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Overloaded: From Trinkets To Compute And Market Structure
Overloaded: From Trinkets To Compute And Market Structure
By Peter Tchir of Academy Securities
Last weekend we published that the market was sitting on Multiple Inflection Points. We were concerned that many of the inflection points would resolve themselves negatively for the market:
Iran, which we didn’t even give the full “inflection” point treatment to, has deteriorated. While Brent finished the week at almost $90, up from just above $70, it seemed to be a “side story” at this stage. However, with the news of the U.S. service members killed on Friday...
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May 13, 2026 / Tyler Durden
Mass Casualty Event After Israeli Airstrikes On Beirut Highway
Mass Casualty Event After Israeli Airstrikes On Beirut Highway
Another mass casualty event has occurred in Lebanon, as national media says that on Wednesday eight people died, including two children, when Israeli strikes targeted cars on a highway south of Beirut.
Israeli media itself described that "The three separate airstrikes were carried out well beyond the main theater of conflict in the south, targeting vehicles on the coastal highway in an area around 20 kilometers (12 miles) south of Beirut, security sources said." The attack was reportedly carried out by drones.
EPA image
"Images showed...
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Apr 3, 2026 / Tyler Durden
Micro AI Sentry Guns May Be Next Layer Of Defense For Data Centers Against Kamikaze Drones
Micro AI Sentry Guns May Be Next Layer Of Defense For Data Centers Against Kamikaze Drones
Submitted by Cameron Rowe, Co-Founder and CEO of Sentradel,
Most people don’t think about what the “cloud” actually is. It’s a physical building full of servers storing everything from your medical records to your social media. Every Google search, every ChatGPT query, every hospital pulling up your health history routes through a data center. Right now, those buildings have about as much aerial protection as your local Costco.
In March 2026, Iranian Shahed drones struck three AWS...
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May 22, 2026 / Tyler Durden
'Mission Impossible' Begins: Watch Live As Kevin Warsh Is Sworn In As 17th Fed Chair
'Mission Impossible' Begins: Watch Live As Kevin Warsh Is Sworn In As 17th Fed Chair
Kevin Warsh, who’s promised the biggest shakeup in decades at the US central bank, is set to be sworn into office this morning at 1100ET in a White House ceremony as the 17th chair of the Federal Reserve.
Warsh takes over at a tense moment for the economy and the central bank. Inflation has reaccelerated, driven by the impact of war in the Middle East on energy supplies. The Fed, meanwhile, has been battered by President...
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