Dave 🥸

$2.4 million into these $QCOM calls

*NO DECISION FROM IRAN TO ENGAGE IN TALKS WITH THE US: TASNIM

Iran made no request for an in-person meeting with the US - Tasnim.

🔴 Trump: Iran plans to make an offer aimed at resolving US demands.

AI-related stocks now reflect a record 45% of the S&P 500's market cap, per GS data

IRGC Seizes Ship With Witkoff-Kushner Team En Route To Pakistan; US Sanctions Chinese Refinery, Iran Shadow Fleet zerohedge.com/geopolitical/f…

Oklo, NVIDIA, And Los Alamos Working On Plutonium-Powered AI  zerohedge.com/energy/oklo-nv…

*BRAZIL HAS BLOCKED POLYMARKET, FINANCE MINISTRY OFFICIAL SAYS

Trump Administration sanctioned a major China based oil refinery and around 40 companies and tankers involved with shipping Iranian oil

Semiconductor Stocks cannot be stopped 🚨 On track for their 18th consecutive green day, their longest winning streak in history 📈🥳🍾🫂

IRAN DENIES SEEKING U.S. TALKS, SAYS WASHINGTON PUSHING VIA MEDIATORS: TASNIM Iran has made no request for direct talks with the U.S., according to Tasnim. Instead, U.S. officials have been seeking renewed negotiations through Pakistani intermediaries. Tehran has not decided to enter negotiations, maintaining there are no current plans for engagement with Washington.

Ford denies having any talks with a Chinese carmaker on a US deal. $F

A ship suspected of cooperating with the US military has been seized - Tasnim, citing Iranian Military

High Beta momo basket parabolic

*IRGC SAYS SHIP MADE MULTIPLE TRIPS TO US PORTS: TASNIM

Michael Burry: Bought Ishares Semiconductor ETF Puts.

*ADT REPORTS UNAUTHORIZED ACCESS TO CLOUD-BASED ENVIRONMENTS

*VENEZUELA, US IN TALKS TO BRING OPPOSITION ONTO CENBANK BOARD

FedWatch now pricing 84% odds of a rate cut in 2026. I am old enough to remember when the market was pricing in 0% in March, and I won't be surprised when this goes back to zero. Time will tell.

*IRAN SAYS NO MEETING PLANNED WITH THE US IN ISLAMABAD *IRAN SAYS ITS OBSERVATIONS TO BE CONVEYED TO PAKISTAN