RAFI

unlocking the future of GenAI, 🌐 tech & finance

[CMS Invests @cmsinvests]

Investors when they realize Quantum Compute is next up after AI

[Boring_Business @BoringBiz_]

CEOs walking into work after realizing that the AI tokens are going to cost more than the employees they fired

[Bull Theory @BullTheoryio]

🚨BLOODBATH in Asian Markets

Over $750 BILLION wiped out from Asian stock markets.

SOUTH KOREA's KOSPI down 6.9% wiping out ₩503,700,000,000,000 ($345 BILLION)

TAIWAN's stock market down 4% erasing NT$6,240,000,000,000 ($198 BILLION)

JAPAN's NIKKEI down 2.4% erasing ¥34,300,000,000,000 ($206 BILLION)

[Max Crypto @MaxCrypto]

THIS IS INSANE.

$950,000,000,000 has now been wiped out from the US stock market in just 35 MINUTES.

[Emanuel Boeminghaus @E_Boeminghaus]

Deutsche Autobauer verlieren weiter an Boden. Die internationale Konkurrenz zieht davon und die Krise verschärft sich.

#Autoindustrie #Volkswagen #BMW #Mercedes

Gewinne: Laut einer Analyse von EY sank der Gewinn von Volkswagen, BMW und Mercedes im ersten Quartal 2026 um 23 Prozent. Gleichzeitig steigerten Ford, General Motors und Tesla ihre Gewinne um 83 Prozent. Auch der gemeinsame Umsatz der deutschen Hersteller ging um vier Prozent zurück.

China: Der Absatz deutscher Hersteller in China brach im ersten Quartal um 16 Prozent ein. EY Experte Constantin M. Gall bezeichnet den einstigen Wachstumsmarkt inzwischen als Sorgenkind. Gleichzeitig belasten hohe Kosten für Energie, Software und Produktion die Wettbewerbsfähigkeit.

Die Lage der deutschen Autoindustrie bleibt angespannt und eine schnelle Trendwende ist derzeit nicht erkennbar.

Vielen Dank für den wichtigen Hinweis!

Quelle: (BILD / EY)

https://t.co/TwtGgxtcp1

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: The Donald Trump economy MORE THAN DOUBLES job expectations, CNBC VISIBLY STUNNED

Last month's jobs REVISED UP by tens of thousands!

"+172,000! Last month, we had a revision from 115,000 to 179,000 which means the two month revision has got to be over 90,000!"

"So that is a good number even manufacturing posted a 7,000 job gain...these are solid numbers!" 🔥

LFG!

[Julian Olk @olk_julian]

Habemus #Organigramm: Das Bundeswirtschaftsministerium von Katherina #Reiche hat heute im Haus erstmals die vollständige Organisation vorgelegt. Und die enthält ein paar interessante Punkte. @handelsblatt 🧵1/6

[Prof. Karl Kautabak Gesundheitsminister Satire @KarlKautabak]

Sie sehen hier die Kosten der Migration in Deutschland von 2000 bis 2025.
@Grok Nehmen wir an die Kosten (und damit die Migrantenzahl) wären bis heute durchgehend auf dem Niveau von 2000 geblieben.

1. Wie wäre dann heute die finanzielle Situation im Gesundheitswesen, wären dann Erhöhungen der Beiträge nötig?

2. Wieviel Kindergeld würden wir einsparen? Auf welches Niveau könnte mit dem eingesparten Geld das Kindergeld der verbliebenen Kinder erhöht werden?

3. Wieviel Geld könnte beim Bürgergeld eingespart werden? Wieviel Prozent dr gesamten bundesweiten Einnahmen aus der Einkommensteuer entspricht das?

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

SOFTBANK CEO MASAYOSHI SON JUST SAID:

"I THINK AI IS MORE THAN 10X, PROBABLY 50X BIGGER THAN DOT-COM."

HE IS FORBES #1 BILLIONAIRE IN ASIA WHO MADE OVER $100.7 BILLION INVESTING

HE DEFINITELY KNOWS SOMETHING!!

[Shay Boloor @StockSavvyShay]

THE $SPCX VALUATION JOURNEY

• 2002: $27M valuation with no rocket flown yet
• 2010: ~$1B valuation after Falcon 9’s first flight
• 2015: ~$10B valuation after $GOOGL invested with Starlink announced but still pre-revenue
• 2024: ~$350B valuation as Starlink became a real revenue engine
• 2025: ~$800B valuation as IPO plans firmed up & Starlink subscription revenue scales
• Jan 2026: ~$1.3T valuation after xAI was folded in which added AI optionality
• June 2026: ~$1.8T reported pre-IPO valuation with Starlink anchoring the core and xAI driving the final valuation leg

[Holger Zschaepitz @Schuldensuehner]

Good Morning from Germany, where people's wealth is stagnating. DZ Bank sees private financial assets rising just 3.2% in 2026 – barely more than the rate of inflation – to €10.2tn, as inflation, weak stock-market gains and a slightly lower savings rate weigh. 2027 may look brighter: +5.0%.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin falls below $61,000, now down -$18,000 in 10 days.

[atomic.chat @atomic_chat_hq]

Nemotron 3 Ultra performed GPT 5.5 level 10× cheaper

We gave three same prompts to build HTML5 canvas with real physics. At first scene we have water in a spinning drum. Galton board - balls through pegs into bins. And a block collision setup with extreme mass differences.

Outputs:
Nemotron 3 Ultra: 11.3k tokens, $0.051
GPT 5.5: 11.0k tokens, $0.57

Nemotron stays right on GPT 5.5's heels, but at 10× cheaper. The gap in quality is far smaller than the gap in price.

[Just a Dude Who Invests @DudeWhoInvests]

Exit liquidity leaving crypto for the SpaceX IPO

[Holger Zschaepitz @Schuldensuehner]

OOPS! The Eurozone economy contracted by 0.2% in Q1 – dragged down by an unprecedented 12.1% GDP slump in Ireland. Strip out Ireland, and the bloc actually grew by 0.2%-0.3%. https://t.co/5BBjTgYTWC

[The Kobeissi Letter @KobeissiLetter]

Inflation in Europe is rising rapidly:

Eurozone Manufacturing PMI Input Prices spiked to 80 points in May, the highest since May 2022.

This also marks the largest monthly increase in costs for firms over the last 4 years.

Furthermore, PMI Output Prices surged to 62 points, the highest in 3.5 years.

The rate companies are increasing the prices they charge for goods they produce has surged +12 points, or +24%, since the start of 2026.

This surge has been primarily driven by rising energy and raw material costs.

Meanwhile, supply chain delays are up to the highest level since the pandemic supply squeeze of 2022, adding further pressure on prices.

As a result, factories are forced to pass higher costs on to customers, which will push inflation even higher over the next few months.

Price pressures across Europe are accelerating.

[Holger Zschaepitz @Schuldensuehner]

US economy blew past expectations to add 172,000 jobs in May vs the consensus forecast of +88k. Household survey was also healthy, w/number of employed people rising 149k in May vs Apr, so unemployment rate unch at 4.3%. "This jobs report will make life even harder for Warsh as his preferred dovish policy pathway is even more difficult to justify", @knowledge_vital says.

[Dirk Hagemann @derhagemann]

+ + + EILMELDUNG + + +

Deutsche Banken und Sparkassen stufen SpaceX-Aktie in Risikoklasse 1 der Geldanlage ein.

...

[Evan @StockMKTNewz]

The QUANTINUUM $QNT IPO is now live and trading

[Max Crypto @MaxCrypto]

THIS IS INSANE.

$710,000,000,000 has now been added to the US stock market in the last 3 hours.