@zerohedge Korea ranking last is the real surprise here, given how much HBM demand drives the AI trade.
My position on market conditions early on → https://t.co/dAGVN94DZD
@zerohedge Scary reminder that critical infrastructure needs way better security before AI makes these attacks even easier.
My position on market conditions early on → https://t.co/dAGVN94DZD
@zerohedge The real question is whether the Fed will ever let the long end trade freely again, or if this is just the new normal.
My once-over of the rotation picture into the last hour → https://t.co/yNv9QaGcfv