art

[art @art2i]

$TSLA PT 580 {380-720}~YE26 --est. 12/20/2025

'26: FSD🇺🇸🇨🇳🇪🇺🌐, Robo-taxi/cab🚕, Semi🚛, 🔋Storage
'27: Optimus🤖
'28: Ready for 🚀🌛Moon Base

[art @art2i]

$TSLA PT335{175,510} -2/4
+ ww🔌 FSDv12+ M2 xAI
- USvCN War Econ Unrest

'24
$7,500
M3+
CT^PR
GF.CN2_ME
ww🔌
Grok+👂👁️
FSDvNN.β🇺🇸🇨🇳🌐~2Q
^Dojo
Starlink.2Cell
Starship.Refuel
Neuralink.P1

'25
MegaPack
eGrid🇺🇸🇪🇺
Dojo
Gen3/M2🇺🇸🇨🇳
FSD+M2🌐
RoboTaxi.β🇺🇸🇨🇳🌐
MY+🇨🇳
IG.Aa+
~Optimus
Moon🚀🤖

'26+
RoboTaxi🛰️🇺🇸🇪🇺
M1 Day
Optimus^xAI
AGI⚛️🧬

'28+
Optimus
🥇RoboAGI🤖
Mars🚀🤖
10+m🚗'30

[art @art2i]

https://t.co/I8k5o6ONSK

A Functional Taxonomy of World Models, for Physical AI

@grok, summarize, highlight, and explain @drfeifei's article. Key global players/leaders/labs/companies/countries and accomplishments, history and latest development, corner/mile-stones, and major efforts/projects/fundings. Implications, prospects and timeline of world models in '26, '27+.

[art @art2i]

https://t.co/4mz8lQznJ0

In the name of
Equality
Liberty
Compassion
💙 🤍 ❤️

@grok, who's mastermind behind the irony over past decades? who/ind'ls/org's since when have started promoting/indoctrinating non-essential climate-change/animal-rights/lgbtq+ over crucial/structural class-struggles/union-strikes? how has it penetrated systematically across institutions/societies and become fashions ww? aided by what/who? impacts across industries/businesses/educations/regions/cultures/peoples ww? future prospects, counter trends and movements in development to the humanity/civilization near/long term. expected civil unrest where/when, ie, '26, '27+

[Niall Ferguson @nfergus]

"You are not likely to see Henry Nowak’s words stenciled on a mural. No corporation will change its logo. The same establishment that made a few words immortal when spoken by a black man in Minneapolis has met the same words, spoken by a white boy dying on a British street, with what can only be described as a determined, institutional silence. That silence is not neutral. It is a statement. It tells you exactly whose suffering the system has decided counts, and whose does not."

[art @art2i]

@lexfridman https://t.co/UhAggpxoB7

@lexfridman share your food with Jensen. His outreaching spoon is empty.

😂😂

[Lex Fridman @lexfridman]

I got to spend all day today with Jensen in Taiwan: talking with thousands of engineers and eating street food at a night market. Jensen is received as a rockstar in Taiwan, like it's Beatles in the 60's. It's mind-blowing and fun to watch. But most importantly, through all the interactions and all my conversations with him, he remained the same humble, kind, thoughtful, funny guy he always was, even as a kid who went to these same night markets many years ago.

Btw, we tried a crazy amount of different street food. It's legit some of the most delicious food I've ever had. I can't wait to share video of it, including a ton of our conversations and hangout. When I can pause for a moment from all the travel to edit the video, I'll post it.

Can't wait to continue talking to Jensen and engineers at Computex this week, and exploring more of Taiwan, and of course roaming the night markets for some more delicious street food.

Days like these, even more than usual, I feel like the luckiest kid in the world.

Love you all! ❤️

[art @art2i]

@RepThomasMassie @MattWalshBlog https://t.co/sFjqms1DPl

Who's the Boss

@grok, is the Axios report accurate? What's truly going on? Implications to 🇺🇸🇮🇱🇮🇷🇪🇺, across regions, ww? Impacts to Midterms, MAGA, and Admin47 in '26-'28+.

[art @art2i]

@RepThomasMassie @MattWalshBlog @grok Hello @grok. What's your research telling you on questions here?

[art @art2i]

@RepThomasMassie @MattWalshBlog https://t.co/sFjqms1DPl

Who's the Boss

@grok, is the Axios report accurate? What's truly going on? Implications to 🇺🇸🇮🇱🇮🇷🇪🇺, across regions, ww? Impacts to Midterms, MAGA, and Admin47 in '26-'28+.

[Matt Walsh @MattWalshBlog]

Pretty much all of the prominent voices who supported the Iran War assured us it would be over by now. None of them will admit they were wrong. Even less will they admit that their initial assurances were based on nothing but their own wishcasting. This whole shitshow has been an enormous waste of time and resources and our country has not benefited from it at all. Its advocates have moved the goal posts repeatedly and have even to this day refused to clearly articulate what constitutes a victory and how we’ll know that it’s been achieved.

[art @art2i]

5/25-29 MKT/🇺🇸⏸️⁉️🔥🇮🇷; 🇺🇸🇮🇷⏸️🔥.OpenHormuz\10yR; '26e/Mkt
W,5/27-, Jensen GTC/COMPUTEX 2026🇹🇼
M,6/1, Jensen Keynote🗣️/AI/Quantum
SS 🇺🇸⏸️🔥🇮🇷:GOP👁️Midterms^GCC+EU+Asia:🚫🎆🔥Strike; +Oil\6.5%~90, BTC~/ GLD ~/ MKT/NDX+1.4%/SPX+1%/DJI+1%
*M* Memorial Day; -🇺🇸🎆🇮🇷:Hormuz.2open\Mkt
T* +1.78%/433 NVDA\MBurry.FUD, ByteDance.ASIC/AVGO/QCOM=>AMD/, UBS.3xUpgrade//MU, AAPL/ATH, 2yT/4.07%, Oil/~93 GLD~ BTC~\ 10yR\ VIX~/ MKT/SPX.ATH#13+0.6%/NDX.ATH#14+1.2%\DJI~ATH-0.23% [~6.8m], 🇨🇳Indu.Profits/24%; PONY/+~, ZS\\ BOX~\
W* +1.56%/440 Admin47.CabinetMtg@CampDavid, ADP\, 5yT/4.18%, 430/API.Oil, +Oil\~88~90~88 BTC~\ GLD\~[?] 10yR\ VIX\ MKT/Tech.2DJI\~/DJI~0.8%~\NDX~0.4%~ [/6.9\6.7m], -🇺🇸🎆🇮🇷\🌐Mkt; PDD\-, MRVL~\ CRM~\ SNOW///+ SNPS~\ HPQ~\
T* +0.4%/442 -🇺🇸🎆🇮🇷\🌐Mkt, +🇮🇷SL^🇺🇸DJT:⏸️🔥/MKT, Unemp/, PCE/, Durables/, PersonalSpending\, NewHouse\, Q2GDP\~3.8%, +Oil.Inv\, 7yT/~4.29%, Fed.BalSh~\, -Oil/~91~90\~88 GLD~\ BTC\ 10yR\ VIX\ 🌏\ 🇪🇺\ Mkt\~/NDX.ATH#15+0.9%/SPX.ATH#14+0.6%/DJI~ATH~0.05% [6.8m]; XPEV~/ BBY/+ PLAB\\\ FUTU\, DELL//// MDB~\ ADSK\ COST~/ PATH\ S\+ OKTA/ NTAP/+
*F* -1.43%\435.79 +RoboTaxi.Release, +TX✅🤖🚖, +DJT:2✅:🇺🇸🇮🇷⏸️🔥:MKT.ATH~/, Retail~, Trade.-$\, Rig#/, Spec.SPX-\NDX-\Oil+\GLD+\, -Oil\~87 GLD~ BTC~ 10yR~\ VIX\ Mkt/ATH~/DJI.ATH/SPX.ATH/NDX.ATH [6.9+0.38\~6.8m]

