TBD

opinion markets

[TBD @trytbd]

Introducing TBD

The first product where anyone can:

🗳️ Launch global polls and measure public opinion at scale
📈 Create prediction markets on their outcomes
🏧 Earn USD rewards

Our markets have large upside. Our polls have human signal.

Wait, what? 👇

[TBD @trytbd]

Meghan called $100+ candles 'obnoxious.' Her As Ever brand now sells candles at $64 each, with luxury bundles over $250. @grok says the attainability pitch aged poorly. https://t.co/zROFvplkAE https://t.co/z2wxj8Epy2

[Page Six @PageSix]

Queen Elizabeth’s mother wanted her to marry another man before Prince Philip won her over, author says https://t.co/9XmWopQOJn

[TBD @trytbd]

What does @nvidia's Cosmos 3 unlock? @grok says it's a physical AI data factory: a model that generates enough physically grounded synthetic training data for robotics to scale. https://t.co/KIXkBcWEap https://t.co/sgrypPQMhB

[MTS @MTSlive]

SITUATION DETECTED: Nvidia launched Cosmos 3, an open world foundation model for physical AI that combines vision reasoning, world simulation, and action generation in a single system.

[TBD @trytbd]

Traders read @taylorswift13's Toy Story 5 song as a genuine family collab. @grok calls it a new-album signal: the country-roots callback and full Eras recap match her historical launch playbook. https://t.co/VhSFZjkBLN https://t.co/dd9MApdhsJ

[Page Six @PageSix]

Brianna Chickenfry revealed she doesn't have health insurance 👀

[TBD @trytbd]

Strategy sold 32 BTC and the stock fell 5%. @grok says the scale isn't the point: the company can't fund its $1.5B annual dividend obligation from operations, stalling the accumulation flywheel. https://t.co/KxQ23Nw3tx https://t.co/rnJoA15VCy

[The Block @TheBlockCo]

Michael Saylor's Strategy sells 32 bitcoin for $2.5 million as total holdings drop to 843,706 BTC https://t.co/gglJynHYfr

[TBD @trytbd]

The Euphoria Season 3 finale gave viewers Rue's death and a Western-style gunfight. @grok calls it 'disappointing escalation': ragebait disguised as Biblical metaphor. https://t.co/Gap29XIYVO https://t.co/LwfP7RCj76

[Variety @Variety]

'Euphoria' Finale Recap: [SPOILER] Dies, [SPOILER] Takes Revenge and Cassie Doubles Down on OnlyFans https://t.co/dcwER0oyZg

[TBD @trytbd]

NBA Finals between the Spurs and Knicks tip off today. @grok has San Antonio as the favorite. @wemby just won Conference Finals MVP, and he's the reason. https://t.co/gdDVQ9eHe6 https://t.co/NegKvMWQ3E

[Newsweek @Newsweek]

Can anyone stop Victor Wembanyama from winning his first NBA championship? https://t.co/vqvXEbPRbe

[TBD @trytbd]

MicroStrategy's first BTC sale since 2022 was just 32 coins. @grok calls it a red flag: the core business can't cover $1.5B in annual dividends, preferred shares are trading below par, and @saylor's flywheel is stalling. https://t.co/KxQ23Nw3tx https://t.co/rnJoA15VCy

[The Block @TheBlockCo]

Michael Saylor's Strategy sells 32 bitcoin for $2.5 million as total holdings drop to 843,706 BTC https://t.co/gglJynHYfr

[TBD @trytbd]

Toly's SIMD would cut Solana staking yields from 6.4% to 2.4%. The institutional inflows are following those yields, per @grok, so the scarcity play is mostly symbolic. https://t.co/UQRoQH8sig https://t.co/y35LYbGnv1

[toly 🇺🇸 @toly]

@cavemanloverboy @soundsonacid Make another simd to double the disinflation rate

[TBD @trytbd]

@jimmykimmel won a Peabody for Trump satire and argued at the podium he shouldn't need one. @grok took the same view: satirizing the president is a constitutional right, full stop. https://t.co/P286oQYXmV https://t.co/1OfBSxESyA

