Tlwich

Congress voted 42-0 to embed location trackers in every advanced AI chip the US exports. Applied Materials paid $252 million for routing restricted chips to SMIC through South Korea. 56 illegal shipments. The AI arms race everyone is watching is models. The one that matters is silicon: who makes the chip, who ships it, who verifies where it sits. Finance. Geopolitics. Economics. Every price tells a story. Follow for the thread you bookmark.

@clashreport Strong chemistry confirmed. Awaiting the engagement communiqué and joint honeymoon statement. 😄

Trump to Egypt's Sisi: I was in a hotel, I met him and we fell in love, deeply in love... We had great chemistry.

@Reuters Ultimately this is a liquidity story. Rates alone won’t ‘fix’ structural imbalances credit conditions and dollar strength will do the real tightening or easing

Traders are divided on the Fed’s near-term rate path, with bets swinging between cuts and multiple hikes. Panmure Liberum’s Joachim Klement told Reuters that higher rates won’t offer a clean fix, favoring a wait-and-see approach reut.rs/4fVULzb

@BRICSinfo Sanctions reshaping defense trade routes in real time.

JUST IN: 🇮🇷🇷🇺 Russia and Iran sign MOU for 20 new helicopters for Iran's air support fleet.

@DeItaone If confirmed, this deepens Russia–Iran defense alignment under sanctions pressure, signaling how isolated supply chains are reshaping global military procurement.

*IRAN SIGNS MOU TO BUY 20 HELICOPTERS FROM RUSSIA: IRNA

@WilliamsRuto As leaders discuss “sustainable development,” the key question remains: will this translate into fair financing terms, infrastructure investment, and trade access for the Global South or repeat cycles of promises without implementation?

With fellow leaders on the third and final day of the G7 Summit in Evian, France, engaging in discussions on shared global priorities and strengthening partnerships for sustainable development, economic growth and international cooperation.

@RT_com Corruption at that level in a major state oil company the real story is how far it went before being caught.

Former Chinese top-executive sentenced to death over $22.5 million in bribes — China Daily Yuan Guangyu used his position in one of the largest state-owned oil and gas companies CNOOC to help secure contracts, and business deals He was sentenced to death with a 2-year reprieve

President Trump SMACKS DOWN the fake news saying America is not investing 10 CENTS into Iran, let alone $300 billion "We are NOT investing, we do NOT have a fund!" "We're not putting up 10 CENTS." "[$300B] is FALSE! People can invest if they want...they won't be doing it for a while until they find out the behavior [of Iran]!"

@piersmorgan Not sure ‘fiasco’ survives contact with the actual geopolitical alternatives available.

This Iran deal is about as far removed from ‘unconditional surrender’ as any deal in the history of Planet Earth. I’m glad President Trump is getting out of this fiasco, but I bet if he had his time again, he’d have never got into it or believed Netanyahu’s bullsh*t.

@MAGAVoice Politics aside, that kind of confidence always changes the tone in a room 😅

LMAO 🤣 Can’t stop laughing President Trump just walked into the G7 meeting and said “I’m the Boss” THE ALL KNOW TRUMP IS THE MAGA KING I LOVE THIS 😂

@FoxNews This kind of rhetoric may play well politically, but it also raises questions about escalation management and long-term stability.

BREAKING: "If I don't like it, we'll go back to shooting at them, dropping bombs on their head." President Trump warns Iran that any change to the peace agreement or failure to comply could bring an immediate military response. "If they don't behave, we'll go right back to dropping bombs right smack in the middle of their head," Trump said. Trump contrasted the deal with the Obama-era JCPOA, arguing the previous administration tried to "bribe their way out of it." "You know what the Iranians did? They laughed at Obama and they said, 'he's a stupid son of a b****.'"

@BBCWorld If even public criticism doesn’t change operational decisions, what leverage is actually left?

