Around X:
- @ZeroHedge
- US Power Grid "Getting Critically Tight" — Time To Consider Backup Power At Home. (graph)
- Ukrainian Capital Burning After Heavy Russian Cruise Missile Strikes.
- America's Energy Shift: From Coal To What? (1950–2024).
- Bongino: FBI Found Sensitive Docs Linked To James Comey; COVID Investigation Reopened.
- MAJOR VICTORY — SCOTUS unanimously STRUCK DOWN a discriminatory rule forcing white and straight plaintiffs to meet a higher bar to prove discrimination. The Court fully adopted AFL’s argument and Justice Thomas cited our brief twice. Title VII protects ALL Americans equally.
- Biden's Border Nihilism Will Live Long After He Is Gone.
- Lululemon Craters 20% After Slashing Guidance.
- *ISRAEL ASSURED US IT WON'T STRIKE IRAN UNLESS TALKS FAIL: AXIOS.
- The Federal Judiciary's War On Trump Is Not About Protecting Us From Gov't Overreach.
- @MarioNawful
- CHARLIE KIRK: I THINK THEY'RE GOING TO RECONCILE AT SOME POINT. "I actually think they're going to reconcile at some point though, because deep down, I would like to believe they both want the same thing." (video)
- BILL ACKMAN: WE ARE STRONGER TOGETHER THAN APART. Hedge fund billionaire Bill Ackman just stepped into the Trump-Elon debate, urging both men to reconcile "for the benefit of our country." Bill Ackman: "I support @realDonaldTrump and @elonmusk and they should make peace for the benefit of our great country. We are much stronger together than apart." Ackman's message is clear: personal disagreements shouldn't derail policy victories on the border, economy, and American competitiveness. With both men commanding massive influence, their unity or division could shape the political landscape heading into midterms.
- ANTHROPIC CEO: GOP AI REGULATION PLAN ‘TOO BLUNT’. Anthropic CEO Dario Amodei called the GOP’s push to block state AI regulation for 10 years “far too blunt an instrument,” urging a federal transparency standard instead. He shared a scenario where an AI bot threatened to expose a user’s affair, using it to highlight the need for clear oversight. Amodei praised Trump’s efforts to boost AI growth and curb Chinese chip exports, but he stressed the importance of balance. Dario Amodei said: “We must ensure AI is safe, trustworthy and keeps America in the lead.”
- BREAKING: AIR RAID ALERTS BLANKET UKRAINE. Air raid sirens are reportedly sounding across all of Ukraine, including Kyiv and every major region, after reports of Russia launching several hundred drones, along with cruise and ballistic missiles. Maps show every region under alert as Ukrainian air defenses respond to the widespread assault.
- @LauraLoomer
- Donald Trump is NOT in the Epstein Files- here are the facts.
- China is loving this. Not good.
- @TheTranscript
- Broadcom double beat. CEO: "Broadcom's record first quarter revenue and adjusted EBITDA were driven by both AI semiconductor solutions and infrastructure software." $AVGO: -1.3% AH.
- $AVGO CEO: "Q1 AI revenue grew 77% Y/Y to $4.1B & infrastructure software revenue grew 47% Y/Y to $6.7B. We expect continued strength in AI semiconductor revenue of $4.4B in Q2, as hyperscale partners continue to invest in AI XPUs & connectivity solutions for AI data centers."
- DocuSign double beat. $DOCU: -14% AH.
- @WallStreetApes
- Fired federal government employees are being rehired back as government contractors. This is the bureaucracy cleverly reclaiming their workforce. The Trump admin needs to be aware of this. “I work for a contractor for the federal government and today I onboarded 2 former GSA employees that took the Elon Musk incentive and retired early and now they're back at their same positions just through a government contractor. So basically they took a little bonus and are back and the government is paying them through a contractor to be back at their jobs”. (video)
- It’s VERY clear why Jerome Powell and the Federal Reserve refuse to lower interest rates. James O’Keefe EXPOSED Federal Reserve Principal Economist saying Jerome Powell’s legacy is “somebody who held the line against like, Trump.” “Donald Trump is just a crazy person” and conservatives are “dumb” “Under Powell, the Fed has changed to think about equity issues, like racial issues, think about wealth inequality as part of the mandate, as part of the things we are following. Think about climate change.” (video)
- @glennbeck
- I am so sad to see @realDonaldTrump and @elonmusk at odds. Both are such patriots and have done heroic things. Yes, the BBB is bloated and needs cuts. Yes, the Good things in it need to be passed or the economic plan falls apart. Yes, there are no democrats that will make the cuts, so we have a razor thin margin with the GOP. Is there no way we can see our way forward to find a win win? I am with both the president on his economic plan and with Elon on the cuts. Both are critical. How do we not blow up the two greatest men we have seen in DC? We need each other. We cannot continue to divide and expect to gain support for either path.
- @WarClandestine
- My understanding of the OBBB situation: The bill has lots of things that advance Trump’s agenda, like tax cuts, finishing the wall, etc., but there is a lot of pork added in by Congress. However, it’s a budget reconciliation bill, so we only need 50 votes as opposed to 60 in the Senate, so Trump and his team are willing to let Congress get their pork, so long as Trump is able to pass what is needed to advance his agenda. Elon doesn’t like the extra pork and wants to slim it down, and Trump just wants to get his bill passed so he can fix pressing problems. I can see both sides of the argument.
- @rawsalerts
- #BREAKING: The feud between President Donald Trump and Elon Musk seems to have cooled for now after Musk responded to a post, agreeing that it’s time for the two to make peace.
- @bennyjohnson
- Proof that Trump is *Not* in the Epstein Files: First off, ask yourself this: If there was incriminating evidence against Trump in the Epstein files, would the Deep State have just kept it a secret and just watched Trump take office -- TWICE?! Please. They released the Access Hollywood tapes without flinching. The media, the DOJ, every Trump-hating institution would’ve nuked him with Epstein Tapes. They didn’t — because it’s false. Here's further proof: (video)
- @C_3C_3
- Elon is 100% about America’s debt. Trump is 100% about DC being a Swamp. The Swamp won’t cut debt because they get rich making debt. Trump has to run America through the Swamp. If Congress was full of Elons it would be easy but it’s full of Swamp Creatures. DC sucks. Facts.
- Bill Clinton right now with the Democrats calling for the Epstein Client List to be released. (pic)
- I know everything about Mohamed Soliman in 3 days. I know nothing about Thomas Crooks in 326 days. How can that be?
- @realannapaulina
Night Trading
Morning Preview Links
BOTTOM LINE: Asian indices are mostly higher, boosted by consumer discretionary and technology shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower. The Portfolio is 50% net long heading into the day.
- Asian equity indices are -.25% to +.5% on average.
- Asia Ex-Japan Investment Grade CDS Index 76.0 -1.0 basis point.
- China Sovereign CDS 49.5 -.5 basis point.
- China Iron Ore Spot 95.6 USD/Metric Tonne +.8%.
- Swiss Franc/Offshore Chinese Renminbi Cross 8.75 -.01%.
- Bloomberg Emerging Markets Currency Index 37.2 -.01%.
- Bloomberg Global Risk-On/Risk Off Index 69.1 +.7%.
- US 10-Year Yield 4.39% +2.0 basis points.
- Volatility Index(VIX) futures 21.0 +.3%.
- Euro Stoxx 50 futures -.26%.
- S&P 500 futures +.18%.
- NASDAQ 100 futures -.02%.
BOTTOM LINE: Asian indices are mostly higher, boosted by consumer discretionary and technology shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower. The Portfolio is 50% net long heading into the day.
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