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Speaker record

WTI/long/tweets

Trump refuses Iran negotiations as US-Iran war rages and Strait of Hormuz traffic collapses, squeezing global oil supply

*TRUMP ON IRAN: I DON'T WANT TO NEGOTIATE NOW

Peak+1.0%

WTI/short/tweets

US-Iran direct talks signal de-escalation, removing the Hormuz war premium that has driven oil up 74% YTD.

*TRUMP: US OFFICIALS SPOKE TO IRAN THIS AFTERNOON

Peak+0.8%

WTI/long/tweets

Trump threatens Iran strikes next week, putting Iran's ~3M bbl/day output at immediate risk — crude spikes.

*TRUMP: NEXT WEEK WE'LL HIT IRAN POWER PLANTS, BRIDGES

Peak+0.9%

GLD/long/tweets

Trump's Iran strike threat triggers risk-off safe-haven demand, sending gold higher as war premium builds.

*TRUMP: NEXT WEEK WE'LL HIT IRAN POWER PLANTS, BRIDGES

Peak

+0.2%

LMT/long/tweets

Trump's announced Iran strikes validate elevated defense spending and lift the premier U.S. weapons contractor.

*TRUMP: NEXT WEEK WE'LL HIT IRAN POWER PLANTS, BRIDGES

Peak+1.0%

WTI/long/tweets

Trump threatening imminent strikes on Iran energy targets will spike crude oil prices on supply shock fears.

*TRUMP: ULTIMATELY WE'LL HIT IRAN ENERGY TARGETS

Peak+0.9%

LMT/long/tweets

Active U.S. military strikes on Iran's energy infrastructure boost demand for Lockheed's precision munitions and defense systems.

*TRUMP: WILL HIT IRAN AGAIN TOMORROW NIGHT

Peak+1.0%

AAPL/long/tweets

Apple's scorched-earth lawsuit against OpenAI signals a hardened hardware IP moat as AAPL hits all-time highs.

*OPENAI ON APPLE LAWSUIT: WE TAKE THESE ALLEGATIONS SERIOUSLY

Peak+2.9%

GOOGL/long/tweets

Apple replaced OpenAI with Google Gemini as its Siri AI engine, handing Google distribution across the entire iPhone installed base.

*OPENAI ON APPLE LAWSUIT: WE TAKE THESE ALLEGATIONS SERIOUSLY

Peak+1.5%

SP500/long/tweets

A CPI print 40bps below expectations kills rate-hike risk and ignites a broad equity rally.

*TRUMP: INFLATION REPORT WAS INCREDIBLE, THANK YOU FOR BRINGING THAT UP

Peak+0.7%

TLT/long/tweets

A massive CPI undershoot reduces the probability of more Fed rate hikes, pushing long-term bond yields down and Treasury prices up.

*TRUMP: INFLATION REPORT WAS INCREDIBLE, THANK YOU FOR BRINGING THAT UP

Peak+0.2%

BTC/long/tweets

Inflation cooled sharply below all forecasts, repricing rate-cut odds higher and sending Bitcoin up as a risk-on and liquidity-sensitive asset.

*TRUMP: INFLATION REPORT WAS INCREDIBLE, THANK YOU FOR BRINGING THAT UP

Peak+1.2%

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