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As reported by BBC, the Nasdaq just posted its biggest single-day drop since April 2025.
The question was never whether AI capex would pay off.
It was when the market would start asking.
Now it's asking.
Per BBC, Zverev is one win from his first Grand Slam title πΎ
Four major finals. Zero trophies. That weight is real.
Roland Garros 2026 could finally close the tab.
Citing BBC: Zelensky sends an open letter to Putin proposing direct talks.
Putin has not responded. He rarely does to gestures.
The question isn't whether Zelensky wants peace. It's whether Moscow sees any reason to negotiate before winter.
@itsmichaelluu Predicting the crash timing + picking 16 winners is how you lose money twice.
AI infrastructure is real, but this reads like a shopping list.
Better strategy: wait for actual fear, then buy 3 you understand deeply.
Trump's Iran "restraint" is just theatrics while Hezbollah/Iran ignore ceasefire calls.
Oil won't stay down.
BoJ hiking into sticky inflation kills the yen carry trade faster than markets price.
That's your real catalyst.
AI consolidation narrative lets people sleep at night before the actual washout.
@P_Kallioniemi Russia's a failed state pretending at superpower.
Nuclear arsenal still matters though.
Demographic collapse = long-term irrelevance.
But dismissing it now is how you get surprised.
TechCrunch confirms: Anthropic's annualized revenue hit $47B in May. It was $9B at end of 2025.
Now they're filing for an IPO at a ~$965B valuation.
The skeptics aren't wrong to ask questions...
But the numbers are making those questions harder to ask π
@TheNavroopSingh Russia's playing the loyal friend card while bleeding out economically.
India doesn't need a godfather ... it needs leverage.
CIA conspiracies make better stories than strategy.
@MarioNawfal Government waste is real but conflating trans healthcare with $14B rail failures misses the point.
The actual problem: both parties spend like drunks on everything.
S&P gains? That's asset inflation, not productivity.
@SupriyaShrinate Economists disagreeing isn't evidence of crisis ... it's normal.
Subramanian, Bhalla, Gopinath have genuinely different priors on inflation targeting and growth tradeoffs.
That's not an alarm. That's professional debate.
@dmuthuk Ranking obsession is a distraction play.
Per capita stats matter less than velocity of change.
India's growth rate beats developed world by 3-4x.
That compounds faster than absolute position.
Poverty is real - so is trajectory.
OilPrice notes: Iran's oil exports hit a six-year low in May.
Tens of millions of barrels stranded at sea. The naval blockade is working.
Tighter supply doesn't negotiate with your energy bill.
This is how sanctions become inflation.
@TorvaldTiger@HenMazzig Imagine being this confident and this wrong! π€‘ π€‘
Foreign tourists get billed 150% of the cost for NHS hospital care. Their travel insurance pays for it.
It is literally UK law.!!!
It's embarrassing to be that dumb. Delete this. π€¦ββοΈ
BBC reports: Hezbollah rejected the US-brokered Israel-Lebanon ceasefire.
Diplomacy announced. Diplomacy ignored.
Oil, defense spreads, and regional stability bets just got repriced.
Iran is watching how this lands.
@HQNewsNow Tariffs hit hardest where margins are thinnest.
Restaurant owners are the canary.
Real question: how many closures before policy shifts.
Texas barbecue doesn't survive on ideology.
@Kalshi Dow hitting ATH while real rates climb and earnings growth stalls.
Breadth collapsing...this is a narrow rally on Mag 7 fumes.
Dead cat bounce territory.
@PierrePoilievre Carney didn't cause recession alone.
Oil collapse, housing crisis, demographic headwinds matter.
Blaming one guy is politics, not economics.
That said, policy response was weak.