Roland

Professional Derivatives Trader

[Roland @alphagourmet]

is this the bottom... for today?!?

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Moore Dividends @MooreDividends]

https://t.co/JfnOOHgEIs

[ISABELNET @ISABELNET_SA]

🇺🇸 S&P 500

Midterm years often shake confidence on Wall Street. The S&P 500 usually slides 18% at some point during the year, but those downturns tend to open the door to compelling buying opportunities
👉 https://t.co/yIk7SZYWVX

h/t @dailychartbook $spx #spx

[1. FC Cologne @fckoeln_en]

🙌 #effzeh #KOEFCK

[Years Progress @YearsProgress]

2025 is 15% complete.

[Marco Castelli @macastel3]

That’s why electric cars are so popular in China

Look at the electricity price

This also is valid for other industries manufacturing costs

[Elon Musk @elonmusk]

Let that sink in

[Global Markets Investor @GlobalMktObserv]

ANOTHER US RECESSION WARNING:

The number of people receiving unemployment benefits spiked by >30% over the last 2 years, highest increase since the COVID Crisis.

In the past, every time when US continued jobless claims rose more than 20% from their lows, a recession followed.

[Roland @alphagourmet]

@boersefrankfurt @Xetra Warum war das Opening heute bei 17.740,63?

[Roland @alphagourmet]

Via https://t.co/zsKxiSbwNJ: Americans Chasing High Interest Rates Risk Falling Into a ‘Cash Trap’ https://t.co/jScGKl5rIV

[Roland @alphagourmet]

@Ubisoft Doom

[Meb Faber @MebFaber]

Investing quote of the day:

[Roland @alphagourmet]

Streetwise: AI has had an astounding run since ChatGPT was unveiled in late 2022, and Nvidia has been the biggest winner. What could go wrong? https://t.co/OK6KWoH14d via @WSJ

[Genevieve Roch-Decter, CFA @GRDecter]

Current situation:

- Bonds trading like rate cuts are a distant dream

- Stocks trading like recession risk is less than 0.01%

- Tech stocks trading like AI is the future workforce

- Unemployment rate acting as if layoffs aren’t happening

- Memecoins are trading like it’s 1999

Everything is awesome.

[Years Progress @YearsProgress]

2024 is 10% complete.

[tagesschau @tagesschau]

Preise für Wohnimmobilien fallen noch schneller https://t.co/kjE5ha4rLp #Häuser #Immobilienblase #Immobilien

[Holger Zschaepitz @Schuldensuehner]

In case you missed it: German PPI #deflation deepened w/PPI down 12,6%, most since the start of the statistic in 1949.

[Roland @alphagourmet]

"...the power of letting winners run" https://t.co/K1DTjJhFv4

[zerohedge @zerohedge]

CFA Pass Rates Finally Tick Higher After Plunging To Record Lows During Pandemic https://t.co/hljrbf1mjc