the final reckoning between AI hype and reality is upon us. buckle up.

People who say EBITDA aloud like EBITDAAAHHHHH should be punched in the crotch. #$SPY #$QQQ

IMO published Iran's permit requirements alongside Oman's instructions for exiting the persian gulf. Iran IS requiring a permit for transit. Why did IMO publish these two blatantly contradictory documents? Lives are at stake. #OOTT Iran: pgsa.ir/passage_gene... Oman: wwwcdn.imo.org/localresourc...

Yo, @CNBC - Are y'all just going to pretend that @dan-nathan.bsky.social didn't just accidentally refer to Squawk Box as SQUAWK & FRIENDS on air just now?!?! Because that was so apropos. And awesome!

Trump saw what his post did to the market. Then, someone from the WH called Axios, who obligingly reported that we don't really know if the Iranian drone shot our Apache out of the sky *on purpose." Trading algos are very strongly influenced by Axios lately. #$QQQ #$SPY #$BTC

How U.S. Navy "guides" ships thru SOH #OOTT #OSINT www.reddit.com/r/IranWarRep...

The SpaceX IPO, and the OpenAI and Anthropic IPOs are being quite suddenly rushed. Why? I hope it's not because their private investors are underwater and need exit liquidity. These new IPOs had better have a lock-up period. #$QQQ #$SPY

Today my 10yo and his friends organized an anti-Trump protest during school recess. Many participated. A few kids jeered. My son announced that jeers would just make the protestors chant louder. And so they did.

Shift change for this flying gas station KC-46A, headed back to Ben Gurion from the Persian Gulf. #oott #osint

These trades. They will be Trump’s undoing.

1.8 BILLION??? Wow. The Trump administration is going to give (checks calculator) $$$ 1.43 MILLION in free money to each and every pardoned January 6 insurrectionist. #$QQQ #$SPY

10y just printed 4.68 and markets be like idgaf #$QQQ #$SPY

If the 10y holds above 4.6 for more than a day or two, I expect it to eventually top out at 8.60%

omg

oooh! Senator Van Hollen eating Ka$h Patel for breakfast rn.

The Iranians control their strait chokepoints from Bandar Abbas, Qeshm and Sirik. Reports indicate that all 3 locations have very recently experienced explosions. Unconfirmed. #OOTT #IranWar #OSINT

Saved by the TACO for the second time today! #$QQQ #$SPY

Trading algos can react to news (and social sentiment) in mere seconds. They pump, then wait for retail to pile on, and then they sell.

Last time the Nasdaq surged to new highs while gaining >20% in five weeks was Jan 31-Mar 10, 2000. The dotcom high printed 29 trading days after the local low. As of today, our local low occurred Mar 30, 2026. We are up 23.5% and it's day 27. #$QQQ #$SPY

Some weird flight radar spoofing going on near the Strait of Hormuz, SE of Khor Fakkan, near Abumusa, near Sir Bani Yas and East of Doha. Also lots of refueling tankers milling about. #OOTT #OSINT #IranWar

Did anyone else see that low-flying fighter jet disappear from the air just west of Iranshahr? #OOTT #OSINT #IranWar #$SPY #$QQQ

Emirates flight 98. whats up.

It looks like commercial flights being diverted away from Abu Dhabi, Dubai, and Doha. #OOTT #OSINT #IranWar #$QQQ #$SPY

The IRGC navy is using civilian vessels (tankers, cargo ships, landing craft, fishing vessels, tugs) to execute military ops in both gulfs. The U.S. can't target IRGC on the water without risking civilian lives. They don't know who's on what boat. #OOTT #OSINT #IranWar #$QQQ #$SPY

Based on freely available open-source intelligence, I believe there is a chance the U.S. has (or may soon have) boots on the mainland in Iran. West of Bandar Abbas. North of Qeshm. This is unverified. #OOTT #OSINT #IranWar

A bunch of tankers appeared today in a cluster East of Oman. These AIS signals are spoofed. Heavy tankers in a cluster, all traveling @ ~50 knots? Tankers can't go that fast. Last month, Iranians were doing the spoofing. Today? Could be anyone. #OOTT #OSINT #IranWar‌

I expect Trump will pump the market today when the Q’s print 656. #$QQQ #$SPY

25k is set to be the ceiling on the Nasdaq. #$SPY #$QQQ

Vessels exit the Strait of Hormuz thru Iran's tollbooth between Qeshm & Larak. Vessels then travel in protected waters along coastline thru Pakistan, India, China, and even Russia. They simply avoid the U.S. "blockade" by avoiding international waters. #OSINT #OOTT #IranWar‌

wtf y'all. www.bbc.com/news/article...

...and cue TACO tweet from President to save #$TSLA stock price from sinking after earnings. 3,2,1...

So far, Trump has attacked: -Iran -Venezuela -Somalia -Yemen -Syria -Nigeria And soon: -Cuba -Gaza What do Trump's targets have in common? 1. Undeveloped oceanfront real estate 2. *Very* significant energy reserves 3. Brown people 4. What else? #IranWar #OOTT #$USO

MOJO19, a Boeing KC-46A Pegasus aerial refueler, is currently circling an area in the Gulf of Oman at 21000ft. #epicfury #OSINT

Let's Go Pope Leo! The popes just keep getting cooler. I mean. Except for Benedict.

bessent just flicked his tongue. twice. He's pissed.

today, around 1430, the U.S. Market will stop its upward trajectory. indefinitely. #$SPY #$QQQ

This market trades like a meme stock. It rises on false hope and fake news. And it crashes when it meets reality and acknowledges lost hope. I do not expect the market makers can continue to prop the market for much longer. Thing is, trading algos treat every article and tweet as equally factual.

Today, when Trump announced that 34 vessels had crossed the strait of Hormuz, this was a lie. Most outlets announced that his claim was unsubstantiated. But the markets surged anyway.

When the NY Post announced today that Iran was reconsidering their position on Uranium enrichment, it was a lie. But the news spread quickly and caused a market surge. The lie was eventually retracted. But the market ignored the retraction.

omg

Yesterday the Hungarians sent a C17 to Dover AFB, loaded it up with something, and then flew back to Hungary. This was 1 of 3 shared c17s whose use is governed by no one. #OSINT

Palantir #$PLTR printed a 10-month low this morning at 10:12am eastern. Twenty minutes later, at 10:32am, the president bleated a Trump pump. This is #$PLTR’s 1-min chart from today. #$QQQ #$SPY

Buttigieg is eating Joe Kernan for breakfast.

This is so well done. 👌

It doesn't look like Vance is going to Pakistan tomorrow. Af2 departed Budapest and looks like it's about to land at Ramstein.

This is excellent news.

Last week Trump tried to send Vance to Pakistan, but Vance didn’t go. This week, Trump plans to send Vance to Hungary. If Vance fails to return home from overseas, Trump gets to pick a new vp. But I’m sure this is just paranoid TDS. It’s not like Trump ever tried to get his VP killed or anything.

You have got to be fucking kidding me. Pete Hegseth says the rescued airman is Jesus Christ.

Why does Hegseth's face show contempt, disgust, and shame during this press conference?