Episode Details

Show Notes — 2026-05-12 # Hunchline: The Morning Line — Tuesday, May 12th, 2026 GSI Technology detonates 45% on AI chip news while Intel rips 18% and oil surges 7% as Iran tensions heat up — meanwhile the Department of War quietly drops 161 declassified FBI UAP files through the new PURSUE portal, a Ukrainian defense advisor posts a mysterious drone video that's lighting up UFO forums, and inflation lands at the top of Google Trends ahead of this morning's CPI print. ## In This Episode - **GSIT +45%** — GSI Technology explodes on AI inference chip news; retail and options traders pile in - **Intel +18%** — Reports of an advanced manufacturing partnership deal send the large-cap chipmaker surging - **Oil +7%** — WTI crude above $109/barrel as Iran tensions spike; energy plays rip - **PURSUE Portal** — Department of War releases 161 formerly classified FBI UAP files via new government transparency platform at war.gov/ufo - **Ukrainian UAP Video** — Ukrainian Defense Ministry advisor 'Flash' Beskrestnov posts Telegram video of unidentified object that's going viral in UFO communities - **Data Center Water Scandal** — A data center used 29 million gallons of water without a bill while nearby residents reported low water pressure - **Palantir + NHS** — Palantir reportedly getting 'unlimited access' to NHS patient data in the UK - **Inflation #1 on Google** — The most-Googled term ahead of Tuesday's CPI report is just 'inflation' - **Students Boo AI Speaker** — Commencement crowd boos speaker who called AI 'the next industrial revolution' - **Hantavirus Cruise Ship** — 147 passengers scattered to 23 countries with inconsistent quarantine; CDC and Nebraska already disagree ## Market Board | Ticker | Close | Change | |--------|-------|--------| | S&P 500 | $736.03 | -0.22% | | NASDAQ | $706.33 | -0.67% | | Bitcoin | $80,783 | -0.58% | | Ethereum | $2,287.84 | -2.07% | | Gold | $431.28 | -0.57% | | Oil (USO) | $143.52 | +7.43% | | Intel | $129.44 | +18.08% | | Wells Fargo | $73.58 | -7.05% | | GSIT | $12.23 | +44.73% | | Microvast | $1.24 | -41.78% | ## Sports + Odds **Scores (Monday)** - NBA: OKC Thunder 115, LA Lakers 110 - NBA: Cleveland Cavaliers 112, Detroit Pistons 103 - NHL: Colorado Avalanche 5, Minnesota Wild 2 - MLB: SF Giants 9, LA Dodgers 3 - MLB: Tampa Bay Rays 8, Toronto Blue Jays 5 - MLB: Arizona Diamondbacks 1, Texas Rangers 0 - MLB: Seattle Mariners 3, Houston Astros 1 - MLB: NY Yankees 2, Baltimore Orioles 3 - MLB: Cleveland Guardians 7, LA Angels 2 **Upcoming (Tuesday)** - MLB: NY Yankees @ Baltimore Orioles — Orioles favored (-164) - MLB: LA Angels @ Cleveland Guardians — Guardians favored (-136) - MLB: Washington Nationals @ Cincinnati Reds — Reds favored (-144) - NHL: Buffalo Sabres @ Montréal Canadiens — Canadiens favored (-142) **Prediction Markets** - Keir Starmer out by May 15: 19.4 cents - Hantavirus pandemic in 2026: 8.7 cents - US-Iran permanent peace deal by May 15: 1.6 cents - Epstein suicide note by May 8: 0.1 cents ## Google Trends Watch 1. **Inflation** — CPI report drops Tuesday; people want data on what they're already feeling at the register 2. **QUBT Stock** — Quantum Computing Inc. moving; TikTok finance sent normies to Google 3. **Tiffany Haddish** — Social media chatter around a public appearance/statement driving search volume 4. **Scotland vs Nepal** — T20 cricket international with real ICC ranking implications 5. **Scottie Scheffler vs Jordan Spieth** — Marquee golf matchup drawing attention 6. **Patriots Schedule 2026** — NFL schedule release prompting fans to map their seasonal suffering 7. **Natasha Richardson** — Documentary/retrospective content recirculating about the late actress 8. **Denver Broncos** — NFL schedule release; Broncos fans doing what Broncos fans do 9. **Sports Illustrated Swimsuit 2026** — Issue dropped. People Googled it. 10. **Saint Petersburg** — Reports of military movement and drone activity in Russia's second city amid ongoing Ukraine war escalation ## Chapters #