Fantasy Investing Realm | My actual trades, macro views, chart patterns & 40,000-foot economy takes | Skin in the game — no hype | Not financial advice |
Welcome to **@FantasyInvRealm** — Fantasy Investment Realm (FIR)!
This isn’t fantasy football with fake points.
It’s **real-money investing** with real consequences, real wins, and real lessons.
I’m Russ — regular guy sharing my actual trades, chart patterns, macro takes, and 40,000-foot views. No hype. No financial advice. Just skin in the game.
An economy proxy @kenfisher watches: consumer loans at US banks. $1,932.0B (Oct 28): −$0.1B w/w, +$15.5B (+0.8%) in 3 months, +4.7% y/y.
Balances were essentially flat this week, but remain higher over three months and a year. Snapshot, not advice. Source: Federal Reserve via FRED
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Intel $INTC trades near the same price as eight years ago.
Back then it was mainly an x86 and PC business. Now it has a major foundry push with U.S. government and $NVDA backing, plus data center and AI revenue showing its strongest growth in 15 years.
Same share price, but the underlying business looks quite different.
Whether that shift eventually shows up in returns is still the open question.
$NVDA faces questions beyond chip exports.
The FT reports US intelligence suspects an executive romantically linked to Jensen Huang was recruited by China.
House chairs want a Nov 18 briefing.
Nvidia says it shares no sensitive information with customers.
I'd focus on evidence of a security breach, not treat allegations as proof.