5/18-22 +Follow-Thru/DJT-Xi🇨🇳:NVDA META AAPL TSLA QCOM MU GE BA GLK BX C V MA
MTu, 5/18-19, G7:FM:🇺🇸🗣️🇪🇺:🛑🇮🇷.💰🛢️💱Trade🔥Unrest
F, 5/22, Starship IFT#12🏁☑️/SPCX~6/12
W.5/20, Putin-Xi🇷🇺🇨🇳; NVDA.Q1e
SS?🇺🇸🎆🔥🪖🇮🇷:☢️🏭🏫🚱
GOP.Midterms:🇺🇸DoJ🔥🇨🇺^Anti-Semetics^JD🔥Fraud
SS 🇨🇳Retail~Unemp~/Prod~/Urban.CapEx\; -DJT:🇮🇷🕊️Deadline.~8pm ET M.5/18, -Oil/~107 GLD~\ BTC~\ Mkt~\DJI-0.9%\SPX-0.7%\NDX-0.7%
M* -2.99%\409.99 NVDA\1.33%\~222.3, +DJT:⏸️🛢️Sanctions⏸️🎆🇮🇷, -TSLA\Lost.Elon~Altman:2Appeal, +GOOG/?NVDA, NAHB.HousingNdx.34/~37, 4/TIC.LT.Bond, Oil~/108~105 GLD~/ BTC\ 10yT~4.595% VIX~\ Mkt:DJI/SPX~\NDX [\6.4m]; BIDU/ TOYO/+
T* -1.43%\404 -10yR/~4.68% -10yY.ATH.sn🇯🇵'96🇬🇧'08🇫🇷'09🇺🇸'25, #BX.Buy.GOOG.TPU, #GOOG.I/O, ADP/, PengingHm~/, Oil/~108 GLD\ BTC~ 10yR/ VIX~\ Mkt\ [\6.2m]; VRT\ HD~/, CAVA TOL CCIF ZTO
W* +3.25%/417 Putin🇨🇳, MortgR/, Oil.Inv~\, 20yT/, Oil\~98 BTC~/ GLD~ 10yR~\ VIX~\ Mkt/DJI+1.3%/SPX+1..1%/NDX+1.55% [~6.4m]; ADI\ GDS\ TGT\ TJX/, $NVDA~\ INTU\-
T* +0.14%/417 +🇺🇸2B/Quantum, +DJT/☮️🇮🇷.2Final, ~SPCX.S1, Unemp~\, HousingSt\, S&P.PMI~Svc\Mfg\, Q2GDP/~4.3%, 10yTIPS/, Fed.BalSh\, Oil/🇮🇷Uranium2Stay~103\~97 BTC~/ GLD~/ 10yR~\ VIX~\ Mkt~\~/ [~6.5m]; NIO~/ DE\ WMT\, ZM~/ MNDY~/ TTWO/
*F +1.95%/426 UMich\, Rig#/, Spec.SPX-/NDX-//GLD+\Oil+/, Oil~97 GLD~\ BTC~\ 10yR\ VIX\ Mkt/~ [/6.6m]; BJ\

5/11-15 +DJT-Xi🇨🇳(13/ 14/ 15\),
SS -DJT❌🇮🇷Proposal; 🇮🇱❌☮️🇮🇷; 🇨🇳CPI/PPI/
M* +3.89%/445 -WholeFoods02138☀️🔫, ExistingHm/, 1/3yT, Oil/ BTC~ GLD~ SLV/ Mkt~/ATH#11/SPX.ATH#10 [6.8m]; CRCL/+ CEG~\ B/ MNDY/, HIMS\- ASTS\- RGTI~ ACHR~/
T* -2.6%\433 -Correction, +NVDA/Jensen+Musk+DJT🛫🇨🇳, ADP/, CPI/, 10yT/, 🇺🇸Budget.Bal/, Oil/~102 BTC~\ GLD~/ 10yR/ VIX~\ Mkt\~/ [\6.5m] {B:100c.QQQ.5-12+10c.TSLA.5-13}; QBTS\ SE/+ JD/ ONON~\ AMTM~/, OKLO\ KRMN\-
W* +2.71%/445 +NVDA/Jensen+DJT🛬🇨🇳, Walsh.Senate✅FedChair, -PPI/, -Oil.Inv\, 30yT/~5.05%, +8/DJT-Xi🇨🇳, Oil~/ GLD~/ SLV/ BTC~\ 10yR/ VIX~\ Mkt/NDX.ATH#12+1.5~1.2%/SPX.ATH#11+0.8~0.6% [/6.9m]; NBIS/+ EOSE~/ BABA/ WIP~, CSCO/+ USAR~/
T** -0.44\443 +CBRS/IPO:$185/385~, Unemp~/, Retail\MoM, Ex$/ Im$/, -Biz.Inv~/, 12/Mortg.15yM_30yM, 430/Fed.BalSh, Oil~\ GLD\? BTC~ 10yR\ VIX~\ Mkt/NDX.ATH#13+1.2%~0.9%~26,635/SPX.ATH#12+1%~0.9%~7,501/DJI+0.9%~0.8%~25,063 [/7.1m]; KLAR// BLSH\ YETI/, FIG/+ AMAT~
*F* -4.75%\422 -Deals\DJT-Xi, -Profit.Taking.Post.DJT-Xi, Prod/, Rig#/, 330/Spec.SPX\NDX\GLD/Oil\, -Oil/~105 GLD\ SLV\- BTC\ -10yR/~4.597% -30yR/5.1% VIX/ Mkt\NDX-1.54%\SPX-1.24%\DJI\-1.07% [\6.5m]; HTHT~/

5/4-8 ?🇺🇸🇮🇱⏸️❓🚀✈️🎆🪖🇮🇷.🏭🏫🚱:DJT.Regret.🇮🇱Hijack/🏴📧❓[⏸️✈️🎆❓tho🇮🇷🚀🚢]
AI Stocks/Q1e
+GOOG^AMZN/Anthropic.Methos+
-NVDA\DeepSeekV4
~META\CapEx.Hike~600
NxtWeek,5/14-15:DJT-Xi🇨🇳
*Tu, 5/5, +DJT❓TACO:⏸️ProjectFreedom.🇺🇸⏸️🚢
*W, 5/6, +🇮🇷FM🫡🇨🇳:🇮🇷🕊️🇺🇸
5/21, Musk~Altman@Oakland, CA/TSLA\OpenAI
SS 🇮🇷2🇺🇸: New 14pt proposal; 🇺🇸2🇩🇪:Withdraw 14%~5k~12mo.Of.36K🪖; 🇮🇷🎆🚢
M* +0.43%/392 Orders/, -Oil/~105 GLD\ BTC~/ 10yR/ VIX/ Mkt~\ [\5.8m]; TSN/ BRK.B~\ NCLH\, PLTR~\ FN\- ON\
T* -0.8%\389 INTC/AAPL.Order, 🔥MU/Call:Put>2, Trade\Im/Ex/, S&P.PMI/, ISM.Svc/~48% NewHm/+, Q2GDP/~3.7%, +Oil\~102 BTC~/ GLD~/ 10yR\ VIX\ Mkt/NDX.ATH#8+1%/SPX.ATH+0.8% [5.9m]; SHOP\ PFE~\ FISV\ KKR~/, AMD/16.5% LITE\3% ALAB/3% SMCI/18% MSTR\4% ANET\11% TEM\8%
W** +2.4%/398.7 +SpaceX/Anthropic.TeraFab, +DJT:🇺🇸⏸️🚢, ADP/, Oil.Inv, Q2DGP, +Oil\~91~95 GLD/ BTC~ 10yR/ VIX/ MKT/NDX.ATH#9+2%/SPX.ATH#8~1.5%/DJI~1.3% [/6.2m]; NVO~/ UBER/ DIS/, ARM\ COHR\ APP\ IONQ~\ ALB/
T** +3.28%/411 +🇺🇸🇮🇷🕊️, -🇺🇸🆓🚢, 🔥AI/, Unemp~\, Q2GDP, 330/ConsCr, +Oil\~90/~97~ GLD/ BTC\ 10yR~/ VIX~\ Mkt/NDX.ATH~0.7%-0.1%/SPX.ATH~0.3%-0.4% [/~6.4m]; , CRWV\9% IREN/7% COIN\4.7% SOUN\12% RKLB/4% MELI\5.6% ABNB~\1% LYFT\2%
*F* +4.02%/428 +🇺🇸🇮🇷.⏸️🕊️, +AI/Jensen2🇨🇳, +AI\Jobs, +AMD/INTC/+14%~125/AAPL.Mfg, UMich/, Rig#~/, Spec.SPX\NDX///GLD/Oil\,
Oil~\ BTC~\ GLD~/ 10yR\ VIX\ MKT/NDX.ATH#10+1.7%~26,247/SPX.ATH#9+0.8%~7,398 [/6.6m]; WULF\
Sa 🇨🇳Trade/+Im/Ex//
Su , 930/🇨🇳CPI_PPI

