SpaceQuant 🪐 @space_quant8

🚨 EVERYTHING THAT COULD GO WRONG FOR MARKETS WENT WRONG TODAY. S&P 500 down -1.65%, wiping out $1.14 trillion. Nasdaq down -2.60%, wiping out $1.11 trillion. Gold down -3.38%, wiping out $1 trillion. Silver down -6.9%, wiping out $280 billion. Bitcoin down -6.31%, wiping out $80 billion. In total $2.5 TRILLION wiped out in a single session. These were not isolated moves. Everything started breaking at the same time. It started with the jobs report this morning. The US economy added 172,000 jobs in May. Wall Street expected 88,000. That is almost double. On any normal day, strong jobs is good news. But inflation is already at 3.8% and oil is sitting at $90. A labor market this strong tells the Fed it cannot cut interest rates and may actually need to raise them. The probability of a rate hike this year went from 40% to 57% in a single day. That spooked every investor holding tech and growth stocks because higher rates mean those stocks are worth less today. Then the AI trade started cracking. Yesterday Broadcom reported record earnings: revenue up 48%, AI chip sales up 143% and the stock still crashed 12.6%. The reason was simple. Broadcom did not raise its AI revenue targets for the year. Investors had expected it to. That single miss made people ask a question they had been avoiding for months: are we paying too much for AI stocks? That question got louder today when a research firm called SemiAnalysis revealed that Nvidia's next-generation AI chips will need significantly less memory than everyone assumed, roughly half of what the market was pricing in. Memory chips are what companies like SK Hynix and Samsung make. SK Hynix fell nearly 10% today. Samsung fell over 6%. South Korea's entire stock market crashed 5.5% in a single session. Japan's semiconductor stocks did the same. And then Anthropic added fuel to the fire by publishing a report warning that AI is getting close to the point where it can improve itself without human help and calling for a global pause in AI development. Coming on the same day as the memory demand news and Broadcom's miss, it fed a single growing fear across the market: what if the AI boom is moving faster than the business models can keep up with? Underneath all of this, there is a liquidity problem nobody is talking about. SpaceX goes public next week at a $1.75 trillion valuation. Anthropic just filed to go public. OpenAI is next. These three companies together are worth $4 to $5 trillion. Fund managers need cash to buy into these listings. But cash levels are already at their lowest since early 2024. The only way to raise cash is to sell what they already own. That selling is happening right now. The new Fed Chair Kevin Warsh will also hold his very first policy meeting in 11 days. He was appointed by Trump with the expectation of cutting rates. He is now walking into a situation where inflation is high, oil is high, and the job market is running hot. Investors do not know what he will do. When nobody knows what the most powerful central banker in the world will decide in less than two weeks, the safest move is to reduce risk today. Everything that could go wrong, went wrong at the same time. A hot jobs report, a collapsing ceasefire, a crack in the AI trade, a trillion dollar liquidity drain, and a Fed meeting with no clear outcome.

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@QuantifiedStrat Great post and will appreciate the rules as well. Thanks

@adeleians NASDAQ

How is time series forecasting evolving? In this discussion, Professor Esfandiar Haghverdi speaks with Marco Peixeiro about his two books and how the field has shifted, from ARIMA to foundation models like TimeGPT. Full video on YouTube: youtu.be/lgtyyVC0FcQ

x.com/i/article/2048…

🚨: NASA just released this closest image of Moon ever taken by Artemis II . The clarity in insane in this view.

Sky full of stars. Following a successful lunar flyby, the Artemis II astronauts captured this breathtaking photo of our galaxy, the Milky Way, on April 7, 2026.

