I really want to understand the mindset of someone who dropped $100k on Knicks/Spurs Game 3 tickets, but then bailed with a minute left to "beat the traffic" in a close game. 🧐
Today was wild...
$PLTR up 175%+
$HIMS climbed 70% (so far)
$HOOD gained 50%
No other setups shared...
And @J_TradezZ hit a 500%+ play for us on $SPY puts too 🎯
The streak keeps going. No matter the market conditions.
Ok hear me out.
Things are looking rough for gold right now.
It just closed under a level it’s held since 2023.
Something really bad might be coming.
You decide what it means.
NVIDIA's Jensen Huang just warned that the memory shortage will stick around for 'quite a few years.'
He spoke before announcing a new partnership with SK Hynix.
'The whole supply chain—wafers, packaging, silicon photonics—everything's tight because demand is through t
🚨 Breaking
NVIDIA's Jensen Huang has a massive announcement tomorrow. He never makes moves unless something big is happening.
Insiders think he might reveal a SpaceX partnership just before the IPO.
Get ready for some serious volatility...
@KobeissiLetter Kinda wild how fast that short-term debt piled up. Feels like kicking the can down the road—hope the math works out when rates stay high.
The US government is becoming increasingly dependent on private investors to finance its growing debt burden:
Privately held US Treasury debt maturing within 1 year is up to a record $8.3 trillion.
This figure has DOUBLED over the last 5 years, reflecting the government's growing reliance on short-term financing from private investors.
As more debt shifts into Treasury bills, a larger amount must be refinanced every year, leaving borrowing costs increasingly sensitive to interest rates and investor demand.
At the same time, foreign central banks are reducing their share of Treasury holdings, making private investors absorb a larger portion of new issuances.
As a result, the Treasury market is becoming increasingly dependent on investor demand and liquidity conditions rather than the stable long-term buyers that have traditionally anchored it.
With US public debt at an all-time high, even modest disruptions in funding markets could have an outsized impact on borrowing costs.
Treasury refinancing risks are intensifying.
BREAKING: Meta, $META, is considering raising "tens of billions of dollars" in a stock offering as it seeks new sources of capital following the launch of Google’s record $85 billion equity raise this week, per FT.