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Rittenhouse Research · @RHouseResearch
Those shrinking cloud margins are a sign of too many customers, not too few, since Google is renting expensive outside computing power just to keep up with orders.
📈 New @RHouseResearch tweet
Google and Anthropic both warn of near-term margin pressure from renting pricier short-term compute, which the post reads as a supply shortage, not weak demand. Paste derives upside for 🟢 $GOOGL shares from that read.
Google and Anthropic both warn of near-term margin pressure from renting pricier short-term compute, which the post reads as a supply shortage, not weak demand. Paste derives upside for 🟢 $GOOGL shares from that read.
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jbulltard · @jbulltard1
S&P 500 just lost its 100-day moving average for the first time since the ceasefire, yet most traders are calling a bottom when the index is only 3% off all-time highs, a setup that historically precedes more downside, not a floor.
📈 New @jbulltard1 tweet
🔴 SP500 broke below its 100-day moving average Friday for the first time since the ceasefire, yet 80% are calling a bottom just 3% off all-time highs.
🔴 SP500 broke below its 100-day moving average Friday for the first time since the ceasefire, yet 80% are calling a bottom just 3% off all-time highs.
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goodalexander
Every Linux server with an open port is sitting wide open right now, and the two biggest enterprise vendors still have no fix, so companies buy whatever can watch the hole instead.
📈 New @goodalexander tweet
A Linux security problem is still unpatched and worth acting on now, per a relayed warning calling it a disaster. Paste infers 🟢 $CRWD from it; the post names no asset.
A Linux security problem is still unpatched and worth acting on now, per a relayed warning calling it a disaster. Paste infers 🟢 $CRWD from it; the post names no asset.
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Sravan Kundojjala · @SKundojjala
3 trades · ASML is taking share in a DRAM equipment boom that just hit an all-time high run-rate of $35B+ annually, with top-5 WFE DRAM revenue up 80% year over year and no signs of slowing.
📈 New @SKundojjala tweet
Top-5 DRAM chip-equipment revenue hit an all-time high run-rate in 3Q26, up 80% year over year, with no signs of slowing. 🟢 $ASML is gaining share in the cycle; Paste also routes KLAC and LRCX long on the same data.
Top-5 DRAM chip-equipment revenue hit an all-time high run-rate in 3Q26, up 80% year over year, with no signs of slowing. 🟢 $ASML is gaining share in the cycle; Paste also routes KLAC and LRCX long on the same data.
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KoolKrypto · @koolkrypto223
The exchange keeps collecting fees no matter who blows up, while the vaults quietly taking the other side of trades are the ones that can get wiped out in a single bad day.
📈 New @koolkrypto223 tweet
Owning 🟢 $HYPE bets on trading fees that rise with volatility; owning Variational's VAR bets on a desk hedging correctly through a rare disaster. The Hyperliquid token fell only 15-20% in the JELLYJELLY blowup.
Owning 🟢 $HYPE bets on trading fees that rise with volatility; owning Variational's VAR bets on a desk hedging correctly through a rare disaster. The Hyperliquid token fell only 15-20% in the JELLYJELLY blowup.
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SemiAnalysis · @SemiAnalysis_
The next rack gets up to 20.9 times more work out of every dollar than the one customers are buying right now, and it still holds over 1000 tokens a second per user on a 700 billion parameter model.
📈 New @SemiAnalysis_ tweet
🟢 $NVDA's next rack, Vera Rubin NVL72, is claimed to do 20.9x more AI work per dollar of ownership cost than today's GB300 racks at 325 tokens per second per user. The figures come from a preview chart that may still change.
🟢 $NVDA's next rack, Vera Rubin NVL72, is claimed to do 20.9x more AI work per dollar of ownership cost than today's GB300 racks at 325 tokens per second per user. The figures come from a preview chart that may still change.
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GDP · @bookwormengr
2 trades · Power demand for the giant datacenter campuses is already spoken for through the end of 2027, with 24.3 gigawatts under construction at just the 40 biggest sites and more coming after that.
