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President Xi’s reply letter is here ✨ “On May 23, President Xi Jinping replied to students from China and the U.S. who participated in the ‘Sailing for the Blue: China-U.S. Youth Friendship Journey’ program.” High-energy follow-up from the event I filmed last month 🥰 @MFA_China @maoning @ShanghaiEye @oceanx

Come see this high-speed rail-accessible "xianxia world" — isn’t it stunning? Everyone says Guizhou’s landscapes are beautiful, but I never imagined they could be this breathtaking. You really need a full-screen live photo to capture how vividly gorgeous this place is!

@cobra_mindset1 77% growth in 1 single quarter. From the entire company’s operating history to date. I’m not sure if markets realize how high that is and represents a structural shift in forward revenue growth indications. Extremely positive in regards to $SIVE thesis validation so far.

Elon Musk emphasizes that the complexity of developing a reusable orbital rocket is incredibly high. That's why "many smart people have tried it before, and no one has succeeded… most have kinda just been given up halfway through." “We live on a planet where the gravity is actually very strong... That means that you have to have ‘A pluses’ across the board, incredibly efficient engines, incredibly efficient structure, you do need scale, that’s why Starship is so gigantic... But if full and rapid reusability can be achieved, it reduces the cost of access to orbit by a factor of 100 or more... The difference between humanity being a multiplanet species or a single-planet species… It’s really that big of a deal.” Video: @SpaceX

"When I started SpaceX, one of my friends got a compilation of rocket failures & made me watch the whole thing. I knew the probability of SpaceX failing was high" — Elon Musk Rockets are hard.

US corporate revenues have never been this concentrated: The top 1% of US firms by sales now account for a record ~82% of all corporate revenues. This percentage has risen +22 points since the 1950s. The top 20 firms alone account for a record 50% of all US corporate sales. Concentration has increased +10 percentage points since the 1980s. At the same time, corporate profits after tax as a proportion of US GDP stand at 12%, near an all-time high and more than double 2001 levels. This means a shrinking number of companies are capturing a growing proportion of both revenues and profits across the entire economy. The market and economy have never been more concentrated.

The Narrative Collapsed and Ethereum Is Cheap. Is ETH finally a buy? The Ethereum options market is seeing unusually large put buying activity, with the $1,800 and $1,900 strikes attracting flows running approximately five times above normal levels. Since issuing our high-conviction short on May 16, 2026, Ethereum has declined 10%. But our bearish thesis predates that call. On October 31, 2025, with ETH trading at $3,800, we identified Ethereum as the smarter hedge. Prices have since fallen 47% (see also our interview from November). The thesis was always fundamental. The market is simply catching up. In early April 2026, with Ethereum trading near $2,000, we revisited our fundamental view, examining whether the conditions for a buy had emerged and what the real structural issues were. Today, we return to that question. Ethereum is cheap. But cheap is not the same as a buying opportunity. Fundamentals ultimately determine price; marketing narratives can only sustain a divergence for so long before reality reasserts itself. We have seen that cycle play out once already. So what has changed? Let us approach Ethereum from a different angle entirely. See our full report below.

Starlink powers the world’s biggest satellite constellation in low Earth orbit. What does that mean for you? We're rolling out the world’s fastest, most reliable high-speed inflight Wi-Fi now — with waaaaay more on the horizon. By the end of this year, we expect that 880+ United planes will have @Starlink on board. And it's free for MileagePlus members.