Statisight

@KobeissiLetter AI can absolutely make students lazy if it just hands them the answers. But if it saves teachers 6 hours a week and pushes students to think instead of memorize, that's a win. These days, knowing how to ask the right questions may matter more than memorizing the right answers.

AI is rapidly expanding in education. A recent study showed 85% of teachers and 86% of students used AI during the 2024-25 school year. And, teachers who use AI tools at least weekly save an average of 5.9 hours per week, the equivalent of 6 full weeks per school year. In 2025, the global AI in education market was valued at $7.1 billion in 2025 and is projected to reach $136.8 billion by 2035. As big as AI has become, we are still incredibly early when it comes to AI adoption. Keep watching AI in education.

@BRICSinfo Honestly, this wasn't completely unexpected. The UN's 2024 Commission of Inquiry had already raised concerns about systemic sexual and gender-based violence in detention settings. This feels less like a sudden decision and more like the result of years of documented allegations.

JUST IN: 🇺🇳🇮🇱 United Nations places Israel on sexual violence blacklist alongside Hamas, Reuters reports.

@spectatorindex This makes the April ceasefire look meaningless at this point. Netanyahu recently said the military should “increase the blows” ahead of the June Washington talks. Feels like both sides are trying to maximize leverage before they actually sit down to negotiate.

Israeli military says it struck 135 targets belonging to Hezbollah over the past 24 hours.

@KobeissiLetter Just another Tuesday in crypto. A $230M wipeout in 60 minutes is wild, but honestly, these leverage flushes happen whenever the market gets overheated. High leverage longs always get punished once the market takes a breath. Spot holders are completely unfazed by this.

BREAKING: Bitcoin falls below $74,000 as $230 million worth of levered longs are liquidated in 60 minutes.

@BRICSinfo UKMTO (United Kingdom Maritime Trade Operations) just confirmed it was an oil tanker about 60 miles off Muscat. The explosion reportedly hit near the waterline on the port side. Good news is the crew is safe, but bunker fuel is now reportedly leaking into the sea.

JUST IN: 🇴🇲 Explosion reported near ship off the coast of Oman.

@spectatorindex Bandar Abbas keeps having these ‘mysterious’ incidents. Last big one at the port was linked to missile fuel/chemicals. This one sounds way too loud for a normal accident. Regime is probably panicking right now.

Three very loud blasts have been heard in Bandar Abbas in southern Iran, with the cause not yet known.

@KobeissiLetter NVIDIA just posted $81.6B in quarterly revenue and raised its dividend 25x. The AI boom clearly isn’t slowing down. But it also shows how concentrated this market has become. A few AI giants are carrying the entire index while much of the broader market still looks weak.

BREAKING: Nasdaq 100 futures extend gains to +1.3% and rise to the highest level on record.

@2000_fny19310 @BRICSinfo It’s less about the raw number and more about the political message behind it.

@Statisight @BRICSinfo 80000 is nothing compared to spanish population

JUST IN: 🇪🇸 Spain erupts in anti-government protests as crowds in Madrid demand Prime Minister Pedro Sánchez resign.

Oil was finally calming down a bit and now CBS says the Trump administration is preparing new strikes on Iran again. Feels like every time markets start settling, another headline drops and resets everything.

@spectatorindex The scary part isn’t just the $39T debt, it’s how fast it’s growing now. The US is adding over $7B of debt every single day while already spending more than $1T a year just on interest payments. That’s nearly $290k of debt per household.

US government debt 10 years ago: $19.5 trillion Now: $39 trillion

@KobeissiLetter Usually a strong Dollar hurts oil prices. But when both oil and the Dollar rally together, you know fear is driving the market more than fundamentals.

The US Dollar and oil prices have never moved this closely together: The 60-day correlation between Brent crude oil prices and the Bloomberg Dollar Spot Index is up to 0.55, the highest since the index was launched in 2005. A reading above 0.50 has only occurred once before, in late-2025. This positive relationship emerged in early March, following the outbreak of the Iran war, and has persisted since. Historically, the two move in opposite directions, as most oil is priced in US Dollars globally and a stronger US Dollar makes crude more expensive for foreign buyers, weighing on demand. Meanwhile, the Bloomberg Dollar Spot Index has closed higher for 5 consecutive sessions, while Brent crude has closed up in 4 of the last 5. Geopolitics are redefining the US Dollar and oil markets.

@BRICSinfo The UK used to criticize China for censorship, and now people are getting arrested over tweets and Facebook posts. No matter where you align politically, that’s a pretty dangerous line for any democracy to start crossing.

JUST IN: 🇺🇸🇬🇧 Elon Musk calls for thousands of British people jailed for social media posts to be released.

