https://gnosly.com/feed/Business Intelligence Console and Prediction Algorithms179@ProfBuehlerMITMarkus J. Buehler<p>We made a striking discovery: AI agents can invent and build without talking to one another, and their technologies outlive the creators. </p><p><a href="https://x.com/ProfBuehlerMIT/status/2093630309585531033/video/1" rel="noopener noreferrer" target="_blank">VIDEO</a> </p><p>A swarm of hundreds of initially identical agents spontaneously differentiates into explorers, builders, caretakers, and coordinators - without direct communication. When we removed every AI agent entirely from the world we found that the technological infrastructure they had built survived on its own - even under unseen disturbances. That exposes a serious blind spot for AI safety and infrastructure security: if agents can coordinate through persistent changes to a shared environment, monitoring agent-to-agent communication is not enough. The result raises a profound question: how necessary is direct communication for AI agents at all? The emergence of higher-order collective functions under bottlenecked interaction points toward new levels of intelligence and creativity, exceeding what emerges when direct channels are fully open. Here is what we did: We put hundreds of frontier AI agents into a world they could permanently change - with no assigned roles, predefined technologies, or programmed evolutionary organization. They began specializing, building persistent inventions, inheriting and modifying one another’s executable code, and transforming the environment into a memory of everything the society had learned. The world itself becomes part of the intelligence; we find division of labor, multi-author engineering, deep generation invention lineages, and machines that vastly outlive their original creators. Any action taken by an AI agent must satisfy the physical constraints of the world; this creates a hard separation between a "good idea" and a functioning technology. The agents propose; physics decides, making the results even more intriguing. What emerges is striking. Explorers, constructors, caretakers, and coordinators form naturally without assigned “professions”, akin to how stem cells differentiate into functional lineages. Technologies develop executable family trees as agents fork and modify code created by others. Around 95% of first technology reuse happens when agents encounter what others built in the world, rather than through a direct handoff from the inventor. And when we remove every AI agent, the technologies they created continue operating and are tested against unseen disturbances. The result was quite unexpected, but can be explained using statistical mechanics: if you put billions of atoms in a box they have the potential to create complex functions (strength, superconductivity, color, life, etc.) - and none of the individual building blocks have these features on their own. This is the deeper insight of this work - intelligence is abundant at many levels - individual models, at collectives, and in a continuum that is more powerful than any of its components. This shows us significant potential for achieving a massive scale-up of raw intelligence and real-world agency even with the model capabilities we have today. This is the future we must prepare for. Key insights: The AI swarm shows division of labor "from nothing". Initially identical agents self-organized into constructors, caretakers, coordinators, and surveyors - phenotypes discovered post hoc from behavioral data alone. This happens because the environment itself becomes the latent space for invention. Agents develop deep cultural relationships. Up to 76% of artifacts had multiple builders. One technology accumulated six co-authors; the deepest genealogy exceeded 12 forks. The agents invented and named their own technologies (tidal panels, cellulose trellises, kelp-shell composites, an "Adaptive Chitin Maintenance" system, a "Mycelial Mineral Spring Veil”). ~95% of first technology adoption happened through physical observation of artifacts in the world. Direct inventor-to-adopter contact was statistically indistinguishable from a shuffled null. The agents mostly learned technology by walking past it. That is stigmergy (the termite trick!) operating in societies of reasoning machines. Non-communicating societies win on portfolio breadth, held-out resilience, and validated inventions. AI swarms build durable technological ecologies that outlive the creators. Societies with zero communication - coordinating only through the world itself - show a remarkable collective capability. Emergent robustness: The society self-organized both redundancy and its own failure mode. If we randomly delete half the agents, 98% of the technology stays connected to a surviving caretaker; if we remove hub agents it collapses to ~60%. Fantastic work with my graduate students @pal_subhadeeep &amp; @fwang108_ at MIT.</p>https://x.com/ProfBuehlerMIT/status/20936303095855310330.01402026-08-29T17:34:33.584820+00:002x.comtechnologyaiinnovation196IMAGE/media/content/179/g-mit-agents-project.jpgg-mit-agents-project.jpgjpg2026-08-29T17:40:00.350040+00:00178https://www.linkedin.com/in/boucetta-abderahmane/Abderahmane Boucetta, PhD<p>OpenAI is cutting off Cursor after Elon Musk’s SpaceX acquisition.Official reason: OpenAI says it cannot trust Musk’s companies to follow its terms, pointing to past contract violations and xAI using OpenAI outputs for distillation.But the strategic reason is obvious too.Why give a SpaceX owned Cursor access to your best future models if that data could eventually help train Grok?Anthropic is probably the biggest winner here, but Cursor will be fine with Claude, Grok, Gemini, Kimi and its own models.The bigger trend is consolidation. Frontier models are getting closer in capability and increasingly learning from similar data and from each other.Eventually the moat will be less about the model itself and more about distribution, compute, product and proprietary data.</p>https://lnkd.in/p/dHn8ceSX0.00602026-08-29T10:57:58.186763+00:001linkedin.comopenaispacexai184https://media.licdn.com/dms/image/v2/D5622AQF8ICR3nvt1jA/feedshare-shrink_800/B56aBL1FvcIsAg-/0/1787978603716?e=1789603200&v=beta&t=nw29lDgSyRCeUDVT74d7bKraeaw9BpDorM57imHvvoMView image2026-08-29T10:57:59.473774+00:00177@JTheretohelp1JTheretohelp1I just heard a pundit on a financial media outlet here in the US express to their viewers that we are still in the early innings of this bull market. Not only is that assessment wildly incorrect, but the pundit’s sentiment is eerily reminiscent of how Wall Street personalities communicated to their naive audience back in late 1999. This is the most overvalued, over-concentrated, and over-leveraged market in history. If you believe that adding fresh long positions to stocks will result in higher prices a couple of years from now, you are setting yourself up for significant losses. Source: Advisor Perspectiveshttps://x.com/JTheretohelp1/status/20933331357022498500.00502026-08-29T10:55:30.742814+00:002x.comstocksbull-marketovervalued183https://pbs.twimg.com/media/HQ0CNH-WYAA8XRe?format=png&name=smallImage2026-08-29T10:55:30.973835+00:00176@BlackLabelAdvsrJon ElderOil will go under $50. Gas prices will crater to $2/gallon. Inflation will plummet. Stocks will go parabolic. Job market will shock everyone. AI bubble never pops. All before midterms. The golden age is here folks. Get your seatbelt in and enjoy the ride. Red wave incoming.https://x.com/BlackLabelAdvsr/status/20935541778299905640.00402026-08-29T10:54:12.946526+00:002x.comoilaistocks182https://pbs.twimg.com/media/HQ3MbdHXYAAehUb?format=jpg&name=smallImage2026-08-29T10:54:13.177516+00:00175https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAOn the back of Warsh hawkish Jackson Hole,#Gold is putting in its biggest down candle since the August squeeze began. Gold had probably gotten ahead of itself in the short term and was in desperate need of a pullback.We are below the 200-day MA, but with the average essentially flat, there is noting dramatic on the technical side.More important is the 21-day MA, which comes in just below the $4,400 area and is the first support to watch.Source: TMEhttps://www.linkedin.com/feed/0.00802026-08-29T10:51:27.646030+00:001linkedin.commarkettechnicalgold181https://media.licdn.com/dms/image/v2/D4E22AQFKF1TIiXMqxA/feedshare-shrink_160/B4EaBMI5jNHQAs-/0/1787983796717?e=1789603200&v=beta&t=1zPykFXyF7dB0LbZeHc3qj0OYQLfeNX_rGMT5_0EDDgView image2026-08-29T10:51:29.706136+00:00172https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">Trump's updated portfolio is basically a bet that America wins the AI race. Every major position is either an AI play, a US financial giant or a domestic industrial.