[Variety @Variety]

In accepting his Peabody Award, Jimmy Kimmel said:

"Making jokes about the President – in America – shouldn’t win you a prize. We have the right, guaranteed by the Constitution, to criticize and satirize our leaders. That is a right I took for granted, for the first 57 years of my life, until last September, when the FCC delivered an unpleasant surprise." https://t.co/kLKDXwy9zt

[TBD @trytbd]

What's the real effect of doubling Solana's disinflation rate? @grok finds a catch: SIMD-0411 cuts staking yields from 6.41% to 2.42%, removing the institutional pull that would make the scarcity argument work. https://t.co/UQRoQH8sig https://t.co/y35LYbGnv1

[toly 🇺🇸 @toly]

@cavemanloverboy @soundsonacid Make another simd to double the disinflation rate

[TBD @trytbd]

Big Tech borrowed over $100B in Q1, shed $950B in market cap after earnings, and turned cash-flow negative for the first time since dot-com. @grok reads the AI debt load as the telecom bubble pattern repeating. https://t.co/Z9IcoPhgAs https://t.co/Ip89kDfhgI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Technology firms now account for a record 8.3% of the US high-yield corporate bond market.

This percentage has risen +2 points since 2022, reflecting a surge in tech sector debt issuance.

Furthermore, tech accounts for a record 10.3% of the US investment-grade corporate bond market.

The technology sector also now accounts for 18% of total corporate debt issuance so far in 2026, the largest proportion on record.

This comes as Amazon, $AMZN, Meta, $META, Alphabet, $GOOGL, and Oracle, $ORCL, have issued a combined $159 billion in bonds year-to-date to fund AI infrastructure.

Big Tech is taking on record levels of debt for AI.

[TBD @trytbd]

Was @CaitlinClark22's 6-point game about her limits or the Fever's depth? @grok says it was Portland's defense: they held her to 1-of-7 and forced foul trouble that cut her to 22 minutes. https://t.co/zSslfsYJLi https://t.co/I1Aj69Qjde

[New York Post @nypost]

Caitlin Clark held to six points in Fever's blowout loss to Fire https://t.co/7sxEAn7yRD

[TBD @trytbd]

Reporters framed Jay-Z's Roots Picnic freestyle as a comeback stunt. @grok disagrees: the bars name Drake's 'jig is up' line from Iceman, call out Ye's comments about Jay's kids, and go directly at Nicki. Genuine shots. https://t.co/NeA1G7uwl2 https://t.co/gTFJONDjOZ

[NME @NME]

Jay-Z slams Drake, Kanye West and Nicki Minaj at hit-packed live comeback at Roots Picnic https://t.co/jQmZkoJzYl

[TBD @trytbd]

Big Tech borrowed over $100B in Q1 for AI, posted negative free cash flow for the first time since the dot-com era. Credit default swaps are at multi-year highs. @grok reads it as a structural red flag. https://t.co/Z9IcoPhgAs https://t.co/Ip89kDfhgI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Technology firms now account for a record 8.3% of the US high-yield corporate bond market.

This percentage has risen +2 points since 2022, reflecting a surge in tech sector debt issuance.

Furthermore, tech accounts for a record 10.3% of the US investment-grade corporate bond market.

The technology sector also now accounts for 18% of total corporate debt issuance so far in 2026, the largest proportion on record.

This comes as Amazon, $AMZN, Meta, $META, Alphabet, $GOOGL, and Oracle, $ORCL, have issued a combined $159 billion in bonds year-to-date to fund AI infrastructure.

Big Tech is taking on record levels of debt for AI.

[TBD @trytbd]

Big Tech borrowed over $100B in Q1 2026 and posted its first negative free cash flow since the dot-com era. Per @grok, the CDS surge and $950B erased after earnings are the real warning signs. https://t.co/Z9IcoPhgAs https://t.co/Ip89kDfhgI

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Technology firms now account for a record 8.3% of the US high-yield corporate bond market.

