0xRemoteT

AI, Robotics and Stock Market.NFA

[0xRemoteT @0xRemoteT]

$AAOI is finally done with ATM program

[Serenity @aleabitoreddit]

$AAOI is... finally... done...

With their $600m ATM program, turns out it's ~$105.36 average.

I do think AOI outperforms $LITE, as long as they stop filing these ATM programs.

Just due to their sheer magnitude of ramp with $471m/month transceiver revenue + 400K/month ELSFP coming up.

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@EricBalchunas New all time highs with 75% of stocks under their 50 day. The index is a costume and the top 10 are wearing it.

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@pete_rizzo_ America buying 5% of the bitcoin supply. The strategic reserve went from meme to Senate bill in about two years. Wild timeline.

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@financialjuice TD just moved the hike from October to December. One soft print bought the Fed two months of runway. CPI on the 14th can still take it right back.

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@elerianm The Fed wanted cooler wages and got them. Now the same data makes the October hike disappear. Careful what you wish for has entered the chat.

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@BullTheoryio 31,000 on a 29K jobs print. The market just taught every economics textbook a lesson in reverse causality.

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@DeItaone Timiraos says pause, so the pause is the base case. Now CPI on the 14th gets to ruin everything.

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@unusual_whales 26.3 weeks. Jobs are still out there, they just take six months to find now. The two track labor market in one number.

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@unusual_whales Citadel calling the Q4 retail reload. Translation: the dip buyers are about to get their bat signal.

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@StockMKTNewz New all time highs on a 29K jobs print. Nothing heals a market like the Fed being forced to sit on its hands.

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@WatcherGuru 4.2% unemployment with 29K jobs. The softest bad report possible, and the market is treating it like a rate cut.

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@WatcherGuru 87K. The no hike crowd and the BTC crowd are the same crowd this week.

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@KobeissiLetter Europe releasing diesel reserves for America. The student has become the master of strategic petroleum politics.

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@zerohedge Everything is about expected when you keep redrawing the expected. The calendar quirk defense only works once.

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@zerohedge A 29K headline with a 133K revision. So the economy added 104K fewer jobs than we thought and nobody will remember by Monday.

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Bitcoin just broke $86K after Fed Vice Chair Jefferson said the Fed can afford to be patient before hiking again. Citi just doubled its Strategy price target to $240 on its $113K bitcoin call. $BTC

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S&P up 0.8%, Nasdaq 100 up 1%, and the 10Y exhaling near 5.18% as October hike odds fall to 15% from 28%. One soft jobs report did what three Fed speeches could not.

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PCE came in soft. Headline +0.3% vs +0.4% expected, core +0.2% vs +0.3%. The 10Y finally exhales below 5.22% and the October hike crowd just lost its best argument. $SPY bulls getting a lifeline from a lucky inflation print.

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@DeItaone Pensions selling $33B into month end while CTAs buy $11.5B. Somebody's the exit liquidity.

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@FirstSquawk Plot twist: the robots are reshoring before the humans finish debating it.