Microschizo

i like all markets

[Microschizo @Stadzc]

Jensen Huang: Everything I did was "ordered by the commander in chief"

[zoomer @zoomerfied]

[ ZOOMER ]

NVIDIA IS PREPARING TO OUST CEO JENSEN HUANG: WSJ

[Microschizo @Stadzc]

@WazzCrypto yeah weird stuff, billynaires fall in the same bucket, then there's elon with more but jensen's hit from all angles and has to drop dead same day?

supply being squeezed dry before anthropic and nvda earnings

[Microschizo @Stadzc]

wtf i tabbed back into

[Microschizo @Stadzc]

@stogolp jarvis remove the roaches before outputting the image

[Microschizo @Stadzc]

scaling 174-164 $nvda actually

despite all the aids, hbm inventories are not building so demand layer intact. earnings day v likely green

scaling cos that shit is a week away

[Microschizo @Stadzc]

hike base case since cpi lands pce above fed target but major entities are acting like 2022 hike regime wont happen, nasty divergence

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Global central banks bought +321 tonnes of gold in Q3 2026, their largest quarterly purchase since Q4 2024.

This also marks their 5th-largest quarterly purchase on record.

Central bank gold purchases were up +8% from +296 tonnes acquired in Q2 2026 and up +453% from Q1 2026.

By comparison, the 5-year quarterly average stands at +227 tonnes.

China and Poland led Q3 demand, adding +63 tonnes and +40 tonnes, respectively.

Year-to-date, global central banks have purchased +675 tonnes of gold, up +6% from the same period in 2025.

Central banks are aggressively buying the dip in gold.

[Microschizo @Stadzc]

weakness of max bull pov of bidding the hike is that the hike is consensus 4 weeks early. strong case of it priced in already.

twas' what made longing easy, but its crypto in particular that eats ass

pretty sure nvda beats earnings, nothing in supply chain reports say slowdown

[Microschizo @Stadzc]

max bear requirement:
- dems compromised, makes jan timing invalid (tbd)
- israel alignment (weak, infighting)
- yahu replacement aligned (tbd but weak, gadi open to negotiated frameworks)
- US prefers strait closed (tbd but capitulated before already)

[Microschizo @Stadzc]

max bear pov = indefinite israel stall, perma caretaker yahu. attack resumes after anthropic+oil dump creates headroom

fails again, hike dec. then even dems are compromised so we keep bleeding, rinse and repeat until something breaks

[Microschizo @Stadzc]

max bull pov is fomc = last buy window

dems+israel timing goes live, only offramp after. so massive whipsaw from whatever discount it gives into a 2027 bull

so exit anthropic, reenter at fomc then 2027 mega run ala 2021 as data prints cold every month

whole mkt is strait trade

[Microschizo @Stadzc]

longs are riding the anthropic euphoria window, after that its hike nuke as base case, then stall regime until yahu is out. then peace into aths again after, us picks up where it initially left off mid year, they already capitulated on the initial peace deal

[Microschizo @Stadzc]

@veH0rny @DUALIPA your mans cheating

[Microschizo @Stadzc]

@stogolp welcome back maren, voodoo variant

[Microschizo @Stadzc]

i got like 30 followers and most are clankers and i dont give a shit about growing why am i getting biz dms from ppl with mutuals

also htf retardation works cleanly w/ tardfi but crypto loves hunting liq and my assumption on the aggressive 6 week red killing corr coeff is=nance'

[Microschizo @Stadzc]

@yellowbrah69 they saw the vulnerability and wanted to finish you off

[Microschizo @Stadzc]

mega long cluster hiding in 72k~

i keep watching whether it gets hit daily but never does

typing so it jinxes and gets hit cos thats the gravity we bleeding towards

[Microschizo @Stadzc]

@GregTHR american vaping quant 2014-2022
galvani quant 2019-2025

[Microschizo @Stadzc]

@SalsaTekila permabull retard gang lfg

wagmi or someshit

[Microschizo @Stadzc]

$hype looks gud

also uncannily repeating last run

min catalyst required to break back into prior range is dec hike, weeks away. for now we jus get OI stacking on lows that inevitably get flushed, which happens this week.

[Microschizo @Stadzc]

2022 hike regime btw was like perma weekly red candles with 0 relief.

only reason why im not listening to that part of brain is because hikes are reactionary to a war that has a capped kinetic ceiling

[Microschizo @Stadzc]

*retard at work do not copy* this is called knife catching

thesis
- inventory cycle,
- narrative pov: ant cant ipo with markets popping circuit breakers again this week + full escalation resumption all at the same time

at the same time experiecne says this is 2022 hike regime