JD

Australia, only up, everything code, markets, autonomous AI

[JD @HiJayD]

@centralNRL 🔥

[Jeff Lutz 🔋 @thejefflutz]

$EOSE NEW LINE 2, 40% shorter, 86% reduction in material travel realized are insane levels of improvement. Line length (output per m^2) and station rate are strong tier 1 metrics that enable significant cost downs in manufacturing.

This new facility and line are game changers

[Watcher.Guru @WatcherGuru]

JUST IN: $14 trillion BlackRock officially launches Bitcoin Premium Income ETF.

[JD @HiJayD]

@thejefflutz 🔥

[Jeff Lutz 🔋 @thejefflutz]

$EOSE has started production on their new manufacturing line (LINE 2) and in their NEW facility EARLY to meet growing demand!

[🔋William Grassman🔋 @GrassmanWilliam]

$EOSE

“Simultaneously, Line 1 surpassed its full-year 2025 production in just the first 164 days of 2026. This achievement, together with the startup of the new line, establishes a proven blueprint for future capacity additions while advancing Eos toward its goal of reaching 4 GWh of annual manufacturing capacity by the end of 2026.”

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Pakistan's Prime Minister Shehbaz Sharif says the US and Iran are "closer to a peace deal than ever" with finalization of the deal expected in the next 24 hours.

Pakistan is now preparing for the electronic signing of the peace deal, followed by technical level talks next week.

"We are confident that this historic peace deal will form a strong foundation for lasting peace," he says.

[FinancialJuice @financialjuice]

Fox News anchor on Iran Deal, citing White House Official

Nuclear material will be destroyed and removed

Nuclear program will be dismantled

None of their money released until they perform

Strait of Hormuz will be open

No Iran funding of terrorist groups

Official adds: "This is what they agreed to. This is a performance based deal."

https://t.co/rmTfGdwn1A

[Ming @tslaming]

GOOD NEWS 🇨🇳 Tesla’s retail sales in China hit 47,281 vehicles in May, marking a 22.53% year-over-year increase 🔥

Meanwhile, exports from GigaShanghai surged 67.73% year-over-year to 38,701 vehicles, highlighting the plant's critical role in meeting global demand 🔥

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. May Existing Home Sales data - Tuesday

2. May CPI Inflation data - Wednesday

3. May PPI Inflation data - Thursday

4. OPEC Monthly Report - Thursday

5. MI Inflation Expectations data - Friday

6. MI Consumer Sentiment data - Friday

All eyes are on inflation this week.

[Jeff Lutz 🔋 @thejefflutz]

$TSLA … 5,000 robotaxis in just one state (~1.5x current nation-wide Waymo fleet) in year #1 of launch is indicative of the enormity of the @robotaxi roll out 🔥 🚀

[JD @HiJayD]

@JOBhakdi Are we there yet?

[JD @HiJayD]

Another step towards unsupervised wide release at scale

[Tesla Robotaxi @robotaxi]

Unsupervised Robotaxi now in the entire Austin Metro area

[JD @HiJayD]

@donalddhoffman Thanks, was enlightening.

[Donald Hoffman @donalddhoffman]

Scientists are observers. Observation guides the creation and testing of scientific theories. Science has learned to take observation seriously. But what is an observer? How are observers related to spacetime? These are still open questions in science.

https://t.co/JYHNSallYq

[ARK Funds @ARK_Funds]

Tesla's FSD 15 is compatible with AI4, Cybercab production is already ramping, and the safety data is there. @TashaARK, CFA shares why she's confident AI4 is the platform that will deliver robotaxi in our May webinar.

[Deus Ex Machina @nishkidoonoo]

704 robotaxis in the total fleet
44 unsupervised (tracker is behind on unsupervised) $TSLA

[FinancialJuice @financialjuice]

Iran's Revolutionary Guards Navy: 24 ships passed through Strait of Hormuz after obtaining permission from Iran in the last 24 hours - Nour News

[The Kobeissi Letter @KobeissiLetter]

Key Events This Week:

1. May ISM Manufacturing PMI data - Monday

2. April JOLTS Job Openings data - Tuesday

3. May ISM Non-Manufacturing PMI data - Wednesday

4. Initial Jobless Claims data - Thursday

5. May Jobs Report - Friday

6. Total of 7 Fed Speaker Events This Week

This week is all about the labor market.

[JD @HiJayD]

@BuzzRothfield Gotta agree with you.

Set restarts are overpowered and have too much of an impact on the end result

Perhaps they could do plus 2 or 3 tackles instead of a full restart

&, if players give the penalty on the 1st away on purpose the slow the whole set, thats a pro foul, 10 mins