S&P 500 $SPY closed below its 20-week moving average for the first time in 12 months 🚨 The last time led to an 18% dump in the market 📉📉 Going back to 2018, falling below the 20-week has often been a precursor of more weakness to come 👻👀
GPT-5.4 is great at coding, knowledge work, computer use, etc, and it's nice to see how much people are enjoying it.
But it's also my favorite model to talk to! We have missed the mark on model personality for awhile, so it feels extra good to be moving in the right direction.
GPT-5.4 is great at coding, knowledge work, computer use, etc, and it's nice to see how much people are enjoying it.
But it's also my favorite model to talk to! We have missed the mark on model personality for awhile, so it feels extra good to be moving in the right direction.
Nvidia's AI chips are consuming memory at an unprecedented pace:
Nvidia's, $NVDA, most recent Rubin chip now requires 288GB of RAM.
This is +800% more than the memory of a high-end PC, and +2,300% more than a high-end smartphone.
By comparison, the H100, launched 4 years ago, needed 80GB of RAM, or 72% less.
In other words, each new generation of Nvidia AI chips requires significantly more memory than the last, putting enormous strain on global supply.
Furthermore, AI giants like Alphabet, $GOOGL, and OpenAI are locking up large portions of the global memory chip supply by purchasing millions of Nvidia AI chips.
As a result, average spot prices for 16GB DDR4 RAM are up +2,352% YoY to a record $76.90, while 8GB DDR4 prices are up +1,873% YoY, to an all-time high of $28.90.
The global memory chip shortage is out of control.
🚨 STOCK MARKET WILL CRASH ON MONDAY!!
The global market is in huge trouble right now:
- The US-Iran war is escalating
- The Bank Of Japan is preparing to dump $600B+ of US Treasuries
- The oil price is skyrocketing every day
- The world is on the verge of WW3 right now
- Poland is preparing for an attack from Belarus
This is when things start to break.
The probability of what's happening is close to ZERO.
That's NOT a NORMAL market.
What comes next is much WORSE than people expect.
So if you hold ANY assets, you MUST read this post right now.
Here's what's happening and what to do now:
Let's start from the beginning.
FIRST PART
The US will massively strike Iran today. Trump already announced it right after Iran's president's speech.
This is when things may escalate, as Iran is NOT looking for a ceasefire.
On top of that, the White House confirmed that this operation will last for at least 4-5 weeks.
During all this time, the Strait of Hormuz will be closed.
Oil prices across the whole world will keep rising every day.
IT PUMPED 45% IN JUST ONE WEEK.
And prices of all risk-off assets will keep rising, while the stock market will dump.
SECOND PART
Japan is forced to abandon decades of Yield Curve Control to save the yen.
Their stock market and yen are crashing right now, and to defend them they must create real buyers for JGBs.
The problem is HUGE right now.
Why?
Because the BOJ cannot create real buyers anymore.
So the only solution for Japan now is to take their money from the US market and put it back into its own market.
Now look at the size of Japanese money sitting in the US:
- The US Treasury market is ~$30 TRILLION
- Japan’s government bonds and borrowings are about ¥1,342.2T ($8.6 TRILLION)
Japan is the LARGEST foreign holder of US government debt.
They plan to sell $600B in US assets next week, and if this happens the system will collapse.
THIRD PART
We are in the biggest UNCERTAINTY ever right now.
Many countries are preparing for WW3, and if this happens, assets will crash fast:
- Bonds will dump
- Stocks will dump after
- Risk assets will crash FIRST
What should you do now?
I DON'T tell you, "sell everything now". No.
But you should be prepared with an exact plan to protect your capital when things get worse.
Comment "Guide" under this post, and I will send you my strategy in DM.
I have been in the market for over 10 years and know what to do.
I’ll post the warning BEFORE it hits the headlines.
Follow me and keep NOTIS ON so you don't miss my next move.
Many people regret not following me earlier...
🚨 SOMETHING BIG JUST HAPPENED
BlackRock, the world’s largest asset manager, just BLOCKED withdrawals.
Investors tried to pull $1.2 BILLION from its $26B private credit fund.
BlackRock said NO and capped withdrawals at 5%.
Nearly HALF the investors who wanted out were denied their money.
At the same time, Blackstone faced record withdrawals and had to inject $400M of its own cash.
When the BIGGEST funds on Earth start limiting withdrawals, it is a MAJOR WARNING sign for the entire $1.8 TRILLION private credit market.