Artemis II Delivers the First Human Observation of the Complete Orientale BasinDuring the lunar flyby phase of NASA’s Artemis II mission, the crew captured the first-ever images of the entire Orientale Basin as seen directly with human eyes.Orientale is a multi-ringed impact basin approximately 930 km (about 580 miles) in diameter, located near the southwestern limb of the Moon (as viewed from Earth). Because of its position straddling the near and far sides, only portions of its concentric rings and ejecta blanket have been visible from Earth or in previous orbital imagery at certain illuminations. The unique vantage point and trajectory of Artemis II allowed the crew to observe and photograph the full structure — including previously foreshortened or partially obscured segments — in a single, fully illuminated view.Formed roughly 3.8 billion years ago by a large asteroid or comet impact near the end of the Late Heavy Bombardment, Orientale is the youngest and best-preserved large impact basin on the Moon. Its well-defined concentric rings (the outermost Cordillera ring, the Outer Rook, and Inner Rook) provide a textbook example of how massive impacts excavate deep into the lunar crust and mantle, followed by gravitational collapse and rebound that create the characteristic bull’s-eye morphology.This new human-taken documentation adds valuable high-resolution visual context to existing datasets from spacecraft such as Lunar Reconnaissance Orbiter, GRAIL (which mapped its gravity anomalies), and earlier missions. It will support refined geological mapping, studies of impact dynamics, and preparation for future surface exploration in the region.The observation underscores that even well-studied lunar features can reveal new details when viewed from novel human perspectives during cislunar missions.The Moon continues to hold scientific surprises — and Artemis II is already expanding our understanding of its complex impact history.

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Historic First: Artemis II Crew Becomes the First Humans to Witness the Orientale Basin in Its EntiretyBREAKING: In a stunning milestone for deep-space exploration, the Artemis II astronauts have captured the first-ever view of the Moon’s Orientale Basin with human eyes — seeing its complete, majestic structure for the first time in history.As the Orion spacecraft swept past the lunar limb during its historic flyby, the crew photographed the entire basin in one breathtaking frame, with Earth hanging beautifully in the black void beyond.A 930-Kilometer Cosmic BullseyeThe Orientale Basin is one of the Moon’s most impressive geological features — a massive multi-ringed impact structure roughly 930 km (580 miles) across. Formed about 3.8 billion years ago by a colossal asteroid or comet strike, its concentric rings ripple outward like frozen waves from a stone dropped into a cosmic pond.The outermost Cordillera ring forms the dramatic outer rim, while inner rings (the Rook mountains) mark zones of dramatic crustal rebound and collapse after the initial impact. Because Orientale straddles the Moon’s near and far sides near the southwestern limb, it has always appeared severely foreshortened and partially hidden from Earth-based telescopes and earlier missions. Only now, from Orion’s unique vantage during the flyby, has the full scale and symmetry been revealed directly to human observers.The Shot of a LifetimeThe image was taken through an Orion window as the crew passed over the site at just the right moment — with perfect illumination highlighting every ridge, ring, and shadow. It’s not just a photo. It’s a pivotal new dataset that complements decades of orbital data from Lunar Reconnaissance Orbiter, GRAIL’s gravity maps, and earlier probes.Entering the Zone of SilenceAs Orion continues its trajectory around the Moon, the crew is now heading into the most isolated phase of the mission: loss of signal. For roughly 40 minutes, the bulk of the Moon will completely block all radio communication with Earth, leaving Reid Wiseman, Victor Glover, Christina Koch, and Jeremy Hansen in profound solitude on the far side.They are venturing where only a handful of Apollo astronauts have gone before — deeper into cislunar space, pushing the boundaries of human exploration farther than any crew since 1970.The Moon is yielding its secrets once again… and humanity is watching live.This is what returning to the Moon — and preparing for Mars — truly looks like.

Hello, Moon. It’s great to be back. Here’s a taste of what the Artemis II astronauts photographed during their flight around the Moon. Check out more photos from the mission: nasa.gov/artemis-ii-mul…

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Python is wild for finance. You can get FinViz in Python for free (this is how): (a thread)

x.com/i/article/2036…

🚨: After travelling for 9 years and 5 months, only then could New Horizons capture the view of a world 4.8 billion kilometers from Earth, Pluto.

@pauliusztin_ @towards_AI Guide

@RealJGBanks Banks

JUST IN: Another $350,000,000,000 wiped out from the crypto market cap today.

All the gains in the crypto market since Trump was elected are now gone...

@RealJGBanks Thanks!

@spacemnke Hell fuck’n yes!!!!

🚨: Solar Eclipse seen from cockpit!