Episode Details

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Warm-Up
- Oil Drops - Still highest cost for Memorial Day in years
- Consumer Sentiment Drops again
- New Fertilizer coming - Kinda Soilent Green Concept
- Everyone is talking about SpaceX

Markets
- Nothing Really Matters - Anyone can see - New HIGHS
- Governments picking the winners again
- CHIPS !
- Concentration

NVDA
- Over the weekend, Jensen Huang said that his forecast of a $200 billion market for CPUs includes China, signalling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions.
- During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market.
- So, once again the PR machine is running overtime to make sure there is no reason for anyone to sell the stock - needed to make this clarification over the weekend
- Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers.

Consumers
- Consumer sentiment has tumbled to a fresh record low in May as fears of higher prices grow due to the U.S.-Iran war and elevated oil prices, the University of Michigan’s Surveys of Consumers said Friday.
- The index of consumer sentiment fell to 44.8 from a preliminary reading of 48.2. It’s also well below the 49.8 level seen at the end of April.

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