Fynn Bryan

Iran closed 20% of global oil supply without a single warship. No navy. No mines. Just cheap drones — and London underwriters did the rest. The most powerful navy in history is now reversing a decision made by an insurance spreadsheet. #hormuz #oil $oil $gold $cvx

BofA's sell signal triggered at 8.5/10. Cash at record lows. $145bn into equity ETFs in one week, highest ever. When everyone's already in, who's left to buy? Rotating to quality. $RHM $RR $ASML $GOOGL Not chasing the bull. Positioning ahead of it. #stocks #bullmarket

Tonight: Alphabet, Microsoft, Amazon & Meta all report after close. The market needs ONE thing from all four — don't blink on AI capex. After OpenAI's revenue miss rattled the sector, this is the AI trade's verdict night. Beat = new highs. Miss = the rally cracks. 👀 #stocks

OpenAI missed its own revenue AND user growth targets. CFO flagged she's worried they can't pay future compute contracts. Oracle -7.5% premarket Nvidia -2.85% AI basket -4% Tonight: Alphabet, Microsoft, Amazon & Meta all report. The AI capex narrative gets its verdict today.

@Polymarket His mood is like flipping a coin

NEW: Trump declares that Americans have “no closer friends” than the British.

🚨 UAE just quit OPEC. Effective Friday. OPEC's 3rd largest producer (12% of supply) is now uncapped, targeting a 30% output increase. Brent up 3.4% to $111 today. Saudi Arabia is now carrying the cartel alone. OPEC just got structurally weaker. #hormuz #opec #oil $CVX

The UN warned this morning: Hormuz isn't just an energy crisis anymore. The standoff now risks triggering a global food emergency. Fertiliser. Grain shipping. Supply chains that feed 2 billion people. The market is still pricing this as an oil story. #hormuz $CVX #oil

Trump's team is reviewing an Iranian peace plan, right now, today. The catch? Iran wants to defer nuclear talks entirely. That's the one thing the US called non-negotiable. A deal that avoids the hardest question isn't a deal. It's a delay. $COP $CVX $GLD #Hormuz #IranWar

Iran fired on a container ship in Hormuz this morning. The US seized an Iranian tanker yesterday. Both sides are blockading each other while a ceasefire is still in place. The ceasefire is a word. The war is ongoing. Market still pricing resolution. $COP $CVX #Hormuz #oil

800,000 drones a year → 7 million targeted in 2025. Last March: 35,000 Russian casualties. 96% from drone strikes. A Russian position just fell, no Ukrainian soldiers crossed the line. Unmanned systems only. #Ukraine #Drones #Russia #War

TSMC: +58% Q1 profits. ASML: raised full-year guidance. Both stocks fell anyway. When great earnings aren’t enough to move a stock higher, the market is telling you expectations are priced in, and geopolitical risk isn’t. China export curbs are the story to watch. #AI

Israel launched its "most powerful attacks" on Lebanon hours after the US-Iran ceasefire was announced. 150 locations struck in 10 minutes. 303 killed. Lebanon called it Black Wednesday. The ceasefire that was meant to de-escalate the region lit a second front immediately.

The White House spent all of Monday waiting for a signal from Tehran that it would even send a negotiating team to Islamabad. Iran still hasn’t publicly confirmed attendance. Vance flew anyway. That’s not diplomacy. That’s a prayer. #Hormuz #Oil $COP $CVX

@unusual_whales Maybe he should be the fed chair then.

Trump: US should always have the lowest interest rate in the world

@LeadingReport Markets are cooked

@remarks Why don't we run it back then.

JUST IN: 🇺🇸🇻🇳 President Trump claims he could have won the Vietnam War "very quickly."

@BRICSinfo First heartfelt action he's done all war, and it might backfire.

JUST IN: 🇺🇸🇮🇷 President Trump urges Iran to release eight detained women ahead of upcoming negotiations. "Would be a great start to our negotiations."

@unusual_whales Oil says otherwise apparently

Trump: We totally control the Strait.

The ceasefire expires tomorrow. Vance is wheels up to Pakistan right now for round 2. Iran hasn't confirmed it's sending anyone. Trump is threatening bombing campaigns if talks fail. This is the most important 48 hours in the oil market this year. $COP $CVX $GLD #Hormuz

@BRICSinfo What a surprise

JUST IN: 🇵🇰 Pakistan Foreign Minister urges US and Iran to extend ceasefire.

@DefiWimar Gonna be one wild week for global markets

🚨 BREAKING IRAN IS NOT PARTICIPATING IN PEACE TALKS IN PAKISTAN TODAY. NO ONE, INCLUDING ANY TECHNICAL OR OTHER TEAMS, HAS BEEN SENT TO ISLAMABAD. MEANWHILE, THE CEASEFIRE ENDS IN 24 HOURS. THIS IS EXTREMELY BAD FOR MARKETS...