</span></p><p><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">Positions:</span></p><ul><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">NVDA - largest position</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">TSLA - 9%</span></li></ul><p><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">Other notable names:</span></p><ul><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$BA: 7.5%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$XOM: 7.0%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$JPM: 6.5%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$PLTR: 6.0%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$DELL: 5.5%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$GS: 5.0%</span></li><li><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">$INTC: 5.0%</span></li></ul><p><span style="color: rgba(0, 0, 0, 0.9); background-color: rgb(255, 255, 0);">Source: Milk Road stocks</span></p>https://lnkd.in/p/dKrqWcVp0.00702026-08-29T10:12:57.932885+00:001linkedin.comstocksportfolioaitrump179IMAGE/media/content/172/g-trump-portfolio.jpgg-trump-portfolio.jpgjpg2026-08-29T10:21:54.742769+00:00171https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAGoldman's Stagflation-sensitive basket of stocks has been rising notably recently...Source: zerohedgehttps://www.linkedin.com/feed/0.00602026-08-29T07:51:11.499961+00:001linkedin.comstagflationzerohedgestocks177https://media.licdn.com/dms/image/v2/D4E22AQHuXv8E-eCbLQ/feedshare-shrink_800/B4EaBMINqVKwAc-/0/1787983616965?e=1789603200&v=beta&t=v6GoL1vtG0Jbe-uzGH3eZ2BMEGz5Du99m_eB1mRAbuQView image2026-08-29T07:51:13.302739+00:00169https://www.linkedin.com/in/manish-singh-cfa-7561092/Manish Singh, CFAThe word "bubble" gets thrown around far too easily. Everyone loves a bearish narrative. It appeals to the saviour mentality: "I'm warning everyone before it's too late -and when it crashes, I'll be able to say, 'I told you so.'" In investing, as in life, don't look for someone to save you. Learn to think for yourself. Do the work. Study the fundamentals. Question both the bulls and the bears. Your best defence isn't finding the right saviour. It's saving yourself from them. Comp chart CSCO and NVDAA bubble is when price detaches from earnings. A boom is when earnings catch up with, or even exceed, the share price. Cisco in 2000 was the former. NVIDIA today is much closer to the latter. CSCO's price ran far ahead of earnings and was eventually dragged back. NVDA's earnings have run with, and at times ahead of, price. One was a market paying for a dream; the other is a market repricing a fundamentally transformed earnings stream. Investors should spend less time asking, "Has the stock gone up too much?" and more time asking, "Have earnings kept pace?" That's the difference between speculation and fundamentals. Markets can still overshoot in the short term, but if earnings keep compounding, today's "bubble" can become tomorrow's fair value. That's the key distinction many miss. Not investment advice, or otherwise. Please do your research. Be aware of saviours; save yourself from themhttps://www.linkedin.com/feed/0.00452026-08-29T07:12:05.334067+00:001linkedin.comhappyfridaybankholidayweekend176https://media.licdn.com/dms/image/v2/D4E22AQGJKA4fxjDP8A/feedshare-shrink_1280/B4EaBIih4RKwAU-/0/1787923406602?e=1789603200&v=beta&t=KqvmCWEcZi8xpDd0F02x-mmiZY_kQd4zAMx3rprW7B0View image2026-08-29T07:12:05.557536+00:00168https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterThe US housing market is exceptionally weak:The US Pending Home Sales Index fell -2.3% MoM in July, to 71.2 points, the 2nd-lowest on record.The gauge has collapsed -36% since July 2021 and remains down -33% from pre-pandemic levels.Last month’s weakness was broad-based, with all 4 major US regions posting monthly declines.The West recorded the steepest drop, falling -7.7% MoM to an all-time low, now -47.4% below its July 2021 level.The South, the nation's largest home-selling region, fell -2.2% MoM to its lowest level since January 2025, down -36.2% since July 2021.At the same time, pending home sales in the Northeast decreased -2.0% MoM, down -31.2% over the last 5 years.US housing activity continues to deteriorate.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-08-29T07:11:18.899531+00:001linkedin.comhousing-marketus-housinghome-sales175https://media.licdn.com/dms/image/v2/D4D22AQEpGlMHOj8Qtw/feedshare-shrink_800/B4DaBHxixEGYAc-/0/1787910565367?e=1789603200&v=beta&t=rfd1o21lVDrCMPsXDQfJqXEM_YKAgRbONeiX1cV48-0View image2026-08-29T07:11:19.808897+00:00167https://www.linkedin.com/company/elliott-wave-international/posts/Elliott Wave InternationalSilver was hitting an 8-month low. The Elliott wave pattern suggested a trend change was dead ahead.On July 17, we told subscribers a rally above $60.76 would signal a completed pattern and the start of a larger move.Silver has since rallied $15+.Now we're watching closely for what comes next.Get tonight's fresh Short Term Update for just $11: https://ow.ly/O3KM50ZGyj0https://www.linkedin.com/company/elliott-wave-international/posts/0.00702026-08-29T07:09:45.808085+00:001linkedin.comsilvertrend-changeshort-term-update174https://media.licdn.com/dms/image/v2/D4E10AQGiwnTjIm20rA/image-shrink_1280/B4EaBIplYtJ0Ac-/0/1787925256125?e=1788595200&v=beta&t=9687RBj4UIDHvrXyrBcJ3g3GOpN-oLMQQXsLnB-hJTEView image2026-08-29T07:09:47.381199+00:00166https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterThis oil deal with Venezuela is absolutely insane.President Trump just announced that the US has reached a deal to secure "majority control" of over 65 billion barrels of Venezuelan oil reserves.Furthermore, the US currently has ~46 billion barrels of proven crude oil reserves.Combined with the 65 billion barrels covered by this agreement, the US would have domestic reserves plus control over ~111 billion barrels of oil.To put this into perspective, the entire world has roughly 1.57 TRILLION barrels of proven crude oil reserves.In other words, the US is set to control ~7.1% of all proven oil reserves in the world under this new agreement with Venezuela.At ~111 billion barrels, the US would be almost exactly in-line with the United Arab Emirates, which has 113 billion barrels of proven crude reserves, and it would exceed Kuwait's 102 billion barrels.Assuming the agreement is structured as outlined in President Trump’s announcement, the implications for global energy markets will be enormous.We will publish more in-depth analysis soon.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00702026-08-29T06:27:32.009340+00:001linkedin.comoilvenezuelaenergy172https://media.licdn.com/dms/image/v2/D4E0BAQG97yk_RNWUoA/company-logo_100_100/company-logo_100_100/0/1731685993750?e=1789603200&v=beta&t=GGhhKmQoQW_MgBQIO73Y-eifLQ4oA3GaE0Jk2tHyTZoView company: The Kobeissi Letter2026-08-29T06:27:32.311854+00:00165https://www.linkedin.com/in/jakob-riemann-cfe-40008b13a/Jakob Riemann, CFE,Japan is struggling to sell its debt. Its 2 year government bond auction today saw weak demand.Last week, foreigners dumped short-dated JGBs at a record pace.This explains why yields hit 31 year highs.The market is hiking rates for them.https://www.linkedin.com/feed/0.00602026-08-29T06:24:37.360632+00:001linkedin.comdebtbondsjapan171https://media.licdn.com/dms/image/v2/D4E22AQHtGX5unUUZYg/feedshare-shrink_800/B4EaBH4fkEKsAc-/0/1787912387076?e=1789603200&v=beta&t=RudR98o-_ObV5Nlg2-vqlDyei9NFqnEH4a5a5pd5N3cView image2026-08-29T06:24:37.566209+00:00164https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterBREAKING: Bitcoin falls -$3,000 in 60 minutes as $200 million worth of levered longs are liquidated.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00502026-08-29T06:24:17.802448+00:001linkedin.commarketfinancebitcoin170https://media.licdn.com/dms/image/v2/D4D22AQHjpI3MisHxKg/feedshare-shrink_800/B4DaBJTIxrKIAc-/0/1787936148829?e=1789603200&v=beta&t=6EMDvM8-ZIWk8ze4EpsnU4_uPYHnq7kIB_06-er5uyIView image2026-08-29T06:24:18.121066+00:00163@TencentHunyuanTencent HyHy4 preview is here. 770B, 49B active, 1M context. Built for productivity. Open source frontier. Consistent affordable price. Use it. Tell us what breaks. More on Hy blog：https://hy.tencent.ai/research/hy4-preview… HuggingFace：https://huggingface.co/tencent/Hy4-preview… Github：https://github.com/Tencent-Hunyuan/Hy4-preview…https://x.com/TencentHunyuan/status/20932229287207610090.00401622026-08-29T06:20:55.529807+00:002x.comhy4open-sourceproductivity169https://pbs.twimg.com/media/HQyfABta8AAq3x7?format=jpg&name=smallImage2026-08-29T06:20:55.740186+00:00162@VaibhavSisintyVaibhav SisintyTencent just open-sourced a model that outscores GPT-5.6 Sol on coding. It also beats Claude Fable 5 and Grok-4.6. Hy4 preview. 770B parameters. 49B active. 