CaptainJack_sMacroStr

It is rumored that OpenAI's private debt has an annualized interest rate of 15%. Foreign buyers are cautious about hardware inflation related to AI, and some buyers are already saying: this year, AI hardware investment will peak.

21:10 ★★The 30-year U.S. Treasury yield rises to 4.986%, the highest level since September 2025.

Eleven minutes after the U.S. stock market experienced its largest single-day decline in months, Trump announced an additional 10-day extension to target Iran's energy facilities. The dollar index surged after hours, crude oil prices plummeted in the short term, and Wall Street is trying to decipher Trump's "TACO moment" pattern: oil prices approaching $95 to $100, and the 10-year U.S. Treasury yield hitting 4.5%, which may be two hidden warning lines signaling a shift toward easing by the White House.

Who says Iran doesn't have air superiority?
Iran 🇮🇷 is now emptying out A-shares and H-shares, isn't it?

Goldman Sachs: US Stocks Become A-Share Like; Bear Market Thursday Drop😅
Goldman Sachs' Kaplan notes that since the Iran war began, US stocks have experienced a significant decline on Thursday/Friday compared to other days of the week.

A Trump insider with a 100% win rate opened a $105 million short position before the US stock market opened.
This account, which made its first bold move since the stock market crash last October, earned $167 million in just 3 hours.