Ajit Singh

Trader/Investor l At the intersection between Hi-Tech and Capital Markets l Sharing Ideas based on Various Market Dislocations

[Ajit Singh @ajitsingh]

This all settles itself out in a very harsh manner. In the meantime, just enjoy the party.

[Daily Chartbook @dailychartbook]

"Hyperscalers are issuing so much debt that they may be causing a supply-demand issue at the long end of the yield curve."

-Michael Cembalest, JPMorgan

[Ajit Singh @ajitsingh]

@milliemyang NYC is a mix of everything in terms of people, culture, food, industries, entertainment etc. It dominated the World ina few things such as finance, media and pharmaceuticals, but not so bad in tech either. Big boys of tech are out in the Bay area. Mostly everything else in NYC.

[Ajit Singh @ajitsingh]

💯 spot on.

Donald did this to shield himself from the Epstein files and now risks losing both the House and Senate for doing so.

[Carl Quintanilla @carlquintanilla]

WSJ, with a tough graphic.

@WSJ

[Ajit Singh @ajitsingh]

They're going to eventually have their day in the sun with these types of numbers.

This really sucks.

[Eric Daugherty @EricLDaugh]

🚨 JUST IN: US House votes to condemn socialism and a whopping 192 DEMOCRATS VOTED AGAINST IT

Final vote: 220-192

Read that again: 192 House Democrats, a vast SUPERMAJORITY, support socialism!

This is terrifying.

Vote RED in November because our nation depends on it! 🇺🇸

[Ajit Singh @ajitsingh]

This is 💯 and wastes the least amount of time.

[Incentivising @incentivising]

Game theory advice:

Never ask yourself why a person behaves the way they do. That's a broad question, and you'll find nothing. Instead, find a clear structural reason: an incentive. Ask: "What outcome is being rewarded?" Is it the pursuit of social status, a monetary gain, or maybe an emotional desire? You're only ever as intelligent as the questions you seek to answer.

[Ajit Singh @ajitsingh]

This will make India better again. Keeping their best and brightest can only help create opportunities that they desperately need.

[Polymarket @Polymarket]

JUST IN: Nearly 1 million Indian professionals seeking U.S. Green Cards could face waits of up to 179 years under the current 7% per-country cap.

[BRICS News @BRICSinfo]

JUST IN: 🇨🇳 Solar overtakes coal as China's largest source of installed power capacity.

[Ajit Singh @ajitsingh]

Back when a little bit of common sense went a long way.

[MyHolyStyle @myholystyle]

@PauloSpitzbarth Why don’t you just ask Hillary what she thinks about “undocumented immigrants”?🤷

[HarleyWeggerton @HWeggerton]

@PauloSpitzbarth Democrats said the same once upon a time

[Ajit Singh @ajitsingh]

For 30 years Japan exported cheap money to the world. The market is starting to ask what happens if Japan begins importing that money back home.

That's why Japan has suddenly become one of the most important screens for trading ZN, ZB, NQ and ES.

The most important combination in the global financial markets right now:

JGB yields ↑ + UST yields ↑ + USD/JPY eventually ↓ + MOVE ↑

$SPY $QQQ $TLT $GLD

[frank walsh @fwalsh1]

So the Dems now overwhelmingly back socialism. Problem is that most of their constituents have no idea of what socialism really means! https://t.co/VKdK40sNJt

[Paul Graham @paulg]

No credential will get you more credibility with investors than growth. And if you do it well enough, you won't need investors at all.

[Ajit Singh @ajitsingh]

@chutneylife

Yep....your job is at serious risk.

[Vaibhav Sisinty @VaibhavSisinty]

Dyson trained an AI on 470,000 dental images and put it inside a toothbrush. With a camera. That flosses for you. In real time.

It's called the CameraJet for $499. Launched today.

A 100,000-pixel macro lens sits inside the brush head. It takes 28 images per second while you brush. The AI detects gaps between your teeth and within 100 milliseconds fires a precision jet of mouthrinse directly into the gap.

It's computer vision doing your flossing. While you brush. Automatically.

Only Dyson would look at a toothbrush and think it needs a camera, a machine learning model, and a jet engine.

[Ajit Singh @ajitsingh]

From a recent @myfirstmilpod podcast.

cc: @thesamparr @ShaanVP

https://t.co/lKzEg4XWUM

[Ajit Singh @ajitsingh]

THIS! 😂💯

[Big OLLY @olly_kenn]

Wow 😂😂
Bro don turn liquidity 😆

[Ajit Singh @ajitsingh]

$NVDA is basically a binary play at this point as they're propping up the entire AI industry. The highs/lows will be felt as if its a stock trading like a commodity....which it is.

[Samantha LaDuc @SamanthaLaDuc]

Good Question:

"what percentage of Nvidia's revenue comes from customers that Nvidia has financed, guaranteed, or invested in."

Good Answer:

'Approximately 25% of Nvidia’s expected business in fiscal year 2028 is projected to come from customers that Nvidia itself helps finance or backstop.'

Another good quesion:

Is NVDA's 6-quarter beat streak as-good-as-it-gets given all this vendor financing?

[Ajit Singh @ajitsingh]

💯

[tastylive @tastyliveshow]

65% of S&P daily volume is now zero DTE. On the Nasdaq, 82% expires in five days or less.

Brent Kochuba @spotgamma says that is why the old relationships stopped working. Warsh signals a hike, which should send stocks lower, and the market barely blinks. Then a new AI model out of China knocks 15% off Nvidia.

When everything is short dated, liquidity disappears the moment something unexpected shows up.