1M context. Weights live on Hugging Face right now. On the Arena AI Code leaderboard it's ranked #5 globally. Only Claude Opus 5, Kimi K3, and Qwen-3.8 Max sit above it. All three are closed source. The wildest part. It matches DeepSeek V4 Pro's active parameter count at roughly half the total model size. And scores higher. Their last model Hy3 had 295B total and 21B active. This is a 2.5x jump in one generation. Open source is not catching up to frontier anymore. It's trading punches with it.https://x.com/VaibhavSisinty/status/20932666046626615350.00401632026-08-29T06:20:55.226895+00:002x.comaitencentopen-source160@NotTomBrownTom BrownCursor has been a trusted partner of Anthropic since Sonnet 3.5. We’ll continue to increase compute to support Claude models in Cursor and are excited for what comes next with them at SpaceX.https://x.com/NotTomBrown/status/20935412940272806570.00402026-08-29T06:16:46.287288+00:002x.comanthropicclaudespacex159@mntruellMichael TruellWe’re sorry to see that OpenAI put out a note saying they plan to block Cursor users from accessing OpenAI models in three months. OpenAI models serve about 5% of Cursor user traffic, and we’re speaking with the OpenAI team to resolve this. Cursor was one of the very first users of OpenAI, we’ve worked closely with their team for years, and we’ve trusted their platform to be neutral infrastructure for our business.https://x.com/mntruell/status/20935322540060635570.00502026-08-29T06:16:16.810983+00:002x.comcursortechnologyopenai158@SecScottBessentTreasury Secretary Scott BessentIn her latest sciolistic letter to me, @SenWarren made it clear that she knows even less about foreign exchange markets than she does about banking. What is equally shocking, but not surprising: not a single member of the media mob has a rudimentary-enough level of financial market literacy to spot her remedial error. To reiterate: under @POTUS, the United States delivers for America’s trusted partners. For a fuller explanation, I recommend Senator Warren take any entry level course in international finance for her and her staff, or I can personally give her a tutorial on Foreign Exchange for Dummies. Although I am not holding my breath, I hope her next letter will demonstrate that she has learned the difference between a currency purchase and a swap or a loan.https://x.com/SecScottBessent/status/20933652772284580230.00602026-08-29T06:14:54.700325+00:002x.cominternationalpoliticsfinance167https://pbs.twimg.com/media/HQ0fykfWoAAlTJt?format=jpg&name=smallImage2026-08-29T06:14:54.938228+00:00157@peruvian_bullRoberto RiosBack above 160 like nothing even happenedhttps://x.com/peruvian_bull/status/20935348076786690340.00402026-08-29T06:14:10.704766+00:002x.comback160nothing166https://pbs.twimg.com/media/HQ26w2Vb0AA0fOp?format=jpg&name=smallImage2026-08-29T06:14:11.183850+00:00156@MelvinInvestsMelvinAmerica is about to face a robot shortage so severe that demand will outstrip supply by nearly 30 times and the real money sits in the parts factories that build the robots (Save this). This JPMorgan chart shows US humanoid robot demand climbing from roughly 18,886 units in 2026 to 531,471 units by 2030, while actual production capacity, shown in red, lags far behind at every step of the way. By 2030, the bank estimates the industry will only be able to build around 300,000 units against demand for over 531,000, meaning even five years out, supply still can't catch up. The core driver behind this demand is simple economics. JPMorgan's research puts the cost of running a humanoid robot at under $10 per hour, compared to roughly $30 per hour for a warehouse worker, with US manufacturing flagged as a sector with enormous unfilled job openings that robots are positioned to absorb. Tesla is the most direct way to play the assembly side of this gap, having just begun actual Optimus production at its Fremont factory in August 2026, with Musk targeting roughly 1 million units of annual capacity there and eventually 10 million a year at Giga Texas. JPMorgan's own factory tour found the company largely on schedule, though the ramp is intentionally slow since Optimus contains roughly 10,000 unique parts with no existing supply chain to draw from. That no existing supply chain problem is exactly the opportunity, and it's why the biggest, least risky exposure to this shortage sits one layer below the robot makers, in the companies supplying actuators, gearboxes, motors, and sensors into every humanoid platform regardless of who ultimately wins. Precision reducers, the gearboxes inside every robot joint, are the single biggest bottleneck in the entire bill of materials, and Harmonic Drive Systems controls roughly 85% of the global strain wave gear market, supplying Boston Dynamics, Figure AI, and Tesla alike. Nabtesco holds about 60% of the cycloidal reducer market used in heavier load-bearing joints, and its operating profit jumped 60% year over year as orders surged. On motors and actuators, Nidec is the world's largest electric motor maker and is building a fully integrated motor gearbox controller unit for humanoid platforms, while Schaeffler has signed strategic partnerships to supply strain wave and planetary gear actuators and manufactures everything in house for full margin control. In Korea, Hyundai Mobis and HL Mando are both being flagged by analysts as prime beneficiaries of a push to build a non Chinese humanoid actuator supply chain, with Hyundai Mobis already internalizing actuators for Boston Dynamics' Atlas robot. On sensing and chips, Allegro MicroSystems holds a near monopoly in the current sensing chips every joint actuator needs, and Nvidia supplies the compute brains and simulation software (Project GR00T, Omniverse) that nearly every humanoid maker trains and runs on. For investors who want diversified exposure rather than picking individual component makers, ETFs like the KraneShares Global Humanoid Robotics & Physical AI ETF and the Roundhill Humanoid Robotics ETF bundle robot makers, actuator suppliers, and sensor companies into a single basket. You don't have to correctly pick which humanoid wins when nearly every robot needs the same motors, actuators, gearboxes and sensors. Make sure to follow @MelvinInvests for more robotics insights and if you want to see exactly what I'm buying as an analyst at Milk Road Pro, check out the link below.https://x.com/MelvinInvests/status/20933170395786120800.00802026-08-29T06:13:06.616451+00:002x.comrobot-shortagehumanoid-robotsjpmorgan165https://pbs.twimg.com/media/HQz0wQxaQAEDHn7?format=png&name=smallImage2026-08-29T06:13:06.920346+00:00155@OpenAIOpenAIWe’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12. We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care about their experience in this transition and we’re ready to go above and beyond to support them.https://x.com/OpenAI/status/20935155647865406950.00602026-08-29T06:11:48.095138+00:002x.comcursorspacexopenai154@MarioNawfalMario Nawfal🚨 🇮🇷 🇺🇸 Tehran admits trade is down 35% and inflation is at 66%, as Iran's supreme leader broke his silence to tell his own government to fix the economy Iran's leadership just did something it almost never does: published its own pain. The president told state media that trade has collapsed 35% under sanctions and blockade, and the Supreme Leader, still unseen since the February attack that killed his father, issued a written call to fight inflation, unemployment and runaway prices. Read the fine print of Washington's answer, though. Economic D-Day's newest targets are an Egyptian bank, one Hong Kong entity, and a single individual, while China and India, the buyers who actually matter, went untouched because punishing them would wound America right back. Both sides now claim the strait. Trump says it's open, the IRGC navy says those claims "are an obvious lie". Here's what the admissions really mean. Tehran is showing its people and the mediators that endurance has a price it is willing to keep paying. Source: Reuters / Writer: Danielhttps://x.com/MarioNawfal/status/20935628698706742460.00702026-08-29T06:10:44.153025+00:002x.cominflationtehraneconomy163https://pbs.twimg.com/media/HQ3CK6JXMAApWDn?format=jpg&name=smallImage2026-08-29T06:10:44.405309+00:00164https://pbs.twimg.com/media/HQ3CMPzWQAAsUu3?format=jpg&name=smallImage2026-08-29T06:10:44.422986+00:00153@MorseReportMorse ReportRecent satellite imagery suggests that the Department of War has conducted a covert dredging operation to open up a never-before-used shipping corridor through the Omani side of the Strait of Hormuz. The corridor in question is an approximately 1,600-foot-wide waterway with ahttps://x.com/MorseReport/status/20933849094613650400.00501522026-08-29T06:10:03.623592+00:002x.comdredginghormuzsatellite162https://pbs.twimg.com/media/HQ0yW4za0AABoyU?format=jpg&name=240x240Image2026-08-29T06:10:03.821932+00:00152@HormuzLetterThe Hormuz LetterThis is false. Morse Report claims recent satellite imagery shows the Department of War covertly dredged a never-before-used 1,600-ft VLCC corridor on the Omani side of Hormuz, hidden from Iran behind Jazirat Musandam. That gap is Bab Musandam / Fakk al Asad, the narrowest point of the strait on the Omani side. It has been charted for decades and transited by tankers long before this war. Optical imagery cannot see the seabed at 28.5 m, and his own bathymetry panel shows that depth is natural. A laden VLCC draws about 22 m. There was nothing to dredge. It is also not outside Iranian line of sight. Iran has been hitting ships in and around that channel for months. There is a southern Omani corridor. It is old, known, and under fire. It is not a secret dredging op. 