NVDA down 1.6% only as well, if the market really believes we were going to pause it would be down a lot more, it's just a headline impact that shall come to pass

If they're idiot enough to pause for real (which again I don't think will happen) I will buy heavily google and meta that i don't think will agree and will be the biggest winners

Chinese Open Source in a way could be a winner but they're uninvestable and if there is a pause the risk of outright ban is very high

It's a funny flip with crypto where we seem to be going toward a potential greenlight agreement (still 30% odds on polymarket but it seems to be moving in the right direction)

Pain?

Yeahhh, Nasdaq not holding his opening low is not great

Market speaking pretty loudly

this is since fut open

Oil making a new high...
It's like everything that can go wrong for stocks is kind of going wrong lol

The last one don't forget to turn the light off

ORACLE CUTS REACH DOUBLE-DIGIT % ON SOME TEAMS - INSIDER. ...

I didn't go shopping, those huge red numbers scaring me a little, I will wait to see what happens with FOMC

imo market slow to update here, Trump is telling free for all no stopping

*TRUMP: THE ADMINISTRATION HAS STOPPED AI "PEOPLE" FROM DOING BAD THINGS LIKE DARIO (ANTHROPIC!), WHO IS NOW PRETENDING TO BE A "PERFECT LITTLE ANGEL" AND WILL CONTINUE TO DO SO: TRUTH POST

I'm TPing goog/igv; I disagree with the market but like bigger powers seem decided to unwind the AI trade who am I to get in front of the train.
I also TPed my small Tsla position

if QQQ can't close the daily above 708 in an abundance of caution I will take the loss on MU and CAMT.

Signed 9 years ago and 10 countries have not ratified it.
The EU is discovered to be in worse shape every month, pushing the limits everytime

Very interesting data point in the current frenzy.
2 things to note:
-Internet / X is leading the discourse
-Internet / X is FAR from being representative

3d ago but still important.