HUAWEI APPROACHED SOME CHINESE TECH COMPANIES ABOUT TESTING THE TECHNICAL FEASIBILITY OF THE NEW CHIP, CALLED ASCEND 910D- WSJ
$NVDA - CHINAโS HUAWEI DEVELOPS NEW AI CHIP, SEEKING TO MATCH NVIDIA - WSJ - *WALTER BLOOMBERG
$NVDA - CHINAโS HUAWEI DEVELOPS NEW AI CHIP, SEEKING TO MATCH NVIDIA - WSJ - *WALTER BLOOMBERG
โค1๐1
Mon/28:
*US Treasury Quarterly Refunding Announcement
*Saylor expected to announce BTC purchase
*Amazon to launch the first 27 satellites for its Project Kuiper fast internet network, a competitor to Elon Muskโs Starlink
Tue/29:
*U.S. JOLTS Job Openings & CB Consumer Confidence
*Metaโs LlamaCon (AI developer conference): Llama 4, New AI Models
*Earnings: Spotify, PayPal, Visa
Wed/30: 100th day of Donald Trumpโs presidency: โWorst 100 Days Since WW IIโ
*US Treasury Quarterly Refunding Announcement
*U.S. Q1 GDP: We estimate real GDP decelerated sharply in the first quarter to 0.4%, from 2.4% in the final quarter of 2024: Anna Wong, BBG
*U.S. PCE
*Earnings: Microsoft, Meta, Robinhood
*Crypto: Token2049 Conference. Speakers: Eric Trump, Emad Mostaque, Robert Mitchnick (BlackRock), Mathew Mcdermott (Goldman Sachs), Tarun Chitra (Gauntlet), Zach Witkoff (World Liberty Financial), etc
*Worldcoin's โAt Lastโ event: Sam Altman will join the Event: A big announcement expected
Thu/01: May Day
*BoJ Interest Rate Decision: expected to keep rate unchanged
*U.S. Manufacturing PMI
*Earnings: Apple, Amazon, Reddit, MicroStrategy
*Token Unlock: SUI $270M (2.3%)
Fri/02:
*U.S. Nonfarm Payrolls: employment report is forecast to show a 130k increase in payrolls โ about 100k less than the larger-than-expected March gain
*De Minimis tariff exemptions, which currently allow packages worth $800 or less from China and Hong Kong to enter the US duty-free will end & now will face new tariffs and fees; Shein raised US Prices as Much as 377% Ahead of Tariff Increases
*Token Unlock: OMNI $40M (83.3%)
Sat/03:
*U.S. 25% tariffs on imported vehicles as well as 25% tariffs on imported auto parts scheduled to take effect; Trump administration is considering reducing certain tariffs targeting the auto industry
*Berkshire Hathaway Annual Meeting
TBA/Whole Week:
*TradeFi: Trump-Tariffs, Earnings Season: Capital Expenditures, buybacks, blackout period
*Crypto: Token Unlocks, Ethereum's Pectra Upgrade
*World: AI events, US-Ukraine Mineral Deal & Peace Talks, India-Pak Conflict, Middle East Conflict,
*Rumours: DeepSeek R2 model, US might announce trade deal with India
*US Treasury Quarterly Refunding Announcement
*Saylor expected to announce BTC purchase
*Amazon to launch the first 27 satellites for its Project Kuiper fast internet network, a competitor to Elon Muskโs Starlink
Tue/29:
*U.S. JOLTS Job Openings & CB Consumer Confidence
*Metaโs LlamaCon (AI developer conference): Llama 4, New AI Models
*Earnings: Spotify, PayPal, Visa
Wed/30: 100th day of Donald Trumpโs presidency: โWorst 100 Days Since WW IIโ
*US Treasury Quarterly Refunding Announcement
*U.S. Q1 GDP: We estimate real GDP decelerated sharply in the first quarter to 0.4%, from 2.4% in the final quarter of 2024: Anna Wong, BBG
*U.S. PCE
*Earnings: Microsoft, Meta, Robinhood
*Crypto: Token2049 Conference. Speakers: Eric Trump, Emad Mostaque, Robert Mitchnick (BlackRock), Mathew Mcdermott (Goldman Sachs), Tarun Chitra (Gauntlet), Zach Witkoff (World Liberty Financial), etc
*Worldcoin's โAt Lastโ event: Sam Altman will join the Event: A big announcement expected
Thu/01: May Day
*BoJ Interest Rate Decision: expected to keep rate unchanged
*U.S. Manufacturing PMI
*Earnings: Apple, Amazon, Reddit, MicroStrategy
*Token Unlock: SUI $270M (2.3%)
Fri/02:
*U.S. Nonfarm Payrolls: employment report is forecast to show a 130k increase in payrolls โ about 100k less than the larger-than-expected March gain