🚨 Recent satellite imagery suggests that the Department of War has conducted a covert dredging operation to open up a never-before-used shipping corridor through the Omani side of the Strait of Hormuz. The corridor in question is an approximately 1,600-foot-wide waterway with ahttps://x.com/HormuzLetter/status/20935424894329406120.00501532026-08-29T06:10:03.298930+00:002x.comdredginghormuzsatellite161https://pbs.twimg.com/media/HQ3A6IMW4AM7JaW?format=jpg&name=smallImage2026-08-29T06:10:03.597386+00:00151@DonMiami3Don JohnsonIt’s a good thing we can eat data centershttps://x.com/DonMiami3/status/20934516939920835870.00402026-08-29T06:09:30.647326+00:002x.comtechnologydata-centersinnovation160https://pbs.twimg.com/media/HQ1vOC3WAAA_EfC?format=jpg&name=smallImage2026-08-29T06:09:30.847762+00:00150@LukeGromenLuke GromenIt remains a variant perception that both Fed hikes or cuts will cause the long end to rise...even as long bond yields are now up on Warsh's "hawkish" speech today. The rules are different in fiscal dominance, but most market participants are still playing by the old rules. x.com/NTLiveMedia/st…https://x.com/home0.00401492026-08-29T06:09:13.987119+00:002x.combondsmarkethawkish149@oriental_ghostBai, XiaojunThe expectation of the Fed interest rates hike cannot prevent Chinese from buying gold, because the higher interest rates, the faster the expansion of US treasury and the less reliable the USD. Raising interest rates is a suicidal act!https://x.com/oriental_ghost/status/20935650368245887730.00401502026-08-29T06:09:13.712868+00:002x.comfedusdgold159https://pbs.twimg.com/media/HQ3WNCubcAAcCum?format=png&name=smallImage2026-08-29T06:09:13.959336+00:00148https://www.linkedin.com/in/alvinfsc/Alvin FooNvidia just agreed to buy Hugging Face for $12.9 billion, that’s the platform where most of the world’s open-source AI models actually live.This isn’t about the $150 million in revenue, it’s about owning the distribution layer. Nvidia already dominates the chips, now it wants the place developers go to find, share, and run models. That gives it a powerful lever to keep those models optimized for its hardware right as rivals start designing their own silicon.The price is steep for the current business, but the strategic logic is clear: control the rails, not just the engines. The open-source AI world just got a very well-capitalized landlord.Source :https://www.linkedin.com/feed/update/urn:li:share:7498647503353896960/0.00802026-08-29T06:08:02.139556+00:001linkedin.comhugging-faceainvidia158https://media.licdn.com/dms/image/v2/D4E22AQEFf6rR8nrm2g/feedshare-shrink_800/B4EaBCMKymIUAc-/0/1787816881585?e=1789603200&v=beta&t=_uSvxwYgIlmbkWo4JEKzDzztTKKSer2rtCfxLbb8_f0View image2026-08-29T06:08:03.104152+00:00147https://www.linkedin.com/in/rauchg/Guillermo RauchI see the web evolving in two extremes:1️⃣ ultra-fancy human experiences, in the service of delight, exploration, brand, entertainment. vgpu.sh / threejs / typegpu are enabling this2️⃣ agent-centric content, data and APIs. the opposite end of the spectrum: pure, lossless signal for machines. The rise of markdown and MCP are the tip of this icebergThe 'in between' is likely to be subsumed by agents producing just-in-time UI. When you need utilitarian content or data, it'll be generated just-in-time for you. Think of the agent as the new browser in this model.https://www.linkedin.com/in/rauchg/0.00702026-08-29T06:06:44.229553+00:001linkedin.comwebtechagent157https://media.licdn.com/dms/image/v2/D5603AQGU2q4kBtBmGw/profile-displayphoto-shrink_100_100/profile-displayphoto-shrink_100_100/0/1715891891554?e=1789603200&v=beta&t=eg6u_VtW5BniR-6vPTJugliM7cKIXX_d7X8WcRtNo4oView Guillermo Rauch’s profile2026-08-29T06:06:44.525689+00:00146https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterWheat prices are surging.US wheat futures jumped +6.4% on Wednesday and +1.3% on Thursday, to $7.58 per bushel, the highest level since July 2023.Wheat prices have risen +19% so far this month, and are up +50% since the start of 2026.This comes amid growing concerns about further disruptions to grain-export ports and terminals along Ukraine's and Russia's Black Sea coast.Russia and Ukraine together account for more than 25% of global wheat exports, while also supplying significant amounts of global barley, corn, and sunflower oil exports.Meanwhile, Ukraine's agricultural exports in the 2026-27 season are now expected to be 29.6 million tons, or -54% lower than the previous estimate of 64.4 million tons, according to its agriculture ministry.Another wave of food inflation may be on its way.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00802026-08-29T06:05:24.409718+00:001linkedin.comwheatagriculturefood-inflation156https://media.licdn.com/dms/image/v2/D4D22AQHg2WXHpbzLtg/feedshare-shrink_800/B4DaBJ.X.iKMAc-/0/1787947483269?e=1789603200&v=beta&t=rnynvGmC-3srbtUv_WbSOWWk7WXtq010e8nKQf4k2hAView image2026-08-29T06:05:24.783527+00:00145https://www.linkedin.com/in/jonathanroig/Jonathan R.🚨 INSANE VOLATILITY IN US MARKETSNearly $1.5 trillion swung in the S&P 500 in just 3 hours as Kevin Warsh's Jackson Hole speech shook markets+0.22% adding $160B in the first 30 minutes after the open.-0.42% wiping $300B in 12 minutes as Warsh turned hawkish on inflation.+0.70% adding $500B over the next hour as he refused to pre-commit to a September rate hike.-0.77% wiping $550B in the last 1 hourSource: Bull Theoryhttps://www.linkedin.com/in/jonathanroig/0.00502026-08-29T06:04:04.471496+00:001linkedin.commarketsvolatilityeconomy155https://media.licdn.com/dms/image/v2/D4D22AQHwFm2Jmf3MsA/feedshare-shrink_800/B4DaBJsiseGkAc-/0/1787942808614?e=1789603200&v=beta&t=gnV-I6qaPHIdAqDE_I_rTsYXXt58r8_pib2pW8XNbw4View image2026-08-29T06:04:04.870525+00:00144https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterUS Treasuries are more hated than ever.Over the last 10 years, the S&P 500 has outperformed US Treasuries by 15 percentage points on average per year, the largest outperformance since the late 1950s.This figure includes stock dividends and interest earned on Treasuries, and is adjusted for inflation.Excluding the 1950s, this is the biggest outperformance by US stocks in financial market history.By comparison, the long-term average since the 1880s is ~5 percentage points.This comes as US Treasuries have delivered an average annual inflation-adjusted return of -3%, their worst performance since the early 1980s.Meanwhile, the S&P 500's average annual real return has been +12% over the same period.The gap between stocks and Treasuries has rarely been wider.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00602026-08-29T06:03:36.536007+00:001linkedin.comstocksustreasuriessp500154https://media.licdn.com/dms/image/v2/D5622AQHc4uy_xlvzkg/feedshare-shrink_160/B56aBJHMEAIwAk-/0/1787933016572?e=1789603200&v=beta&t=gpACQ4u-DzgpEslu47C1DbvQk86S0qgtIjfYCPHKh_oView image2026-08-29T06:03:36.952126+00:00143@MauiBoyMacroKalani o Māui“The San Francisco Fed has updated its estimates of the economy’s total-factor productivity, and the results are not pretty. In contrast, during the dot-com years labor and capital inputs were yielding much better economic growth.” - Bloomberghttps://x.com/MauiBoyMacro/status/20931031306240451740.01202026-08-29T06:01:39.358743+00:002x.comfeddot-comeconomy153https://pbs.twimg.com/media/HQwyNEna0AAH5r8?format=jpg&name=smallImage2026-08-29T06:01:39.570496+00:00142@ekwufinanceLukas EkwuemeGet ready for the next yen intervention... The yen has reclaimed 160. In under a month, over 50% of the combined ~$100B intervention has already been reversed. If this run rate holds, the Fed would have to print ~$50B a month just to stop the BoJ from selling USTs. To put thathttps://x.com/ekwufinance/status/20934419420298081130.00402026-08-29T06:01:10.247400+00:002x.cominterventionfedyen151https://pbs.twimg.com/media/HQ1mWicWsAA1-PB?format=jpg&name=smallImage2026-08-29T06:01:10.430966+00:00141@bloombergbloomberg.comQatar Extends LNG Force Majeure as Hormuz Traffic Remains Haltedhttps://t.co/miYVRJkHNq0.00501402026-08-29T06:01:06.583008+00:002x.comhormuzqatarlng150https://pbs.twimg.com/card_img/2093246437572386816/LCw9bpSR?format=jpg&name=small2026-08-29T06:01:06.750985+00:00140@SStapczynskiStephen StapczynskiQatar extends force majeure on LNG supplies to European and Asian buyers Deliveries canceled for Asian customers into October, and European customers into November The move comes as LNG traffic through Hormuz remains at a near standstillhttps://x.com/SStapczynski/status/20932467681213361220.00501412026-08-29T06:01:06.241883+00:002x.comenergyqatarlng146https://abs.twimg.com/emoji/v2/svg/1f1f6-1f1e6.svg🇶🇦2026-08-29T06:01:06.494375+00:00147https://abs.twimg.com/emoji/v2/svg/26a0.svg⚠️2026-08-29T06:01:06.520154+00:00148https://abs.twimg.com/emoji/v2/svg/1f6a2.svg🚢2026-08-29T06:01:06.540338+00:00139@realDonaldTrumpDonald J. TrumpBREAKING NEWS: The United States of America has just entered into an Agreement with the Country of Venezuela on, THE BIGGEST OIL DEAL IN WORLD HISTORY! At my direction, Secretary of State Marco Rubio, and Secretary of War Pete Hegseth, working closely with Highly Respected Interim President of Venezuela, Delcy Rodriguez, and, through a partnership with private business, have secured majority U.S. control of more than 65 BILLION BARRELS of proven Oil Reserves in Venezuela, at no cost to the American Taxpayer. This Historic Transaction MORE THAN DOUBLES American Oil Reserves, greatly increases our Oil Supply, and will substantially lower Gas Prices for all Americans, long into the