Let's ty to demolish Iran's bridges Trump

And see how you like seeing all the docking ports around Hormuz get obliterated and oil send to 120 or much more not just for a couple of days but for years

The market reads rightly that Google increased capex commitment is bullish for DC providers but if you go one step further, if hyperscaler stock get punished and enter bear market because of their huge spending, they probably going to cut their spending right at the time the Nebius and SKHY and the like expand massively production and those stocks are going to poopoo the hardest

And that is without taking into account the positioning, yes leverage got washed out but I don't feel the infinite cycle people sold their stocks

And that is without taking into account an escalation in the middle east as I was saying yesterday

Or even a extension of the current stalemate which will send inflation high enough at a moment where the job market is healthy that a hike is back on the table

Making financing more difficult right at the time where it is the most needed

In short, the risk you're underwritting being long stocks here is pretty crazy

I should add, at a time where earnings expectations are already near the pick, if stock PE was 10 it would be another conversation ofc

They're not even pretending anymore. Humans becoming openly a cost to optimize

And humans are pretty bad at optimization, mostly because they're very slow and have a high inertia

How long our headstart going to last?

It was

Every few months it rotates but you get a free trend long

Trading anything else is just playing on harcore mode

The highest signal was Trump attacking on a Monday / Tuesday instead of weekend I guess