Exxon straight warns next energy wave slams prices in 2-3 weeks.
Jeff Currie calls it perfect: five Trump announcements zero closes, sell the tweet buy the molecule.
AI spending cracks everywhere – Microsoft dumps Claude licenses, Uber blows budget in four months, H200 rentals crash from seven to four dollars. Calvin nails the delusion – most violent stock surge ever during the worst market event ever.
Dow chases the dream deal not the actual deadlock. Headlines lie.
Molecules and budgets don’t.
This fake rally runs on fumes and about to get wrecked.
🚨 THE AI BUBBLE IS STARTING TO CRACK.
In the last 30 days:
– Microsoft cut Claude Code licenses
– Uber blew through its AI budget in 4 months
– Uber's COO questioned AI spending
– Fortune 20 companies started slashing token usage
– One firm burned $500M on Claude in a month
–… pic.twitter.com/K3gTZcSmAe— Crypto Rover (@cryptorover) May 29, 2026
It's not just that you're pretending like hormuz doesn't matter
It's that you're pretending that literally the most violent surge in stocks in market history is normal during what I think is the most negatively consequential event in market history
Just complete delusion
— 🏴☠️ (@calvinfroedge) May 29, 2026
Everyone should read what Senior Vice President of Exxon Neil Chapman says about the oil price surge coming in 2-3 weeks
The next wave of the energy shock is approaching fast pic.twitter.com/wCbbKrd6ph
— Robert A. Pape (@ProfessorPape) May 29, 2026
Commodity market guru Jeff Currie on Pres. Trump's so-called deals with Iran:
“Five deal announcements, zero closes… sell the tweet, buy the molecule.”
HEADLINES LIE, MOLECULES DON’T. pic.twitter.com/h51pKDrXyn
— Steve Hanke (@steve_hanke) May 29, 2026
Dow Jones Industrial Average buys the Iran deal Trump described, not the one being negotiated-FX
— First Squawk (@FirstSquawk) May 30, 2026