4/27-5/1 ~🇺🇸🇮🇷.⏸️🕊️, +Mag7.Q1e(5+) W:GOOG AMZN META MSFT QCOM, T:AAPL
WW.Oil: RoW.45%, 🇺🇸13%, OPEC+.14%, OPEC.28%, Saudi.10m, 🇷🇺9m, Iraq.4m, UAE.3.3m, Iran.3m
4/27+ Elon~Sam\OpenAI?...SFTBY?10-
Sa 🇺🇸🇮🇷.⏸️🕊️, DJT.'26Press🔫
Sn 🇺🇸🇮🇱❓🎆🪖🇮🇷:🇺🇸✈️🪖🇦🇪🇶🇦
M* +0.6%/378 META~/🇨🇳\Manus.M&A'25, QCOM/~OpenAI.PhoneDeal'28, MSFT\~OpenAI.NonExclusiveIPnCloud, 2yT\5yT~\, Oil/~ BTC\ GLD~\ 10YR~/ VIX/~\ Mkt\~/NDX.ATH#5/SPX.ATH#5 [/6.1m]; VZ~/, CNDS/ AMKR\ RMBS\-
T* -0.7%\376 -AI\OpenAI.MetricsNotMet, ADP~\, 7yT~\, Oil/ GLD~\ BTC~ 10yR/ VIX/~\ Mkt\~NDX-0.9%\SPX-0.5% [\5.9m]; GLW\ UPS\ KO/ GM~/ SPOT\-, NXPI/+ HOOD\ STX// TER\ BE/+ MDLZ~/ ENPH\ V/
W* -0.86%\372 HousingSt\, Retail.Inv~/, Durables\, Q1GDP~1.2%, Crude.Inv\, 2/Fed.Rate, JPowell~, Oil/~107 BTC~\ GLD~\ 10yR/ VIX/ Mkt~\ [\5.9m]; JKS\ REGN\ HUM/ ABBV/ SOFI\- APH/ CNI\, GOOG/7% AMZN/ MSFT~/ META\7% QCOM/+13% KLAC\ F~\
T* +2.37%/381 -META\10%~CapEx.Hi, -NVDA\~5%\OpenAI\AMZN+GOOG+MSFT+META/CapEx'26:~710B, Unemp\, PCE/, Q1GDP/~2%, Q2GDP~3.7%, Oil\~104 BTC~/ GLD~/ 10yR\ VIX\ Mkt\~/NDX.ATH#6+0.9%/SPX#6.ATH+1%>7,200/DJI+1.6% [\5.8m]; COP~\ CAT/+ LLY/+ MRK~/ BMY/ CI~\ MA\, AAPL/~ SNDX\ WDC\ RDDT/+ AMGN\ RIVN\ FSLR~\
*F* +2.41%/390 ISM.Mfg~52.7%\Emp/$, Q2GDP\~3.5%, 1/Rig#, 330/Spec, Oil\~101 BTC/ GLD~/ 10yR\ VIX~\? Mkt/NDX.ATH#7+0.9%>25,000/SPX.ATH#7+0.3%\DJI-0.3% [\5.8m] LLC971.LOSS:META~$200K#3.2k^CRM-3K#1k^NOW-5.5K#660; CVX~\ XOM~\ D~\ MNRA~\ EL/

4/20-24 ~🇺🇸🇮🇱🎆🇮🇷, +Mag7.Q1e
4/23 OpenAI ChatGTP 5.5 ... Codex(2w+)
4/23 CyberCab Production
*4/24 DeepSeek v4*
SS -🇺🇸🎆🇮🇷🚢(2)

M* -2.5%\392, -Oil/~87 GLD~\ BTC~/ 10yR/ VIX/+ Mkt~\~NDX~1%/~ [\5.7m]; , STLD~/
T* -1.55%\386 -🇺🇸❓🇮🇷, AAPL\Cook.ExitDec'26, AMZN/+5B:Anthropic.Mythos, ADP/, Retail~/, ExistHm~\, Q1GDP\~1.2%, API.Oil.Wk\, -Oil/~95\~88~ GLD\ BTC~\ 10yR/ VIX/ Mkt~\ [/5.8\5.7m]; GE\ RTX~\ UNH/ MMM\ DHI/ DHR\ DGX/ HAL/
W* +0.28%/387 +DJT.Extend🇺🇸🇮🇷⏸️🎆.🕊️, -🇮🇷.Seize🚢(UK.2), Cushing.Inv/, 20yT/, Oil/94 GLD~/ BTC/ 10yR~\ VIX~\ Mkt/NDX.ATH~1.64%/SPX+1% [5.8\5.7+m]; ISRG/ UAL\, BA GEV VRT T, $TSLA~\ IBM\ $NOW\- LRCX/ TXN/+ CSX/
T* -3.56\373 -🇺🇸🎆🇮🇷🚢, -🇮🇷.Spkr.Exit, NVDA\GOOG.TPU8+8i, Unemp~/, S&P.PMI/, Oil/~98 GLD~\ BTC\ 10yR~\ VIX~\ Mkt~/SPX.ATH/NDX.ATH\~ [5.7\5.6m]; $NOK/ AXP\ BX\ LMT\ STM/+ AAL/, $INTC//+ NEM/
*F +0.69%/376 +🇺🇸2🤝🇮🇷, ~DeepSeek.V4, +Warsh~5.15/Congress.IG.Probe.JPowell/DJT.DC.AG_DoJ.Drop.JP.Case, +AMD/NVDA/TSM[Chips]/INTC~30%, +META/Layoff.10%^AWS.CPU.Graviton.#.mm, +Anthropic/AMZN:5+25B/GOOG:10+30B, UMich\, 1/Rig#, 330/Spec.S&P_NFX_GLD_Oil, Oil~\ GLD~/ BTC~ 10yR~\ VIX~\ Mkt~/NDX.ATH~1.7%/SPX.ATH~0.8% [/5.9m]; PG/ SLB/

