andyz

There is no security on this earth; there is only opportunity.

[Polymarket @Polymarket]

JUST IN: 80-year-old woman with advanced Alzheimer’s reportedly briefly regained speech, bladder control, & memory after taking psilocybin mushrooms.

[Bloomberg @business]

Looking at the current numbers, things don’t look good for Bitcoin. https://t.co/VcVYfXT7uv

[Ted @TedPillows]

Stocks are dumping.
Gold is dumping.
Silver is dumping.
Crypto is dumping.
Bonds are dumping.
Even Oil is dumping.

If everything is dumping, where the hell is money going?

[ᴅᴇᴡ @Remnantize]

Delta Force, 2026

[Vadim Yuryev @VadimYuryev]

Clash Royal on the iPhone Ultra Fold clone (Huawei Pura X Max) vs iPhone 17 Pro Max

Can’t put this dang phone down. 100% switching to iPhone Ultra when it comes this September.

[Lovable Liberal and his Old English sheepdog @DougWahl1]

HERE ARE THE 8 WORST DAYS IN THE HISTORY OF NASDAQ

1. June 5, 2026 down 1,121 points
2.Apr. 3, 2025 down 1,050 points
3. Mar. 16, 2020 down 970 points
4. Apr. 4, 2025 down 962 points
5. October 10, 2025 down 880 points
6. March 12, 2020 down 750 points
7. April 10, 2025 down 737 points
8 March 10, 2025 down 727 points

Donald Trump was president for each of these crashes!

[The Kobeissi Letter @KobeissiLetter]

Absolutely incredible.

ALL 7 hourly candlesticks on today's Nasdaq 100 chart were red as tech stocks fell in a literal straight-line lower.

Biggest drop since "Liberation Day."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin is now expected to fall below $50,000 this year.

There is now a record high 65% chance of Bitcoin falling below $50,000 in 2026.

[Autosport @autosport]

A McLaren Hypercar and an Audi F1 car spending the weekend on a yacht... Things you only see in Monaco 😳💰 #LiquiMoly

[Bloomberg @business]

The Nasdaq 100 plummeted about 5%, its deepest dive since April of last year. https://t.co/I1nqnoOu5b

[Watches of Espionage @watchesofespion]

FBI Special Agent SWAT team member wearing a Tudor Pelagos Ultra this week during a successful hostage rescue operation at Bakersfield Chase Bank in California. This is the first Pelagos Ultra I have seen in the wild. Ally.

[The Spectator Index @spectatorindex]

🇮🇩 Indonesia's rupiah has fallen to record low of 18,100 per US Dollar.

[Bull Theory @BullTheoryio]

🚨 EVERYTHING THAT COULD GO WRONG FOR MARKETS WENT WRONG TODAY.

S&P 500 down -1.65%, wiping out $1.14 trillion.
Nasdaq down -2.60%, wiping out $1.11 trillion.
Gold down -3.38%, wiping out $1 trillion.
Silver down -6.9%, wiping out $280 billion.
Bitcoin down -6.31%, wiping out $80 billion.

In total $2.5 TRILLION wiped out in a single session. These were not isolated moves. Everything started breaking at the same time.

It started with the jobs report this morning.

The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double.

On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them.

The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today.

Then the AI trade started cracking.

Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple.

Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks?

That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in.

Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%.

South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same.

And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development.

Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with?

Underneath all of this, there is a liquidity problem nobody is talking about.

SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next.

These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings.

But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now.

The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates.

He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do.

When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today.

Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

[InsideMacro @InsideMacro]

@KobeissiLetter The +127k are mainly driven by leisure & hospitality (+70k), local government (+55k) and health care (+35k). Financial activities lost jobs (-22k), while most other major sectors were little changed.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US economy adds 172,000 jobs in May, crushing expectations of 85,000.

The unemployment rate was 4.3%, in-line with expectations of 4.3%.

April's jobs number was also revised UP by +64,000 jobs.

This marks the second strongest US jobs report in 13 months.

[Crypto Rover @cryptorover]

🚨 WHY IS EVERYTHING CRASHING TODAY?

Gold and Silver wiped out $1 TRILLION.

US stock market wiped out $1 TRILLION.

BTC and alts hit new yearly lows.

Here's what's pushing everything down:

1) Hawkish Fed

The market is now expecting a 25bps rate hike in 2026.

Just a few months ago, everyone was convinced of rate cuts.

This flippening scenario has changed the liquidity dynamics.

2) Markets de-risking

The next FOMC meeting is on June 17th with a new Fed chair.

Markets don't know exactly what Kevin thinks of the economy, and this is why investors are de-risking here.

3) Prolonged war

US-Iran peace deal hasn't happened yet.

Iran has even stopped negotiations with the US and has started the attacks again.

Oil is still above 90, which means inflation is still sticky.

All these things are bad for asset owners, which is why everything is dumping and bond yields are going up.

4) Too much euphoria

Stock parabolic rally has pushed the markets in euphoria.

And when that happens, a dump is always the next thing.

Because crypto is correlated with stocks, it's going down too.

And this isn't the first time.

Something similar happened in late Jan 2026 too when everything crashed together.

This is just the way of markets to wipe out all the greed before the next sustained move.

[Mark Gurman @markgurman]

Apple has labeled the new Siri as a “beta” internally, suggesting that the assistant won’t be marketed as fully finished. There’s also the possibility of a waitlist of some sort for people who want to try new features, an approach used with the initial Apple Intelligence launch.

[Motorsport @Motorsport]

Super Max. Super Yacht. 🦁

Walking next to Verstappen's $15,000,000 "Unleash The Lion" just to see how massive it actually is.

[Telegraph Football @TeleFootball]

It is one of the most extraordinary World Cup team photographs. The entire Norway squad, dressed as Viking warriors, posing beside a fjord with weapons in hand.

Photographer David Yarrow said making Haaland look like a Viking warrior was “one of the easier tasks of my career”

@SamJDean has more ⤵️
https://t.co/YfyJkMeaKw

[Variety @Variety]

'The Odyssey' Formats: Imax, 70mm and All the Ways to Watch Christopher Nolan's Epic https://t.co/2oz1vAK181