@biancoresearch All I know is that the grocery store off brand 2 liter sodas that were at $1.00 a piece, went to $1.39 overnight. 39% increase....what was food inflation under GWB?
Is this the end of the AI bubble
- GCC AI commitments are likely gone
- TSMC produces 90% of leading semiconductors for AI
- 30% of global helium production, vital for AI, is disrupted
- Taiwan only has 12 days of gas supplies left
- TSMC accounts for 10% of Taiwan’s power consumption
- Top five suppliers, Nvidia, Apple, AMD, Broadcom, and Qualcomm, account for 70% of revenue
If this lasts a few more weeks, expect a violent correction which drags everything down with it
BREAKING: U.S. Attorney General Pam Bondi announces new files related to Jeffrey Epstein will be released beginning tomorrow and the DOJ has been taking steps to protect sensitive information about the victims involved.
Gas prices out West are about to get mainstream press coverage. Watch out for price spikes in most California cities, Oregon, Washington, Nevada and Arizona. Reno looks like ground zero for a price spike in the next 48 hours.
@noelsmith@joeroganhq Bill Gates was short $TSLA at one time and was very public about it....@elonmusk crushed him. Maybe @elonmusk should short $MSFT and then have the #EpsteinFiles released when Trump takes office.