*De Minimis tariff exemptions, which currently allow packages worth $800 or less from China and Hong Kong to enter the US duty-free will end & now will face new tariffs and fees; Shein raised US Prices as Much as 377% Ahead of Tariff Increases
*Token Unlock: OMNI $40M (83.3%)
Sat/03:
*U.S. 25% tariffs on imported vehicles as well as 25% tariffs on imported auto parts scheduled to take effect; Trump administration is considering reducing certain tariffs targeting the auto industry
*Berkshire Hathaway Annual Meeting
TBA/Whole Week:
*TradeFi: Trump-Tariffs, Earnings Season: Capital Expenditures, buybacks, blackout period
*Crypto: Token Unlocks, Ethereum's Pectra Upgrade
*World: AI events, US-Ukraine Mineral Deal & Peace Talks, India-Pak Conflict, Middle East Conflict,
*Rumours: DeepSeek R2 model, US might announce trade deal with India
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WH PRESS SEC. LEAVITT: YOU'LL BE HEARING MORE ABOUT TRADE DEALS THIS WEEK
LEAVITT: ENTIRE TEAM WORKING 24/7 TO GET TRADE DEALS DONE
LEAVITT: ENTIRE TEAM WORKING 24/7 TO GET TRADE DEALS DONE
Myspyoptions
HUAWEI APPROACHED SOME CHINESE TECH COMPANIES ABOUT TESTING THE TECHNICAL FEASIBILITY OF THE NEW CHIP, CALLED ASCEND 910D- WSJ $NVDA - CHINAโS HUAWEI DEVELOPS NEW AI CHIP, SEEKING TO MATCH NVIDIA - WSJ - *WALTER BLOOMBERG
$NVDA - NVIDIA SHARES DOWN 1.2%; REPORT SAYS HUAWEI DEVELOPS NEW AI CHIP
#GS $551, buying 50% here and 50% at $517 target $614 and $666 stop loss below $505
#ANET $80, Buying 50% here and 50% downside at $71 target $108 and $134 stop loss below $66
Myspyoptions
Buying WMT $87.49 target $98.40 and $108.40 stop loss below $83
WMT now $95.35. Booked 50% here and remaining holding with $88 as stop loss
๐ฅ1
#PANW 185. Buying 50% here and 50% at $170 target $208 and $237 stop loss below $163
HUAWEI DELIVERS ADVANCE AI CHIP โCLUSTERโ TO CHINESE CLIENTS CUT OFF FROM NVIDIA โ FT
https://www.ft.com/content/cac568a2-5fd1-455c-b985-f3a8ce31c097
https://www.ft.com/content/cac568a2-5fd1-455c-b985-f3a8ce31c097
Myspyoptions
VMC $235. Buying 50% here and 50% at $222 target $259 and $$278 stop loss below $216
#VMC booked 50% at $255
๐ฅ1
MARCH. CORE PCE PRICE INDEX(YOY): 2.6%, [EST. 2.6%, PREV. 2.8%]
MAR. CORE PCE PRICE INDEX(MOM): 0.0%, [EST. 0.1%, PREV. 0.4%]
MAR. PCE PRICES INDEX(YOY): 2.3%, [EST. 2.2%, PREV. 2.5%]
MAR. PCE PRICES INDEX(MOM): 0.0%, [EST. 0.0%, PREV. 0.3%]
U.S PCE PRICE INDEX (MOM) (MAR) ACTUAL: 0.0% VS 0.3% PREVIOUS; EST 0.0%
U.S PCE PRICE INDEX (YOY) (MAR) ACTUAL: 2.3% VS 2.5% PREVIOUS; EST 2.2%
U.S CORE PCE PRICE INDEX (MOM) (MAR) ACTUAL: 0.0% VS 0.4% PREVIOUS; EST 0.1%
U.S CORE PCE PRICE INDEX (YOY) (MAR) ACTUAL: 2.6% VS 2.8% PREVIOUS; EST 2.6%
U.S PENDING HOME SALES (MOM) (MAR) ACTUAL: 6.1% VS 2.0% PREVIOUS; EST 0.9%
U.S PENDING HOME SALES INDEX (MAR) ACTUAL: 76.5 VS 72.0 PREVIOUS
U.S PERSONAL INCOME (MOM) (MAR) ACTUAL: 0.5% VS 0.8% PREVIOUS; EST 0.4%
U.S PERSONAL SPENDING (MOM) (MAR) ACTUAL: 0.7% VS 0.4% PREVIOUS; EST 0.6%
U.S REAL PERSONAL CONSUMPTION (MOM) (MAR) ACTUAL: 0.7% VS 0.1% PREVIOUS
MAR. CORE PCE PRICE INDEX(MOM): 0.0%, [EST. 0.1%, PREV. 0.4%]
MAR. PCE PRICES INDEX(YOY): 2.3%, [EST. 2.2%, PREV. 2.5%]
MAR. PCE PRICES INDEX(MOM): 0.0%, [EST. 0.0%, PREV. 0.3%]
U.S PCE PRICE INDEX (MOM) (MAR) ACTUAL: 0.0% VS 0.3% PREVIOUS; EST 0.0%
U.S PCE PRICE INDEX (YOY) (MAR) ACTUAL: 2.3% VS 2.5% PREVIOUS; EST 2.2%
U.S CORE PCE PRICE INDEX (MOM) (MAR) ACTUAL: 0.0% VS 0.4% PREVIOUS; EST 0.1%
U.S CORE PCE PRICE INDEX (YOY) (MAR) ACTUAL: 2.6% VS 2.8% PREVIOUS; EST 2.6%
U.S PENDING HOME SALES (MOM) (MAR) ACTUAL: 6.1% VS 2.0% PREVIOUS; EST 0.9%
U.S PENDING HOME SALES INDEX (MAR) ACTUAL: 76.5 VS 72.0 PREVIOUS
U.S PERSONAL INCOME (MOM) (MAR) ACTUAL: 0.5% VS 0.8% PREVIOUS; EST 0.4%
U.S PERSONAL SPENDING (MOM) (MAR) ACTUAL: 0.7% VS 0.4% PREVIOUS; EST 0.6%
U.S REAL PERSONAL CONSUMPTION (MOM) (MAR) ACTUAL: 0.7% VS 0.1% PREVIOUS
#PGR $277.50, Buying 50% here and 50% downside at $257 target $298 and $316 stop loss below $250