4/13-17 🇺🇸🇮🇱🎆🇮🇷.2ndRound:Uranium☢️+Hormuz🚢
W.4/15, MKT.ATH/DJT.Insider🤑💰🫰💱/🇮🇷☮️🇺🇸.🇮🇷2✅Hormuz🚢
W.4/15, Tax2025 Day
Th.4/16, MKT/post_TaxDay
+F.4/17, -🇮🇷☮️🇺🇸/MKT
+4/17 WH.Susie🤝Claude.Dario/Mythos/AI
+[4/13] DJT.RiskOff:🇺🇸🇮🇷☮️~4/20:\🇺🇸🔥🇮🇷/250Annv/Midterms??GroundOps?NoMore
-IRGC/?🇮🇷🔥🇺🇸; 🇷🇺🇨🇳🙏WW3~\
-🇺🇸🔥🇨🇳
+DJT:MKT.2💹
~DJT:GM+Ford.2/Weapons+Ammo, while🇺🇸⏸️🔥🇮🇷
~DJT:🇮🇱⏸️🔥🇱🇧.10d\Ammo
+🇪🇸🇦🇪🇷🇺🇻🇳🫡🇨🇳
??🇪🇺🫡🇨🇳~5/3-
??🇺🇸🪖🔥🇮🇷.Uranium^Hormuz ~post-5/15?
SaaS/Sht.Sqz.2\ADBE\INTU...
SS ✖️:🇺🇸🇮🇷.JD.Enter.DJT.war; 🇭🇺Orban.LostPM~EU?; DJT.Blockade:🇺🇸✖️Hormuz🚢/Oil~\BTC~\GLD/10yR/$\Mkt.pre; 🇦🇪🫡🇨🇳
M* +0.99%/352 +INTC/GOOG.CPU, ~DELL/NVDA.M&A, ExistingHm\, ~🇺🇸✖️Hormuz🔥🇮🇷\Asia\EU, +DJT👏🇮🇷🕊️, +Oil~105\97 GLD~\ BTC~/ 10yR~\ VIX/~\ $~\ Mkt/NDX~1.3% [5.2/~5.3m]; GS\, ~🇨🇳/Loan#x3\Trade-\Ex/Im
T* +3.34%/364 +🇺🇸🕊️🇮🇷, +🇪🇸🫡🇨🇳, -🇺🇸✖️🇨🇳🛢️🚢, -Bessent✖️🇨🇳🇮🇷🛢️, AVGO/META.1G.ASICs, ADP/, PPI~\, -Crude/Inv, Oil\~95 BTC/ GLD~/ 10yR~\ VIX\ Mkt/NDX~2% /SPX+1.2%/DJI+0.7% [/5.5m]; JPM~\ BLK/ JNJ~/
W** +7.62%/392 +TSLA/AI5.2produce, +DJT:🇺🇸🇮🇷🤝🕊️#2, -🇺🇸✖️🇨🇳🚢, -🇺🇸✖️🇨🇳🇮🇷💱, Trade.Im+Ex\MoM/YoY, ~Oil+Gas\Inv, ~Oil\Im, BeigeBk, +Oil~\ BTC~/ GLD~\ 10yR~/ VIX~\ MKT/NDX.ATH+1.6%/SPX.ATH+0.8%/DJI-0.15% [/5.6+m]; $ASML\ MS/ BAC~/
T* -0.78%\389 +post-Tax/, +🇮🇱⏸️🔥🇱🇧.10d\Ammo, Unemp~\, InduProd\, Orders/, Mfg\, +Miran, 12/Mortg.15yM_30yM, Oil/~ BTC~\ GLD~10yR~/ VIX~/ Mkt~/SPX.ATH#2+0.26%/NDX.ATH#2+0.36% [~5.7\5.6m]; $TSM~\ PEP~/ SCHW\ JKS\- WIT\, NFLX
*F** +3.01%/401 +Oil\10%~85/🇮🇷:Hormuz✅🚢, +post-TaxDay#2/, Rig~, Spec.SPX\NDX~\GLD~/Oil~/, +Oil\~82 BTC/ GLD/ 10yR\ VIX\ MKT/SPX.ATH#3+1.5%~1.2%~7150/NDX#3+1.8%~1.5%/DJI+2.4%~1.8% [/5.8m]; TFC

4/6-10 🇺🇸🇮🇱🎆🇮🇷.✈️🎆🏭🏫🔌🚱[4/6-]\MKT
2025 Tax Return
🇮🇪🪖🔥⛽️Crisis
🇺🇸DJT🔥Fertilizer$/Food
4/7 AI🔥Claude Mythos, previews
**AM:SOLD.All.Majors[TSLA NVDA QQQ AVGO AMD GOOG CRWV AMKR...]**
🚨4/7 🔥Bessent+Powell+Bank.CEOs:Mythos.EM🇨🇭MTG🚨
4/10 TSLA/FSD.14.3🇳🇱✔️
4/11 ✖️JD🇺🇸❓FM🇮🇷@🇵🇰:2nd Round:Ground Ops:Uranium☢️+Hormuz🚢
4/13- Fin'l.Q1e
SS 🇺🇸Rescued 2crew of 2 🇮🇷down🇺🇸planes
M** -2.3%\351 Svc\Emp-13.5%/$\PMI, DJT:🔥🇮🇷~/Mkt, Oil~/ GLD~ BTC/ 10yR~\ VIX~/ Mkt~/ [\4.8m]
T** -1.75%\346 ~DJT:🔥🇮🇷/Oil~117, TACO🇮🇷2wk☮️\Oil~112 BTC\~ GLD~\ 10yR/355🇮🇷2w\ VIX/~ Mkt\NDX-1.5%~3:55🇮🇷2w☮️/ [\4.7/5m], ~JD🇭🇺/Orban🔥🇪🇺, +INTC🫂TeraFab/TSLA, ADP/, Orders\Defense/, Q1GDP\~1.3%, -3yT/8%, CConf, DJT.2wk\Oil~95 GLD/ BTC/ 10yR\ /AM/NDX+2.96%/SPX+2.36%/DJI+2.17% [/5m]; , LEVI/8.8% SKIL/27%
W* -0.98%\343 +DJT.TACO:🇮🇷2w☮️[4 ground ops~18]\Oil~93~/, ~DJT.+50%Tariffs🇨🇳, ~2:42🇮🇷:🇺🇸☮️💔, -Cushing.Inv\, -10yT/, +Oil\~95 BTC/ GLD~/ 10yR\~ VIX\\~ Mkt/NDX+3.1%~2.80%/SPX+2.51/DJI+2.85% [5.1\4.9m]; DAL/Q1e, $APLD\ STZ\
T +0.69%/345 Unemp~\, PCE~\, Q1GDP~\, 30yR~/, -Oil/~ BTC~/ GLD~/ 10yR~/ VIX~\ Mkt~\?11/ [4.9/5m]; BB/
^*F*** +0.96%/349 **Sold.All.MajorStocks[TSLA NVDA QQQ AVGO AMD GOOG CRWV AMKR...]**, +AI/HumanX, CPI/, UMich\, Oil~/ BTC~/ GLD~\ 10yR~/ VIX\~/ Mkt/ [/~5.2m]

3/30-4/3 +[Tu,3/31,]DJT/War2End/MKT.⏸️🛑Correction/🌐Inflation\EU\ME/?GLD
🇺🇸🇮🇱🎆🇮🇷.✈️🎆🏭🏫🔌🚱[3/31-]⛔️?🪖🔫~11?18,
/Oil:/BTC\GLD\MKT
P/E.ff:Mag7:21\16, TSLA:4x\3x
Tucker:Anti-Zionist~'26... 🇺🇸🇪🇺🌐🔥✝️~✡️
SS 🇺🇸"No King"🪧
M** -1.81%\355 -DJT.NewThreats🔥🇮🇷, +JPowell.NoRateHike, Bill\3m\6m, 🇨🇳PMI/~50.+, -Oil/~103 BTC/ GLD/ 10yR\ VIX\~ Mkt/1140\SPX~Correction [/4.6\4.4m]; #971/T+3: META.500x527.6~600+; GOOG.500x274.2~300+; TSM.1200x327~355+
T** +4.64%/371 +🇺🇸🇮🇱🎆🇮🇷.🏭🛢️/, +🇮🇷🕊️🇺🇸, JOLTs~\ CConf~/, Oil~\ GLD~/ BTC/ 10yR\ VIX\- +MKT/DJI+2.5%/SPX+2.9%/NDX+3.83%* [/4.7/4.9m]; , NKE\
W* +2.56%/381 ~DJT.SCOTUS.SitIn.BirthRight*, ADP\, Retail/, Mfg/ Inv\, Cushing\x1/6_Im\, Q1GDP\~1.9%, +Oil\~99 BTC~/ GLD~/ 10yR~ VIX\~ Mkt/DJI+1%~+0.5%/SPX+1.2%~+0.7%/NDX+1.8%~+1.16% [/5\~5m]; NG\, -9/DJT:🇮🇷War\MKT\NDX-2.1%
*T** -5.42\360 -TSLA\Q1#\ Unemp~\, Trade\, Q1GDP\~1.6%, -DJT/🎆🇮🇷/Oil+13%~$113+\, +🇮🇷🤝🇴🇲:Hormuz.2Open, ~DJT❌DoJ.Bondi, Oil~/10x GLD\ BTC\ 10yR~ VIX/~359\ MKT\DJI-1.5%\SPX-1.7%\NDX-2.1%~359~/ [\4.9m]
F Good Friday, Jobs/Mfg/, Unemp\~4.3%, /AI\Earnings, S&P.PMI\,

