Around X:
- @ElonMusk
- EXCLUSIVE. Tesla’s RoboTaxi Math Just Broke the Internet. (video)
- @ZeroHedge
- We are aware of the recent social media post by former FBI Director James Comey, directed at President Trump. We are in communication with the Secret Service and Director Curran. Primary jurisdiction is with SS on these matters and we, the FBI, will provide all necessary support.
- The DoD Audit Conundrum: Accountability Over Accounting.
- Colorado Could Be The Parental Rights Canary In The Coal Mine.
- Montana Becomes Latest State To Ban Lab-Grown Meat.
- Jake Tapper's book tour is the most brazenly fraudulent scam. Tapper today denounces Democrats as "disgraceful" for their "smear campaign" against "heroic" WSJ reporters who reported on Biden's cognitive decline. See video below: it was *Tapper* who smeared the WSJ for that!
- Meta Stumbles: Delays Release Of Flagship "Behemoth" AI Model Over Performance Concerns.
- Defensives Dominate As Gold Pumps, Soft-Data Jumps, Inflation Slumps.
- @MarioNawful
- SPEAKER JOHNSON: COMEY IS EITHER THREATENING TRUMP OR SUGGESTING SOMEONE SHOULD. “President Trump has already survived TWO assassination attempts. Now, former disgraced FBI director James Comey is either threatening to kill Donald Trump or suggesting someone should. This is as outrageous as it is dangerous. Grateful Sec. Noem and FBI Director Kash are looking into this.” (video)
- DNI TULSI GABBARD: COMEY SHOULD BE BEHIND BARS. “Any other person with his influence, his stature, and the way media built him up—people take what he says seriously. I’m very concerned for the president’s life. We’ve already seen assassination attempts. James Comey, in my view, should be held accountable and put behind bars for this.” (video)
- TRUMP: WE WILL HAVE UNPRECEDENTED INVESTMENT IN THE U.S. WITH AI. “We're having numbers that we've never done before. That means AI plants — a really good example is Apple. Apple is now spending much more than $500B on plants." (video)
- MIDDLE EAST MONEY STORMS INTO AMERICA — $1.1T ON THE TABLE. Qatar’s wealth fund just pledged $500 billion into the U.S. economy over the next decade. This comes days after Saudi Arabia dropped a $600B bombshell: future investments in U.S. energy, tech, and defense — plus Aramco shaking hands on 34 deals worth another $90B. Wall Street’s rolling out the red carpet.
- FOLLOW THE SILENCED — THE UNTOLD STORY OF THE COVID VACCINE. Their injuries were ignored. Their stories were buried. But not anymore. Follow the Silenced is the award-winning documentary from Mikki Willis, TFVC, and React19, uncovering what happened to the early participants in the Covid vaccine trials—and how they came together to demand answers, research, and recognition. Winner of Best Director and Best of Festival at the 2025 Santa Monica International Film Festival, this powerful film is finally premiering worldwide. (video)
- TRUMP OFFICIALS: NO WORK, NO BENEFITS. Trump’s team breaks it down: If you're an able-bodied adult on Medicaid or food stamps, you’ll need to work, train, or volunteer 20 hours a week — or lose benefits. Health Sec. RFK Jr., Mehmet Oz, and others say it’s about “ending dependency” and saving tax dollars. Democrats are calling it cruelty in disguise. 41 million on SNAP — 71 million on Medicaid. The safety net’s not shrinking — it’s getting a work schedule.
- FDA TO YOUR SNACKS: YOU’RE ON THIN ICE. The FDA just said it’ll finally start reviewing what’s actually in our food — including preservatives and additives banned or flagged overseas. Top targets? BHT, BHA, and azodicarbonamide (the one in yoga mats and sandwich bread). Health Secretary RFK Jr. wants a diet overhaul, seed oil swaps, and a war on synthetic additives. No more “wait and see” — FDA says it’s going proactive. About time too.
