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Brandon Beylo
Tin is breaking out of its massive base.
Imagine what could happen to price if Indonesia YOLOs their export ban AND AI-based demand explodes higher.
We are patiently long $AFM.V https://t.co/oKfXK1r4L9
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Tin is breaking out of its massive base.
Imagine what could happen to price if Indonesia YOLOs their export ban AND AI-based demand explodes higher.
We are patiently long $AFM.V https://t.co/oKfXK1r4L9
I will say this again.
This #tin chart is one of the most bullish developments in commodities.
Read my Tin Industry Deep Dive in the reply below.
$AFM.V $MLX https://t.co/2jSIKmP7E5 tweet
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The Long Investor
$INTC has come out swinging against $NVDA.
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$INTC has come out swinging against $NVDA.
Intel $INTC just unveiled its new AI accelerator processor called Gaudi 3
Intel says the accelerator delivers "50% on average better inference and 40% on average better power efficiency than Nvidia H100 – at a fraction of the cost" https://t.co/XGd0ag3kiV tweet
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Brandon Beylo
RT @finanzasanonima: Brandon bringing way to much value to twitter.
You better follow him for amazing tips and market knowledge.
I've learned tons.
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RT @finanzasanonima: Brandon bringing way to much value to twitter.
You better follow him for amazing tips and market knowledge.
I've learned tons.
Imagine bringing on a new mine right when the underlying commodity inflects higher.
That’s what Alphamin $AFM.V is doing right now.
2024 will look VASTLY different than 2023. https://t.co/AamfvnJlCS tweet
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The Long Investor
Expected CPI is 3.4% tomorrow
Previous month was 3.2%
Analysts are expecting it to come in hot
It would need to come in at 3.2% or lower not to upset the market….I can’t see that happening
Anything above 3.4% and there will be blood to be mopped up. https://t.co/50aiClyanp
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Expected CPI is 3.4% tomorrow
Previous month was 3.2%
Analysts are expecting it to come in hot
It would need to come in at 3.2% or lower not to upset the market….I can’t see that happening
Anything above 3.4% and there will be blood to be mopped up. https://t.co/50aiClyanp
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Q-Cap
$ARM CEO says AI energy needs are not sustainable. By the end of the decade, AI data centers could consume as much as 20-25% of US power requirements. Today it's 4%
Also, one query with ChapGPT requires 2.9 watt-hours of electricity on average, that's nearly 10x as much as a Google search.
Wowza
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$ARM CEO says AI energy needs are not sustainable. By the end of the decade, AI data centers could consume as much as 20-25% of US power requirements. Today it's 4%
Also, one query with ChapGPT requires 2.9 watt-hours of electricity on average, that's nearly 10x as much as a Google search.
Wowza
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The Long Investor
RT @TheLongInvest: CPI and PPI are out this week
There is no excuse for taking on extra risk this week
If CPI comes in hot and above estimates, the market will not be forgiving.
There will be a significant implied move to the downside, as this makes the Feds job a lot more difficult.
Silver, Gold and Crypto are moving positively to start the week….I suspect this is the market preparing itself for this volatility.
$SPY $QQQ $ETH $BTC Gold Silver
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RT @TheLongInvest: CPI and PPI are out this week
There is no excuse for taking on extra risk this week
If CPI comes in hot and above estimates, the market will not be forgiving.
There will be a significant implied move to the downside, as this makes the Feds job a lot more difficult.
Silver, Gold and Crypto are moving positively to start the week….I suspect this is the market preparing itself for this volatility.
$SPY $QQQ $ETH $BTC Gold Silver
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Brandon Beylo
Google how many solar panels India is installing.
This statistic should not surprise anyone.
What’s surprising is how many people still don’t believe the silver demand inflection story.
If you want solar panels, you need silver.
#Silver
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Google how many solar panels India is installing.
This statistic should not surprise anyone.
What’s surprising is how many people still don’t believe the silver demand inflection story.
If you want solar panels, you need silver.
#Silver
BREAKING NEWS
INDIA'S SILVER IMPORTS SURGED BY 260% IN FEBRUARY TO A RECORD HIGH
You are reading this right. tweet
X (formerly Twitter)
Gold Telegraph ⚡ (@GoldTelegraph_) on X
BREAKING NEWS
INDIA'S SILVER IMPORTS SURGED BY 260% IN FEBRUARY TO A RECORD HIGH
You are reading this right.
INDIA'S SILVER IMPORTS SURGED BY 260% IN FEBRUARY TO A RECORD HIGH
You are reading this right.
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Clark Square Capital
Ultimate Value reached a big milestone today, crossing $100k in annual recurring revenue.
It means a lot to me to see that people are finding my work worthwhile.
Thank you for your support, friends!🙏 https://t.co/ZceyDwfJLV
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Ultimate Value reached a big milestone today, crossing $100k in annual recurring revenue.
It means a lot to me to see that people are finding my work worthwhile.
Thank you for your support, friends!🙏 https://t.co/ZceyDwfJLV
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