Loucura Mansa

WTF....

War may be imminent. In case of further military aggression, the Islamic Republic of Iran and the Axis of Resistance will go much further and strike much harder than in the 39-day Epstein War.

"You cannot borrow molecules from the future"

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

Eat shit

BREAKING: April PPI Inflation surges to 6.0%, well above expectations of 4.9% and the highest level since January 2023. Core PPI Inflation rose to 5.2%, above expectations of 4.3%. Both CPI and PPI Inflation are now officially at 3+ year highs. Odds of rate HIKES are rising.

$BABA : Alibaba Exec: "Given Rapid Investment in Expanding Comptue Capacity, We Will Overshoot the Original Capex We Stated of 380 Billion Yuan" "By 2033 We Will Need 10X the Compute Capacity as We Needed in 2022."

@dyz_ob A year?

$BABA con call: Alibaba CEO Eddie Wu: "...in About a Year, Expect AI-Related Revenue to Cross 50% Threshold, Becoming Primary Engine Driving Cloud Revenue Growth."

$BABA : Alibaba Deploys Over 100,000 Zhenwu PPUs on Public Cloud, Accelerating AI-Driven Automotive Innovation.

BYD IN TALKS WITH STELLANTIS AND OTHERS TO TAKE OVER EU CAR PLANTS

Global observed oil inventories drew by 129 mb in March and by a further 117 mb in April, according to preliminary data. Continued disruptions to seaborne trade through the Strait of Hormuz saw on-land stocks drop by 170 mb (-5.7 mb/d) in April, while oil on water rebounded by 53 mb. OECD countries’ on-land stocks plummeted by 146 mb (-4.9 mb/d) while visible non-OECD stocks fell by 24 mb. IEA #oott

$BABA : Alibaba Group March Quarter 2026 Results and Fiscal Year 2026 annual results.

EIA estimates a total of around 15.61mbpd of supplies were offline in April versus 12.87mbpd in March #oott

BREAKING: Chinese airlines to raise domestic flight fuel surcharges 🔴 LIVE updates: aje.news/p6a948?update=…

Four days ago a reader asked whether Kuaishou should spin off Kling. I said no. Kling’s value comes from the platform. Worth more inside. Today Kuaishou confirmed it’s evaluating a Kling spinoff. Reported valuation: $20 billion. Kuaishou’s market cap is under $30 billion. I was using a product logic framework. Ecosystem synergy, platform distribution. But the board is making a capital structure decision. At Kuaishou’s 1.5x P/S, $1.3B in Kling revenue would be worth under $2B inside the parent. Spin it out as an AI company, the same asset is worth $20B. No ecosystem synergy closes a 10x gap. The deeper lesson: when evaluating spinoffs, the first question isn’t “does the product benefit from staying inside?” It’s “are the parent and the child operating on the same valuation physics?” If they’re not, separation is an arbitrage. Baidu did it with Kunlun Chip. Now Kuaishou with Kling. Expect more.

@pandawatch88 Stock looks cheap on both valuation and technicals.

Ximalaya acquisition approved after 10 months review by samr, TME up 6% pm Samr works so hard these days

📈TENCENT MUSIC JUMPS AS MUCH AS 11.7% IN US PREMARKET TRADING AFTER CHINA’S MARKET REGULATOR CONDITIONALLY APPROVED TENCENT’S ACQUISITION OF SHARES IN XIMALAYA #TENCENT $TCEHY $TME (mktnews.com/flashDetail.ht…)

🇨🇳CHINA’S MARKET REGULATOR CONDITIONALLY APPROVES TENCENT’S ACQUISITION OF SHARES IN XIMALAYA #TENCENT $TCEHY (mktnews.com/flashDetail.ht…)

Alibaba Cloud yesterday launched the team edition of its Token Plan, which features over ten built-in multimodal models, including Qwen3.6 and Kimi-K2.6. Coming in standard, advanced, and premium versions, prices start at CNY198 (USD29) per person a month, with the Token Plan also compatible with mainstream AI agents such as Qoder, JVS Crew, Qwen Code, and OpenClaw. @alibaba_cloud @AlibabaGroup @Alibaba_Qwen

@dyz_ob Nah

$BABA : Citi forecasts that Alibaba Cloud's AI-related revenue will achieve a CAGR of 90% over the next five years, with MAAS growth reaching 235%.