nb2sy

full macro ant

[nb2sy @nevergonnaeasy]

탑건3는 예정보다 빨리 개봉해야 할 것 같네요.

[nb2sy @nevergonnaeasy]

최근에 이스라엘이 상당히 욕을 많이 먹는걸 알고 있지만, 저는 이런 생각을 해봅니다. 이미 선제 공격을 한 상태에서 이란이 다시 핵과 미사일을 가질 수 있는 평화 협정은 가능한건가?? 그들은 종교적으로도, 인종적으로도, 문화적으로도 친해질 수 없거든요?

[zerohedge @zerohedge]

*ISRAEL PM: TRUMP SPOKE WITH NETANYAHU ABOUT EMERGING IRAN MOU

[nb2sy @nevergonnaeasy]

레버리지 베팅에 증거금 상향...

[Bloomberg @business]

Global banks are curbing hedge funds’ leveraged bets on Asia’s top chipmakers including SK Hynix and Samsung after a blistering rally this year raised concerns of a potential pullback https://t.co/hSbrEXaRHc

[nb2sy @nevergonnaeasy]

Libera us

[Negligible Capital @negligible_cap]

*ASTERA LABS, COREWEAVE, NEBIUS, ROCKET LAB TO JOIN NASDAQ-100

$ALAB, $CRWV, $NBIS, $RKLB and $TER are joining the Nasdaq 100

They’re replacing $CHTR, $CTSH, $INSM, $VRSK, and $ZS

[Mark W. Yusko - Two Point One Quadrillion @MarkYusko]

Few Truer Words Spoken

Insiders Don’t Sell At Bottoms

[OpenAI @OpenAI]

We heard you wanted to use Codex rate limit resets on your own time.

Starting today, we’re rolling out the ability to save rate limit resets to use later.

We’re starting Go, Plus, Pro, and Business users with one free reset:

[nb2sy @nevergonnaeasy]

수요감소가 아닌 공급경쟁. 근데 결과는 같지 않나?

[Nathaniel Whittemore @nlw]

Here's the latest chart that literally everyone is getting wrong. People are treating it like it's an indicator of total AI demand flattening or going down. It's not even close to that.

This chart is an index of the weighted average of the price people are paying for a million tokens, regardless of the LLMs they're using. It has *nothing* to do with total expenditure. It has *nothing* to do with demand.

What it tells us is that the basket of LLMs people are using is shifting to include lower price models. But anyone paying attention to the shift from the token subsidy era to the token scarcity era could have told you that.

You've got:
-@tryramp showing that DeepSeek is a trending vendor
-@Cursor showing Composer 2.5 competing with 4.7 and 5.5 for 1/10th the price
-Companies like @FactoryAI offering updated routing services.

I said before -- every company in AI is now a token efficiency company.

This chart *is* part of that story, and the shift to lower cost options *does* have interesting and important implications (some of which have pathways to being not good for the labs).

But I'm so fucking sick of people acting like Zerohedge trying to drop the newest counter-narrative chart and acting like it's some massive doom pronouncement.

[Andy Constan @dampedspring]

Today's ramp partly brought to you by MOU and the rest was etf rebalancing forced buying of close to 30Bn. See you tomorrow

[Mark Z. Jacobson @mzjacobson]

During a heat wave, solar steps up with new record to keep the grid stable.

On Wed June 10, a heat wave caused @CaliforniaISO demand to rise to its highest level in 2026. Solar responded with a record output of 22.82 GW and 245 GWh/day.

Total WWS also rose to its highest level, 434 GWh/day, without any mining of additional fuel since solar comes right to the panel; wind and water right to the turbine.

71st straight and 137 of 161 (85.1%) days in 2026 with WWS>100% demand for an avg of 5.1 hours/day among all days. WWS has met 57.2% of all demand in 2026.

Gas down 62%, solar up 56%, batteries up 336% in 2026 v 2023.