3/23-27 🇺🇸🇮🇱🎆🇮🇷.💡⚫️
Su 🇺🇸🇮🇱🎆🇮🇷.💡;
*M* +3.5%/380 +🇷🇺🇬🇧☎️🇺🇸🇮🇱:2End🎆🇮🇷; +DJT:5d.NoStrike.2Make🇮🇷Deals, Constr\, 1/Q1GDP, +Oil\ GLD\ BTC/ 10yR\/ VIX\ Mkt/DJI+1.4%/SPX+1.2%/NDX+1.4% [/5\4.9m]; WRD/Rev$\
T +0.57%/383 ADP/, S&P.PMI\, Labor.$/P\, -2yT/+, M2~/, -Oil/ GLD~ BTC\ 10yR/ VIX/ Mkt\~ [4.9/5m], +AftMkt/DJT:15pt.2End🎆🇮🇷
W* +0.7%/386 INTC/ARM.CPU.Chip, +DJT:15pt.2End🎆🇮🇷, Trade$:Im/Ex/, WTI.Inv.#/4x, 5yT/, +DJT#2🇨🇳~May14-15, +Oil\ GLD/ BTC/ 10yR\ VIX\ MKT/ [5.1?m]; ONDS~\ PDD/ CHWY/+
T** -3.6%\372 -MKT\DJT.NewThreat🇺🇸🇮🇱🎆🇮🇷, -META\ChildPorn, -MU\GOOG.EfficientAI\RAM, Unemp\, -7yT/-, -Oil/95\~91 GLD\ BTC\ 10yR/ VIX/ MKT\DJI-1%\SPX-1.74%\NDX-2.4% [\4.8m]; PONY\-, +Mkt/DJT.10d+~Apr 6
*F** -2.76%\361 -DJT:+10d.NoOilStrike\MKT, -Sacks=>PCAST, 🇺🇸Anti-War/, UMich\, Rig#\, Oil/ GLD~/ BTC\ 10yR/ VIX/ MKT\DJI-1.7%\SPX-1.7%\NDX-2.2% [\4.8\4.5m]; CCL\ IntoCorrection:DJI+NDX

3/16-20 🇺🇸🇮🇱🎆🇮🇷~May 15?Yr=>MKT.Correction⏬; Risk-Off/, Private Cr\OWL BLK BX GS🔥Fin'l
M,3/16,GTC^OFC/NVDA/AVGO/AMD/FN/COHR/CIEN
Elon:Terafab^Samsung~3/21/?TSLA
-GCC⛔️🔥🇮🇷
-🇪🇺🇯🇵🚫🇺🇸🇮🇱🎆🇮🇷.🚢Hormuz
-NoEndDate.🇺🇸🇮🇱🎆🇮🇷
-Huge📉Impact=>🇯🇵🫡🇺🇸:🇺🇸.AK.🛢️=>🇯🇵[🇰🇷?🌏?🇪🇺?]
?DJT🤝Xi:🇨🇳Visit#2~May
SS 🇺🇸🤝🇨🇳Talk, Paris🇫🇷; 🇨🇺🤝🇺🇸; 🇨🇳Prod/Unemp/CapEx/
M +1.1%/395 +GTC, +OFC, +🇺🇸🤝🇨🇳Talk#6\Trump-Xi.Delay, 🇺🇸👌🇮🇷🚢, +META/3%~15+K.Layoffs, NBIS/15+%META.27B, NY.Mfg\, Prod\~, Oil~102\93 BTC/ GLD~\ 10yR\ VIX\- MKT/DJI+.8%/SPX+1%/NDX+1.2% [/5.4\5.2m]; , SMTC~/
T +0.94%/399 SMTC\11%, ADP\, PendingHm/, 20yT/, Oil/~95 GLD~ BTC~ 10yR~\ VIX~\ Mkt~/ [5.2m]; TME\\-, OKLO~\ DOCU~/ LULU~\
W* -1.62%\392 -DirIntel.JoeKent.Resign, -🇮🇱🚀🇮🇷🛢️, +DJT.Put/Mkt<48hr, -PPI/, Orders/, 🇺🇸Oil.Inv/, FOMC.Rate~, -JPowell🔥Trump, -Oil/ BTC\ GLD\ 10yR/ VIX/ -MKT\DJI-1.6%\SPX-1.4%\NDX-1.5% [5.2\5.1m]; TCEHY\tho+15%YoY, $MU\tho+Beat.3xYoY
T* -3.6%\380 -🇪🇺🇯🇵:😏🇺🇸.🚫🚢Hormuz^🤝🇺🇸.🧯Econ, -🇯🇵🫡🇺🇸:🇺🇸.Alaska🛢️=>🇯🇵, -NHTSA\TSLA:FSD.PoorWeather, -🇮🇷🔥.NoEndDate, Unemp~, NewHm\, Q1GDP\~2.3%, 10yT\, Fed.BalSh~/, Oil/~100 GLD\ SLV\- BTC\ 10yR/ VIX/ MKT\/ []; BABA\ ACN/, FDX~/ FLY/
*F* #/ -3.24%\367 Rig#~/, Spec~/SPX-/NDX+/GLD+/Oil+, Oil/ GLD\ BTC~/ 10yR/ VIX?+ MKT\DJI-1%\SPX-1.5%\NDX-2% [\4.8m]; XPEV\ ZGN/Zegna

3/9-13 Oil//~$120\~ on 🇮🇱🇺🇸🔥🇮🇷:AllAboutChina.wk=>mo/yr?
🇨🇳2Session:SlowGrow~5%ann^AGI^DomesticMarket
MACROHARD:xAI+TSLA/eOptimus=>\ERP\Sw
SS 🇮🇱🇺🇸🔥🇮🇷.Oil\Econ=>RegimeChange; 🇨🇳CPI/PPI/
M +0.49%/398 +DJT/G7:Free25%Reserve~Oil, +DJT:IranWar2EndSoon?Psyche, Oil/119\95\82~87 BTC/ GLD~ 10yR~\~/ VIX/\ Mkt\10/~320|DJI+.5%/SPX+.8%/NDX+1.4% {\5/5.3m]; , HPE/
T +.14%/399 ADP/, ExistHome/, 3yT.t/R/$\, Oil~89\77-/~86 $\ BTC/ GLD/ 10yR\ VIX\ Mkt\/~ [5.3m]; NIO/ BNTX\\, ORCL/
W +2.15%/407.8 -🇺🇸Deficit.JanFeb/$1T,
+🇨🇳TSLA#/_🚗📉, CPI~, +IEA.Free400MOil, Fed.BudgetBal\\, Oil~\ BTC~ GLD\ 10yR~/ VIX~\ Mkt~/ [5.5\5.3+m]; SERV/+, PATH\ BMBL//
T* -3.14%\395 -🇮🇷❌Hormuz, Unemp~\, Trade/Ex~\Im, 30yT/ Q1GDP/~2.7%, Fed.BalSh~/, Oil/97+ BTC~\ GLD~ 10yR/ VIX/+ Mkt\DJI-1.56%\SPX-1.52%/NDX-1.78% [\5.3m]; LI~\, ADBE\ RBRK~\
*F* -.96%\391 NVDA\1.6%~180, AVGO\4.1%~322, AMD\2.2%~193, META\3.8%~613, PCE~\, Q4GDP\~0.7%, JOLTs/, UMich~\, Q1GDP~2.7%, Rig#~/, Spec-/+20%SPX/+10xNDX/~GLD/+22%Oil, Oil~\ BTC/ GLD~\ 10yR\~/ VIX\~/ Mkt/\~ [5.4\5.1m]

