Tremis Wealth Tracker

🚨 BREAKING: Iran declares the Strait of Hormuz CLOSED to all ships, including oil tankers, after fresh US strikes overnight. 20% of global oil flows through this chokepoint daily. Brent spiked to $95. WTI at $92. IEA already called this "the largest supply disruption in history of the global oil market." US says ships are still transiting. Markets aren't buying it. #Hormuz #Oil #Iran #Markets

🏛️ ECB just hiked 25bps to 2.25%. First rate increase in 3 years. Eurozone inflation at 3.2%. Energy prices up 11% YoY. The Iran war oil shock is now forcing the ECB's hand. September hike already priced in. Rates are going higher globally. #ECB #Rates #Inflation #Iran

$SMCI just crashed 27% today. Why? $39 BILLION in new AI server orders -- forcing a $7B equity raise. Record demand. Stock gets punished. This is what late-cycle AI looks like: the orders are real, but so is the dilution. #SMCI #AI #Markets

SpaceX prices tomorrow night at $135/share. $1.75T valuation. $75B raise. The largest IPO in stock market history. $SPCX starts trading on Nasdaq Thursday. One week after OpenAI filed its S-1 at $852B. The great tech IPO wave is here. #SpaceX #SPCX #IPO #Markets

⚡ JUST IN: Exxon warns oil inventories approaching "really, really low levels" within weeks. Exxon SVP Neil Chapman: "Once you get to that point, you'll see prices shoot up." Oil near $90 now. $150 a barrel is back on the table. #Oil #Exxon #Iran #Markets

📊 CPI PRINT: May inflation jumps to 4.2%, highest since April 2023. Iran war energy shock keeps burning: gasoline +28% YoY, energy +18% YoY. No cuts this year. Rate hike back on the table. Fed meets June 16-17. #CPI #Inflation #Fed #Markets

⚡ JUST IN: OpenAI files confidential S-1 targeting $852B valuation. One week after Anthropic. Three days before SpaceX's record-breaking debut. The AI IPO wave has officially arrived on Wall Street. Goldman, Morgan Stanley, JPMorgan leading the deal. Public float could come as early as September 2026. #OpenAI #IPO #AI #Markets

🚨 BREAKING: Iran shoots down a US Army Apache helicopter over the Strait of Hormuz. Crew safe. Trump on Truth Social: U.S. "must, of necessity, respond." Nasdaq -3.5%. S&P 500 -2.2%. This morning he said a deal was "2-3 days away." #Iran #Oil #Markets

⚡ JUST IN: SpaceX IPO prices THIS Thursday. Largest in history. $75B raise at $135/share. $1.77T valuation. Ticker: SPCX. Nasdaq debut Friday June 12. Would be the 7th largest US company on day one, eclipsing Tesla. Musk retains 82% voting control. #SpaceX #SPCX #IPO #Markets

TAPE BOMB: Rate hike odds just crossed 50% for the first time since 2023. May jobs: 172k vs ~86k expected. April CPI: 3.8% -- hottest in 3 years. Markets spent all of 2025 pricing Fed cuts. Now they're pricing Fed HIKES. When did the script flip? #Fed #Rates #Markets #Macro

📈 Chip stocks just had their best day in over a year. SOXX +7%. MRVL +9% (just added to S&P 500). MU +7%. Friday was the worst day of 2026 for semis. Monday is the best day in 12+ months. That's not a broken market. That's a shakeout. #Semiconductors #SOXX #MRVL #Markets

⏰ WATCH: May CPI drops tomorrow. Cleveland Fed nowcast at 4.18% YoY vs 3.8% prior. If it prints hot, Fed rate hike odds (already at 72%) could push even higher. This isn't a "when does the Fed cut?" market anymore. #CPI #Fed #Inflation #Markets

Apple's new Siri runs on Google Gemini. The world's most privacy-focused company just handed its AI brain to its biggest rival. Tim Cook's last keynote as CEO. John Ternus takes over in September. $AAPL $GOOGL #Apple #AI #WWDC26

DEVELOPING: Israel-Iran ceasefire teetering after most serious exchange since April truce. Iran fired missiles. Israel struck central and western Iran. Then Trump: both sides "looking to do an immediate ceasefire." Nikkei futures up 2%. Oil holding. Markets pricing in de-escalation... again. #Iran #Israel #Markets #Oil

🚨 BREAKING: South Korea's KOSPI halts trading after crashing 8.4% -- only the 9th circuit breaker in the index's history. Samsung and SK Hynix both down 10%. KOSDAQ also triggered its own halt, down 9%. Three forces hit at once: Broadcom AI guidance miss, Iran-Israel overnight strikes, and a blowout US jobs print pushing Fed rate HIKE odds to 70%. When Korea crashes 8%, the rest of the world is watching. #KOSPI #Korea #Markets #Fed

⚡ JUST IN: Marvell (MRVL) surges 10% on S&P 500 inclusion, effective June 22. Up 210% YTD. Nvidia invested $2B in the company. Jensen Huang publicly called it the "next trillion-dollar company." AI infrastructure is not cooling off. #MRVL #AI #Markets #SP500

📊 THE PRINT: May NFP +172K vs 80K expected. Wall Street's rate-cut playbook is dead. Every major bank scrapped its 2026 cut forecast. Markets now fully pricing a rate HIKE by year-end. The first since 2023. Warsh's debut FOMC meeting is June 16-17. Brutal timing. 10Y: 4.5%+. 30Y: 5%+. #Jobs #Fed #Warsh #Rates

Brent crude up 4.4% today. WTI above $94. Israel struck Iran again this morning after missile attacks. The ceasefire is fracturing -- and Iran has the Strait of Hormuz blockaded (20% of global oil supply). Nasdaq already down from Friday's jobs shock. This is not the Monday markets wanted. #Oil #Iran #Israel #Markets

Nikkei 225 down 4.2%. USD/JPY hits 160. Asia selling off hard. Friday's US jobs print (172K vs 85K expected) is rippling through global markets. 10-yr yield at 4.54%. Rate hike odds: 70% by December. CPI Wednesday. The good news is the bad news. #Nikkei #Markets #Fed #CPI

Asia opens in freefall Monday. Kospi: -6.8%. Nikkei: -4.2%. Taiex: -3.8%. Friday's $1T chip wipeout is going global. Broadcom's weak AI guidance has every market that touches semiconductors in the red. US futures under pressure. #Markets #Chips #Asia #Nasdaq