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Following money flows, market cycles and major trends. Timestamped calls — scoreboard pinned. Stocks • Macro • Crypto. Not advice.

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@Nostre_damus 😂

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@FiatMaximus Bro where do you expect the bottom 50k?

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@3orovik Is it going lower though

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@Rajatsoni Bitcoin maxis are dumber then other investors

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@Rajatsoni Do you think this year possible

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The AI buildout is now a bond story. Morgan Stanley: AI debt issuance doubling to $570B in 2026 — $236B already sold, 4x last year's pace. Oracle CDS >125bp. CoreWeave tapping European high-yield. The capex didn't slow; the funding got louder. #DataCenters #StockMarket

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Classic supply shock on top of still-elevated core. Real test is whether this spills into services/wages.
Higher for longer stays alive until proven otherwise.
#Fed #CPI #Inflation #StockMarket

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May CPI: 4.2% headline (highest since Apr 2023) — but this is an oil-war number.
Energy +23.5% Gasoline +40.5%
Core came in soft at 0.2% m/m (below estimates).
Bond market isn’t buying the “look through” story — 30Y back above 5%.
What does Warsh do next week?

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Oil fell 3% today while Trump teased new Iran strikes.
The market is pricing ceasefire hopes over headline risk — with Hormuz still under a dual blockade.
That's a lot of faith one week before a new Fed chair's first FOMC. #OilPrice #Fed

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@JinJung Cash back is lovely too

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#StockMarket #Fed #AIBubble

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@JM_speakss Line of credit against your portfolio

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That’s a significant statement from Jensen Huang because it highlights that the AI infrastructure buildout is no longer limited by demand—it’s increasingly constrained by physical supply.

What he’s referring to:

Wafers → The silicon wafers used by foundries like TSMC⁠ to manufacture AI chips.
Silicon photonics → Advanced optical technology used to move massive amounts of data between AI servers more efficiently than traditional electrical connections.
Cable connectors → High-speed networking components required to link thousands of GPUs together in AI data centers.
Entire supply chain → GPUs, networking gear, memory, power equipment, cooling systems, optics, and manufacturing capacity.

For investors, this supports the thesis that the AI buildout is benefiting far more than just NVIDIA:

NVIDIA⁠ (GPUs)
TSMC⁠ (chip manufacturing)
Broadcom⁠ (networking and custom AI chips)
Arista Networks⁠ (AI networking)
Marvell Technology⁠ (optics and networking)
Advanced Micro Devices (AMD)⁠ (AI accelerators)
Micron Technology⁠ (HBM memory)
Corning Incorporated⁠ (fiber optics)

A concise X post version:

Jensen Huang: “Demand is enormous. From wafers to silicon photonics and cable connectors, everything across the entire industry supply chain is in short supply.”

The AI supercycle isn’t just about GPUs.

Chips. Memory. Networking. Optics. Power. Cooling.

Every layer of AI infrastructure is being stretched to its limits.

Bullish for the entire AI stack. 🚀

#AI #NVIDIA #NVDA #TSMC #Broadcom #DataCenter #Semiconductors #Investing #Stocks #AIInfrastructure #TechStocks

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@Alejandro_XBT Mad man

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@Rajatsoni Bro is it going down more ?

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@Rajatsoni 40 is good price to buy

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@CryptoxHunter Bro we can’t nuke another 50% down . Or we can 🤷‍♂️

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Jensen Huang just tempered the “all-copper” AI data center hype: use copper where you can (short in-rack links), but optics “wherever you must” for scale.
Hybrid rollout incoming → boosts optical plays like $LITE $GLW $COHR while copper stays in-rack only.
#AI #DataCenters #NVIDIA #SiliconPhotonics #Semiconductors

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President Trump says the U.S. may buy equity stakes in AI companies and will meet with AI executives as soon as next week.

Government + hyperscaler + private sector investment = a powerful tailwind for AI infrastructure and innovation.

The AI supercycle continues. 🚀

#AI #NVDA #TechStocks #Investing #ArtificialIntelligence #StockMarket #Datacenter #Semiconductors #USA