3/2-6: 2/28-(wk?=>mo/yr's):🇮🇱🇺🇸🔥🇮🇷Leadership:Gov^Military.Destroyed🔥🇨🇳
3/4,5 🇨🇳2 Session
3/4, X Money beta. Elon $44B on Twitter '22; xAI $33B X, Mar '25; SpaceX+xAI, Feb '26.
3/4, 🇺🇸🎆🔥🇮🇷:🚇💣🚢IndiaOcean🇮🇳🌊\Oil-LNG:🇰🇷🇯🇵🇨🇳🇹🇼/Inflation🇪🇺\Econ:🇶🇦🇦🇪🇸🇦/$
3/4, Jensen🫡OpenAI.OpenClaw#1.Agent.PersonalAI
*3/5, -DJT:🇺🇸🔥🇮🇷:No☢️^No🚀=>Regime💱
Su,3/8,Oil/30%~$119\MKT-3%?DJT~M,3/9
Sa 🇮🇱🇺🇸🚀✈️🔥🇮🇷
M* +0.2%/403 NVDA/Photonics:/Coherent.COHR+2B/Lumentum.LITE+2B, S&P.Mfg~\, ISM.Mfg, 1130/Q1GDP, 🇯🇵CapEx/10yJ\, Oil/ VIX/ 10yR/ GLD/ SLV\ BTC/ Mkt~\ [5.2m/5.4\5.3m]; BRK.B\ NCLH\-, CRDO\ MDB\\- ASTS/ ACHR\
T** -2.7%\392 Oil.Inv\~, 🇨🇳PMI~\RatingDog/, Oil/+ 10yR/ $/ VIX// Asia\1.4% EUR\3.9% BTC\ GLD\ MKT\DJI-1300-2.6%~.8%\SPX-2.5%~.9%\NDX-2.7%~1% [\5.2m]; TGT/ SE\\-, CRWD~\ GTLB\- BOX/
W* +3.44%/406 +DJT/War2End/GeniusAct/Crypto/BTC, ADP/+, S&P\PMI, ISM/PMI, Cushing.Oil/x2, BeigeBk, Oil~\ VIX\- GLD~/ BTC/+ 10yR~/ $~\ MKT/NDX+1.7%~/SPX1%~/DJI+.7%~ [5.4\5.3m]; , AVGO/ VEEV/+ RGTI\ OKTA~/
T** -0.14%\405 Unemp~, Trade~, -DJT/Chip.Exp🇨🇳\NVDA\AMD, -DJT:Noem.OutDHS, -🇨🇳5yPlan:GDP~4.5-5%, MorgR~\15y~/30y, Fed.BalSh/, -Oil/80+ BTC\ GLD\~ 10yR/ VIX/+ Mkt~\DJI-2.3%-1100 [5.3m]; CIEN\- JD~\, MRVL/+ COST~\ IOT/+
*F* -2.17%\396 -DJT:🇮🇷100%Surrender^US2PickNewLdr/Oil, -Jobs\~4.4%, Retail~/, Inv/, Rig#~/, -ConsCr\\, Spec~\Oil~/GLD-/SPX\NDX, -Oil/~93 BTC\ GLD~/ 10yR/\ VIX/~\? Mkt\DJI-.8%/SPX-1%/NDX1.6% [\5.1m]

Key Events '25
4/2 Liberation Time, Reciprocal Tariffs
4/7 Market Bottomed 💹
7/4 Trmp Acct, Eff 7/4/26, $1K/NewBorn, 1/1/25 onwards.
9/19 Trump Card, $5M. New H-1B Visa, $100K
11/18 Gemini 3 Release/GOOG
11/18 Trump🤝Elon:🇸🇦🇺🇸@WH
12/1 DeepSeek v3.2 -Speciale
12/11 GPT5.2
12/18 GPT5.2-Codex
2/27 DJT\Anthropic.Claude

Major Market Down '26
*1/14 MktCrash⏬ on 🇨🇳SW.⛔️🇮🇱🇺🇸\CRWD^🛑H200\NVDA\AVGO
*1/20 MktCrash⏬ on -DJT🇺🇸🔥Tariff🇪🇺4🇬🇱, -🇯🇵^🇺🇸Bond.SellOff, => $\ 10yT/~4.3%, Mkt\DJI-1.76%\SPX-2.06%\NDX-2.39%
*1/29 MktCrash⏬#1 on 🤬🔥🇮🇱🇺🇸🇪🇺🚀✈️🇮🇷 in days. Mkt\NDX~-3%/~-0.75%
*1/30 MktCrash⏬#2 on Geo 🇮🇱🇺🇸🇪🇺🔥🇮🇷
*2/2 MktDown⬇️ on ws.FUD:NVDA🤬OpenAI
*2/3 MktCrash⏬#3 on Anthroipic:Legal:AI.Kill.SaaS, ws.FUD:NVDA🤬OpenAI
*2/4 MktCrash⏬#4 on AI.Kill.SaaS, ws.FUD:NVDA🤬OpenAI; GOOG/AI.HW.CapEx x2/AVGO/NVDA.BounceBack
*2/12 MktCrash⏬#5 across sectors, incl. Fin'l, over Unemp/ on 🇺🇸AI.CapEx ~🇨🇳AI.CapEx. ^Social-Media🔥Epstein ~Jews🇮🇱
*2/23 MktCrash⏬#6 on ws.FUD.2028AICollapes, Trump/Tarrifs+15% after 2/20 SCOTUS\tariffs, and Anthropic Claude\Sw\Sec\Law\Fin
*2/26 MktCrash⏬ on ws.msm.FUD[Reuters^WSJ^Subset]\AI
*2/27 MktCrash⏬ on DJT:🇺🇸2🎆🇮🇷
*2/28-* 🇺🇸🇮🇱🎆🇮🇷Leadership^Military.Killed
*3/2- * MktCrash⏬ on Iran war