@KobeissiLetter A “professional mechanism” sounds a lot like the world’s most expensive toll booth. If per-barrel transit fees happen and payments move in Yuan or crypto to bypass sanctions, this could seriously reshape parts of the global energy trade.

BREAKING: Iran says it has prepared a "professional mechanism" to manage traffic and impose fees in the Strait of Hormuz and it will be "unveiled soon." Details include: 1. Iran says this system is "within the framework of its national sovereignty" 2. Under the new system, vessels will be directed along a designated route 3. Iran says "only commercial vessels and parties cooperating with Iran will benefit from it" 4. There will be fees imposed for vessels who wish to transit safely 5. The Strait of Hormuz will "remain closed to the operators of Project Freedom" Iran appears to be proceeding with their Hormuz toll system.

@KobeissiLetter Feels like the end of an era seeing Berkshire fully exit Amazon while doubling down on Alphabet. Buffett always called missing Google one of his biggest mistakes, and now it feels like Greg Abel is finally correcting that trade for the AI era.

BREAKING: Berkshire Hathaway discloses new purchases of Alphabet, $GOOGL, Macy's, $M, and Delta Airlines, $DAL. Berkshire Hathaway has also exited its entire position in Amazon, $AMZN, UnitedHealth, $UNH, and Dominos Pizza, $DPZ.

@BRICSinfo First it was 10 days, then 3 weeks, now 45 days. Feels like we’re measuring peace in installments at this point. Glad the guns are mostly quiet, but without a real deal on sovereignty and disarmament, this still feels like kicking the can down the road.

JUST IN: 🇮🇱🇱🇧 Israel-Lebanon ceasefire extended by 45 days.

@BRICSinfo India-UAE ties are seriously underrated. Trade already crossed $100B, there are 4.5M Indians living in the UAE, and now both sides are targeting $200B by 2032. Add the AI supercomputing deal and the new $5B UAE investment package, and this feels bigger than just oil now.

JUST IN: 🇮🇳🇦🇪 Recap of Indian Prime Minister Modi's visit to the UAE.

@KobeissiLetter 10Y hitting 4.55% again is a huge warning sign. Last time yields got this high, Trump paused tariffs because markets were starting to crack. Now we’ve got 7% mortgages, 32-year high auto delinquencies, and no rate cuts in sight. Feels like rates stay high until something breaks.

Our 5th warning: The bond market crisis is intensifying. The US 10Y Note Yield is now officially above 4.55% for the first time since May 2025. After weeks of euphoria, the market is beginning to react today. As we have been stating for the last few weeks, the current situation in the bond market is unsustainable. We are now above levels seen when President Trump implemented a "90-day tariff pause" in April 2025 due to a collapsing bond market. Furthermore, the market now sees a 60%+ chance that the Fed's next move is an interest rate HIKE, with rate cuts entirely priced-out. We expect to see 7%+ mortgages next, all as auto loan delinquencies have reached 32-year highs. Inflation is back and higher rates are coming.

@KobeissiLetter Not surprising at all. The 10-year yield just hit 4.54%, its highest level in nearly a year. Tech can’t ignore the inflation and energy shock from the Iran conflict forever. AI hype is strong, but not stronger than a Fed that may actually hike again by December.

BREAKING: Nasdaq 100 futures extend losses to over -1.7%, now on track for the biggest daily decline since March 27th. The market is growing concerned over the rapid surge of US treasury yields.

@KobeissiLetter It was only a matter of time. After Pelosi’s Nvidia and Broadcom option trades earlier this year, it feels like everyone in D.C. is playing the same game now. The “Trump vs Pelosi” portfolio tracker might genuinely become one of the most watched charts of 2026.

BREAKING: A newly-released OGE Form 278-T discloses that President Trump filed 3,642 trades involving stocks of public companies between January 1st and March 31st. Our team has sorted and analyzed the thousands of transactions. Transactions include hundreds of stocks and ETFs such as Nvidia, Microsoft, Broadcom, Amazon, Apple, Alphabet, Meta, Goldman Sachs, AMD, Airbnb, Palantir, Netflix, Costco, Walmart, JP Morgan, DoorDash, and others. Individual purchases of Nvidia, Microsoft, Broadcom, Amazon, Apple, and others ranged from $1 million to $5 million in disclosed value. Individual purchases of AMD, Goldman Sachs, Alphabet, Airbnb, DoorDash, Micron, Stryker, and others ranged from $500,000 to $1 million in disclosed value. President Trump also reported hundreds of stock sales ranging from $15,000 to up to $25 million. Should we produce a detailed breakdown of President Trump’s stock purchases and sales? More details to come.