Ooo

The drama of an angry man is that he has a lot to say but he’s barely heard

[Global Markets Investor @GlobalMktObserv]

‼️THIS IS INSANE:

46 of 68 global central banks are currently overshooting their inflation targets.

The US is running +1.8 percentage points above its 2% target, and the Eurozone +1.2 percentage points above.

Meanwhile, markets are pricing a 98% probability of a 25bps rate cut from the ECB on June 11th and an 83% probability of a 25bps hike from the Bank of Japan on June 16th.

The first FOMC meeting under new Fed Chair Kevin Warsh follows on June 17th.

If the outcome is too dovish, the long end of the Treasury market heads toward 6%; too hawkish, and the S&P 500 pulls back toward 7,000.

Central banks are historically failing to fulfill their most basic mandate.

[AIVersePlay @AIVersePlay]

ÇİNLİ BİR ADAM RESMEN PARA BASMA MAKİNESİ OLUŞTURDU.

Github'da 13.000 yıldız almış bir araç var.
Adı moneyprinterturbo.

Bir çinli geliştirici yaptı.

Ücretsiz ve tamamen açık kaynak.
Tiktok, reels, youtube shorts için tam videoları otomatik üretiyor.

Nasıl çalışıyor.
Tek bir iş akışında her şeyi hallediyor.
Senaryo üretimi, seslendirme, altyazı, görsel kaynaklar, düzenleme, hepsi dakikalar içinde.

Yayına hazır video çıkıyor.
Sen hiçbir şeye dokunmuyorsun.

Şimdi neden bu kadar popüler oldu.
Çünkü normalde bu süreç şöyle işliyor.

Senaryo için ayrı araç, seslendirme için ayrı araç, altyazı için ayrı araç, görsel için ayrı araç, düzenleme için ayrı araç.

Her biri ayrı para istiyor, ayrı zaman istiyor, ayrı öğrenme istiyor.
Moneyprinterturbo hepsini tek çatıda birleştirdi.
Ücretsiz, sınırsız ve kategorisindeki en popüler açık kaynak proje haline geldi.

Tiktok shop ve youtube shorts kanalları aylık 6 ila 10 bin dolar kazanıyor.
Bunlar bu süreci kullanıyor.

Fark şu:

Onlar araçlar için para ödüyor.
Sen ödemiyorsun.
Kurulumu 5 dakika.
Github'da ara.
Kur, çalıştır, içerik üret hepsi tamamen senin elinde.

[𝟑 𝐞̀𝐦𝐞 𝐎𝐞𝐢𝐥 @_3emeOeil]

🤖 La Chine ouvre les précommandes de robots humanoïdes destinés au grand public 🤯

La société UBTECH Robotics a dévoilé les premiers aperçus de sa série U1, une gamme de robots humanoïdes conçus pour un usage grand public.

Deux modèles sont prévus : l'un mesure 1,83 m pour 42 kg, tandis que l'autre atteint 1,68 m pour 35,2 kg. Selon l'entreprise, ils disposent de 88 degrés de liberté, d'une IA embarquée capable d'apprendre de leur environnement, du Wi-Fi et d'une autonomie pouvant atteindre quatre heures.

La présentation officielle est attendue le 30 juin, mais les précommandes auraient déjà dépassé les 1 900 unités.

[Polymarket Money @PolymarketMoney]

Retail investors poured nearly $21B into just these four names in May:

• $MU ~$7B
• $NVDA ~$6B
• $TSLA ~$5B
• $SNDK ~$4B

[The Kobeissi Letter @KobeissiLetter]

US tech layoffs are surging:

US-based technology employers announced 38,242 job cuts in May, the highest monthly total since August 2024, according to Challenger Gray data.

Year-to-date, tech sector job cuts rose +66% YoY, to 123,653, the highest among all sectors, and 3x larger than transportation, the next closest sector.

AI was the most cited reason for job cuts for the 3rd consecutive month, with 38,579 cuts attributed to AI in May alone, the highest since Challenger began tracking in 2023.

This accounts for 40% of all layoffs announced last month, up from just 7% in January.

Year-to-date, AI has been cited in 87,714 job cuts in 2026, or 22% of the total, already surpassing the 54,836 recorded in all of 2025 and 12,742 in 2024.

AI continues to reshape the labor market.

