Elcomecolgate

[Gerardo Ochoa @8agerardo]

@Cheskacsk Traté de resumir la información disponible hasta anoche en la siguiente infografía

[ElBuni @therealbuni]

En venezuela, un tipo estaba escapando de su departamento por el terremoto
Y a cada piso que bajaba el edificio se hacia mas y mas mierda

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump is preparing for a “fresh round” of US Military strikes on Iran, per CBS News.

President Trump and some members of the US Military and intelligence community canceled plans for the Memorial Day weekend in anticipation of possible strikes, CBS reports.

[First Squawk @FirstSquawk]

CONTAINER SHIPPING RATES HAVE SURGED OVER THE LAST THREE WEEKS, PUSHING THE DREWRY COMPOSITE INDEX UP 22% TO A 10-MONTH HIGH OF $2,711 PER 40-FOOT CONTAINER.

[María Corina Machado @MariaCorinaYA]

EL MUNDO DEBE MIRAR A VENEZUELA: LA CRUELDAD NO TIENE LÍMITES

A Víctor Hugo Quero Navas lo detuvo el régimen el 3 de enero de 2025. Lo desaparecieron, lo torturaron y lo asesinaron.

Durante 16 meses, la señora Carmen, su madre, fue de cárcel en cárcel en una búsqueda desesperada. La respuesta fue la burla y el silencio, hasta hoy: le informan que su hijo yace en una tumba desde hace 9 meses.

Esto no es solo una tragedia; es un crimen de lesa humanidad ejecutado con impunidad absoluta. Es el horror sistemático contra una nación que exige justicia.

Por Víctor Hugo, por la valentía de Carmen y por cada víctima de esta tiranía: No nos detendremos hasta que haya justicia y Libertad en Venezuela.

[*Walter Bloomberg @DeItaone]

US MILITARY JUST CARRIED OUT STRIKES ON IRAN’S QESHM PORT AND BANDAR ABBAS -FOX NEWS

[sui ☄️ @birdabo]

everybody calm down.

i got this.

[fabian @fabianstelzer]

that's my quant. my quantitative. my MATH specialist.

[*Walter Bloomberg @DeItaone]

TRUMP: IRAN, U.S. HAVE MUTUALLY AGREED THAT, WHILE BLOCKADE WILL REMAIN IN FULL FORCE AND EFFECT, PROJECT FREEDOM ( MOVEMENT OF SHIPS THROUGH STRAIT OF HORMUZ) WILL BE PAUSED FOR A SHORT PERIOD OF TIME TO SEE WHETHER OR NOT AGREEMENT CAN BE FINALIZED AND SIGNED

[Hardik Shah @AIStockSavvy]

$AMD | AMD Raises Outlook on AI Data Center Demand Surge

Advanced Micro Devices Inc. forecast second-quarter sales of $11.2 billion, plus or minus $300 million, above the $10.5 billion estimate, driven by strong AI infrastructure demand. First-quarter revenue rose 38% to $10.3 billion, with adjusted earnings of $1.37 per share, both ahead of expectations.

Data center sales climbed 57% to $5.8 billion, while PC revenue rose 23% to $3.6 billion. Shares gained in after-hours trading and are up 66% this year as AMD benefits from AI accelerator demand despite Nvidia Corp. competition and memory supply constraints.

CEO Lisa Su said, “Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand.”

[First Squawk @FirstSquawk]

VENEZUELA'S OIL EXPORTS HIT 1.23 MILLION BARRELS PER DAY IN APRIL. OIL EXPORTS TO THE US ROSE TO ABOUT 445,000 BARRELS PER DAY, WHILE EXPORTS TO INDIA JUMPED TO AROUND 374,000 BARRELS PER DAY, ACCORDING TO SHIPPING DATA.

[Gene Munster @munster_gene]

$META can’t shake the capex bears. Growth of 33% was better than the whisper of 32%. Guided June to 28% vs. Street at 25%. Investors opted instead to focus on capex growth this year going to 93% growth compared to previous expectations of 73%. I see the concern overblown. Meta has shown they can meaningfully accelerate revenue from capex. March of 25 it was up 16%. This June it will grow 28% plus.

[Gene Munster @munster_gene]

$META is down 6% because of the capex guide. Deja vu: We saw this when they reported Sep-25.

Capex is expected to grow this year by 94%, vs. the Street was expecting 76%.

My take: I continue to be surprised by investors negative capex reaction. We have enough datapoints from Meta that show these investments are paying off. Revenue in March grew at 33% yy, and they guided to 28% in June. That compares to March of 2025 up 16%.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump is sending Steve Witkoff and Jared Kushner to Pakistan for a second round of Iran talks, per CNN.

Oil prices have fallen to a new low of the day on the news.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US Admiral Paparo says the United States is running a Bitcoin node.

"We have a node on the Bitcoin network…We're doing a number of operational tests to secure and protect networks using the Bitcoin protocol."

[Investing.com @Investingcom]

🇺🇸EARNINGS THIS WEEK:

• NETFLIX $NFLX
• TAIWAN SEMI $TSM
• ASML $ASML
• JPMORGAN CHASE $JPM
• BANK OF AMERICA $BAC
• CITIGROUP $C
• WELLS FARGO $WFC
• GOLDMAN SACHS $GS
• MORGAN STANLEY $MS
• BLACKROCK $BLK
• CHARLES SCHWAB $SCHW
• PNC FINANCIAL $PNC
• JOHNSON & JOHNSON $JNJ
• PEPSICO $PEP
• JB HUNT $JBHT
• ALCOA $AA
• ABBOTT LABS $ABT

$DIA $SPY $QQQ

[Investing.com @Investingcom]

⚠️BREAKING:

*U.S. APRIL MICHIGAN 1-YEAR EXPECTED INFLATION RISES 4.8%; EST. 4.2%; PREV. 3.8%

🇺🇸🇺🇸

[First Squawk @FirstSquawk]

In the U.S., retirement is getting pushed much later.

Instead of 65, many people now feel they may need to work until around 85 to retire comfortably

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump announces that the US will be suspending attacks on Iran for a period of 2 weeks on the condition that Iran will be reopening the Strait of Hormuz.

"This will be a double sided ceasefire," Trump says.

[The Hormuz Letter @HormuzLetter]

Every position Trump has taken on the Strait of Hormuz. In order. In 35 days.

"We will escort tankers as soon as possible."
"It would be an honor to keep the strait open."
"I'm demanding these countries protect their own territory."
"This is the last time. I will give Iran 48 hours."
"Iran is begging for peace. We will give them more time."
"Open up the Strait of Trump. I mean, Hormuz."
Reopening Hormuz is "not a core objective."
"We don't need the strait. Get it yourself."
"The strait will open up naturally."
"Open it immediately or I'll bomb your power plants."
"Back to the stone ages."
"Take the oil and make a fortune."
"We have no role in Hormuz."
"Bridges next, then Electric Power Plants."
"48 hours before all Hell reigns down."

Oil was $73 before the war. It closed Friday at $111.

Fifteen positions. One strait.