To Trade or Trade Not

No Shorts Allowed! An Investor in the morning , Lawyer by day, Historian by night.

[To Trade or Trade Not @TradeNot]

@JayApted And $BAH??

[To Trade or Trade Not @TradeNot]

@CGasparino You’re Trump obsessed and that’s not a good look anymore

[To Trade or Trade Not @TradeNot]

@JimmyPatronis You’re one of the least respected politicians in our country… mostly because no one knows you, but those who do, know you’re a sheep. Sad.

[To Trade or Trade Not @TradeNot]

@ThePupOfWallSt He only accepts Trump Coin

[To Trade or Trade Not @TradeNot]

You can hear @JoeSquawk making up bs while he talks to make Trumps bs make sense. BS + BS = our current situation. What a joke! Losing supporters Joe.

[TrendSpider @TrendSpider]

What happens when AI gets better at hacking than humans?

Today, Anthropic announced a new frontier model so powerful at finding vulnerabilities, they decided not to release it publicly.

Instead, they're giving it to 40+ companies to help secure critical software and committing $100M in tokens to do it.

Anthropic urged these companies not to wait, stating "frontier AI capabilities are likely to advance substantially over just the next few months. For cyber defenders to come out ahead, we need to act now."

Here are some of those companies
$AMZN $AAPL $GOOG $MSFT $NVDA $PANW

[Booz Allen Hamilton @BoozAllen]

AI is reshaping the counter-drone fight. At Booz Allen, our AI-driven C-UAS solutions detect, and defeat threats, from single drones to autonomous swarms.

Learn how our tech drives decision advantage for today's battlefield: https://t.co/lPpU2hCaLK

[Dissecting the Markets @dissectmarkets]

Serious question

Why would I pay for ChatGPT Business when I can get GPT 5.2 for free using CoPilot with my $MSFT 365 subscription?

[Clash Report @clashreport]

Retired U.S. Army Brigadier General Steve Anderson:

The president and his advisers are in the midst of the greatest geopolitical disaster in the history of our country. They have completely mismanaged this war.

To even talk about putting boots on the ground in any capacity — whether at Kharg Island, the Straits of Hormuz, or, God help us, if they try to go into Isfahan or Fordow to retrieve nuclear material — would be an absolute disaster.

When I was a cadet at West Point 50 years ago, we studied Sun Tzu.

One of the things he said was, “Know the enemy as yourself.” We do not know this enemy.

The IRGC are committed religious fanatics, and there is no fanatic like a religious fanatic. They’re not fighting for Iran. They’re fighting for Allah. They’re fighting for Islam.

It’s a kill-or-be-killed situation. They are going to do everything possible to beat us and to outlast us.

If we think we’re going to take Kharg Island and diminish their revenues — and that they care about that — that is ludicrous.

[Clash Report @clashreport]

The White House signaled Trump may end the Iran war even if the Strait of Hormuz isn’t fully reopened.

Press Secretary Karoline Leavitt said reopening the Strait is “not one of the core objectives” of the operation.

[Mario Nawfal @MarioNawfal]

I’m pissed!

Trump gave Iran a pause on strikes against their energy infrastructure until April 6. So what did Israel do?

They bombed all three of Iran’s largest steel plants simultaneously, which are crucial to their economy

And if that wasn’t enough, they also struck Iran’s Khondab heavy-water reactor facility as well as uranium production and uranium-conversion sites

All on the same day

Why did Israel do this? And was it in coordination with the U.S.?

If it’s in coordination, it means Trump lied to Iran. If not, than Israel is lying.

If you take into account the report today that JD Vance yelled at Netanyahu over the phone this week, upset at being dragged into the war by misleading intelligence, then I think you have your answer

Israel seems to be trying to sabotage these negotiations, and it serves their interests to do so.

[To Trade or Trade Not @TradeNot]

@MADs_DAD_ @FirstSquawk Conservatives (like most of us) here should be horrified. Wake up!

[First Squawk @FirstSquawk]

U.S. TREASURY TO ADD TRUMP'S SIGNATURE TO US CURRENCY NOTES TO MARK 250TH ANNIVERSARY OF US INDEPENDENCE, A FIRST FOR A SITTING PRESIDENT

[To Trade or Trade Not @TradeNot]

@livetradepro No one believes it, that’s the problem… something along the lines of the Boy Who Cried Wolf.

[Heady Creek Research @Heady_Creek]

There's nothing terribly wrong with today's $GNRC presentation. It's a bit promotional for our taste, but the opportunity remains potentially massive. The set up into this event was not good - too many people expected a materially positive update to guidance specifically around hyperscaler projects. That was never going to happen.

Interesting to see $PSIX up so much. We will look to put the pair back on as the performance spread between these two stocks continues to widen.

[₿rett @brettmacro]

It’s all strategic.

Allow Vance to negotiate peace terms.

Leverage that in the 2028 campaign.

[Not Jerome Powell @alifarhat79]

Iran has agreed to negotiate with the United States but wants to do it with JD Vance instead of Kushner and Witkoff

[First Squawk @FirstSquawk]

Residential area hit in Tehran; rescue teams searching debris, per SNN.

[First Squawk @FirstSquawk]

Iranian media: Attack on a residential area in Tehran

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Israel has struck a Russian-Iranian weapons supply line that the countries have used to move ammunition, drones, and other weaponry, per WSJ.