leadership transition
23:45 Meta concerns not overdone
25:37 Google best placed
27:36 30-50% AI crash by early 2027
30:01 Concerns about OpenAI
34:27 Upcoming IPOs, oil, bonds signal problems
36:16 Hold more cash
37:48 Kevin Warsh a positive, but watch bonds
45:44 Conclusion: 1998 or 1999?