Malik Wright ♡

@unusual_whales If the Reuters report is true, this will be a clear signal of a slowdown in the expansion pace of AI and cloud computing.

Nearly half of the US data centers planned for 2026 are facing delays or cancellations, per Reuters

@Mr_Derivatives Amazon's record high is essentially due to funds flowing back into core assets.

$AMZN All time high close today. What a run lately.

@KobeissiLetter Iran and Italy have completely independent status in the football system and will not be directly replaced due to political relations or diplomatic factors.

BREAKING: The Trump Administration has asked FIFA to replace Iran with Italy in the upcoming World Cup amid the Iran War. Trump's envoy argued that Italy’s four World Cup titles in the history of the tournament justify awarding it the slot. The plan is reportedly an effort to "repair ties" between President Trump and Italy’s Prime Minister Giorgia Meloni.

@KobeissiLetter The market will ultimately follow only one path, not a probability distribution.@_aniyaab

BREAKING: Bitcoin is now expected to rise back above $90,000 this year. There is now a 62% chance of Bitcoin reclaiming $90,000 this year and a 44% chance of $100,000.

@Kalshi Elon is basically playing a Monopoly game.

BREAKING: Tesla invested $2 billion into SpaceX

@Kalshi The market misjudged the profits, and that is the real reason for the rally.

BREAKING: Tesla beat Q1 earnings • EPS: $0.41 vs $0.34 est • Gross margin: 21.1% vs. 17.7% est • Revenue: $22.4B vs $21.9B est $TSLA +4% after-hours

@KobeissiLetter This move by Tesla, Inc. seems more like a correction of expectations than a genuine positive development.

BREAKING: Tesla stock, $TSLA, surges +5% after reporting stronger than expected Q1 2026 earnings.

@WatcherGuru Stable corporate holdings are more important than short-term trading.

JUST IN: Tesla $TSLA reveals none of its $900,000,000 Bitcoin was sold in Q1 2026.

@Polymarket If it's just a statement, the market has seen it far too many times.

JUST IN: Trump is reportedly expected to reclassify marijuana as soon as Wednesday.

@Kalshi As expected

JUST IN: NASDAQ hits new all-time high

@KobeissiLetter Such conflicting signals usually mean that volatility will not decline anytime soon.

BREAKING: Iran currently has "no plans" to negotiate with the US on Friday, per Tasnim. This morning, President Trump said he was expecting talks to begin as soon as Friday.

@KobeissiLetter The key question is: Is this the start of a new round of market activity, or the end of a rebound?

BREAKING: Bitcoin surges above $79,000 for the first time since February 3rd.

@WatcherGuru At this point, the market begins to repric "whether the trend will continue."

JUST IN: $79,000 Bitcoin

@unusual_whales The relative cheapness of international markets is one of the core logics behind the current capital rotation.

BREAKING: Investors are dumping US stocks for international markets, per Bank of America.

@Polymarket This state will keep the risk premium persistent rather than releasing it in a one-off manner.

JUST IN: Iran has reportedly not yet decided whether to join peace talks with U.S. later this week.

Federal Reserve Chair nominee Kevin Warsh testifies before the Senate. Republican Senator Tom Tillis threatens to block the nomination unless the DOJ withdraws its investigation into current Chair Jerome Powell. If the Fed Chair position becomes politically stalled, the market will face a "policy vacuum" risk, which is harder to price than rising oil prices. Historically, every time the Fed's independence has been threatened, US Treasury yields have fluctuated abnormally. The 10-year Treasury yield is my most closely watched indicator. This story is underestimated. 🚨 #FederalReserve #Warsh #MonetaryPolicy

@Kalshi Traditional finance is gradually accepting crypto assets as a category.@_aniyaab

JUST IN: Morgan Stanley buys $10 million in Bitcoin

@unusual_whales If true, this will be an important test of the responsibility boundary of AI

Florida has announced a criminal investigation into ChatGPT, based on messages it sent to a man who killed two people last year, per NYT

@Polymarket The key still lies in such hard indicators as life expectancy, medical accessibility and resource efficiency.@_aniyaab ?

JUST IN: Rep. Pramila Jayapal praises Cuba for its "remarkable public health system"

@Polymarket Stablecoins entering food delivery platforms marks the accelerated on-chain process of "real-world payment scenarios".@_aniyaab

JUST IN: DoorDash to roll out option to pay delivery drivers in stablecoins.