Monk Clef

Embrace 👋🏽 Change 🕘T.G.B.G. Media🕘 Artist ➡️ Finance Professional ➡️ Macro Analyst ➡️ DEEP Thinker 🧠 ➡️ Lover ➡️ |Romans 8:28|

[defectz @defectzxbt]

🚨For everyone in FULL panic-mode cuz of the $NVDA move 10 minutes before market close today, 50 million shares were sold AT ONCE to facilitate the largest EVER MSCI rebalance.

Deep breaths

[Monk Clef @monk_clef]

🚨 HOW DID I GET THIS FAR!?

Song: HarveyWRLD 🌎
Artist: @monk_clef

[Crypto Tice @CryptoTice_]

BREAKING:

Iran just killed the deal.

State media confirms: $24,000,000,000 required for any agreement with America.

Translation: No deal.

Three weeks of negotiations.
One number that makes it impossible.

The 14-point peace proposal was already rejected.
Now Iran is attaching a $24,000,000,000 price tag to every future conversation.

Hormuz stays closed. Oil stays elevated.
Ground operations still on the table.

There is no deal coming.

[The Kobeissi Letter @KobeissiLetter]

You can't make this up:

On May 22nd, ahead of the market's 3-day closure, President Trump said "Micron is great" and that the company could invest "over $100 billion" in New York.

Today, as markets reopened, Micron's stock, $MU, surged +19%, adding +$150 BILLION in market cap in 1 day.

In just 12 months, the stock's value has gone from $70 billion to a record $1 trillion, adding +$930 billion.

Truly unprecedented.

[The Kobeissi Letter @KobeissiLetter]

NVIDIA, $NVDA, EARNINGS SUMMARY:

1. Record quarterly revenue of $81.6 billion, above expectations

2. Q1 adjusted EPS of $1.87, above expectations

3. Q2 revenue guidance of $89.2 billion to $92.8 billion, above expectations

4. New $80 billion share buyback authorization

5. Increase in dividend from $0.01/share to $0.25/share

6. Total revenue growth of +1,035% over the last 3 years

Once again, Nvidia has crushed just about every expectation possible.

The AI Revolution is on fire.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia stock, $NVDA, falls over -3% after posting record quarterly revenue of $81.6 billion and higher than expected EPS.

[Trade Confident @TradeConfident]

The HOLY GRAIL Of Crypto Decision Making App (Insane Accuracy!) https://t.co/Ln98LGOS7i

[Anatoli Kopadze @AnatoliKopadze]

instead of watching 2 hours of Netflix tonight, watch this Stanford lecture

it's the clearest explanation I've seen of how ChatGPT and Claude actually work

useful whether you've never touched AI in your life or have been using it every day for the past year

I took the key ideas and turned them into a practical guide on how to actually get 100% out of Claude

find it below

[FinancialJuice @financialjuice]

🔴 Fed Minutes: Majority of participants said some policy firming would likely become appropriate if inflation were to continue running persistently above 2%.

[FinancialJuice @financialjuice]

Fed Minutes: Some participants were concerned about a scenario in which elevated energy prices and tariffs could result in inflation pressures becoming embedded more broadly.

[*Walter Bloomberg @DeItaone]

FED MINUTES SIGNAL HAWKISH SHIFT

The April Fed minutes show a growing push among officials to drop any easing bias, with concerns that inflation pressures—driven by tariffs, energy costs, and geopolitical risks in the Middle East—could keep interest rates elevated for longer.

Kalshi traders now assign a 63% probability to a rate hike before July 2027.

Markets are quickly adjusting to a “higher-for-longer” policy outlook.
https://t.co/kZLYip8ETT

[FinancialJuice @financialjuice]

🔴Fed Minutes: A smaller number of participants judged it would be appropriate to lower the fed funds rate on clear indications that disinflation was back on track.

[Karan Singh Arora @thisisksa]

JUST IN: Fed Minutes signal no rush for rate cuts! 🚨

Officials said sticky inflation, energy prices, tariffs, and Middle East tensions may require interest rates to stay elevated for longer.

Several policymakers even signaled more hikes may be needed.

[*Walter Bloomberg @DeItaone]

FED MINUTES: OFFICIALS GENERALLY JUDGED RATE PAUSE WILL EXTEND LONGER THAN PREVIOUSLY THOUGHT

[Ted @TedPillows]

This is very interesting.

Nvidia $NVDA will report its earnings today.

Last time they reported their earnings, it marked the local top.

But before that, Nvidia earnings marked the local bottom.

This time, markets are already looking weak with yields soaring and oil above $100.

Will Nvidia earnings mark the local bottom or the stock market correction will continue?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Japan's 10Y Government Bond Yield surges above 2.80% for the first time in history.

This truly is one of the most insane charts ever seen.

[David Keyes @DavidMKeyes]

Amazing news. Thank you President Trump!!

[CryptoGoos @cryptogoos]

$NVDA REPORTS EARNINGS TONIGHT.

THE ENTIRE AI RALLY IS ON THE LINE.

5PM ET. Wall Street is pricing a $350B+ overnight swing. 6.5% move expected.

Expectations: $78.75B revenue.

If Nvidia misses, $QQQ, $SPX, $BTC, $TSM, $AMD all crack at the same time.

Buckle up.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Newly released Fed meeting minutes show that the "majority" of officials thought rate hikes may be needed if inflation persists.

In a sudden turn of events, it appears that the market and the Fed are bracing for potential rate hikes.

[FinancialJuice @financialjuice]

🔴An ECB rate hike is very likely in June as the inflation outlook is moving towards the adverse scenario - Sources.