Broken Clock
As the market currently stands I think the hyperscaler that cut capex first will be very rewarded in the short term. Microsoft is the most likely candidate? I bought some
TPed this; if I'm right about this being the bottom we're going to see flows back into SMH and the like I don't want to be in software
I hope to get a new low on NQ to really position heavily but looks like I might not
Forwarded from Walter Bloomberg
TRUMP TO FOX: WE'LL BE HITTING IRAN HARD
(@WalterBloomberg)
(@WalterBloomberg)
He probably will call his buddy Warsh today again and tell him that if he dares raising rates he won't have a place to sleep tmr
lol look I got a bit too precipitated buying nvda at the open, bought 33% of my desired size
Forwarded from Walter Bloomberg
FERRARI HITS 2026 SALES TARGET FOR CONTROVERSIAL LUCE EV WITHIN TWO MONTHS - FT
(@WalterBloomberg)
(@WalterBloomberg)
Broken Clock
lol look I got a bit too precipitated buying nvda at the open, bought 33% of my desired size
66% now, the rest is at NQ 27k or higher
Market might be freaking out by the pause letter signed by numerous employees of the labs. A pause means less demand for DC components obviously
Warsh is a good speaker, he is doing Trump bidding but elegantly and does make some sense on the changes he is trying to make