📈 New @bookwormengr tweet
🟢 $GEV Datacenter power and chip demand looks locked in through end-2027, but after that compute supply is expected to far exceed demand. 🔴 $CRWV In that glut AI labs keep the profits while GPU renters do not.
🟢 $GEV Datacenter power and chip demand looks locked in through end-2027, but after that compute supply is expected to far exceed demand. 🔴 $CRWV In that glut AI labs keep the profits while GPU renters do not.
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goodalexander
The company that supposedly taxes every transaction no matter which AI wins is the top pick of a screen whose own builder says he does not believe the story behind it.
📈 New @goodalexander tweet
A ticker list scoring who captures the gains from cheap AI is pitched as a good entry only for believers, and its own builder says he is not one. The screen's backtest already lost 10.9% over the past year, with 🔴 $V its highest-scored pick.
A ticker list scoring who captures the gains from cheap AI is pitched as a good entry only for believers, and its own builder says he is not one. The screen's backtest already lost 10.9% over the past year, with 🔴 $V its highest-scored pick.
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gum · @gumsays
BNB recovers as FBI formally blames North Korea for the $6.3B Binance hack, Binance replenishes 90% of losses and resumes withdrawals, shrinking the overhang that drove the selloff.
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punkquidity
The house vault that backstops Hyperliquid is paying less than boring lending right now, 3.7 percent against Aave's 3.8, and it just swallowed a 556K loss on one token.
📈 New @punkquidity tweet
Hyperliquid's HLP vault, which takes the other side of traders' bets, paid 3.7 percent over 30 days, below plain Aave lending, and ate a 556K loss on XPL. Paste turns that into a bearish 🔴 $HYPE expression.
Hyperliquid's HLP vault, which takes the other side of traders' bets, paid 3.7 percent over 30 days, below plain Aave lending, and ate a 556K loss on XPL. Paste turns that into a bearish 🔴 $HYPE expression.
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KoolKrypto · @koolkrypto223
Fees keep stacking up at the venue that only takes a cut of every trade and never the other side of it, and the rule changes coming favor exactly that kind of business.
📈 New @koolkrypto223 tweet
Perp exchanges and Variational's VAR are different trades: venues just collect a fee, while VAR takes the other side of bets and is exposed to rare blowups. Rule changes could help 🟢 $HYPE and hurt $VAR.
Perp exchanges and Variational's VAR are different trades: venues just collect a fee, while VAR takes the other side of bets and is exposed to rare blowups. Rule changes could help 🟢 $HYPE and hurt $VAR.
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SemiAnalysis · @SemiAnalysis_
Texas permit freeze threatens IREN's four Childress, Texas datacenter builds under its $9.7B Microsoft contract, and a bipartisan political turn toward tighter rules makes 2028 capacity anything but certain.
📈 New @SemiAnalysis_ tweet
SemiAnalysis: Texas permit freeze is the top risk to the 2028 AI datacenter buildout, with both parties pushing tighter rules. Paste shorts 🔴 $IREN, which is building four Texas datacenters for Microsoft.
SemiAnalysis: Texas permit freeze is the top risk to the 2028 AI datacenter buildout, with both parties pushing tighter rules. Paste shorts 🔴 $IREN, which is building four Texas datacenters for Microsoft.
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Global Markets Investor · @GlobalMktObserv
Japan's central bank dumping stock funds turns out to be tiny, about 2.4 trillion yen a year against 9 trillion of trading every single day, and buyers already shrugged it off.
📈 New @GlobalMktObserv tweet
Japan's central bank nearly triples its stock-fund selling in January, but the amount is small next to daily trading, so Paste reads 🟢 JP225 as supported after an initial dip.
Japan's central bank nearly triples its stock-fund selling in January, but the amount is small next to daily trading, so Paste reads 🟢 JP225 as supported after an initial dip.