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Recall 2022 max drawdowns:
$META -77%
$TSLA -74%
$NVDA -66%
$TSM -57%
$AMZN -56%
$MU -50%
$GOOGL -44%
$MSFT -38%
$AVGO -37%
$AAPL -32%

It's not just IPO stock that can fall huge. @koyfincharts

[𝟑 𝐞̀𝐦𝐞 𝐎𝐞𝐢𝐥 @_3emeOeil]

🚗 Une entreprise japonaise fabrique désormais du carburant à partir d’eau et de CO₂ 😳

Le géant énergétique japonais ENEOS a commencé à produire du carburant synthétique dans son usine de Yokohama en combinant du CO₂ capturé avec de l’hydrogène obtenu à partir de l’eau.

Cette technologie, souvent appelée e-fuel, permet de créer un carburant compatible avec les moteurs existants sans extraire de nouveau pétrole du sous-sol.

L’installation produit actuellement environ un baril par jour, mais l’objectif est d’atteindre près de 10 000 barils quotidiens d’ici 2040 ⛽💧🌍

[Qualtrim @qualtrim]

Google Cloud reported +63% YoY growth in Q1.

Consensus estimates: 52% YoY
Wells Fargo: 62% YoY

When everyone else was off by double digits, they were off by one.

$GOOG $GOOGL

[Elon Musk @elonmusk]

SpaceX was less than 10 people back then. We didn’t even have office furniture.

[BFM @BFMTV]

🔴 ALERTE INFO
Bouygues Telecom, Free et Orange ont trouvé un accord avec Altice France pour le rachat de SFR pour plus de 20 milliards d'euros
https://t.co/hXQshcUBja

[Crémieux @cremieuxrecueil]

Starlink launches now substantially outnumber all other satellite launch sources.

[Qualtrim @qualtrim]

Visa processed nearly $1 trillion more volume than Mastercard in Q1 2026.

However, Visa has significantly more cards:

- Visa: 5B
- Mastercard: 3.4B

The catch is, Mastercard has more spend per card:

- Visa: $740 per quarter
- Mastercard: $792 per quarter

$V $MA

[Dividendology @dividendology]

This is the funniest chart.

It took Micron around 20 years to recover from the Dot Com Bubble-

And then they climbed by 900% in the last year.

[Oguz Erkan @oguzerkan]

$AMD forward P/E has jumped from 27x to 60x since the beginning of the year.

$NVDA forward P/E has shrunk from 26x to 20x in the same period.

Analysts expect $NVDA to deliver 45% annual growth by 2028 vs 43% of $AMD.

Time for a rotation?

[Global Markets Investor @GlobalMktObserv]

‼️South Korea's exports are absolutely EXPLODING:

South Korea's exports rose +53.2% YoY in May to a record $87.75 billion, the largest increase since January 1984.

This marks the 12th consecutive month of YoY export growth, driven almost entirely by chip sales surging +169% YoY as global AI investment by US technology firms continues to accelerate.

Furthermore, computer-related product shipments surged more than +290% YoY.

The data comes as global memory chip conditions remain extremely tight, with DRAM prices up ~30–40% in 2026, though the scale of any supply constraints and energy-related cost pressures remains uneven across producers.

Once chip prices eventually normalize, the correction could be deeper than anyone expects.

[StackinSat_FR @StackinSat_FR]

Plus de 20 millions de bitcoins ont déjà été minés.

Il reste moins d'1 million de BTC à créer.

Mais voici la partie que peu de gens comprennent :

➡️ Dans 4 ans, il n'en restera qu'environ 500 000 à miner.
➡️ Dans 8 ans, environ 250 000.
➡️ Dans 12 ans, environ 125 000.
➡️ Dans 16 ans, environ 62 500.

Et pourtant, le dernier bitcoin ne sera miné qu'aux alentours de l'année 2140.

Bitcoin nous donne l'illusion qu'il reste 114 ans de production “linéaire”.

En réalité, la quasi-totalité de la nouvelle offre disparaîtra au cours des prochaines décennies.

Combien de gens comprennent réellement ça ?

[Omer Cheema @Omercheema]

Amazon is going cash flow negative. Alphabet and Meta not so far.

[Investing visuals @InvestingVisual]

Leopold Aschenbrenner's top 10 long positions as of today:

1. $NBIS 35%
2. $SNDK 15%
3. $BLOOM 13%
4. $CRWV 9%
5. $MU 6%
6. $IREN 5%
7. $CORZ 5%
8. $TSM 5%
9: $APLD 4%
10. $INTC 2%

[Global Markets Investor @GlobalMktObserv]

⚠️Foreign investors sold -$79 BILLION of South Korean stocks so far in 2026.

With 7 months remaining, this is already the largest annual OUTFLOW on record.

[Fiscal.ai @fiscal_ai]

Wow...

On roughly half the revenue, Google Cloud's margins are almost as high as AWS.

$GOOGL $AMZN