GavinBaker Markets

Managing Partner & CIO, @atreidesmgmt. Husband, @3eckyy. No investment advice, views my own,

[GavinBaker Markets @GavinrealBaker]

Grok 4.6 and Fable 5.1 are now alone on the CursorBench pareto frontier.

Should evolve rapidly over the next few weeks as Astra, Grok 4.7 and Fable 5.2 are released.

[GavinBaker Markets @GavinrealBaker]

This would effectively cut off trade with ~50% of all US trading partners, including Mexico, China, Taiwan, Germany, Japan, South Korea, Canada, and India.

Trump says the Supreme Court has ruled that he has an "absolute right" to do so.

[GavinBaker Markets @GavinrealBaker]

We now have President Trump threatening to "stop trading" with all countries that the US has a trade deficit with if the Fed does not CUT rates.

[GavinBaker Markets @GavinrealBaker]

@letgonow999 Please give me 😑✌🏻

[GavinBaker Markets @GavinrealBaker]

Jensen Huang’s estimated net worth nearly reached $200 billion Friday, rising alongside Nvidia’s stock one day after the company announced it will acquire artificial intelligence model hub Hugging Face

[GavinBaker Markets @GavinrealBaker]

lol times

[zerohedge @zerohedge]

How Neoliberals Fueled The Rise Of Socialism https://t.co/37YyB5j2RH

[GavinBaker Markets @GavinrealBaker]

@KobeissiLetter nicer

[Sen. Bernie Sanders @SenSanders]

The leaders of the AI industry acknowledge that they are building a dangerous technology that they can’t control.

We need an immediate global PAUSE on advanced AI development before it’s too late.

That is why I am introducing legislation to do just that.

[Lukas Ekwueme @ekwufinance]

Markets are at all time highs... they are delusional

we’re losing:

- ~30% of fertilizers
- ~20% of LNG
- ~10% of oil
- ~30% of helium

These commodities are at the core of entire production chains:

- Petrochemicals -> fertilizer -> food production
- Petrochemicals -> sulfur -> mining (copper, uranium, nickel)
- Petrochemicals -> plastics -> cars, electronics
- Petrochemicals -> drugs, rubber, textiles
- Helium -> semiconductors / AI chips
- Gas -> power generation
- Diesel -> transportation

So this isn’t just an energy problem... it’s a full-spectrum supply shock hitting food, industry, tech, transportation and power at the same time.

Our world doesn't function without Hormuz supplies.

And there is no policy tool that can replace missing physical supply.

[Thomas Massie @RepThomasMassie]

Congress did one and only one thing today.

The House passed a bill to withhold money from universities if they don’t play nice with Israel.

I voted No.

It’s not proper for our federal government to coerce universities into engaging with any particular foreign country.

[Trust In Trump 47🇺🇸 @Trustintrump47]

🚨 MAXIMUM ALERT! Something big is happening or is about to explode.

President Donald Trump has just abruptly left the White House celebration of Greece's Independence Day.

In his unmistakable style, he dropped:
"I'm supposed to be somewhere at 5 o'clock... No way am I missing it!"

🇺🇸🇬🇷 This isn't just any exit. When Trump leaves an event like this, with that phrase, the clock is ticking. Something important is calling him... and everything points to it being memorable.

[Coin Bureau @coinbureau]

🚨UNBELIEVABLE: President Trump says Space Force can read the name tag of anyone walking in or out of Iran's nuclear sites from space.

"You could literally from space read their name tag, can you believe it?"

[Bloomberg @business]

Why is the Netherlands moving billions of dollars worth of gold from North America to London?

@nicolesyLIVE explains https://t.co/Ut0cHnedvQ

[Luno @LunoGlobal]

Invest in the Luno Crypto Top 5 portfolio, a selection of leading cryptocurrencies in one place. A single purchase gives you a diversified mix of major crypto, all managed within the Luno app you already trust.

[Yahoo Finance @YahooFinance]

Meta released its most powerful AI model yet, saying its capabilities are edging closer to those of top competitors.

[Bernie Sanders @BernieSanders]

This is what oligarchy is:

Elon Musk, the richest man alive, plans to spend at least $100 million to help elect Republicans.

We must end this corrupt campaign finance system, get rid of Citizens United, ban super PACs and move to public funding of elections.

[Kaitlan Collins @kaitlancollins]

I asked Vice President Vance about the widow of an airman killed in the Iran war who says her family can’t get all of their benefits because it hasn’t been officially declared a war.

[Barchart @Barchart]

BREAKING 🚨: Private Credit

Blackstone just restricted withdrawals from its flagship private credit fund for the 2nd consecutive quarter, allowing investors to pull only half of the 10% requested 🤯 👀 Wealthy investors are racing for the exits!!!

[Headquarters @HQNewsNow]

JD Vance tells Americans to be grateful their skyrocketing gas prices aren’t even higher

[Aaron Rupar @atrupar]

JD Vance on the 25th anniversary of 9/11: "As you guys can probably guess, I'm really looking forward to hanging out with Joe Biden. I'm sure we'll have many many intense intellectual conversations. We'll have a great time."

[Bull Theory @BullTheoryio]

BREAKING: US Treasury buys back $12,500,000,000 of its own debt.

This is the largest buyback in over 3 months.