zeroedge

Bobble, Wobble | No crying in the casino | CECA

[Gregory Brew @gbrew24]

This was widely rumored during the war, but has now been publicly confirmed:

Qatar struck a deal with Iran, shutting down gas production, in exchange for an agreement that Iran would refrain from further strikes on Ras Laffan. https://t.co/Ccb7dYdkBY

[*Walter Bloomberg @DeItaone]

SK HYNIX PICKS NASDAQ TO RIDE AI BOOM

South Korea’s SK Hynix plans to list in the U.S. on Nasdaq as early as August, targeting AI-driven investor demand. The memory-chip giant, a key Nvidia supplier, has seen its shares surge 230% this year, pushing its value above $1 trillion. The listing aims to expand its global investor base, with analysts noting Nasdaq’s strong technology focus and higher growth valuations.

[zeroedge @darkl337]

@TheStalwart So?

[Pod Caste @traderpodcaste]

Jensen sweating profusely in South Korea, refuses to take off leather jacket.

Probably keeps it on while banging his wife too.

[zeroedge @darkl337]

Here comes capex expansion part of the cycle?

[Jukan @jukan05]

SK Group Chairman Chey Tae-won: SK hynix will double its memory production capacity within the next five years.

[EM Macro 1 @X72926936]

Forecasts of the return of El Nino, the recurrent Pacific weather pattern known for bringing drought and wildfires to swaths of South and Southeast Asia and Australia, are hardening by the day

https://t.co/UPdFehUNbn

[zeroedge @darkl337]

@jturek18 Nope

[zeroedge @darkl337]

@wallstengine Grifting bastards hahaha

[zeroedge @darkl337]

@MacrostratPB It's okay if you use sofr futures or options on futures? I guess my question is if you think there is higher chance of bear steepening because of mixed messaging at the fed Vs bear flattening from fed turning hawkish

[zeroedge @darkl337]

@MacrostratPB Why do you prefer long end Vs paying short end or even doing a conditional bear flattener? You see more scenarios of making money from the terminal premium angle?

[𝐄𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭 𝐌𝐚𝐫𝐤𝐞𝐭 𝐇𝐲𝐩𝐞 @EffMktHype]

Global surprise indices showing some pretty big divergences

[Abhishek @STIR_Trader_]

Macro substack has a tell: pages after pages of economic theory, historical indicator charts, what Fed should/shouldn't do and very few trade ideas.

If a thesis needs ten charts to land, the guy is probably not trading it. He is just trying to sound like an intellectual.

The best edges are simple to explain. The hard part is sizing and timing.

[zeroedge @darkl337]

@iamwenmun Tai Hwa bak chor mee deserves a place on the list too

[zeroedge @darkl337]

@notyetadegen Wishful thinking kid

[Sovey @SoveyX]

Men will do anything to avoid trying on clothes.
He made the clothes try him on.

[Dan Nystedt @dnystedt]

China’s Yangtze Memory will submit its IPO application in China next month now that its expansion into DRAM has been greenlit by Beijing amid the Memory Supercycle, media report, adding its new Wuhan Fab (Phase 3) dedicated to LPDDR DRAM will be ready for production by end-2026. The listing is expected either on the Shanghai Star Market or in Hong Kong, valuation RMB 160 billion to 300 billion (US$23.6B to $44.2B). YMTC currently competes in the NAND Flash memory market. $SSNLF $HXSCL $MU $SNDK #Kioxia https://t.co/g1uCUkjcqY

[Dario Perkins @darioperkins]

what a fantastic chart from @kevinmuir showing how unusual this earnings season has been

[zeroedge @darkl337]

@wassielawyer And you're better than it all

[zeroedge @darkl337]

@VKMacro They're probably just gonna increase domestic equity allocation to 25% or smth; problem with hedging is the statistics which doesn't support a structural break in correlation between usdkrw and risk assets

[VKMacro @VKMacro]

On some of the oil guys - I think rather than blaming mkt, introspection is good

I certainly am doing that, because ultimately everyone knows the maths, the vessel crossing, production losses. Not of that is adding value at this point.