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🚨BREAKING: Secretary Rubio just brokered a historic framework peace agreement between Israel and Lebanon, right here in Washington, D.C.

The deal is simple: Iran is out. Hezbollah is out. The Lebanese military moves in.

Israel begins withdrawing from southern Lebanon. Lebanon takes back control of its own soil. And for the first time in decades, a real path to peace is on the table.

America made this happen.
🇺🇸🇮🇱🇱🇧

BREAKING: The US, Israel, and Lebanon signed a framework agreement allowing Israel to maintain a security zone in Lebanon, with the IDF retaining operational freedom within that zone.

An airplane crashed into Beijing’s tallest skyscraper, the 109-story CITIC Tower (China Zun), in China.

Americans are STUNNED on how it’s still standing and are asking why it didn’t collapse into its own footprint? https://t.co/n2BWw4ZYx2

🚨 BREAKING:

​Iran has targeted U.S. Fifth Fleet sites in Bahrain with missiles and drones in response to a ceasefire violation.

​Iran is not joking and confirms that future responses could be even stronger amid escalating tensions. https://t.co/Pm83PyuDeU

JUST IN: 🇺🇸🇮🇷 US military launches strikes against Iran.

JUST IN: 🇹🇼🇨🇳 Taiwan is preparing to flood the skies with more than 210,000 drones to make any Chinese invasion a nightmare.

Taiwan has unveiled a €5.6 billion autonomous defense plan to deploy over 210,000 unmanned systems, including kamikaze drones, reconnaissance drones, and uncrewed surface vessels.

Inspired by lessons from the war in Ukraine, the strategy aims to overwhelm any invading force and make an amphibious assault by China extraordinarily costly.

The future of warfare is being written in the Taiwan Strait.

🚨 BREAKING UPDATE: NBC confirms Trump used the ceasefire to secretly restock missiles and deploy another carrier strike group!

Iran brilliantly used the time to reset its forces.

The Pentagon knows Tehran is ready for major combat.

The US empire is completely trapped! https://t.co/OqQDo20nyA

🚨ESPANTO EN TAILANDIA‼️

Esta es la escalofriante noticia que más se está viralizando en Tailandia en estos momentos:
Un australiano de 46 años llamado Simon viajó a Tailandia y allí conoció a una joven de 17 años llamada Nong. Se les ve caminando de la mano hacia la habitación del hotel. Poco después, los amigos de la chica denunciaron su desaparición repentina. La policía revisó las cámaras de seguridad y vio que ella entraba a la habitación, pero nunca salía. En cambio, el hombre salió arrastrando una maleta de viaje negra grande.
Dentro de la habitación encontraron signos de pelea y sangre. Tras 15 horas de búsqueda, localizaron al hombre en el aeropuerto, comprando un boleto para regresar a Australia.
Al detenerlo, tenía rasguños y marcas de lucha en el cuello y los brazos. Siguiendo la pista de la maleta, la encontraron abandonada en un pequeño bosque, con el cuerpo de la víctima dentro.
Al principio lo negó todo, pero bajo presión confesó. Según él, habían acordado 1000 baht, pero al descubrir que ella estaba en su período menstrual, pidió bajarlo a 500 baht. Eso provocó una discusión y afirmó que solo “se defendió”.
Lo que más ha indignado a la gente en Tailandia es su frialdad al confesar y al pedir disculpas a la familia de la víctima, sin mostrar ningún arrepentimiento real (se ve al final del video)

JUST IN: 🇨🇳 Chinese hedge funds warn the AI "super bubble" is ready to burst.

Robotics is next.

Both deal count and investment amounts are skyrocketing per pitchbook March data (source: a16z)

Good thing is: the same AI DC exposure often has cross-exposure to humanoid ramp.

Like DRAM/NAND with memory (on humanoid inference/storage) or DFB lasers with photonics (FMCW LiDAR vision/sensing).

Right now most exposure is upstream component parts… or programs within large players like $AMZN or $TSLA.

So global IPO season H2 into 2027 for pure play humanoids/robotics companies is going to be fun.

BREAKING: China's most prominent bubble-callers say the AI rally is about to collapse.

Wealspring Asset, run by Yang Dong, who called the 2007 market top, said the "collapse point may not be far away."

Shanghai Banxia went further: "the trigger for the AI bubble to burst has already appeared," citing concerns over Anthropic's revenue growth falling short of expectations.

At least 6 of 11 Chinese hedge funds surveyed have no positive stance on AI right now, and Wealspring said some of China's hottest AI-linked stocks could crash more than 80%.

Health Care has a 100% win rate in the back half of midterm election years.

Not 80%. Not 90%. ONE HUNDRED PERCENT.

I looked at every midterm year since 2006.
Here's how each sector performed from July to December:

1. Health Care $XLV: +8.46% avg, 100% win rate
2. Industrials $XLI: +7.18%, 80%
3. Materials $XLB: +6.71%, 60%
4. Financials $XLF: +6.68%, 80%
5. Cons. Discretionary $XLY: +6.35%, 60%
6. Cons. Staples $XLP: +6.29%, 80%
7. Utilities $XLU: +6.18%, 80%
8. Technology $XLK: +6.08%, 60%
9. Energy $XLE: +3.26%, 60%
10. Real Estate $XLRE: -7.94%, 0%

The S&P 500 $SPY averaged: +5.95%.

Three things nobody is talking about:
1. Health Care outperforms EVERY sector in midterm H2. Not tech. Not discretionary. Health Care. Five for five.
2. Tech drops to #8. The darling of every other year becomes middle of the pack when midterm volatility kicks in (60% win rate).
3. Real Estate has NEVER been positive Jul-Dec in a midterm year. 0 for 2. Negative every single time.

