FreakImKaefig

ᔑᑌᗰᗰEᖇ

[FreakImKaefig @Tom5777]

@AlessioTMAD Happy Birthday 🥂

[FreakImKaefig @Tom5777]

@AlessioTMAD .. Love your app 😬💵

[FreakImKaefig @Tom5777]

@ThEFurYAsidE @Teknium @AriesTheCoder @NousResearch ..had the same experience as well.

[FreakImKaefig @Tom5777]

@Teknium @AriesTheCoder @NousResearch I’m experiencing a similar issue with TUI as well when using parameter P for the profile, the profile is still ignored and the default profile is used instead. As a result, my memory — in this case OpenViKing — uses the wrong .env & account/user.

[AlphaSignal AI @AlphaSignalAI]

https://t.co/8ZOOtoVIxM

[First Squawk @FirstSquawk]

HEDGE FUNDS SHORTING AT FASTEST PACE SINCE APRIL

HEDGE FUNDS HAVE RAMPED UP SHORT POSITIONS TO THE HIGHEST LEVEL SINCE APRIL, SIGNALING GROWING BEARISH SENTIMENT ACROSS EQUITY MARKETS AS INVESTORS HEDGE AGAINST ECONOMIC WEAKNESS, RISING RATES, AND EARNINGS PRESSURE AMID INCREASING MARKET VOLATILITY.

[FreakImKaefig @Tom5777]

Toller Überblick, danke!

Stimmt: Shutdown entzieht Liquidität über TGA (~925 Mrd. USD), SOFR schwankt ~3.92 %.

$MOVE-Index ~74 signalisiert null Stress (vs. ~110-120 Peak Anfang 2025). Doch Data-Blackout (keine Jobs/Inflation-Daten) maskiert Risiken, erschwert Fed-Entscheidungen und könnte falsches Sicherheitsgefühl erzeugen.

Meiner Einschätzung nach: Kurzfristig noisy mit potenziellen Volatilitätssprüngen bei Shutdown-Ende (längster ever), langfristig bullish – QT-Ende am 1. Dez. boostet Liquidität, solange Unsicherheiten abklingen.

[Marc Lehman @markflowchatter]

Reminder tomorrow is the end of Tax Loss Selling .

Tomorrow is the formal deadline for Mutual Funds to do some tax-loss harvesting (selling YTD losers), While the period to harvest isn’t over, the desk believes that majority of the Mutual Fund selling in these names has already occurred.
Accordingly, the desk is taking profits in the 1st phase of the trade. Below we flag key observations from this phase and preparations for phase 2 – The Rebound.”

The basket of tax loss candidates, that one could flip long is one here called “2025 Tax Candidates” – Custom Baskets is some TMT names in that Accenture, $MRVL, $CRM, $ADBE, $CMCSA, $CHTR,$ FIS, $TTD, $FI, $FICO, $HUBS, $ON, $MCHP.

[Christophe Barraud🛢🐳 @C_Barraud]

🇨🇳 🇺🇸 #CHINA'S STATE MEDIA RELEASES DETAILS ON XI-TRUMP MEETING - BBG
*XI: COOPERATION IN TRADE, ENERGY AND OTHER FIELDS WITH US
*XI: WILLING TO WORK WITH TRUMP
*XI SAYS CHINA TO FURTHER COMPREHENSIVELY DEEPEN REFORM: XINHUA
*XI: DIALOGUE IS BETTER THAN CONFRONTATION
*XI SAYS CHINA TO EXPAND OPENING UP TO OUTSIDE WORLD: XINHUA
*XI SAYS CHINA, US COULD EXPAND COOPERATION LIST: XINHUA
*XI: CHINA, US NEED TO REFINE, FOLLOW UP WORKS ASAP

[amit @amitisinvesting]

TRUMP ON THE OUTCOMES OF HIS MEETING WITH XI:

- US and China will work to collaborate on Ukraine.

- Trump will visit China in April 2026 and Xi will visit the US soon.

- China will begin buying soybeans and resume rare earth exports.

- The US and China will continue to further discuss Nvidia chip restrictions.

- Overall China tariffs cut to 47% from 57%.

- Fentanyl tariffs slashed to 10% now and China will work on stopping the spread of Fentanyl.

LFG.

[Brian Roemmele @BrianRoemmele]

Remember what I told you in 2020:

[Stock Talk @stocktalkweekly]

*CHINA PURCHASES 180,000 TONS OF U.S. SOYBEANS, THE FIRST ORDER IN MONTHS, AS SHOW OF GOOD FAITH AHEAD OF TOMORROW'S MEETING BETWEEN PRESIDENTS TRUMP & XI

[郭明錤｜Ming-Chi Kuo @mingchikuo]

NVIDIA AI伺服器電力規格藍圖：從GPU/機櫃走向資料中心的次世代Kyber戰略

閱讀全文
https://t.co/7r6D5j622S

[Connor Bates @ConnorJBates_]

S&P 500 Companies are crushing earnings.

85% of S&P 500 companies have beat on earnings, well above the historical average of 74%, and the highest since Q2 2021.

Source: DB

[Connor Bates @ConnorJBates_]

URANIUM & NUCLEAR ECOSYSTEM

Amazing graphic from @TannersTrades per usual.

[Lukas Spang @l_m_s15]

Fragliche Aktion.

Viromed Medical AG: Umplatzierungen von Viromed-Aktien erweitern Investorenbasis https://t.co/v8ckxz7Jcc

[Evan @StockMKTNewz]

WATCH OUT FOR THIS TOMORROW

Nvidia $NVDA CEO Jensen Huang will be delivering the keynote address for Nvidia's GTC DC event at 12PM ET

[*Walter Bloomberg @DeItaone]

OPENAI URGES U.S. TO BOOST ENERGY FOR AI

OpenAI has asked the U.S. government to massively expand its energy capacity to stay ahead in artificial intelligence. In a filing to the White House, it called for 100 gigawatts of new power each year to close the “electron gap” with China.

The company warned that limited electricity could slow AI progress and economic growth, calling energy “a strategic asset vital to America’s AI, economy, and security.”

[amit @amitisinvesting]

did anyone realize that on Wednesday

we have an FOMC meeting to discuss the future of interest rates in the USA

and then 2 hours later…

we have $META $GOOGL $MSFT all reporting at the same time

gonna be a massive day

but if all 3 crush…and we get rate cuts…

🥶🥶🥶🥶

[FinancialJuice @financialjuice]

Nvidia & Deutsche Telekom plan a €1 billion data center in Germany. $NVDA