Related to the FED point above, if you think this is an Anthropic decision think again

Same thing happening everywhere

MORGAN STANLEY SEES OIL TRADERS CUTTING LONG-TERM RISK

OIL TRADERS ARE REDUCING LONGER-TERM EXPOSURE AS THE IRAN AND UKRAINE WARS INCREASE UNCERTAINTY, ACCORDING TO MORGAN STANLEY’S BRENDAN ROSS.

ROSS SAID TRADERS ARE CONCENTRATING POSITIONS IN THE NEXT THREE TO SIX MONTHS AND BECOMING MORE SELECTIVE ABOUT DERIVATIVES RISK.

THE SHIFT IS REDUCING LIQUIDITY IN LONGER-DATED CONTRACTS AND AMPLIFYING MARKET UNCERTAINTY.

OIL PRODUCTS HAVE BEEN HIT HARDEST BY SUPPLY DISRUPTIONS, WITH DIESEL AND OTHER FUEL PRICES SURGING GLOBALLY. ...

World evolving way too fast with cascading consequences to be able to see more than a couple of months out

For now it's only IGV dumping. Come on Goog do smt

Would be a shame if...

Gonna add QQQ/EPOL

Normal Size

Bought some NQ here, I hope I get stopped out and we go to 29k so I can buy a lot more

Goog is so dogshit lol how can it dump 3% after being already being down so much vs the market

Losing 90bn$ in market cap for a 15bn$ data center

Market has lost trust in google

Given where the $ is if Mr Warsh hikes equities will take a beating like NEVER BEFORE

If I get to ride 29k to much higher I will have been happy with my year despite missing entirely the first AI leg

They're likely going to do another round like the previous 2y of eggrarious actions start of the year and you get to ride the dip again

filled full size

Now we wait for Bessent to buy all the 30Y on the auction

Woops I got confused, today is about the 10y and 20y