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Gavin Baker · @GavinSBaker
AI is delivering real productivity gains, with the 3 biggest adopting sectors more than doubling their growth rate to 5%, the kind of ROI proof that keeps enterprise AI budgets growing and GPU demand intact.
📈 New @GavinSBaker tweet
US AI-adopting sectors doubled productivity growth to 5% (up from 2.2%), Baker says, proving AI ROI. Paste derives 🟢 $NVDA long: ROI evidence keeps GPU demand intact.
US AI-adopting sectors doubled productivity growth to 5% (up from 2.2%), Baker says, proving AI ROI. Paste derives 🟢 $NVDA long: ROI evidence keeps GPU demand intact.
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KoolKrypto · @koolkrypto223
A venue that makes money on the spread has to start gambling with its own book when markets go quiet, while the exchange that simply clips a fee on every trade keeps getting paid.
📈 New @koolkrypto223 tweet
Six questions aimed at Variational bulls: what multiple $VAR deserves versus 🟢 $HYPE and $LIT, and whether its spread-earning liquidity pool must start taking real market risk as volatility fades.
Six questions aimed at Variational bulls: what multiple $VAR deserves versus 🟢 $HYPE and $LIT, and whether its spread-earning liquidity pool must start taking real market risk as volatility fades.
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Jim Cramer · @jimcramer
Anthropic's IPO is the linchpin, and the bears gunning to kill it will likely fail — a successful listing before Thanksgiving would send ANT sharply higher from current pre-IPO levels.
📈 New @jimcramer tweet
Cramer: bears are trying to kill the Anthropic IPO — if they fail, 🟢 $ANT rips into its imminent Nasdaq listing (targeted before Thanksgiving at ~$2T valuation).
Cramer: bears are trying to kill the Anthropic IPO — if they fail, 🟢 $ANT rips into its imminent Nasdaq listing (targeted before Thanksgiving at ~$2T valuation).
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Darkfost · @Darkfost_Coc
Bitcoin nowhere near a crash to $16K — the Elliott Wave bear case relies on a broken trendline and an RSI line that hasn't held, making the sub-$16K target nonsensical.
📈 New @Darkfost_Coc tweet
Darkfost calls the sub-$16K 🟢 $BTC crash projection 'Non sense' — dismissing HenrikZeberg's Elliott Wave bear thesis that Bitcoin will collapse 80%+ from current levels.
Darkfost calls the sub-$16K 🟢 $BTC crash projection 'Non sense' — dismissing HenrikZeberg's Elliott Wave bear thesis that Bitcoin will collapse 80%+ from current levels.
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CryptoCondom · @crypto_condom
4 trades · Stocks keep sliding all the way to Wednesday even though chip earnings are good, with AI names falling so fast that trading halts kick in as midterm exit polls land.
📈 New @crypto_condom tweet
Stocks slide from Tuesday's midterms, with AI names halted Wednesday and oil rising on an expected Iran strike. 🟢 $CRON is the pick if Democrats sweep.
Stocks slide from Tuesday's midterms, with AI names halted Wednesday and oil rising on an expected Iran strike. 🟢 $CRON is the pick if Democrats sweep.
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AllThingsVentured · @AllVentured
The compute shortage is a sales pitch, not a fact, and the companies renting out those chips are selling demand that was manufactured to justify high prices.
📈 New @AllVentured tweet
Big Tech is staging the AI compute shortage, buying compute it does not need from rental providers to justify high prices, the author says. Paste reads that as downside for neocloud names (🔴 $NCLD).
Big Tech is staging the AI compute shortage, buying compute it does not need from rental providers to justify high prices, the author says. Paste reads that as downside for neocloud names (🔴 $NCLD).
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tradfi news · @tradfi
2 trades · Brent crude gets a fresh war-premium jolt as Iran orders an unrestricted military response and two tankers strike mines in the Strait of Hormuz, the world's most critical oil chokepoint.