Macro Insights DE

Macro insights on German & EU markets | ECB, DAX, EUR | Reflexivity & policy analysis | Not financial advice

[Macro Insights DE @MacroInsightsDE]

@studiobakers You nailed the glassmorphism 🔥

[Macro Insights DE @MacroInsightsDE]

@captainntan New ATH 8$

[Macro Insights DE @MacroInsightsDE]

Wild fact most people miss: SWIFT — the network connecting 11,000+ banks globally — already plugged into Chainlink's CCIP. Traditional finance isn't "coming" to crypto through Chainlink, it's already routing through it. Today's Infosys news + the $LINK reserve buy is just the next layer on top. 🔗

[Macro Insights DE @MacroInsightsDE]

Chainlink isn't hopium today, it's infrastructure. Infosys just partnered to bring institutional data on-chain through Chainlink oracles — and Chainlink itself bought 97,500 $LINK for its own strategic reserve. +15% and building, not pumping. 🔗
(long, obviously)

[Macro Insights DE @MacroInsightsDE]

@NotA_Bull $META

[Macro Insights DE @MacroInsightsDE]

@SchwindMan93134 Was gibt's dort?

[Macro Insights DE @MacroInsightsDE]

@MsVeilMoney It isn't Oracle's business, it's the rate tape. If the ten-year keeps pushing past five and a quarter, long-duration names get sold regardless of how good the backlog looks

[Macro Insights DE @MacroInsightsDE]

@drayinvests I just bought the dip big time

[Oracle @Oracle]

Project Jupiter remains on our planned schedule. We are fully committed to New Mexico and confident in our path forward.

Oracle has made significant economic, community, and philanthropic investments in the state. This includes reimagining Project Jupiter’s power plan as part of our long-term commitment to be a good neighbor to the residents of Doña Ana County.

STACK Infrastructure has been a tremendous partner. Together, we are building New Mexico’s workforce for the long term. More than 3,600 construction workers are helping build the campus, including more than 1,000 New Mexico residents. More than 900 workers joined the team in August alone, reflecting the project’s continued growth. Collectively, they have logged more than 2.8 million hours worked.

We are excited about the more than $4.7 billion in economic benefit Project Jupiter is expected to bring to New Mexico.

[Macro Insights DE @MacroInsightsDE]

Everyone is flipping out over $ORCL’s force majeure notice without looking at the scale. Project Jupiter needs 2.45GW of power—this thing is so massive it’s literally breaking traditional infrastructure models! 🤯Short-term traders panic over a temporary pipeline delay, but long-term players see the absolute moat Oracle is building to fuel the AI race. Management is just playing smart defense on the balance sheet while securing a historic backlog.I’m accumulating like crazy on this dip. While Wall Street throws a tantrum over red tape, I’ll gladly take the discount. 🚀💼 #AI #Investing

[Macro Insights DE @MacroInsightsDE]

@MarketsCapApp What the hell is Majeure Notice ?

[Macro Insights DE @MacroInsightsDE]

@SpecialSitsNews What the hell is Majeure Notice ?

[Macro Insights DE @MacroInsightsDE]

@antibearthesis Time to short it

[Macro Insights DE @MacroInsightsDE]

@Morecryptoonl $SUI will be sitting at around 3$ by week end. Remember this!

[Macro Insights DE @MacroInsightsDE]

@tehMoonwalkeR @BlackRock @EmanAbio @EvanWeb3 @grok who does all of this better than SUI ?

[Macro Insights DE @MacroInsightsDE]

@LukeBruni17 Hi @grok is this bullishit or true ?

[Macro Insights DE @MacroInsightsDE]

@FlippieFinance Slowly accumulating and buying every $NFLX dip for a long time now

[Macro Insights DE @MacroInsightsDE]

@crypto_banter @EmanAbio @SuiNetwork Sui is a failed project

[Macro Insights DE @MacroInsightsDE]

@gandreou007 Near is the future

[Macro Insights DE @MacroInsightsDE]

$DELL at $575 after a 350%+ YTD rip.
Reasons traders are fading it today:

1. S&P 100 add already happened yesterday. Index bid is done. Classic sell-the-news.

2. Fresh Strong Sell note out yesterday: $194 target. 67% downside. Thesis = AI server boom is a one-time data center build, ISG rolls over in 2027.

3. Insiders dumping into the high:
• CFO sold ~$14M last week
• Silver Lake (board + largest outside holder) selling tens of millions of shares all month near $550–$586

4. Valuation is absurd vs reality:
GF Value / DCF ~$225
Street avg target ~$560–570 (below the stock)
AI servers now >50% of infra revenue and they have worse margins

5. Chart is tired. RSI divergence. Extended. Barron’s flagged $500 as the mean-reversion zone.
Memory costs rising. Mix shift hurting GM. Working capital eating FCF.

The backlog is real. The multiple is not.
Not advice. Size accordingly.

$DELL