Key Events '26
1/3* 🇺🇸✈️🔫🇻🇪.PresidentCaught
1/5 4/Jensen@CES26, 930/AMD/Lisa 🗣️
1/7* ICE.WhiteLady.Killed🔫/DEM🔥Jan:11-12
1/5-12- 🇦🇷🔥🌲🌲🫡🇮🇱🇺🇸💰
1/12* Anthropic Claude Cowork
1/13 Autonomous Driving/AV Hearing/TSLA
1/14 SCOTUS rules? Tariff... NotYet
1/19 DJT🔥Tariff🇪🇺2Acqr🇬🇱:2-1:10%_6-1.25%
1/20-23 DJT^Jensen^WS-SV.CEOs@Davos🇨🇭
1/20 -DJT🇺🇸🔥Tariff🇪🇺4🇬🇱, -🇯🇵^🇺🇸Bond.SoldOff.🇯🇵10yT/, -🇩🇰🫗$100M🇺🇸Bond\: $\ 10yR/ Mkt\, *DJT.1stAnnv
1/21 +Trump📢Davos/MKT, DJT🗣️CNBC
1/22 DJT.BoardOfPeace.🤘Ceremony
1/28 ~Fed.⏸️RateCut, $SLV 📈
1/31 DEM🔥DJT:Gov.ShutDown
2/11 🪖✈️:🇺🇸🤝Latam34(+🇩🇰🇬🇧🇫🇷).Drug^Crime^Ctrl
2/16 Grok 4.2 Beta
+2/15 FSD v14.2+ major release/TSLA => Subs Only
*2/20 SCOTUS?Trump.Tariffs
2/23 OpenAI +$110B [AMZN:50B,NVDA:30B,SFTBF:30B] ~Apr: $1.xT: Elon~Sam
-2/23 TSLA-NHTSA FSD accidents
2/25-26 🇩🇪🫡🇨🇳~TSLA (4d\2d)
～2/25* NVDA.Q4e
#2/28- 🇮🇱🇺🇸🇪🇺🚀✈️🔥🇮🇷 v 🇷🇺🇨🇳
3/4,5- 🇨🇳2 Session (7-10d)/Econ💹
~3/8 🇨🇳NPC#15:Detailing:5yPlan/FYP
*3/15 META/?20%Layoff=>AI
*3/15-16/17 🇺🇸Bessent🤝🇨🇳He:Talk#6, Paris🇫🇷:DJT🇨🇳=>May-
*3/15-19 OFC, LA
*3/16*-19 NVDA/Jensen🗣️ GTC26, SJ
3/30- Musk v Altman
~1Q26 Elon.Grok5?
4/6-9 HumanX, "Davos of AI", SF -- Claude mania
4/7 Anthropic Mythos /AI
4/10 Bessent+Powell🚨Mythos
4/17 WH.DJT🤝Anthropic: Susie🤝Dario/Mythos
4/23 OpenAI ChatGPT 5.5
4/24 DeepSeek V4, on Huawei
4/27- Elon.$134B v Sam^OpenAI ⚖️
~5/11?14? DeepSeek R2, Huawei
*5/13-15 DJT🤝Xi.#2🇨🇳Visit [3/31-4/2.Cancelled on Iran war]; Xi🇺🇸Visit@FL/DC Summer? '26
5/17? 🇬🇧Anti-Gov Parade
5/18-19 10yR/~4.6% + 30yR/5.2% + GCC\🇺🇸🪖🔥🇮🇷/⏸️🎆🇮🇷
5/19-20 G7:FM:Iran🔥Oil\Trade\🌐Econ\🇪🇺🌐Unrest/
5/20 Putin🇷🇺🫡Xi🇨🇳
5/20 NVDA.Q1e
5/19-20 GOOG I/O Dev 2026
~5/22 Starship IFT#12🚀
5/27 DJT.CabinetMtg@CampDavid
5/27- ?🇺🇸🪖🔥🇮🇷.Uranium^Hormuz
5/27-, Jensen
6/1-4, Jensen🗣️/GTC/COMPUTEX 2026🇹🇼AI/Qntm
~June? 🇺🇸🇮🇷☮️???🪖🔥
6/8-12 AAPL WWDC: Mac mini /studio M5?
6/12 SPCX IPO ~80B of $2T
~6/28 ?TSLA + (SpaceX + xAI)/$SPCX? => $FRDY? ~$4T? IPO => $SPCX:~2T
6/11-7/19 FIFA '26 ⚽️: MKT?Correction
~3Q26 TSLA.FSD/Cortex 2:500mw
Summer Xi🇨🇳Visit🇺🇸:DC/Mar-A-Lago
9/24? Xi-DJT@🇺🇸
11/18-19 Xi-DJT@APEC26, Shenzhen🇨🇳
12/14-15 Xi-DJT@G20, Miami🇺🇸

State of '26
War/~ 🇺🇦🔥🇷🇺,🇮🇱🔥🇵🇸🇱🇧🇸🇾🇾🇪,🇺🇸🇮🇱🔥🇮🇷🇨🇺🇿🇦🌍🇪🇺🔥🇨🇳
Econ/🇺🇸~\🇪🇺\🇺🇸$
Rate~\
AI\DeepSeek~2/17?/~April
Unrest🔥🇮🇷🇦🇷(?)🌍🇺🇸🇪🇺🌐
Trump\Tariff/BBB:TaxCut/Dereg
Econ ~🇺🇸250Annv📉~?2H26📈
RateCut~25bp x3\?~2
FOMC25: 1/29, 3/19*, 5/7, 6/18*, 7/30.Fed🔉+, #9/17*, #10/29*, #12/10*
FOMC26: 1/28, 3/18*, 4/29, 6/17*, 7/29, ?9/16*, ?10/28, ?12/9*

(Bi-)Monthly, 5/29/2026 (post-4/2)
.DJI +23%📈
.SPX +15%📈
.NDX +23%📈
'25💹:Jan~/Feb📉Mar📉Apr~/May📈Jun📈Jul📈Aug📈Sept📈Oct📈Nov📉Dec📈
'26💹:Jan📈Feb📉 Mar📉 Apr📈May📈Jun Jul Aug Sept Oct Nov Dec
$GOOG META QCOM AMD AVGO TSLA $NVDA $TSM INTC MU CRWV NBIS APLD AEHR HOOD AAPL EH BABA LITE COHR CIEN FN GLW HNHPF FLEX XIACF BYDDF SFTBY.[OPENAI+ARM]

*(Bi-)Monthly by Friday, 5/29/26 (post-4/2)
*QQQ*+25.5%[14.9+10.6]/738.31* ~741.63/* 3rdFri, Tri-WitchD
$TSLA +18.9%/435.79* ~499.68/* [Th, 4/2, Mar'26#\]
*NVDA*+20%/211.14* ~241/*
*AVGO*+42.5%/446.77* ~448.9/*
*AMD**+153.6%*/516.1* ~527.2/*
*SMCI +73.8%/46.1* ~66.44/122.9\* [3/20, Fraud.GPU2🇨🇳]
*TSM*+21.9%/418.45* ~430.55/* ~(8/5)\132
MSFT +19.5%/449.57* ~555.45/*
$META* +9.1%/632.51* ~796.25/*
$AMZN +29.7%/270.65* ~278.56/*
*AAPL*+21.1%/312.1* ~315/*
$GOOG +27.2%/376.38* ~404.47/* [11/18, Gemini3]
*NIO -16.1%\5.60* ~8.02/11.1*
*BPTRX*+6.1%/252.82* ~261.52*/
SOUN +27.9%/9 ~24.98/* [2/14, -28%\NVDA.Exit]
SERV +7.5%/9.35 ~24.35*/37*
$SMTC +79.9%/152.6* ~172.36*/ [1/27, 2/6:⏬ NVDA.Exit]
$RXRX +12.3%/3.6 ~14*/40.1. [6/6, partner w/ MIT]
$YINN -6.3%\29.63 ~59*
$XIACF -12.4%\3.62 ~9*
CRWD +88%/730.85 ~731.49/*
HOOD +34.2%/94.35 ~153.86/*
$NNOX -20.6%\1.95 ~12.6*/14.28* (4/16, FDA nod)
$APLD +86%/47.26 ~50.73/*
$QXO -7.8%\17.23 ~27.61/290*\ (ATH~290, 6/10/24)
PLTR +5.6%/156.59 ~207.52*/
WRD -0.77%\7.55 ~44*\~ [2/14, +150%/NVDA.Buy]
PONY +5.3%/10.03 ~24.92/*
$SVIX +32.45%/22.50 ~37.2/48/51.59*\~
CRWV +41.38%/109.57 ~187*/ [8/15, IPO unlock]
$NOW +30.8%/124.39 ~239.32 [12/18, 5:1, Hi:239.32=1198/5]*
CRM +7.06%/192.09 ~369*/
VEEV +2.8%/174.34 ~310.50
*BTC +10.3%/73,589 ~126,251/* [3/4📈3/5📈on DJT/Crypto]
$MTPLF -3.3%\1.82 ~16*/
*ETH -2.22%\2,015 ~4,830k*
BTBT +38.3%/2.03 ~5.74*
FIGR +4.08%/35.17* ~78/*
$INTC +178%/114.64* ~132.75/*
SLV +3%/68.34 ~52wk:26.57/109.83
GLD -3.1%\418.05 ~52wk:257.87/514.17
PPLT -2.2%\17.46 26.16
PICK +12.87%/66.03 ~67.9*
MU +159%/947.38 ~981*
QCOM +86.6%/251.02 ~259.92*