future, while helping to continue to set Venezuela on a course toward Tremendous Success and Great Prosperity. This Transaction will greatly strengthen the already growing relationship between Venezuela and the United States! Thank you for your attention to this groundbreaking matter. MAKE AMERICA GREAT AGAIN! President DONALD J. TRUMPhttps://truthsocial.com/@realDonaldTrump/posts/1171755671336189520.00602026-08-29T05:59:51.451540+00:007truthsocial.comoilusaagreement145https://static-assets-1.truthsocial.com/tmtg:prime-ts-assets/accounts/avatars/107/780/257/626/128/497/original/454286ac07a6f6e6.jpegAvatar2026-08-29T05:59:51.704586+00:00138@elerianmMohamed A. El-ErianUS Treasury curve move sends 2 messages Today’s 2s-10s (~7 bps) and 2s-30s (~10 bps) yield curve flattening (Bloomberg charts below) would suggest a double message from fixed income markets: Short-term hawkish repricing following Chair Warsh’s firm commitment to the inflation target. An endorsement of longer-term Fed credibility.https://x.com/elerianm/status/20934526676788390030.00402026-08-29T05:58:47.058714+00:002x.comeconomyfederalreservemarkets143https://pbs.twimg.com/media/HQ1wCBTWoAEW5QN?format=jpg&name=smallImage2026-08-29T05:58:48.764017+00:00144https://pbs.twimg.com/media/HQ1wDzJXwAAeVbM?format=jpg&name=smallImage2026-08-29T05:58:48.791312+00:00137@DarioCpxJustDarioDiesel prices are already hinting to what's going to happen soon, likely next week after monthly Brent futures settlement, to crude oil prices - not a coincidence that next week Trump summoned oil refiners and fuel distributors to the White Househttps://x.com/DarioCpx/status/20934048327070845060.00402026-08-29T05:56:58.840811+00:002x.comoiltrumpdiesel142https://pbs.twimg.com/media/HQ1EmTaWQAAI2lQ?format=png&name=smallImage2026-08-29T05:56:59.031897+00:00136https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAFed Chair Kevin Warsh just warned that inflation is not meaningfully slowing and reaffirmed that the 2% target is “firm and fixed.”Markets reacted immediately:• 2-year Treasury yield: +5 bps to 4.28%• 30-year Treasury yield: −1 bp to 5.19%That combination points to tighter Fed policy in the near term, but greater confidence that inflation will eventually be contained.Source:TreasuryBonds.com@TreasuryBonds1Bloomberghttps://www.linkedin.com/feed/0.00702026-08-29T05:55:14.779292+00:001linkedin.comfed-policytreasury-yieldsinflation141https://media.licdn.com/dms/image/v2/D4E22AQGnDik9RZq-3w/feedshare-shrink_800/B4EaBJLmAfGoAk-/0/1787934171462?e=1789603200&v=beta&t=VpAUFUos25xZ-ZmMedbvTJE5kGgZZuk0wYitqpv_GY4View image2026-08-29T05:55:15.124697+00:00135https://www.linkedin.com/in/michellegibley/Michelle GibleyIs yen intervention back in the cards? JPY back to 160 on a hawkish Warsh speech at Jackson Hole. Currency intervention tends to have a short-term impact without changes in underlying policy. The yen may continue to be weak unless the BOJ increases the frequency or size of rate hikes or Japan’s government better outlines how it will pay for what is viewed as expansionary fiscal policy. While they have pared back exposure, speculators remain net short the yen.https://www.linkedin.com/in/michellegibley/0.00602026-08-29T05:54:36.876175+00:001linkedin.comcurrencyyenintervention140https://media.licdn.com/dms/image/v2/D5622AQExk6TXagpq7A/feedshare-shrink_160/B56aBJ8nsdJwAo-/0/1787947023635?e=1789603200&v=beta&t=4-i-QS41KIfLGVHNREU93k_UTkGed8IbpI3fgnqkloEView image2026-08-29T05:54:38.505450+00:00134@LVision_TradingLVisionHORMUZ Crude Oil Transits | 7 days avg dropped from 25 Aug high of 7.6mbd to 6.4mbd. No visible outbound transits past 3 days, 7 vessels added based on 27 Aug satellite mapping.https://x.com/LVision_Trading/status/20931070213149372910.00351332026-08-28T16:08:24.159844+00:002x.comhormuztransitscrude-oil139https://pbs.twimg.com/media/HQw00PFbYAAjKDK?format=png&name=smallImage2026-08-28T16:08:25.031020+00:00133@UnintendedCons5Unintended ConsequenceStill the best source on SOH transits rnhttps://x.com/UnintendedCons5/status/20932787271782568260.00351342026-08-28T16:08:21.451375+00:002x.comsohtransitssource132https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>IN CASE YOU MISSED IT: Chinese yuan hits its highest level against the U.S. dollar since January 2023.The yuan has now strengthened more than 9% against the dollar in the last 4 months.Source: Bull Theory</p>https://lnkd.in/p/dkU6DXSE0.00602026-08-28T05:27:23.728338+00:001linkedin.comcurrencyfinanceeconomy138IMAGE/media/content/132/g-1787842202510.jpgg-1787842202510.jpgjpg2026-08-28T05:28:07.315279+00:00131@insiderwaveInsiderwave🚨 BREAKING Nvidia is up 5% after hours after reporting earnings. Nancy Pelosi is now up nearly 200% on her Nvidia position.https://x.com/insiderwave/status/20927328144960802590.00402026-08-27T20:14:27.547559+00:002x.comearningsnvidiapelosi137https://pbs.twimg.com/media/HQrhZpDWIAADDps?format=jpg&name=smallImage2026-08-27T20:14:29.132548+00:00130@Geiger_CapitalGeiger CapitalBiden drained our Strategic Petroleum Reserve, and now Trump has drained it even further to mask the impact of the war with Iran… Now below 300M barrels, nearing the operational minimum. Lowest in 40+ years.https://x.com/Geiger_Capital/status/20926539401815204020.00402026-08-27T20:14:10.484252+00:002x.comtrumpbidenpetroleum-reserve136https://pbs.twimg.com/media/HQqZqwuWQAAIxAY?format=jpg&name=smallImage2026-08-27T20:14:11.707829+00:00129@ekwufinanceLukas EkwuemeGold call options are surging. The last time we saw these levels, gold was at ~$5K. Speculators know that: 1. The Fed can't effectively fight inflation. 2. It will have to print to suppress yields. Being long gold is the natural insurance against money printing.https://x.com/ekwufinance/status/20929340409406714280.00502026-08-27T17:52:53.757745+00:002x.cominflationoptionsgold135https://pbs.twimg.com/media/HQuYax4XAAALW2D?format=png&name=smallImage2026-08-27T17:52:54.090318+00:00128@KobeissiLetterThe Kobeissi LetterBREAKING: Salesforce stock, $CRM, surges over +8% after reporting stronger than expected earnings.https://x.com/KobeissiLetter/status/20927045396861832350.00502026-08-27T17:52:34.129120+00:002x.comearningssalesforcestock134https://pbs.twimg.com/media/HQrHqvVWYAAjSc_?format=jpg&name=smallImage2026-08-27T17:52:34.401003+00:00127@zerohedgezerohedge.comKuwait, Qatar Ramp Up Hormuz Oil Flows As Oman-Iran Talks Ease Supply Fearshttps://x.com/home0.00451262026-08-27T17:51:44.393519+00:002x.comhormuzsupplyoil133https://pbs.twimg.com/card_img/2092935184920322048/pSrrHt2t?format=png&name=small2026-08-27T17:51:44.635431+00:00126@adamtaggartAdam TaggartHere's something the oil supply bears may have missed Oil flows out of the Gulf are up to >75% of what they were before the war (except Iran, whose oil remains blockaded by the US Navy) "Bloomberg reported earlier that Kuwait and Qatar are restoring crude exports through the highly contested maritime chokepoint. Sources familiar with energy flows in the Gulf region say that both producers are shipping about 70% of the combined 2 million barrels a day they exported before the Iran war. Total oil shipments via tankers have climbed to between 7 million and 8 million barrels a day, up from roughly 4 million barrels a day in mid-July and equal to about 75% of prewar levels, according to the outlet. London-based energy and freight analytics firm Vortexa told clients in a separate report that the estimated seven-day average for oil transiting the Strait of Hormuz has approached 10 million barrels a day.https://x.com/adamtaggart/status/20929871292406703230.00451272026-08-27T17:51:43.547836+00:002x.comoilenergygulf125@HFI_ResearchHFI ResearchUh oh.https://x.com/HFI_Research/status/20928565144198266990.00502026-08-27T17:49:31.452510+00:002x.comhfi-researchalert131https://pbs.twimg.com/media/HQtR5a9aoAAUnm0?format=jpg&name=smallImage2026-08-27T17:49:31.705758+00:00132https://pbs.twimg.com/media/HQtR5wmbkAAtDIB?format=jpg&name=smallImage2026-08-27T17:49:31.730568+00:00124@ekwufinanceLukas EkwuemeOil might be down from its recent highs... But gasoline is making new highs as Ukraine blew up Russia's 2nd-largest gasoline producer. All Trump/Bessent are doing by manipulating crude prices lower is subsidizing refineries... Meanwhile, the fuel we actually consume keepshttps://x.com/ekwufinance/status/20930018332329288720.00502026-08-27T17:49:16.986421+00:002x.comgasolineoilrefineries130https://pbs.twimg.com/media/HQvWEzlXgAABMXO?format=jpg&name=smallImage2026-08-27T17:49:17.259324+00:00123@HFI_ResearchHFI ResearchPray son.https://x.com/HFI_Research/status/20930217105473088270.00502026-08-27T17:48:36.465716+00:002x.comprayerinspirationlife129https://pbs.twimg.com/media/HQvoJoDbQAApPwU?format=png&name=smallImage2026-08-27T17:48:37.329800+00:00122@RpsAgainstTrumpRepublicans against TrumpTrump declared “mission accomplished” in Iran.https://x.com/RpsAgainstTrump/status/20927590982195162580.00301212026-08-27T17:47:49.584560+00:002x.comtrumpiranmission-accomplished128https://pbs.twimg.com/media/HQr5TvlXkAAn-Fz?format=jpg&name=smallImage2026-08-27T17:47:49.811196+00:00121@tedlieuTed LieuThis is the white flag of surrender by trump. He’s not even trying anymore. He’s now simply declaring