Mark Cuban thinks the stock market is why guys like Elon Musk get 'insanely rich'. But he says if we get rid of billionaires, we'd see the 'worst depression' ever.
https://t.co/oyAwhXc2Uy
Right now on Polymarket, there's an 81% chance Kevin Warsh and the US Fed won't cut rates in 2026. And the odds they'll actually raise rates? Sitting at 64% ๐ณ
Heads up โ $165 billion in stock selling hits global markets next week.
Big pension funds and sovereign wealth funds have to rebalance by June 30. Stocks got too hot, bonds lagged, so now theyโre selling stocks and buying bonds. Big time.
JPMorgan flagged this. U.S. pens
๐จ Breaking
๐บ๐ธ๐ฎ๐ท US and Iran are sitting down for new peace talks this Friday in Switzerland.
Theyโll be talking technical stuff, mainly Iranโs nuclear program.
The Strait of Hormuz stays open for 60 days while they negotiate.
After that, Iran plans to start ch
@DavidKWilliams Jensen doesn't show up for small talk. If he's out there, either something's cooking or they're testing the waters. Either way, interesting timing.
๐บ๐ธ $NVDA โ Something big may be coming.
Jensen Huang rarely steps out unless the AI infrastructure story is getting bigger.
Now the market is watching for a major announcement, with rumors pointing to deeper AI compute partnerships.
Nothing is confirmed yet.
But one thing is clear:
AI demand is still exploding.
SpaceX is signing massive compute deals.
Google needs more GPUs.
Anthropic needs more capacity.
And $NVDA is still at the center of the entire AI supply chain.
The real trade is not just AI models.
It is chips, data centers, power and compute.
Watch:
$NVDA $AMD $AVGO $TSM $GOOG $MSFT $AMZN $TSLA
Extreme volatility may be coming.
Donโt chase blindly.
Follow compute.