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.

Traders are underestimating the possibility of a surprise rate hike on Wednesday, warns Ned Davis Research, who believes it will be a very, very close vote
🚨 🚨

Elon Musk's companies, SpaceX $SPCX and Tesla $TSLA, have now lost a combined $1.5 Trillion in value since mid-June 📉 📉

BREAKING 🚨: Mark Zuckerberg

$META has now declined 9 straight days, its longest losing streak in history 📉 📉 Zuck in shambles!

Diamond Top in the Nasdaq 100 $QQQ played out perfectly 🚨 You're welcome 🫡

JUST IN: The U.S. Senate advanced Lindsey Graham’s Russia sanctions bill by an 86-12 vote.

The legislation would impose 100% secondary tariffs on countries that continue buying Russian oil and gas
and target Russia’s "shadow fleet".

President Zelensky was in the building and watched the vote from the visitors’ gallery

FP-1 and FP-2 are the result of continuous development, engineering expertise, and operational experience gained alongside the military.

From the first versions to today:

FP-1 — up to 3,400 km with a 60 kg warhead.
FP-2 — up to 700 km with a warhead of up to 200 kg.

And this is just another step in the ongoing evolution of the system🇺🇦

Crazy stat: South Korea’s current bout of market madness has now exceeded the most volatile quarter of most markets at any point in their history - including any point of the S&P 500’s long history of craziness going back 100+ years.

1929 is coming. Are you ready?

Ukraine is stepping up its long-range capabilities. Independent outlet Meduza reports that Ukraine plans to launch its new "FP-9 Flamingo" ballistic missiles at Moscow this autumn. 🚀🎯

Chief engineer Denys Shtilierman claims the final tests are underway, noting that the missile hits targets at 1,200 meters per second—outpacing Russia's Iskander.

Military analyst Jörgen Elfving told DN this could be a massive game-changer, especially since degraded Russian air defenses will struggle with ballistic speeds compared to slow drones.

Moscow's air defense crews might want to stock up on coffee, because this autumn is looking highly unpredictable

Moscow. The war is coming home.

More bad news for Russia, as President Zelensky continues meetings with top US defense manufacturing heads in Washington.

Here, with Lockheed Martin, one of the world's leading defense companies and the producer of HIMARS, ATACMS, F-16 fighter aircraft, and Patriot missile systems.

Diiscussed today was the expansion of cooperation through joint production, technology sharing, and the development of new defense capabilities.

Bringing Ukraine's practical experience and unique battlefield developments together with America's own technological manufacturing base.