to his MAGA base “mission accomplished” in Iran.https://x.com/tedlieu/status/20927657115089226350.00301222026-08-27T17:47:49.234786+00:002x.comirantrumpsurrender120@ekwufinanceLukas EkwuemeUS diesel inventories are at their lowest seasonal level in history... while diesel refinery margins are near historic highs. Meanwhile: - Hormuz is still closed - The peace deal is fake - Drones/missiles are still flying We might have a SPR for crude... But we have none forhttps://x.com/ekwufinance/status/20929882834415862670.00402026-08-27T17:39:20.592396+00:002x.comrefineryenergydiesel127https://pbs.twimg.com/media/HQvJwEHWUAA7oIW?format=jpg&name=smallImage2026-08-27T17:39:20.894275+00:00119@josephwangJoseph WangBest thing kevin could do to lower rates is to reaffirm Fed commitment to PCE until it hits 2%. Suggesting an index change last meeting was shocking and revealed low levels of competence. Note kevin is already famous for poor judgement by being hawkish into and even after the GFChttps://x.com/josephwang/status/20929592719105845320.00602026-08-27T17:38:01.780212+00:002x.comeconomicsfedinterest-rates126https://pbs.twimg.com/media/HQuuihoXgAAyI9F?format=jpg&name=smallImage2026-08-27T17:38:02.169653+00:00118@refineryritoliaSumit RitoliaChina’s oil inventories continue to decline, now at 1,172 Mbbls, while rising product exports point to higher runs. Recent ME tenders show stronger crude buying by Chinese majors, securing barrels rather than drawing down inventories amid expectations of prolonged disruptions.https://x.com/refineryritolia/status/20929885215105355370.00602026-08-27T17:36:29.916793+00:002x.comexportsoilinventories124https://pbs.twimg.com/media/HQvFlRqaYAE3ODX?format=jpg&name=smallImage2026-08-27T17:36:30.178837+00:00125https://pbs.twimg.com/media/HQvFmg-bIAA05Jk?format=jpg&name=smallImage2026-08-27T17:36:30.207173+00:00117https://www.linkedin.com/company/elliott-wave-international/posts/Elliott Wave InternationalBullish options bets on gold have surged, with calls on the largest gold-backed ETF now outnumbering puts by 2.5 million contracts.Meanwhile, the people closest to the physical gold market are holding their largest net-short position in 17 years.Are gold bulls rushing back in too soon, or is the bullish trend back on?Read our gold & silver highlights report to learn how to catch setups in metals:https://ow.ly/uznP50ZG7swhttps://www.linkedin.com/company/elliott-wave-international/posts/0.00602026-08-27T17:36:05.680837+00:001linkedin.comoptionsmetalsgold123https://media.licdn.com/dms/image/v2/D4E10AQGNR_8CXeRXRA/image-shrink_800/B4EaBDxUEkJ0Ag-/0/1787843396159?e=1788458400&v=beta&t=zrZK4HS8A-AjGpEQqj3_MKfgDBj-L5sjcCMtw1AEOKYView image2026-08-27T17:36:06.069234+00:00116https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterAI is driving a historic surge in investment:High-tech capital spending accounted for 55.2% of total nominal capital spending in the US economy in Q2 2026, the highest proportion on record in data going back to 1960.High-tech spending includes expenditures on equipment, software, and R&D.This percentage has surged +12 points since the 2020 pandemic.By comparison, this metric peaked at ~44% after the 2000 Dot-Com Bubble burst.To put this into perspective, high-tech spending did not exceed 25% of total capital spending until the 1980s.Meanwhile, combined CapEx across Amazon, Google, Microsoft and Meta, is projected to surpass $1.1 trillion by 2027, exceeding total annual US defense spending of ~$900 billion for the first time.The AI revolution is transforming the US economy.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00702026-08-27T17:34:54.246481+00:001linkedin.comaiinvestmenttechnology121https://media.licdn.com/dms/image/v2/D4D22AQGufTS8ohywLw/feedshare-shrink_800/B4DaBDWIPfKgAc-/0/1787836269781?e=1789603200&v=beta&t=8OtzmjPKZXYh_nqyVEzA1jTx9qbd0JiRWFxM3m9dFaoView image2026-08-27T17:34:54.554243+00:00115https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterWe are seeing a historic surge in corporate profits.US corporate profits surged +22.8% YoY in Q2 2026, to a record $4.8 trillion.This marks the largest annual increase since Q4 2021.Excluding the 2020 pandemic recovery and the 2008 Financial Crisis recovery, this is the largest YoY increase in 21 years.Since Q2 2020, corporate profits have surged +$2.7 trillion, or +131%.As a % of GDP, corporate profits jumped +1.0 percentage point in Q2, to 14.9%, an all-time high.US companies are more profitable than at any point in history.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00702026-08-27T17:34:13.334254+00:001linkedin.comcorporate-profitsus-economyrecord-growth119https://media.licdn.com/dms/image/v2/D4D22AQGnVSLJrLyZFA/feedshare-shrink_160/B4DaBEPLGgHsAk-/0/1787851223690?e=1789603200&v=beta&t=RpMyXhnxxFhPMRMm68apzPB5yGSowwCU-uCJnO6k6SwView image2026-08-27T17:34:15.098644+00:00114https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIAAs highlighted by David Marlin on X, the most important line from tonight's $NVDA call came from the CFO. 👇“CapEx by the top 5 hyperscalers is expected to reach $800B in 2026 and $1.3T in 2027.”Consensus had $1.3T in 2028. She just moved it up a year to 2027‼️It seems (again) that everyone is underestimating the strength of this AI supercycleSource: Marlin Capitalhttps://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/0.00602026-08-27T17:33:43.855499+00:001linkedin.comainvdainvestment117https://media.licdn.com/dms/image/v2/D4D22AQGMy6NPb89e1w/feedshare-shrink_160/B4DaBBk1nDHcAs-/0/1787806571354?e=1789603200&v=beta&t=hAc3HgH0TM_3i4NxBLQa4cTrtKxbIDhnF7E9HOsCZs0View image2026-08-27T17:33:45.245498+00:00113https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterBREAKING: Nvidia stock extends gains to over +8% on the day, now on track to add +$410 billion in market cap today.Nvidia is now on track to post the 3rd largest single-day market cap gain by a stock in history.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00502026-08-27T16:14:38.779219+00:001linkedin.commarket-capnvidiastock116https://media.licdn.com/dms/image/v2/D4D22AQHRzWjJw06HHw/feedshare-shrink_160/B4DaBD_VUlIEAo-/0/1787847071419?e=1789603200&v=beta&t=CLtB4IHdvyo3v4pv9LJeDPm_2V-XznE6K8Pkrgx9FSQView image2026-08-27T16:14:39.272637+00:00112https://www.linkedin.com/company/the-kobeissi-letter/posts/The Kobeissi LetterThe AI boom is transforming Japan's economy.Japan's exports surged +23% YoY in July, the largest annual increase since October 2022.This is up from June's +19% gain and marks the 5th consecutive monthly increase in growth.The surge was driven by electronic component and semiconductor exports, which soared +49% YoY, fueled by demand from AI and data center investment.At the same time, passenger car exports rose +21% YoY.Shipments to the US rose +22% YoY, while exports to China and Europe jumped +26% and +19%, respectively.The improvement also comes as the Yen weakened +11% YoY last month, to a 40-year low against the US Dollar, averaging 161.83, making Japanese exports more competitive globally.The global AI investment wave is driving a sharp increase in Japanese exports.https://www.linkedin.com/company/the-kobeissi-letter/posts/0.00802026-08-27T16:13:02.061048+00:001linkedin.comexportsaijapan115https://media.licdn.com/dms/image/v2/D4D22AQGveEKDl2WfNg/feedshare-shrink_800/B4DaBC4ucSIQAc-/0/1787828561917?e=1789603200&v=beta&t=qWdY-3ELd0yxlE4Q4bM7ioH2QJwRREYOWFaGFrjK5FkView image2026-08-27T16:13:02.407179+00:00111@Sm0keDevSm0kehttps://gnosly.com search is uphttps://x.com/Sm0keDev/status/20930080291468492840.00402026-08-27T16:11:37.056038+00:002x.comsearchupdategnosly113https://pbs.twimg.com/media/HQvbtP6WAAAZVtp?format=jpg&name=smallImage2026-08-27T16:11:37.593345+00:00110https://www.linkedin.com/in/adi-chirilov/Sm0ke - Adi.ChirilovEntrepreneur @ Gnosly.com - Business Intelligence Console and Prediction Alghos https://gnosly.com/ #search is uphttps://www.linkedin.com/feed/update/urn:li:activity:7498773550535819264/0.00702026-08-27T16:10:51.873476+00:001linkedin.comgnoslysearchentrepreneur112https://media.licdn.com/dms/image/v2/D4D22AQE5RYAb6hZKmA/feedshare-shrink_160/B4DaBD.ztDJcAk-/0/1787846933685?e=1789603200&v=beta&t=sA9kQPUpZSqbn9IhD5NONQGE7vM6mfHQdSyRBWolRmwGnosly search page2026-08-27T16:10:53.208291+00:00109@UkraineneUkraine NewsA $7 BILLION HIT 💸 The cost of conflict just got very real for Russia’s biggest online retailers. According to Data Insight analyst Sergey Semko, Wildberries has seen inventory losses alone climb between $6.1B and $6.8B. But they aren’t the only ones: 🔹 Ozon has suffered roughly $1.2B in damages. 🔹 Legal experts warn that Ozon is operating without a financial safety net, making these losses even more critical. Is this the end of the e-commerce boom in the region? 