The game continues.

Semiconductor Stocks Head & Shoulders Pattern almost completely formed now 🚨 It's sitting right on the neckline, if it breaks 528, look out 🚨 👀

❗️The EU plans to impose sanctions on a record 1,600 companies for assisting Russia, Bloomberg reports. According to sources, the combined annual turnover of these firms exceeds $20 billion, and they employ 265,000 people. If adopted, the list of EU-sanctioned entities would grow by 50%. At the same time, the economic impact is likely to be smaller than that of previous packages targeting Russia’s oil industry and banking system. Officials plan to circulate the proposal in the coming weeks so that national capitals have time to review it, with the sanctions expected to be adopted at a meeting of foreign ministers in October.

How to build a PERFECT AI second brain (folder structure):
┃
┣ 📁Contract
┃ 📁 /claude-md
┃ 📁 /house-rules
┃ 📁 /tone-and-scope
┃ 📁 /stop-conditions
┃
📁 Vault Structure
┃ 📁 /raw-sources
┃ 📁 /wiki-pages
┃ 📁 /index-md
┃ 📁 /log
┃ 📁 /templates
┃
┣ Ingestion Types
┃ 📁 /manual-drop
┃ 📁 /meeting-notes
┃ 📁 /voice-braindump
┃ 📁 /article-clip
┃ 📁 /auto-sync
┃
📁 Triggers
┃ 📁 /schedule
┃ 📁 /on-new-note
┃ 📁 /on-meeting-end
┃ 📁 /on-file-drop
┃ 📁 /on-tag-added
┃ 📁 /manual-kickoff
┃
📁 Curators
┃ 📁 /dedup-check
┃ 📁 /cross-reference
┃ 📁 /stale-flag
┃ 📁 /source-verify
┃ 📁 /gap-finder
┃
📁 Skills
┃ 📁 /skill-creator
┃ 📁 /summarize-pass
┃ 📁 /research-sweep
┃ 📁 /link-builder
┃ 📁 /tag-sync
┃ 📁 /skill-scout
┃
📁 Graph Shapes
┃ 📁 /chain
┃ 📁 /hub-and-spoke
┃ 📁 /cluster
┃ 📁 /backlink
┃ 📁 /merge-verify
┃
📁 Privacy
┃ 📁 /local-first
┃ 📁 /sensitive-flag
┃ 📁

U.S. 3 Month Yield fell to 3.85% today but that's still above the 3.75% Federal Reserve rate range.

Given the momentum is upward this implies Kevin Warsh will likely raise rates by .25% tomorrow.

Semiconductor Stocks have plunged 22.5% this month, on track for their worst month since December 2002 📉 📉

BREAKING: SoftBank plunges 6% in Japan as AI bubble fears continue to spread across Asia

BREAKING: Memory manufacturer SK Hynix collapses 10% on South Korean markets as panic continues to spread.

Massive leverage and extreme concentration of 60% of the KOSPI concentrated in two stocks, has created the largest margin unwind South Korea has ever seen.

BREAKING: South Korea 🇰🇷 has deployed AI-powered cameras on bridges throughout the capital city of Seoul in an attempt to curb suicides.

Korea's Culture Ministry urgently unveiled whole-of-government measures to prevent copycat suicides, including a 24-hour AI monitoring center

Friendly reminder... What's happening in South Korea, won't stay in South Korea.

You have been warned. 🚨

I feel like everyone focusing on $NVDA has completely forgotten about $AMD

$2 to $580
Now $580 to ___

Jensen will do anything to keep "neocloud" business off Nvidia's balance sheet, and will do anything to drive demand, even as rising costs start to weigh on the neoclouds and the funding currently provided by dilution, debt, and SPVs isn't enough.

So Jensen came up with an idea: Nvidia itself will sign a lease from a datacenter builder. Nvidia will provide the components to reduce the cost for the datacenter builder, in this case Hut 8, and will then sublease this lease to one of its independent SPVs, a neocloud, e.g. CoreWeave, and the latter will enjoy RPO, showing "demand," and will provide this to a startup, hyperscaler, or OpenAI and Nvidia can book the revenue of the GPUs.

Win/win, until it's lose

There is a reason $NVDA’s 5 year credit default swaps are going parabolic. All this overreaching by #nvda to push the circular spending to biblical proportions .

Live view of Nvidia's warehouse...
$NVDA

Fires continue to spread at Russia's Wildberries logistics center in Ryazan, hours after Ukraine's Drones of Russian Liberation targeted the facility.