5R

My own views

[5R @_5racks]

Sigh

[Eliant Capital @eliant_capital]

“Sir, the 10Y is back to 4.7%, we can’t attack this weekend”

[Vaibhav Sisinty @VaibhavSisinty]

"AI is like oil." Chamath's latest take on All-In is the simplest explanation of why AI pricing is about to collapse.

He said think of one million AI tokens as one barrel of intelligence.

Anthropic sells that barrel for $56. OpenAI sells it for $26. Elon sells it for $1. Zuck sells it for $1.50. Google sells it for $1. The Chinese sell it for 50 cents.

Same barrel. Wildly different prices.

His point: "If you've made a bet around one of these folks selling extremely expensive barrels of intelligence, you may run into some downstream
difficulty."

The capability gap between the expensive models and the cheap ones is shrinking every month. The pricing gap hasn't caught up yet. When it does, someone's margins collapse.

This is the AI pricing reckoning nobody wants to talk about.

[5R @_5racks]

Huhhhhh

[*Walter Bloomberg @DeItaone]

U.S. MILITARY: FORCES HAVE BEGUN LAUNCHING A SERIES OF POWERFUL STRIKES AGAINST IRAN

[Ansem 🐂🀄️ @blknoiz06]

so they were just drilling sells into $60k and we didn't break down? this seems bullish to me

[5R @_5racks]

This is actually bullish!!

[Kalshi Crypto @Kalshi_Crypto]

BREAKING: Michael Saylor's 'Strategy' sells $225M worth of Bitcoin

[Kalu Aja @FinPlanKaluAja1]

No one is going to read this

Do a one-minute video or infographic

This is 2026 not 1986

[5R @_5racks]

You gotta love the bond market. Maybe trump will finally wise up

[5R @_5racks]

Interesting…

[Romania Elects @ElectsRomania]

Latest INSCOP POLL

Seat Projections (Chamber of deputies)

INSCOP poll (2026-05-14)

AUR - 131 (+3)
PNL - 70 (+17)
PSD - 60 (-10)
USR - 34 (-10)
Ethnic Minorities - 19
UDMR - 17

Majority is at 166

vs. (+/- ). INSCOP poll (2026-04-07)

#ROMANIA

[5R @_5racks]

This!

[zerohedge @zerohedge]

“At some point you reach a point of no return where re-opening of Strait is too late to avoid shifting inflation/interest rate expectations. That is now probably a matter of weeks away. This realization could provide the pretext for stocks to retest lows.” - Connor Broadley

[5R @_5racks]

Bears sound smart but bulls make money in the long run. Always remember

[5R @_5racks]

Which way western man

[zerohedge @zerohedge]

*FOX: TRUMP SAYS MULLING TAKING OVER OIL IF NO IRAN DEAL

*TRUMP SAYS HE COULD GET DEAL W/ IRAN BY TOMORROW: FOX NEWS

*TRUMP SAYS NEGOTIATORS FOR IRAN GRANTED AMNESTY FOR NOW: FOX

*TRUMP MULLS 'BLOWING EVERYTHING UP' IF NO IRAN DEAL 'FAST': FOX

[5R @_5racks]

Kharg island or the Hormuz? Which way western man

[First Squawk @FirstSquawk]

TRUMP ON IRAN: THEY GAVE US A SIGNIFICANT PRIZE WORTH TREMENDOUS AMOUNT OF MONEY. IT WAS OIL AND GAS RELATED.

[5R @_5racks]

Here we go! Anything to pump the markets lmaooo

[zerohedge @zerohedge]

IRAN FM ARAGHCHI & US ENVOY WITKOFF IN CONTACT VIA TEXT MESSAGES IN RECENT DAYS - CHANNEL 12

[5R @_5racks]

Time to buy!!!

[Jim Cramer @jimcramer]

Reasonable to ponder why the market's not down more

[SightBringer @_The_Prophet__]

⚡️Ken Griffin is surfacing what insiders have already internalized: the dollar cannot be stabilized through fiscal discipline, monetary policy, or structural reform.

The deficit path is unfixable through normal means. The only remaining lever is productivity escape velocity.

The AI bet is not optional. It’s the last viable mechanism to outrun the collapse of sovereign credibility. The logic is simple:
•Debt levels are irredeemable.
•Rates can’t rise without detonating the treasury.
•Real growth is structurally constrained.
•Inflation targeting has failed to re-anchor long-term expectations.
•Political consensus is shattered.

So the regime pivots to a new pillar: generalized intelligence as sovereign subsidy. AI as a tool to compress costs, accelerate tax base expansion, and defer collapse. Not by paying down the debt. By re-denominating trust.

If AI generates a new surplus curve before the credibility window closes, the system survives in a new form. If it fails, the sovereign structure disintegrates under its own promises.

They aren’t betting on AI because it’s flashy.

They’re betting on it because nothing else is left.

[5R @_5racks]

Think he will make a great FED chair

[Sam Callahan @samcallah]

Rick Rieder is now the odds-on favorite to become the next Fed Chairman.

The two clips below show he is:

- Motivated to cut rates much lower
- Fully aware of fiscal dominance
- Eager to use the Fed’s balance sheet in “innovative ways”

TLDR: You don’t own enough hard assets.

[5R @_5racks]

Honestly don’t see what the point in pressuring Powell is, poor guys term is almost done and you can nominate whoever you want soon!

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Treasury Secretary Bessent warns President Trump the criminal investigation into Fed Chair Powell "made a mess" and could hurt financial markets, Axios reports.

[5R @_5racks]

More trouble for ANGOLA $ debt

[zerohedge @zerohedge]

Speed of Venezuela operation means more downside for oil as more production about to come on line

[5R @_5racks]

Wild!

[Whale Insider @WhaleInsider]

JUST IN: 🇺🇸🇻🇪 President Trump says Nicolás Maduro and his wife have been captured and flown out of Venezuela.