𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨

Nerd at Pinecone Macro Research

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

@40sProf Still green tho

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

Yes I am.

[𝐓𝐗𝐌𝐂 @TXMCtrades]

Credit card rates are too high. Cap them!
-Destroy credit access for millions.

Power rates are too high. Cap them!
-Reduce new grid investment, harming supply.

Home prices are too high. Buyer subsidies!
-Drive home prices even higher.

Are you seeing the pattern?

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

https://t.co/TTTshaWUOm

[Autism Capital 🧩 @AutismCapital]

Tech CEOs are doing the meme 😂

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

This will be exhausting

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

https://t.co/ttWdxvIjSy

[Krystal Ball @krystalball]

Alex Karp now says that Palantir is progressive, he’s always been a Democrat, Trump went too far on immigration and his primary commitment is to economic justice. LMAOOOOOO

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

@Rory_Johnston Congrats

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

So Vance can say no to the 7 conditions in person again instead of over email? If he is not going to say yes to basically every demand this is just more charades…

[*Walter Bloomberg @DeItaone]

*TRUMP OPEN TO VANCE RESTARTING TALKS WITH IRAN : WSJ

*VANCE CONSIDERS FACE-TO-FACE TALKS WITH IRAN'S REZAEI: WSJ

[University of Houston @UHouston]

For 250 years, generations of Americans have answered the call to serve. Today, we honor their courage, commitment and sacrifice.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

Great point

[Demetri Kofinas @kofinas]

Something I haven't heard people talk about is how AI can help one re-skill faster and in a way that's much more dynamic than anything we've seen before.

People don't need to wait for a government retraining program to help them reinvent themselves, but they do need tokens.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

If you are buying because dealers have to and selling because CTAs have to while pretending to look at fundamentals and narratives you will be perpetually confused and frustrated.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

And forced and systematic stuff has really been in charge making this worse than it already looks

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

And forced and systematic stuff has really been in charge making this worse than it already looks

[Le Shrub🌳 @agnostoxxx]

On a Down day, the Bears come out and say “I told you so”

On an Up day, the Bulls come out and say “I told you so”

Feels like a Zero Sum Game lately 🥹

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

@kofinas

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

🧐

[MoloMonitor 🇮🇹 @MoloWarMonitor]

The hybrid war in Europe continues to escalate, today, there were over 7.000 new bomb threats targeting schools in Italy, Ireland, and the United Kingdom.

In Italy alone, more than 6.000 schools, approximately 85% of all state-run schools, received the email signed by "Mikhail Andropov."

Of these, 312 were evacuated, with the Carabinieri and bomb squads arriving on-site to conduct the necessary checks, however, no actual bombs were found at any of the schools.

The situation is deteriorating rapidly, to the point where these incidents are becoming a weekly occurrence, not just in Italy, but across all of Europe.

It has not yet been confirmed whether a single actor is behind the wave of hybrid attacks experienced by European countries over the last month, but Russia remains the primary suspect.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

Well lets see what Axiobiyadeed says from their oh so reliable Qataristani sources

[*Walter Bloomberg @DeItaone]

IRAN REJECTS US RESPONSES AS PEACE TALKS REMAIN DEADLOCKED

Senior Iranian official Rezaei says Washington has failed to meet Tehran's seven conditions, signaling no breakthrough in negotiations.

Speaking to Al Mayadeen, Rezaei accused the US of providing deceptive responses and demanded a clear, explicit answer to Iran's conditions.

He said messages received through Iraq, the UAE and other intermediaries also failed to meet Tehran's demands.

Rezaei further claimed Trump and Netanyahu lack the political capacity to continue the war.

Iran's rhetoric remains hardline, with no indication of progress toward a diplomatic settlement.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

@RudyHavenstein

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

Both funny and not at all

[Rudy Havenstein, Senior Markets Commentator. @RudyHavenstein]

*JENSEN HUANG CLAIMS HE IS IN EPSTEIN FILES IN ATTEMPT TO THWART ANY FURTHER INVESTIGATION - AP.

[OSINTdefender @sentdefender]

Secretary of Commerce Howard Lutnick was sent a classified memo warning about Nvidia CEO Jensen Huang’s relationship with Alice Huang, whom U.S. intelligence officials believe is a Chinese spy, multiple sources told Axios. Commerce did not comment, and it is unclear whether Lutnick read it. The New York Times reported that Secretary of State Marco Rubio oversaw the memo, which circulated before Trump’s May 2026 trip to China.

The Times also reported that Rubio warned Trump aboard Air Force One before a stop in Anchorage, where Huang joined the delegation. Trump said Monday he did not recall seeing the intelligence saying “Certainly, it didn’t make much of an impact on me.”

Reuters reported on May 14 that Commerce cleared about 10 Chinese companies to buy Nvidia’s H200 chips, though Axios says some approvals predated the warning. Lawmakers want Huang to give closed door testimony next week.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

Was the gap not checking the list? 🤷🏻‍♂️

[Annmarie Hordern @annmarie]

Reuters: A Chinese university with ​deep ties to the People's Liberation Army bought Nvidia's powerful H200 AI chips last month despite being on a US export blacklist, procurement records show, highlighting gaps in Washington's efforts to curb China's access to advanced ‌technology.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

🧐

[Silicon Data @silicondata]

GPUs are melting. On-demand B200 index rose 1.9% to a new high of $6.97 on Nov 10 and H100 1.7% to a new high of $3.06; B300 ($7.68), H200 ($3.48) and A100 ($1.59) were unchanged, but hovered near ATHs and poised to follow. Recent price surges point to a clear demand inflection.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

Shanaynay

[macy @macyagilliam]

does america have any honeypots in china? like are we playing offense at all?