2026 is a midterm year.
The rotation is underway. It always does.

My dear followers.
Get READY for July, SURVIVE September, and ride the October-November move for 2026.

Here's how every sector PERFORMS month by month during MID-TERMS and what it means heading into July.

July:
- the BROADEST strength of the entire back half
- every single sector finishes POSITIVE
- tech, energy, and consumer discretionary lead with +4% moves

August:
- the rally STALLS
- half the sectors turn NEGATIVE
- biotech $XBI is the standout at +4.52% while energy $XLE and materials $XLB fade

September:
- this is the month to be CAREFUL
- nearly every sector DIPS
- utilities $XLU and real estate $XLRE get hit hardest
- if you're adding exposure, this is where you WAIT

October:
- the TURN
- STRENGTH comes back almost everywhere
- staples $XLP LEAD at +3.91%, but even the LAGGARDS catch a bid.
- this is historically where the midterm LOW gets put in.

November:
- CONTINUATION
- materials $XLB rip +4.57%. industrials $XLI +3.79%. the cyclicals take over

December:
- profit-taking
- almost every sector gives BACK
- tech DROPS -3.45%, energy -3.01%
- the back half rally takes a BREATHER before the post-midterm year kicks in

A lot of traders have setups. But they do NOT know the timing cycles.
I will always make sure you're STEPS ahead of everyone else.

The $716 print is going to dominate your feed all weekend. Here's what it actually was and what actually matters heading into next week.

WHAT $716 WAS:

A 30-second intra-auction flash inside the closing cross. Dealers forced to sell by their own hedging math hit a vacuum below $720. Institutional bids caught it at $716.58. It snapped back $13 in seconds. The official NYSE closing auction printed $731.13. Not $716.

The $716 was not a trade at fair value. It was a gamma feedback loop that exhausted itself in half a minute. The same mechanic that drove the MRVL flash from $329 to $310 two weeks ago. Forced mechanical selling hitting a thin order book. Caught by real buyers on the other side.

4.7 million shares in one minute. 8x normal volume. Then it was over. The plumbing spiked. The plumbing normalized.

WHAT DIDN'T CHANGE:

MU beat earnings by 20%. Flash PMIs accelerated. Core CPI came in cold. The AI capex thesis is intact. No major company has missed or guided down. The S&P 500's earnings picture is the same one that powered $650 to $760 over six months.

Our correlation scanner read 1.5/10 green through the entire rebalancing week. Correlations actually DECLINED every session as the selling intensified. The cross-sector dispersion is healthy. Financials, energy, healthcare, and tech are NOT selling together. The forced selling is mechanical and dispersed, not systemic.

WHAT ENDS TUESDAY:

$165B of forced institutional rebalancing hits its deadline June 30. GPIF, Norges Bank, US pension funds, the SNB. The selling is calendar-driven with a calendar expiration. Tuesday at 4 PM, 1.39 million puts expire and the forced selling window closes.

WHAT STARTS WEDNESDAY:

July. Over the past ten years, S&P 500 has averaged +3.37% in July with a 100% hit rate. Ten for ten. The strongest seasonal month in the dataset.

The falling wedge pattern detected this week has a 97% historical success rate across 34 prior patterns. The Reverse H&S has a 90% success rate. Both target $790+. Both are active. Both waiting for the rebalancing headwind to expire.

Vanna is at +168.8K, the largest supportive loading we have ever recorded. When IV compresses, the mechanical recovery is the most powerful in our dataset. The spring is at maximum tension.

THE BOTTOM LINE:

The $716 print will generate panic posts all weekend from accounts that don't understand closing-cross mechanics. It will be framed as a crash signal, a collapse warning, a sign that the market is broken.

It was a 30-second gamma cascade that institutional bids caught and reversed. The earnings didn't change. The correlations are green. The forced selling ends Tuesday. The seasonal tailwind starts Wednesday. The recovery patterns are loaded.

The noise is loud. The data is clear. Two days.

$SPY $QQQ $NVDA

JUST IN: 🇮🇷🇺🇸 Iran considers canceling negotiations with the US in Switzerland.

BREAKING: Iranian negotiators are considering completely canceling the technical talks in Switzerland scheduled for June 28-29 following yesterday's US strikes on Sirik in southern Iran, per Iran Nuances.

The negotiators believe the "blatant violation of Article 1 of the MoU" must be responded to by halting all negotiations, including the rest of the 60-day period.

BREAKING: Iran is now launching multiple drones and ballistic missiles at US military assets in Kuwait, shortly after Bahrain, in response to US strikes on southern Iran.

A source close to Iran's Ghalibaf says ''Iran is launching a massive drone and missile attack on U.S. bases and assets in the region.''

Anthropic IPO delayed to 2027.
Open AI same.

The strongest models are gated and access is granted only to a select few.

Hermes Agent now exposes MoA presets as virtual models, giving you capabilities beyond the publicly available frontier: 8% higher than Opus 4.8 and 11% higher than GPT 5.5 on our upcoming benchmark. https://t.co/0ahSXvFgQK

🚨 BREAKING: Claude has a feature called Reading & Learning Mode. You can use it to learn anything faster than 99% of people. Here are 5 prompts to access it:

All those affected by the catastrophic earthquake in Venezuela are in our thoughts, and we thank the first responders for helping everyone in harm's way. Apple will be donating to relief efforts on the ground.

Video del Terremoto en la playa de Venezuela , impresionante como se ve la arena ! Se puede apreciar licuefacción y grietas al final del video https://t.co/dRZwxDQt5F