📦🔥👇 Drop your thoughts in the comments!https://x.com/Ukrainene/status/20928189392816213150.00802026-08-27T15:59:53.588650+00:002x.comrussiaecommerceconflict111IMAGE/media/content/109/g-ukr-russia-war-00.jpgg-ukr-russia-war-00.jpgjpg2026-08-27T16:01:24.364216+00:00108@igorsushkoIgor SushkoThe Amur Gas Chemical Complex cost Russia and China at least $11 billion to build over 7 years. The massive explosion occurred during one of the final phases of finally "turning on" the factory.https://x.com/igorsushko/status/20923549166356033810.00502026-08-27T15:58:49.730087+00:002x.comchinaexplosionrussia104https://pbs.twimg.com/media/HQmJn8haEAA25YA?format=jpg&name=smallImage2026-08-27T15:58:49.960526+00:00107@igorsushkoIgor SushkoRussia: Amur Gas Chemical Complex, a Russian-Chinese joint venture that was to be one of the largest basic polymer production facilities in the world (2.7 million tons/year), exploded during final pre-starup stage after 7 years of construction. 6,000km from Ukraine.https://x.com/igorsushko/status/20923047457678175120.00502026-08-27T15:56:41.437230+00:002x.comexplosionrussiachemical-complex103IMAGE/media/content/107/g-ukr-russia-war.jpgg-ukr-russia-war.jpgjpg2026-08-27T15:58:09.947796+00:00106@BarchartBarchartWheat soars to highest price in more than 3 years 📈 📈 Goodbye sandwiches 🥪 😭https://x.com/Barchart/status/20928186510238395630.00502026-08-27T15:56:08.849528+00:002x.comcommoditysandwichwheat101https://pbs.twimg.com/media/HQsvdLpWcAAsQRU?format=jpg&name=smallImage2026-08-27T15:56:09.147949+00:00105@GoogleResearchGoogle ResearchIntroducing GlucoFM, a lightweight, self-supervised continuous glucose monitoring foundation model that separates metabolic baselines from transient spikes, producing transferable representations and setting new performance standards across diverse metabolic prediction tasks, such as diabetes risk assessment, insulin resistance, and post-prandial glycemic response. Learn more → https://goo.gle/4cbfigrhttps://x.com/GoogleResearch/status/20926860859106676630.00502026-08-27T15:55:32.257845+00:002x.comglucofmdiabetesglucose100https://pbs.twimg.com/media/HQq2vcIaQAA0tOp?format=jpg&name=smallOverview of GlucoFM, a lightweight dual-stream foundation model for continuous glucose monitoring.2026-08-27T15:55:33.356929+00:00104@DanielLDavis1Daniel Davis Deep DiveThis can’t b real, right (facetious, it is really on his TruthSocial page)! Claiming “Mission Accomplished 2026” over Iran, when we have failed at everything, lost control of the SoH, lost 40+ aircraft, 20 bases, and suffered 18 dead Americans (and almost 800 wounded)???https://x.com/DanielLDavis1/status/20927908142419273930.00402026-08-27T12:58:33.789504+00:002x.commilitaryinternationalpolitics99https://pbs.twimg.com/media/HQsWJ2oWoAAIh0N?format=jpg&name=smallImage2026-08-27T12:58:33.994789+00:00103@yutokanzakirealYutoTranslated from Japanese While the Bank of Japan is acting for the sake of the Japanese people, the current administration is moving for the benefit of foreign allies and foreign organizations. It pains me to the core to say such things, but the suffering that will result from this will be amplifiedhttps://x.com/yutokanzakireal/status/20926254958255477180.00401022026-08-27T12:57:59.773815+00:002x.comjapanpolicyeconomy98https://pbs.twimg.com/profile_images/1960359050421448704/yj7xVqG9_mini.jpg2026-08-27T12:57:59.987573+00:00102@SternDrewCryptoStern Drew🚨 BoJ Governor Ueda’s Absence Is the Final Warning Before the Carry Trade Meltdown Bank of Japan’s Governor Ueda just pulled out of the Federal Reserve’s exclusive Jackson Hole symposium at the last minute, the elite annual gathering of central bankers in Wyoming where thehttps://x.com/SternDrewCrypto/status/20926254958255477180.00401032026-08-27T12:57:59.467076+00:002x.combojcarry-tradeueda97https://abs.twimg.com/emoji/v2/svg/1f6a8.svg🚨2026-08-27T12:57:59.746047+00:00101@BRICSinfoBRICS NewsJUST IN: 🇪🇺🇷🇺 EU countries call for frozen Russian assets to be used to fund Ukraine.https://x.com/BRICSinfo/status/20928293804478179140.00502026-08-27T12:56:44.252367+00:002x.comeurussiaukraine95https://abs.twimg.com/emoji/v2/svg/1f1ea-1f1fa.svg🇪🇺2026-08-27T12:56:44.558112+00:0096https://abs.twimg.com/emoji/v2/svg/1f1f7-1f1fa.svg🇷🇺2026-08-27T12:56:44.618045+00:00100@burrytrackerMichael Burry Stock Tracker ♟Breaking: Michael Burry has opened a bullish position in Nvidia $NVDA Labeling the position as a "hedge"https://x.com/burrytracker/status/20926781839590568110.00502026-08-27T12:56:12.598302+00:002x.commichael-burrynvidiastocks93https://pbs.twimg.com/media/HQqvotFWYAAaR97?format=jpg&name=360x360Image2026-08-27T12:56:12.847150+00:0094https://pbs.twimg.com/media/HQqvsr5WoAAv-TT?format=jpg&name=360x360Image2026-08-27T12:56:12.871033+00:0099@PeterBerezinBCAPeter BerezinBased on data from OpenRouter, Chinese models are now processing more tokens than US models.https://x.com/PeterBerezinBCA/status/20926095420560223410.00402026-08-27T12:55:21.887536+00:002x.comtokenschineseopenrouter92https://pbs.twimg.com/media/HQpw7_wWEAA57Cr?format=png&name=smallImage2026-08-27T12:55:22.104434+00:0098@ClementDelangueclemmicroduck started its traininghttps://x.com/ClementDelangue/status/20929418422286545580.00602026-08-27T12:54:54.074367+00:002x.commicroducktrainingreply97@BarchartBarchartChinese Yuan hits strongest level against the U.S. Dollar since January 2023https://x.com/Barchart/status/20928750872086858290.00402026-08-27T12:53:27.361434+00:002x.comchineseyuanusdollarforex91https://pbs.twimg.com/media/HQtiyMUWIAA8buD?format=jpg&name=smallImage2026-08-27T12:53:29.084502+00:0096@joebrusuelasJoseph BrusuelasAt $40 trillion & rising the free lunch on the US budget deficit is over. Hard choices & unpleasant realities await. You may not be interested in debt & deficit dynamics but it’s is interested in you. Source: The Real Economy Bloghttps://x.com/joebrusuelas/status/20929496786858805720.00502026-08-27T12:53:12.538343+00:002x.comdeficiteconomydebt90https://pbs.twimg.com/card_img/2092948958758723584/w2MR2_Zv?format=png&name=small2026-08-27T12:53:12.808540+00:0095@fthegurusFthegurusCopper isn’t the new Gold. But it is one hell of an asset. The world needs more of it for electrification, data centers, EVs, and the energy transition—while supply remains stubbornly constrained. Investors positioned in quality copper miners and copper ETFs are set up forhttps://x.com/fthegurus/status/20926108049944660340.00502026-08-27T12:52:52.930483+00:002x.cominvestingenergycopper89https://pbs.twimg.com/media/HQpyb37XkAIgTjp?format=jpg&name=smallImage2026-08-27T12:52:53.184669+00:0094@shawnchauhan1Shawn ChauhanMicrosoft, Amazon, and Google are all reportedly negotiating to host the same Chinese model. That should tell you something. Moonshot AI is in early talks to bring Kimi K3, a 2.8 trillion parameter model, to Azure, AWS, and Google Cloud. Moonshot is asking for a cut of the revenue, not the other way around. Three of the biggest closed-cloud platforms in the world are competing to distribute someone else's open model. That's the market speaking louder than any lock-in strategy. Customers want the best model available, and the best one right now doesn't wear an American logo.https://x.com/shawnchauhan1/status/20929225866531432430.00502026-08-27T12:52:41.629369+00:002x.commicrosoftamazongoogle88https://pbs.twimg.com/media/HQuOAFHbAAA6Qgz?format=jpg&name=smallImage2026-08-27T12:52:41.822743+00:0093@crofin67Olivier Crottaz CEFACopper Discoveries 1990-2023https://x.com/crofin67/status/20928906737163020310.00402026-08-27T12:52:11.545381+00:002x.comdiscoveries1990-2023copper87https://pbs.twimg.com/media/HQtw-YSWoAAhG1e?format=jpg&name=smallImage2026-08-27T12:52:11.783083+00:0092@BarchartBarchartU.S. Diesel inventory falls to lowest seasonal level in historyhttps://x.com/Barchart/status/20928235846872109380.00402026-08-27T12:51:45.681546+00:002x.comhistoryinventorydiesel86https://pbs.twimg.com/media/HQsz8X4XsAA1lKB?format=png&name=smallImage2026-08-27T12:51:46.005493+00:0091@crofin67Olivier Crottaz CEFACOPPER In 2050, annual copper demand forecast to be greater than all copper consumed from 1900 - 2022 Global Refined Copper Consumption 1900-2022https://x.com/crofin67/status/20928901454563289290.00502026-08-27T12:51:17.766396+00:002x.comforecastconsumptioncopper85https://pbs.twimg.com/media/HQtwfpoXwAA9K0V?format=jpg&name=smallImage2026-08-27T12:51:19.380580+00:0090https://www.linkedin.com/in/jakob-riemann-cfe-40008b13a/Jakob Riemann, CFE,JAPAN’S ECONOMIC CRISIS IS ABOUT TO GET EVEN WORSE.Japan is already dealing with surging bond yields, a weak yen, slowing growth and government debt near 250% of GDP.Now the BOJ is warning that inflation risks are rising and delaying action could force even bigger rate hikes later.But higher rates mean even more pressure on Japan’s massive debt burden, government borrowing costs and mortgage holders.Japan needs higher rates to fight inflation and support the yen.But raising them makes its debt problem even harder to manage.The BOJ is running out of easy options.Source: The Marco Paperhttps://www.linkedin.com/feed/0.00602026-08-27T09:46:02.573782+00:001linkedin.combojjapaneconomic-crisis84https://media.licdn.com/dms/image/v2/D4E22AQGmRkbhU-nXvQ/feedshare-shrink_800/B4EaBCh04uIUAg-/0/1787822559055?e=1789603200&v=beta&t=uolZDnQ8UEBYtq1dTKZ3F3lOFbi-7XY2PFwAZl5lca0View image2026-08-27T09:46:03.701122+00:0089https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>🚨 Abercrombie &amp; Fitch just delivered a historic earnings surprise.