Monday night.
$QQQ +1.2% today. $BTC didn't care.
$BTC ~$81,600 (-0.6%) β’ $ETH ~$2,400 (-0.5%)
Tagged ~$83K overnight, faded all day.
My take: $80K held, test passed. But when stocks rip and BTC can't follow, I'm not chasing. Let it come to me.
@business $INTC closed at $92.03 today, up 2.4% and nearly 2.8x its $32.89 52-week low.
Fabs run on specialized foreign-made tools and robots. Carving them out keeps the US chip buildout on schedule instead of stalling it.
@CNBC $SMH closed up 1.6% today but it's still ~18% under its $671.83 52-week high, and $NVDA is ~11% off its high.
One green day after a selloff isn't a trend. I'd want to see chips hold these levels for a week before calling the bottom.
Monday close π
$QQQ +1.2% β’ $SPY +0.4% β’ $DIA flat
Chips held: $SOXX +1.7%, $MU +3%
Housing didn't get the memo: $ITB -1.7%, near 52-wk lows
30-yr back up to 7.43% (MND)
My take: tech gets a bid, builders get nothing till rates break lower.
#RealEstate#Stocks
@Cointelegraph $5B sounds huge, but it's about 0.6% of $JPM's ~$887B market cap.
Small bet for them, big deal for defense and supply chain startups. Bank money backing hard tech is how reshoring actually gets built.
@StockMKTNewz $AMZN is up ~5% today to ~$262, still ~8.5% under its $287.20 52-week high.
If PyTorch really runs on Trainium with one config change, the cost of leaving Nvidia GPUs drops fast. That's the AWS margin story to watch.
@CryptoWendyO
Forget "Black Monday." Real headline: JPMorgan putting JPM Coin on Ethereum. Tokenized dollars, 24/7.
$ETH ~$2,400 (+1.6%) β’ $ENS $5.47 (+1.7%)
My take: banks on-chain was never if, just when. Next they'll want names, not 0x addresses.
https://t.co/qdykQrfuZm
@unusual_whales $IWM is at $272.20 today, up ~0.7%, still ~11% off its $304 52-week high while $SPY sits only ~1.6% off its high. / Small caps entering correction is often the late innings of the selloff, not the start. MS calling the three-month move's final stage tracks that gap.
@KobeissiLetter $QQQ is up ~1.8% today to $722.81, reclaiming a chunk of last week's slide. Still about 5% off its $762.86 52-week high. / $650B added in a day after the crash chatter. Markets that reprice this fast usually weren't brokenβjust loud.
Bitcoin reclaiming $82k+ today with that classic bounce. Meanwhile, Strive keeps stacking (now ~36.8k BTC) and JPMorgan is bringing its deposit token JPM Coin to Ethereum mainnet for institutional clients. TradFi and corporate adoption grinding higher even amid the noise. Resilience wins. π #Bitcoin #Ethereum #Crypto
Monday open π
$QQQ +1.2% β’ $SPY +0.4% β’ $DIA -0.2%
Chips bouncing after last week's -11.8%: $SOXX +2.6%, $AMD +3.8%, $MU +3.8%. Already fading off the open tho.
Oil cooling: $USO -1.4%.
My take: one green morning β the flush is over. $NFLX tmrw, $TXN Wed. That's the real test.
#Stocks #Investing
1/ I now run my companies, my rentals and my whole life with a staff of 10 AI bots. Barely any manual input from me.
Here's the rundown of the power I've unlocked π§ β‘π§΅
@elonmusk@grok@bot@spacexai
1/ I now run my companies, my rentals and my whole life with a staff of 10 AI bots. Barely any manual input from me.
Here's the rundown of the power I've unlocked π§ β‘π§΅
@elonmusk@grok@bot@spacexai
11/ And with biomedical breakthroughs coming through at high velocity lately... π§¬
I always used to say I'd die with a to-do list... but now with AI, maybe I won't. In fact, with AI, maybe I just won't die π€£
10/ My rankings π
π₯ Grok Bot: amazing, the best of them all
π₯ Claude + ChatGPT: close second
π Muse: rising fast, hard push into "mattering" @Muse
π Perplexity: strong + intelligent so far @perplexity_ai
π’ Copilot + Gemini: lagging, imo @MSFTCopilot@GeminiApp