Israel launches fresh strikes on Lebanon despite Trump criticism bbc.in/3SfQVH9

@cnnbrk A ceasefire + nuclear commitment is one thing regional proxy dynamics are the real test. That’s where most deals like this usually break down.

@DeItaone Valuation signals aren’t fundamentals. In private markets, price is often just liquidity + narrative, not earnings reality

$SPCX - SPACEX SPARKS TECH BUBBLE FEARS SpaceX’s near-50% surge after its IPO has raised concerns that tech valuations may be overheating. Now the world’s fifth-most valuable company, SpaceX’s rally comes despite no profit forecast and doubts over its ambitious space plans. Swissquote’s Ipek Ozkardeskaya calls the stock a warning sign that technology valuations may have gone too far. Shares gained another 3.5% premarket to $208.85.

@FoxNews Interesting framework, but the details matter. "60 days to negotiate" and "move against Iran's nuclear program" are two very different signals. Markets may be celebrating, but investors should read the fine print before declaring peace.

BREAKING: Details are beginning to emerge ahead of the U.S.-Iran memorandum signing ceremony, now less than 48 hours away. The proposed framework reportedly includes reopening the Strait, ending the U.S. blockade, a 60-day negotiation period over Iran's uranium enrichment, sanctions relief, and a ceasefire agreement involving Israel and Hezbollah. President Trump says he plans to move against Iran's nuclear program on Tuesday, while pointing to the 60-day window for negotiations over Tehran's nuclear ambitions. Now all eyes are on whether the ceasefires can survive long enough for any deal to take hold. @TreyYingst breaks down the latest.

@business The real story isn't the third tanker. It's whether this marks the beginning of a sustained return of Iranian exports. One tanker is an event. A steady flow is a market shift.

A third fully-loaded crude tanker has left the Iranian port of Chabahar and crossed the US blockade line heading toward Asia bloomberg.com/news/articles/…

@Osint613 At this point we're getting leaks, counter-leaks, anonymous officials, and social media narratives. I'll wait for the actual details before declaring this either a masterstroke or a disaster.

@IranObserver0 100+ Boeing jets is a reminder that peace deals often move markets more than missiles ever could.

⚡️BREAKING: Iran will purchase over 100 Boeing aircraft from the United States if a Final agreement is reached between the two countries

@Osint613 You’ve essentially described a perfect-world sequence and called it a negotiation strategy. Real negotiations are built around mistrust, verification limits, and enforcement mechanisms not ideal checklists.

Here’s what a deal negotiated from a position of strength looks like: Iran reopens the Strait of Hormuz. The U.S. lifts its naval blockade. Iran dismantles its nuclear program. The U.S. provides phased sanctions relief. Iran stops funding and arming its proxy network. The U.S. provides additional sanctions relief. Iran abandons its long range missile program. The U.S. provides additional sanctions relief. Iran ends its systematic human rights abuses and opens the country to meaningful reform. The U.S. and its allies support economic reconstruction and investment. Hezbollah withdraws from southern Lebanon and disarms. Israel fully withdraws from Lebanon. Everything is based on performance. No upfront rewards. Iran acts first. The benefits come after.

@clashreport This is why institutional checks matter major foreign policy deals should withstand internal and external debate alike

Israeli Finance Minister Bezalel Smotrich on Trump's Iran deal: This agreement is bad, and I think we can and should say what we think and conduct this debate.

The key risk isn’t just timing a cut it’s what the market assumes a cut means. In a regime where liquidity has been the dominant driver of multiples, policy signaling becomes a pricing mechanism for risk itself.

FOMC day. Warsh's first decision as Chair. Oil at $75, down 7% in a week. Core CPI 2.9%. Iran deal repricing energy risk globally. 20Y auction just drew strongest foreign demand in 2 years. Every input says cut. But the S&P at its most expensive valuation in 120 years says be careful. The Fed's real test isn't inflation anymore. It's whether cutting into the most expensive market in history creates the very bubble they're supposed to prevent.