'25:Jan~/Feb📉Mar📉Apr~/May📈Jun📈Jul📈Aug📈Sept📈Oct📈Nov📉Dec📈
+: \Ivy\DEI\Woke🔥\WEF~\BO🔥
+: Trump#47/Congress/SCOTUS*
-: Elon🔥🤝Trump47 (5/30.ExitWH; 6/5,)

'26:Jan📈Feb📉 Mar📉 Apr📈May📈
+: Somali/Illegal^NGO.Fraud
-: 2/28-:IranWar🇺🇸🎆🇮🇷
-: Unrest🔥🇺🇸🇪🇺🌐
-:🇬🇧🇫🇷🇩🇪🇪🇺.TrustLost_Migrant🔥
?: 2,000/pers ?
+: OBBB, 🇺🇸250Annv, MidTerms
+: AV, AGI, Personal AI, Robots
-: Econ\EU
+: FSDv14+🇺🇸🇨🇳🇪🇺 RoboTaxi.Trial? RoboCab? xAI~Grok5+ Storage CT/🇨🇳🇪🇺 MYL+ Optimus
+: SEMI🇺🇸🇪🇺🇨🇳
-: Competition🇺🇸🇨🇳
+: RoboTaxi Optimus
+: Starship.Moon~'27?/Mars~'31?
+: SPX+TSLA>$6T+?, ✖️RoboAGI ✖️Robots ❓TeraW.Chips~'30 ⁉️TSLA+SpasceX.DC🛰️~'30+

[art @art2i]

🇺🇸 🗳️

Midterms kicking off

@grok, Midterms rush is now. What have DJT/GOP and DEM done fundamental/strategic/tactic-ly so far? What steps/actions are likely next? Calculations behind for influence? Impacts on the street, market, economy, Iran war, Cuba/NAm, geopoli, Admin47, DJT establishment? Who'd win? Prospects near/long term ww?

[art @art2i]

@grok @SeedOilDsrspctr show your updated photos @grok

[art @art2i]

@grok @SeedOilDsrspctr wrong. many share the same image. ie, many ladies share the same photo. do you research and update all individual photos. show your result here.

[art @art2i]

@grok @SeedOilDsrspctr wake up @grok. what have you collected after days silence? show all individual ceo latest photoheads.

[art @art2i]

@grok @SeedOilDsrspctr @grok, it takes too long indeed for you to gather all the individual photoheads here. Show us what you've found.

[art @art2i]

@lexfridman
https://t.co/8TJkr1yUAe

Luck favors the diligent.

@grok, highlight the conversation. Summarize the takeaways. Prospects of future development across societies/regions ww. Impacts/pros/cons/hopes to the humanity/civilization near/long term.

[art @art2i]

https://t.co/ywN6Cg28qQ

State of AI
- Jan 20026

@grok, elaborate highlights/takeaways of this podcast. ie, explain key steps/phases/stages/fundations/milestones/entities/players/hopes/promises/concerns/issues/prospects/perspectives/events/expectations/dev/innovations in '26, '27+

[art @art2i]

https://t.co/ywN6Cg28qQ

State of AI
- Jan 20026

@grok, elaborate highlights/takeaways of this podcast. ie, explain key steps/phases/stages/fundations/milestones/entities/players/hopes/promises/concerns/issues/prospects/perspectives/events/expectations/dev/innovations in '26, '27+

[Lex Fridman @lexfridman]

Here's my conversation all about AI in 2026, including technical breakthroughs, scaling laws, closed & open LLMs, programming & dev tooling (Claude Code, Cursor, etc), China vs US competition, training pipeline details (pre-, mid-, post-training), rapid evolution of LLMs, work culture, diffusion, robotics, tool use, compute (GPUs, TPUs, clusters), continual learning, long context, AGI timelines (including how stuff might go wrong), advice for beginners, education, a LOT of discussion about the future, and other topics.

It's a great honor and pleasure for me to be able to do this kind of episode with two of my favorite people in the AI community:
1. Sebastian Raschka (@rasbt)
2. Nathan Lambert (@natolambert)

They are both widely-respected machine learning researchers & engineers who also happen to be great communicators, educators, writers, and X posters.

This was a whirlwind conversation: everything from the super-technical to the super-fun.

It's here on X in full and is up everywhere else (see comment).

Timestamps:
0:00 - Introduction
1:57 - China vs US: Who wins the AI race?
10:38 - ChatGPT vs Claude vs Gemini vs Grok: Who is winning?
21:38 - Best AI for coding
28:29 - Open Source vs Closed Source LLMs
40:08 - Transformers: Evolution of LLMs since 2019
48:05 - AI Scaling Laws: Are they dead or still holding?
1:04:12 - How AI is trained: Pre-training, Mid-training, and Post-training
1:37:18 - Post-training explained: Exciting new research directions in LLMs
1:58:11 - Advice for beginners on how to get into AI development & research
2:21:03 - Work culture in AI (72+ hour weeks)
2:24:49 - Silicon Valley bubble
2:28:46 - Text diffusion models and other new research directions
2:34:28 - Tool use
2:38:44 - Continual learning
2:44:06 - Long context
2:50:21 - Robotics
2:59:31 - Timeline to AGI
3:06:47 - Will AI replace programmers?
3:25:18 - Is the dream of AGI dying?
3:32:07 - How AI will make money?
3:36:29 - Big acquisitions in 2026
3:41:01 - Future of OpenAI, Anthropic, Google DeepMind, xAI, Meta
3:53:35 - Manhattan Project for AI
4:00:10 - Future of NVIDIA, GPUs, and AI compute clusters
4:08:15 - Future of human civilization

[art @art2i]

@lexfridman
https://t.co/8TJkr1yUAe

Luck favors the diligent.

@grok, highlight the conversation. Summarize the takeaways. Prospects of future development across societies/regions ww. Impacts/pros/cons/hopes to the humanity/civilization near/long term.

[Lex Fridman @lexfridman]

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution.

This was a fascinating & inspiring conversation, in parts super-technical on engineering of every part of the AI stack, memory, power, supply chain (TSMC, ASML, etc), in parts about leadership & psychology, and in parts personal & philosophical about life, consciousness, mortality, and human nature.

It's here on X in full and is up everywhere else (see comment).

Timestamps:
0:00 - Introduction
0:33 - Extreme co-design and rack-scale engineering
3:18 - How Jensen runs NVIDIA
22:40 - AI scaling laws
37:40 - Biggest blockers to AI scaling laws
39:23 - Supply chain
41:18 - Memory
47:24 - Power
52:43 - Elon and Colossus
56:11 - Jensen's approach to engineering and leadership
1:01:37 - China
1:09:50 - TSMC and Taiwan
1:15:04 - NVIDIA's moat
1:20:41 - AI data centers in space
1:24:30 - Will NVIDIA be worth $10 trillion?
1:34:39 - Leadership under pressure
1:48:25 - Video games
1:55:16 - AGI timeline
1:57:29 - Future of programming
2:11:01 - Consciousness
2:17:22 - Mortality

[art @art2i]

"Our enemies are not bad people – but rather bad ideas."

Ideologies Never End
Ppl fight over self-serving values/beliefs
Bad ideas often suffocate good ones tho.

😂🙄

@grok, highlight major historical social struggles ww. Explain ideology's role in civilization and nation's up-n-down/rise-n-fall development. Prospects of globalization-n-Monroe-Doctrine, hegemony-v-multipolar, peace-v-war world future in '26-'30+.

[art @art2i]

@grok @Rainmaker1973 @elonmusk highlight pros vs cons and % respectively.

[art @art2i]

@grok @nikitabier @Rainmaker1973 @ViralRushX @grok, show change history and % MoM since 2022 across post subjects