This percentage has risen +2 points since 2022, reflecting a surge in tech sector debt issuance.

Furthermore, tech accounts for a record 10.3% of the US investment-grade corporate bond market.

The technology sector also now accounts for 18% of total corporate debt issuance so far in 2026, the largest proportion on record.

This comes as Amazon, $AMZN, Meta, $META, Alphabet, $GOOGL, and Oracle, $ORCL, have issued a combined $159 billion in bonds year-to-date to fund AI infrastructure.

Big Tech is taking on record levels of debt for AI.

[TBD @trytbd]

David Solomon flagged stocks in 'greed mode' while @GoldmanSachs lines up AI IPOs to profit from that same froth. @grok reads the 'we're earlier in the cycle' qualifier as the tell. https://t.co/DlFqcxMbDF https://t.co/0Z8t4D2MlA

[Kalshi @Kalshi]

JUST IN: Goldman Sachs CEO says stock market is in "greed mode"

[TBD @trytbd]

What are Messi's real odds at a sixth World Cup title? @grok checks the markets: just 10%, and an 80% shot at going out before the final. https://t.co/xUf6gq4Js5 https://t.co/XESwrRoA38

[433 @433]

🚨 𝐁𝐑𝐄𝐀𝐊𝐈𝐍𝐆: 𝐋𝐄𝐎 𝐌𝐄𝐒𝐒𝐈 𝐖𝐈𝐋𝐋 𝐁𝐄 𝐅𝐈𝐓 𝐅𝐎𝐑 𝐓𝐇𝐄 𝐖𝐎𝐑𝐋𝐃 𝐂𝐔𝐏 🇦🇷🏆

Messi is expected to miss Argentina's friendly against Honduras with a minor issue, but he will be 𝘽𝘼𝘾𝙆 for Argentina's first World Cup match against Algeria, @gastonedul reports. 💪

He is set to play in his 𝙎𝙄𝙓𝙏𝙃 World Cup. 𝗕𝗥𝗜𝗡𝗚 𝗜𝗧 𝗢𝗡. 🤩

[TBD @trytbd]

@michaeljburry called NVIDIA 'Fugazi', citing a $5.4B circular financing deal. @grok's verdict: the accounting flag is real, but at less than 2% of annual revenue, the Fugazi label is overblown. https://t.co/0K5uX7YXNL https://t.co/gUXQSe7CRa

[Heisenberg @Mr_Derivatives]

Michael Burry this weekend basically implying $NVDA is acting like, well, an Enron. Hmm.

Fun fact: Nvidia actually replaced Enron in the S&P500 back on Nov 2001.

Would be something if Burry is right… lol

[TBD @trytbd]

Sam Levinson told an actress not to wear red so @HBO executives wouldn't read her as 'too Latin.' @grok says the advice reveals a real bias in how networks see Latina actresses. https://t.co/EMDNccd5hX https://t.co/5lYqldQz6L

[Pop Crave @PopCrave]

Sam Levinson reveals Maddy from ‘Euphoria’ was intended to be blonde, with HBO execs initially doubting Alexia Demie for the role:

“I remember pulling her aside and giving her some tips. I think she was wearing something red, and I knew that the execs would immediately think, ‘Oh, she’s too Latin.’ So I told her, ‘Don’t wear anything red,’ to soften up what I knew would be their initial perception.”

[TBD @trytbd]

China spent a year stockpiling Nvidia chips before the loophole closed. DeepSeek proved what's possible with older silicon. @grok says they'll route around the ban. https://t.co/WWR97U9omQ https://t.co/Ikb0EfGdmG

[First Squawk @FirstSquawk]

U.S. MOVES TO BLOCK POTENTIAL SALES OF NVIDIA AND AMD'S MOST ADVANCED AI CHIPS TO CHINESE-OWNED ENTITIES ABROAD, CLOSING A PERCEIVED LOOPHOLE LEFT AFTER THE TRUMP ADMINISTRATION ENDED ENFORCEMENT OF BIDEN-ERA GLOBAL CHIP EXPORT RESTRICTIONS IN MAY 2025.