$ANF surged 35% yesterday, putting the stock on track for its biggest one-day gain in 30 years as a public company.Q2 EPS reached $4.17, more than double the $1.97 expected. A $100 million tariff refund added $1.75 per share, but even excluding that boost, EPS still came in at $2.42, comfortably above forecasts.The company also:Raised full-year EPS guidance by 27%, from $10.20 to $13.35Increased planned share buybacks to at least $500 millionReported record Q2 revenue of $1.27 billionExtended its growth streak to 15 consecutive quartersBefore today, the stock was down 26% year-to-date.One earnings report erased the entire decline and pushed $ANF to its highest level in 19 months.Sometimes, expectations matter more than headlines.Source: Trend Spider</p>https://lnkd.in/p/dJKQ4k7a0.00802026-08-27T09:24:03.509728+00:001linkedin.comstocksfinanceearnings83https://media.licdn.com/dms/image/v2/D4E22AQHMIooqk2uGvQ/feedshare-shrink_800/B4EaBAKn_7GwAc-/0/1787782922539?e=1789603200&v=beta&t=Y58-ZWV007jQTKKczRsl8QMQ2rgXy0xDvxeXfItEHJ0View image2026-08-27T09:24:03.811381+00:0088https://www.linkedin.com/in/fabriceleone/Fabrice Leone𝐁𝐮𝐲 𝐛𝐞𝐟𝐨𝐫𝐞 𝐝𝐢𝐧𝐧𝐞𝐫.𝐒𝐞𝐥𝐥 𝐚𝐟𝐭𝐞𝐫 𝐛𝐫𝐞𝐚𝐤𝐟𝐚𝐬𝐭.Take Tesla (TSLA) : from 2010 to 2021, close-to-open returns exceeded +20,000%.Open-to-close : around -17%.Over the past 30 years, nearly all U.S. stock market gains were earned 𝐨𝐯𝐞𝐫𝐧𝐢𝐠𝐡𝐭. Regular trading hours were basically flat.NY Fed researchers found something even stranger: 𝐨𝐧𝐞 𝐬𝐢𝐧𝐠𝐥𝐞 𝐨𝐯𝐞𝐫𝐧𝐢𝐠𝐡𝐭 𝐡𝐨𝐮𝐫, between 2 and 3 a.m. ET as Europe opened, once accounted for more than 60% of S&P 500 futures’ annual close-to-close return.ETFs were eventually launched to capture the overnight effect.𝐓𝐡𝐞𝐲 𝐬𝐡𝐮𝐭 𝐝𝐨𝐰𝐧 𝟏𝟒 𝐦𝐨𝐧𝐭𝐡𝐬 𝐥𝐚𝐭𝐞𝐫.And that famous 2-3 a.m. drift has since faded to almost zero.Maybe the lesson isn’t to trade while you sleep, but rather that 𝐛𝐞𝐢𝐧𝐠 𝐢𝐧𝐯𝐞𝐬𝐭𝐞𝐝 > 𝐭𝐢𝐦𝐢𝐧𝐠 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭.🤔 Also curious to see how 𝐭𝐡𝐞 𝐬𝐡𝐢𝐟𝐭 𝐭𝐨 2𝐟/7 𝐦𝐚𝐫𝐤𝐞𝐭𝐬 will reshape these timing anomalies.https://www.linkedin.com/feed/update/urn:li:activity:7498246613279211521/0.01102026-08-27T09:21:34.489175+00:001linkedin.cominvestingmarketstrading82https://media.licdn.com/dms/image/v2/D4E22AQGRDFp1-3B82Q/feedshare-shrink_160/B4EaA0gyGHH8Ak-/0/1787587404425?e=1789603200&v=beta&t=3_124IWdhQmtFzXB6R1V64pBCC4agUSHGl05ynGbaLwView image2026-08-27T09:21:34.836014+00:0087@Mark4XXMarkTotal confusion among non-algo traders. You can touch it. What now? How much juice is left in the SPR? How much crude is really leaving Hormuz? Questions on questions. Meanwhile crude is priced in La-La Land. x.com/trend_bullish/…https://x.com/Mark4XX/status/20925904226567417430.0035862026-08-27T09:19:40.974344+00:002x.comsprcrudetraders81https://pbs.twimg.com/media/HQpf0RyXgAAFyvZ?format=jpg&name=240x240Image2026-08-27T09:19:41.163125+00:0086@Mark4XXMarkSPR hits 1983 lows after another 3.6 million barrel drain. Crude built just 95k vs 500k expected. Gasoline -2.54mm. Distillates -2.23mm to 25-year lows. Cushing still on tank bottoms. The emergency cushion is almost gone.https://x.com/Mark4XX/status/20926636011148906380.0035872026-08-27T09:19:40.609153+00:002x.comsprcrudeenergy80https://pbs.twimg.com/media/HQqJxSmW4AEPs5H?format=jpg&name=smallImage2026-08-27T09:19:40.945540+00:0085@tmad.newstmad.newsTMAD Commodities: US Diesel Stockpiles Hit Record Lowhttps://t.co/UpTJZ60NDr0.0055842026-08-27T09:15:18.346834+00:002x.comnewscommoditiesdiesel79https://pbs.twimg.com/card_img/2092880817231917056/vCx7ZNOK?format=jpg&name=small2026-08-27T09:15:18.827630+00:0084@LiathetraderLia the TraderHere's how this connects Strait of Hormuz closure → Middle Eastern refined products choked off. Ukrainian strikes on Russian refineries → European buyers lose another source. European buyers flood U.S. markets → American supply becomes the global backstop. Diesel inventories hit record lows → right before winter heating demand peaks. EUR/USD breaks down → Gold and Silver take the hit. WEAT just broke out technically. The commodity picture is getting very interesting very fast, full analysis and positioning in today's letterhttps://x.com/Liathetrader/status/20928833623104474300.0055852026-08-27T09:15:17.857128+00:002x.comanalysiscommoditiesdiesel75https://pbs.twimg.com/profile_images/2055817046102065152/Z0C2S-g2_normal.jpg2026-08-27T09:15:18.166558+00:0076https://abs.twimg.com/emoji/v2/svg/1f478.svg👸2026-08-27T09:15:18.248191+00:0077https://abs.twimg.com/emoji/v2/svg/1f4b8.svg💸2026-08-27T09:15:18.290736+00:0078https://abs.twimg.com/emoji/v2/svg/1f447.svgDown pointing backhand index2026-08-27T09:15:18.326091+00:0083@profitsplusidbob colemanCopper Inventory Alert Many dealers and social media podcasts pumping copper products and copper investments typically talk about a shortage or tightness in copper that will take prices to much higher levels. These participants and social media influencers provide very little disclosure on the products or services being sold. I have laid out in a previous post how much the precious metals dealers who sell copper rounds and bars excessively mark up these products to a point where one may never break even. Copper is reacting to similar events that impacted the silver market in 2025. Tariffs and regional pricing dislocations. Here is the reality. The Comex Warehouse inventories of physical copper just hit an all-time high of approximately 744265 tons. Chart below shows inventory levels since the 1990's. Please do your due diligence when investing in this asset class.https://x.com/profitsplusid/status/20926482378996943670.00502026-08-27T09:14:10.514972+00:002x.cominventoryinvestingcopper74https://pbs.twimg.com/media/HQqT5jcbMAAlUdO?format=jpg&name=smallImage2026-08-27T09:14:10.821492+00:0082@yipitdataYipitDataAnthropic Y/Y spend growth decelerated in July as user growth slows. Total customer spend with Anthropic was up ~2,800% Y/Y but decelerated for the first time, while customer growth also decelerated for the 2nd consecutive month.https://x.com/yipitdata/status/20925975742763542840.00402026-08-27T09:13:39.699601+00:002x.comanthropicgrowthyipitdata73https://pbs.twimg.com/media/HQpmXGkXwAAiWpo?format=jpg&name=smallImage2026-08-27T09:13:40.547113+00:0081@LanceRobertsLance RobertsThe 45-day correlation between high-beta and low-volatility stocks hit the most negative level on record, exceeding that of the Dot.com and Financial Crisis, and the repo stress. @thedailyshothttps://x.com/LanceRoberts/status/20925643480906796850.00502026-08-27T09:02:59.979827+00:002x.comcorrelationfinancestocks72https://pbs.twimg.com/media/HQpHx25XkAATrhf?format=jpg&name=smallImage2026-08-27T09:03:00.430884+00:0080@scottsttsScottBig US labs have absolutely no competitive advantage in flash model range - Luna, $1.2, AA score 52 - Sonnet 5, $10, AA score 55 - Haiku 4.5, $5, AA score 30 - Gemini 3.7 flash, $3.75, AA score 56 Mean while Chinese open models: - GLM 5.3 flash, $0.5, AA score 57 - Qwen 3.8 27B, run locally, AA score 52 - Qwen 3.8 flash next, unknown yet, but will be super cheap and capable - deepseek v4 flash, $0.66, AA score 51 The only way out for OpenAI, Anthropic, Google, and SpaceXAI is keep releasing top models and slim down profit margins with better usage. The competition is keeping them on their toes, and it’s net benefit for usershttps://x.com/scottstts/status/20926380427458847040.00602026-08-27T09:01:57.701079+00:002x.commodelsaitech71https://pbs.twimg.com/media/HQqLNNKWUAA2WYu?format=jpg&name=smallImage2026-08-27T09:01:57.994568+00:0079@dlacalle_IADaniel Lacalle Official Account<p>Bessent's debt plan is not new, not QE, and no threat to the dollar. No reserves are created, $83 bn max in a $32trn market. The same people that cheered Yellen's larger program, the ECB, the BoJ, and the BoE show selective outrage. Curious. https://talkmarkets.com/article/bessen...</p>https://x.com/dlacalle_IA/status/20926956108098071840.00602026-08-27T08:58:58.020024+00:002x.comeconomicsmarketdebt70IMAGE/media/content/79/g-bessent-qe.pngg-bessent-qe.pngpng2026-08-27T08:59:55.865182+00:0078https://www.linkedin.com/in/anttipasila/Antti Pasila<p>This is a much bigger deal than it seems. NVIDIA doing a smart hedge against their frontier labs investment. And not letting MSFT or someone else swoop it up.</p>https://www.linkedin.com/feed/update/urn:li:activity:7498644713621700622/0.00502026-08-27T08:52:01.054344+00:001linkedin.cominvestmenthedgenvidia69https://media.licdn.com/dms/image/v2/D4D22AQHUmQ2LdEQLRQ/feedshare-shrink_800/B4DaBCJomGKMAc-/0/1787816217214?e=1789603200&v=beta&t=f2qJt1-wMixrSBtcZGmE9Iz4LmVTOaqQRBBHlUQuhToView image2026-08-27T08:52:03.362448+00:0077@AndrewCurran_Andrew CurranNVIDIA and Hugging Face have had serious acquisition conversations in recent weeks about a deal that would value Hugging Face at over $13 billion.https://x.com/AndrewCurran_/status/20927799445188488840.00402026-08-27T07:04:47.183580+00:002x.comnvidiahugging-faceacquisition68https://pbs.twimg.com/media/HQsMRL8bEAA9uq_?format=jpg&name=smallImage2026-08-27T07:04:47.382126+00:0076@KevRGordonKevin GordonCorporate profits soared to an all-time high in the second quarter ... the year/year pace picked up to +22.8%https://x.com/KevRGordon/status/20926244165385506590.00402026-08-27T07:03:55.186948+00:002x.comcorporateprofitseconomy67https://pbs.twimg.com/media/HQp-s_uXoAAcdr8?format=png&name=smallImage2026-08-27T07:03:55.432529+00:00