Jeff

Education only. Not financial advice or a buy/sell recommendation. Investing involves risk, including loss of principal.
Daily market briefings → link in bio

[Jeff @EIHEFE]

Stop wasting your hard earned money! Upgrade your knowledge and ditch the fakes on X.
https://t.co/DND1vN9XdP

[Jeff @EIHEFE]

@stocksandreales You will be wrong next week….

[Jeff @EIHEFE]

@HeroDividend Agree give me 60% and I am betting against

[Jeff @EIHEFE]

@WatcherGuru Betting against if it crosses 60%

[Jeff @EIHEFE]

@stocksandreales You have been trying to call top for years

[Jeff @EIHEFE]

Rate hike* whoops 😅

[Jeff @EIHEFE]

@ProfitsTaken had that PT lens on. Great minds! Just saw your discord message

[Jeff @EIHEFE]

Again you think prediction markets are pricing this wrong. Fix your algos lol 😆

[Jeff @EIHEFE]

Not much from Warsh. Internet is looking at it as slightly hawkish. Market is saying slightly dovish $SPY $TLT

Most impactful quotes from my point of view were:

1. “The Fed’s price-stability objective of 2 percent, as measured by the personal consumption expenditures (PCE) price index, is a firm, fixed target.”

2. “And while this summer’s PCE and CPI readings were better than expected, they do not tell me that underlying trends have meaningfully improved.”

3. “On balance, I would be hard pressed to describe broad financial conditions as restrictive.”

4. “Here is my standard: We must be confident that underlying inflation is moving to our objective, clearly and at sufficient speed. Otherwise, we have work to do.”

Forward guidance is dead to him. Interest rates are the primary tool. I disagree with him to some degrees and think there is supportive data and a trend of cooling inflation. Yes we are not at 2% but there is a clear trend.

[Jeff @EIHEFE]

@zerohedge Broad general nothing of substance

[Jeff @EIHEFE]

Do we push higher after Warsh at 10AM? I think so but need to listen in. Rate cut probability should be low after today!

[Jeff @EIHEFE]

@EthanBishopRE 💯

[Jeff @EIHEFE]

@BoujeeFinances As of now yes. But traders don’t think about taxes lol 😆 this is my current strategy

[Jeff @EIHEFE]

@EthanBishopRE Yeah progress for sure but it still a conventional loan style backed by Fannie Mae, same length, a little bit more premium on the rate side, and then instead of 1:1 on USD they make you do 2.5:1 for bitcoin:native up to 100k. I think somone can offer some better terms

[Jeff @EIHEFE]

@ripster47 Maybe let the earnings call start. It’s guidance thats important 😅

[Jeff @EIHEFE]

@marc02200 I would call it capital gains tax lol why do people not think about taxes……….

[Jeff @EIHEFE]

@ProofOfMoney It might be the worst mortgage ever lol

[Jeff @EIHEFE]

If you missed the $NVDA call:

$96.2B revenue (+106% YoY) $89B data center (+117%) Adj EPS $2.22 Q3 guide $108B FY28 growth call: ~70% — and they said that’s SUPPLY capped
Stock dipped into the close, then ripped ~4% after hours.

BULL 🐂

Demand still accelerating. Jensen: AI hit an inflection — tokens are now profitable, compute is revenue • Mix broadening: ACIE (NeoClouds, sovereign, enterprise) $40B, +25% q/q, heading toward half of data center • Vera Rubin in production; they call it the fastest ramp in company history • AWS adding 2 million more GPUs through FY29 • Customers’ own forecasts imply closer to a double next year if they could build enough • Full-stack pitch: $18B → $25B → $40B revenue per gigawatt from Hopper to Rubin

BEAR 🐻

70% FY28 is not unconstrained demand — memory, power, and shells are the ceiling • Gross margin guided DOWN to 74% on memory inflation • Purchase commitments exploded $119B → $279B (mostly memory) • Zero China data-center compute in the guide • They’re now co-signing the boom: $50B into frontier labs, take-or-pay / revenue-share with NeoClouds, 15-year leases. Great if demand holds. Ugly if it doesn’t • Custom silicon + open models keep coming; NVIDIA says that’s not a threat. Market will keep testing that

One-liner from Jensen: “Now, compute is revenue.”

Not financial advice. Just the print.

[Jeff @EIHEFE]

@MsVeilMoney Close

[Jeff @EIHEFE]

When you look at the terms of this style of loan it’s robbery! @EthanBishopRE the 250k btc for 100k cash is wild! See graphic for comparison.

BTC-backed mortgage vs a normal mortgage
Pros
• Don’t sell your Bitcoin
• No cap-gains tax hit at closing
• Keep the upside if BTC rips
• No margin calls if price drops
• Still a Fannie Mae conforming loan
• One payment, same term
• Coinbase One: up to $10k toward closing
Cons
• Rate is ~0.5–1.5% higher
• You borrow the down payment too ($500k debt on a $500k house)
• ~$1k extra per month on a $500k example
• ~$250k extra interest over 30 years
• $250k BTC locked as collateral (250%)
• Second lien on the house
• Crypto can still be liquidated after 60 days missed payments
• More moving parts, not every buyer will qualify

[The Bitcoin Historian @pete_rizzo_]

BREAKING: COINBASE JUST ANNOUNCED THEY HAVE NOW OFFICIALLY LAUNCHED #BITCOIN BACKED MORTGAGES

120 MILLION AMERICANS CAN NOW BUY A HOME USING BTC AS COLLATERAL

THIS IS ABSOLUTELY HISTORIC 🔥