[John Raymond Hanger  @johnrhanger]

Good morning with good news: Solar prices in Saudi Arabia ranged from $11/MWh to $15.1/MWh at four solar sites totaling 3 GWs in its 6th renewable energy tender.

1.1-1.5cents/kWh power!

Wow!

43.2 GW of RE has been awarded, with 12.3 GW operating.
https://t.co/rteCT91oLR

[Natural Gas Intel @NGInews]

Natural Gas Futures Flop Following Stout Storage Injection: The US Energy Information Administration (EIA) on Thursday printed a 108 Bcf storage injection for the week ended June 5. The result exceeded expectations and historical norms, punishing natural… https://t.co/IOO5P1Ml1R

[Τάκης Χριστοδουλόπουλος  @takis2910]

US 🏭 intermediate material costs rose 2.7% m/m (9.2% y/y). This is > rate of knots than when Russia invaded Ukraine, even though now 🇺🇸 ISM prices paid "sentiment" is lower. So managers feel costs are less acute whereas in reality they're pressuring margins more. Desensitised

[nb2sy @nevergonnaeasy]

MSTR을 상장할 때 이건 반드시 망해야 한다고 저주를 퍼부었었는데, 더 심한게 옵니다. MSTR을 상장시키며 선을 넘을때 방치한 결과가 이겁니다. LG에너지솔루션을 상장시킬 때 그 온갖 협잡꾼들이 했던 역한 짓들이 트라우마처럼 다시 떠오릅니다.

[Barchart @Barchart]

Retail Traders are apparently trying to borrow money to chase the SpaceX $SPCX IPO 🚨🚨 Dear God

[nb2sy @nevergonnaeasy]

사모펀드의 여력은 다했고 은행의 평가잣대는 숫자에 기반하기 때문에 매우 준엄하게 느껴질 것이다.

[nb2sy @nevergonnaeasy]

이 챠트로 예상 가능한 것. 앞으로 은행의 역할이 커지고 은행 대출이 활성화 된다. 이건 차기연준의장 워시가 주장하던 바이기도 하다. 임명도 전에 목표 하나 완수 대단... 반면 단기자금시장(SOFR,MMF)의 역할은 축소.

[nb2sy @nevergonnaeasy]

최근 관세의 부정요인이 완화되면서 수입업자들의 상황이 조금씩 완화되는 추세를 보이고 있으며, 이는 대부분 중국에서 수입되던 상품의 재개를 말하는 것. 경향을 보면 스포츠용품 등 취미용품을 판매상들이 다시 늘고 있습니다.

[Liz Ann Sonders @LizAnnSonders]

Growth in wholesale sales has been remarkable over past year, climbing to +10.9% y/y in April … right near upper end of range seen in cycle before pandemic

[nb2sy @nevergonnaeasy]

Enterprise 모델은 결국 On-Premise로 갈 수 밖에 없다.

[Polymarket @Polymarket]

JUST IN: Microsoft has reportedly restricted employee use of Claude Fable 5 over concerns that confidential data could be retained by Anthropic.

[nb2sy @nevergonnaeasy]

태양광 발전을 포함한 신재생에너지를 싫어하는 MAGA세력. 근데 MAGA세력의 중심지인 Texas에서 신재생에너지 발전이 가장 활발함.

[John Raymond Hanger  @johnrhanger]

US solar generated more electricity than coal during May!

US solar generation rose 17%!

US coal generation fell 11%!

Solar & storage were 91% of new capacity in first quarter.

Solar deployment and manufacturing are vital to the USA.
https://t.co/41Yuyeccrb

[unusual_whales @unusual_whales]

US Energy Secretary Wright: Natural gas will be the biggest new source to power AI.

[Bloomberg @business]

Solar overtook coal in US power generation in May, the first time the renewable source bested the fossil fuel in a calendar month https://t.co/akKKHTz7oj

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

BofA Red Flags Composite Chart