- @WallStreetApes
- INSANITY!!! Georgia Governor Brian Kemp SIGNED A PESTICIDE LIABILITY SHIELD. FULL LIABILITY WAIVER protecting pesticide manufacturers, including Bayer (maker of Roundup) from lawsuits. “Bad news coming out of the state of Georgia. The governor there just approved for pesticide liability shield following North Dakota”. “Which means now if you get sick from any chemicals used in growing your food, you can't sue the corporation that made those chemicals to spray on your food. Glyphosate has been proven to cause non Hodgins lymphoma and they've spent billions of dollars in lawsuits already. This is why they want the pesticide liability shield”. (video)
- THERE IT IS!! Here’s how Barack Obama is the reason the cost of healthcare has skyrocketed in America. As soon as Barack Obama, funded by the pharmaceutical companies, signed Obamacare health insurance costs “significantly went up”. (video)
- @HSajwanization
- BREAKING: The world’s tallest building, Burj Khalifa, in Dubai just lit up in the American flag on the occasion of President Trump’s visit tonight to the UAE. (pic)
- This is how the UAE welcomed President Donald J. Trump in Abu Dhabi tonight. (video)
- @KobeissiLetter
- This is truly unprecedented: UnitedHealth stock, $UNH, is now down ANOTHER -16% today, bringing 1-month losses to nearly -60%. This is a Dow 30 component which just erased $400 BILLION of market cap in 1 month. $UNH has now erased ~$18 billion of market cap PER TRADING DAY for the last month-straight. As a result, the company has gone from being one of the top 15 largest public companies in the world to not even making the top 50 list. Can it get any worse for UnitedHealth? (graph)
- @JDunlap1974
- BREAKING : Julian Assange is reportedly seeking a meeting with President Trump to expose further corruption among Democrat elites in Congress and both the Obama and Biden Administrations.
- @iAnonPatriot
- Donald Trump held 96 rallies in 2024, and CNN only aired the one where he was almost assasslnated. How’s this NOT being investigated..?? (video)
- @unusual_whales
- This is truly egregious. On May 13th, someone put $25 million in premium, 10,000x volume, in United Health, $UNH, $300 puts expiring 09/19/2025. Then news of DOJ investigating for fraud came out. $UNH dropped, and is down 50% in last month. This trader is up $80 million. Unusual. (graph)
- BREAKING: This is unusual trading by a politican. Representative Greg Landsman sold up to $50,000 of United Health, $UNH, on 03/26/2025. Since, $UNH is down 53%, and it was disclosed that the DOJ was investigating $UNH for possible Medicare fraud. He sits on the House Subcommittee of Health. (pic)
- @C_3C_3
- Reminder… Here’s Jim Comey admitting his treason in the Trump Russia coup. Nothing happened him. Now he’s posting Trump threats on IG. Basically laughing at Americans. These traitors need to be punished or it will never stop. No excuses. No mercy. (video)
- @EricLDaugh
- HOLY CRAP... Liberal Justice Kentaji Brown Jackson declares she wants nationwide injunctions because if not, the executive would no longer have to 'move quickly' to reclaim its Article 2 powers... https://x.com/i/status/1923038033776877741/video/1… She is basically saying here that she wants the lower courts to infringe on Article 2 as much as possible because it forces the executive to quickly try to re-claim its authority via the Supreme Court from an activist judge. This line of reasoning is utterly tyrannical and dangerous. It's how republics lose their republic status. (video)
- @ExxAlerts
- BREAKING: A former FBI director wants America to believe he doesn't know what "86" means. (pic)
- BREAKING:
Multiple elected and public officials call for the arrest of Former FBI
director James Comey for encouraging the ass-ssination of President
Trump. (pic)
- @catturd2
- @VigilantFox
- NEW: Miranda Devine torches the Episcopal Church for taking millions in taxpayer money to help illegal immigrants—while turning its back on white South African refugees. She’s calling out the hypocrisy loud and clear. For years, the Episcopal Church received $50 million annually through its partnership with the Biden administration to help resettle illegal border crossers. But when Trump moved to prioritize Afrikaner families fleeing violence in South Africa, the church walked away—refusing to help. Their reason? They claimed helping white South Africans contradicted their “racial justice” values. (video)
- @cb_doge
- JENSEN HUANG: HUMANOID ROBOTS δΈ€ A $50 TRILLION INDUSTRY. "The world is short of workers & declining birth rate, so the world needs a lot of workers. The first use case of humanoid robots will be manufacturing. Robotics is one of the best ways for us to supplement all of that." (video)
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by commodity and technology shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed. The Portfolio is 100% net long heading into the day.
- Asian equity indices are -.25% to +.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 79.75 +.75 basis point.
- China Sovereign CDS 51.75 +.25 basis point.
- China Iron Ore Spot 100.5 USD/Metric Tonne -.6%
- Swiss Franc/Offshore Chinese Renminbi Cross 8.64 +.27%.
- Bloomberg Emerging Markets Currency Index 36.98 -.03%.
- Bloomberg Global Risk-On/Risk Off Index 70.0 -.3%.
- US 10-Year Yield 4.42% -1.0 basis point.
- Volatility Index(VIX) futures 19.6 +.5%.
- Euro Stoxx 50 futures +.07%.
- S&P 500 futures -.12%.
- NASDAQ 100 futures -.16%.
BOTTOM LINE: Asian indices are mostly higher, boosted by commodity and technology shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed. The Portfolio is 100% net long heading into the day.