🔥

Margin, PE, Vol 🗜 / Wait for the Fed to over-tighten, Un-inversion is the 🪧 / 👀 Neon 🦢 / 🇨🇦🛢⛽️ / 💭:🖍, 🍋, 🏋🏼‍♂️⚙️, 🥐🌊🦍👸🏼🦥🐠🏔 / #PTI 🏏

[🔥 @hyperconvexity]

🤪 - 💿

[Charlie Bilello @charliebilello]

Semiconductor stocks have now more than doubled on the year.

It's only June 3.

We've officially entered mania territory.

[🔥 @hyperconvexity]

@daniburgz Great chat with Ray just now - thanks :)

[First Squawk @FirstSquawk]

TRUMP SIGNED A SCALED-BACK AI EXECUTIVE ORDER THAT CREATES A VOLUNTARY FRAMEWORK FOR AI COMPANIES TO NOTIFY THE U.S. GOVERNMENT 30 DAYS BEFORE RELEASING NEW MODELS, MARKING A SHIFT FROM THE ADMINISTRATION'S PREVIOUSLY HANDS-OFF APPROACH.

THE ORDER DREW CRITICISM FOR LACKING ENFORCEABLE OVERSIGHT AND SAFEGUARDS, WHILE INDUSTRY SUPPORTERS PRAISED IT AS A LIGHT-TOUCH, PRO-AI APPROACH THAT RULES OUT MANDATORY LICENSING AND POSITIONS THE GOVERNMENT AS A PARTNER RATHER THAN A REGULATOR.

[FoFty @FoFtyTrader]

my broker just called and told me that this is the best time to go long because new bull markets obviously start at 5-sigma overshoots

[Nassim Nicholas Taleb @nntaleb]

We have been under of a looooooooot of Zionist propaganda & fabrications.

[Le Monde diplomatique in English @LMdiplo]

Palestine was in no way a desert, nor were its people primitive nomads. While these illusions were propagated to make the Zionist project more palatable to Jews in Europe and beyond, Zionist thinkers were well aware that there was an indigenous population.
https://t.co/ehx2isqgmL

[The Halfway Post @HalfwayPost]

BREAKING: A viral joke on social media to turn Trump’s White House UFC fight on America’s 250th birthday into the “gayest party in US history” is becoming real as hundreds of gay men are actually buying tickets and planning to show up shirtless, glittered up, and very flamboyant.

[🔥 @hyperconvexity]

lol.

[zerohedge @zerohedge]

TRUMP: HEZBOLLAH, ISRAEL AGREE NOT TO ATTACK EACH OTHER

[Heather McPherson @HMcPhersonNDP]

Israeli forces abused Canadian citizens last week and continue to abuse and torture Palestinian citizens. When will this government impose sanctions on Israel?

[Dr Rahmeh Aladwan @doctor_rahmeh]

White phosphorus ignites instantly on contact with oxygen. It burns at over 800°C. It melts through clothing, skin, muscle — and bone.

In the bloodstream, it becomes a systemic poison. It attacks the heart, liver, and kidneys leading to multi‑organ failure and death.

Monsters.

[Owen Jones @owenjonesjourno]

“You Arab whores… We will kill you, drink your blood, & rape your girls.”

This is what Maccabi Tel Aviv fans chanted in Stuttgart.

This is who our political and media elites demanded must rampage through Birmingham, smearing you as racist if you opposed it.

[🔥 @hyperconvexity]

Tbh, they should reject anything less than $1T

[GBX @GBX_Press]

🚨 BREAKING: ⚡⚡⚡

The New York Times: Trump is prepared to offer Iran $300 billion.

The proposed peace agreement between the United States and Iran reportedly includes a $300 billion reconstruction fund for Iran.

[Nassim Nicholas Taleb @nntaleb]

Why the fuck is the blame only confined to Itamar Ben-Gvir"? He is just saying things out loud, explicitly.
The problem is systemic, inherent to an exclusionary system that MUST regard Palestinians (& others) as nonhumans. It is a necessary part of the system.

[MO @Abu_Salah9]

فضيحة تاريخية يجب أن يشاهدها العالم أجمع

الوزير الإسرائيلي يُخاطب الجنود الإسرائيليين قبل دخولهم غزة قائلاً: "أمسكوا بالأطفال الرضع في غزة وحطموا رؤوسهم على الصخور"

[Owen Jones @owenjonesjourno]

Israel publicly declared - again - that Gaza will be emptied of Palestinians.

Where are the front page headlines?

Where are the denunciations from Western politicians?

There's none - because it's not the "inflammatory" words of some activist opposed to genocide.

[Glenn Greenwald @ggreenwald]

The 22-minute monologue that begins this show offers clear, compelling proof that Israel committed genocide in Gaza.

It's then followed by a harrowing interview with Dr. Maynard and the atrocities he saw in Gaza.

Anyone denying the value of this is either a fraud who doesn't believe what they say about the Israeli/US genocide, or is very dumb, or both.

[Tomek Niewęgłowski @tomek525]

Liban jest dosłownie dewastowany, świat patrzy i milczy, tak samo było z Gazą…

[🔥 @hyperconvexity]

This Victoria Coates is basically female clone of John Bolton, lol

[🔥 @hyperconvexity]

🔖 - 📆 Friday

[Marc Lehman @markflowchatter]

Friday’s MSCI rebalance will be the largest ever, with a ~$303bn overall trade.

Notable tech rebals include: $NVDA (largest trade notionally of ~$11b to sell, net index supply of almost 50mn shares)

$AAPL big large buy ~$3.1b, net demand 10.5m shares)

and $MSFT (big large buy of $2.9b, net demand 7m shares).

$INTC should be net index supply of 31.9m shares

JPM DESK

WELLS DESK

[MeidasTouch @MeidasTouch]

Iran shot down a U.S. drone, fired on an F-35, and says the U.S. has violated the ceasefire — all while Trump was at Walter Reed for his third hospital visit this year posting QAnon memes. Your midday update is here: https://t.co/ZFg0yWhXEP