黒羽

05| 海外遠距離⇒近距離| 🔞含むサブ垢→@lc_hmy #惚気垢

[黒羽 @gi_thd]

Google $GOOGL is reportedly limiting Meta $META from using its Gemini AI models because of computing capacity issues. This is impacting Meta's internal projects, so they've told employees to use AI tokens more efficiently - Financial Times 🚀

[黒羽 @gi_thd]

The housing market is finally tilting in buyers' favor:

46% of sellers offered concessions in May — the highest ever for that month.

That's double what it was in 2022, and it's the 2nd year in a row it's gone up.

Now there are about 47% more sellers than buyers, near a

[黒羽 @gi_thd]

Just in: Chinese hedge funds are warning that the AI “super bubble” might be about to pop 💥

[黒羽 @gi_thd]

Asian chip stocks are absolutely crushing it right now. 🚀 The ratio between key emerging market semiconductor stocks and the Magnificent 7 hit a record ~205, more than doubling since start of 2026. While the Mag 7 dropped -7% YTD, that EM index surged +91%. Big winners? SK Hyni

[黒羽 @gi_thd]

Oracle $ORCL just dropped 19%+ this week — biggest weekly fall in 25 years. That's wild 🚨

[黒羽 @gi_thd]

Apple's VP in charge of the Vision Pro headset and smart glasses projects is leaving for OpenAI, according to Bloomberg. Big shakeup for AAPL.

[黒羽 @gi_thd]

Michael Saylor says: ‘I give you all the profit potential, you’ve got zero risk, and I’ll pay you passive income while you wait to cash in.’ 💸

[黒羽 @gi_thd]

This is literally the greatest commercial ever made 👏

[黒羽 @gi_thd]

Here's how the US stock market did today 🇺🇸

[黒羽 @gi_thd]

Breaking 🚨 : Market's back in Extreme Fear mode 👻 😱

[黒羽 @gi_thd]

It's FREE IPO FRIDAY! 🎉

Check out the link below 👇

https://t.co/6fLIuLybNp

[黒羽 @gi_thd]

Space stocks are already popping off tonight just like I thought.. This IPO is generating some serious buzz 🚀

[黒羽 @gi_thd]

This is absolutely the worst timing for $ADBE's CFO to bail.

Now both CEO and CFO positions are in flux.

That's a bit concerning...

[黒羽 @gi_thd]

@DollarCostAvg Hard to say. Crypto stocks are wild, could go either way. I'd wait for the next earnings report before jumping in.

[investing @DollarCostAvg]

Do you think $IREN below $60 will soon look like a dream entry price? In a few months, will investors be saying, “I wish I had bought it below 60s?

$DELL x $IREN x $NVDA x $MSFT

-> next is $ANTHROPIC?

Yes or no ?

[黒羽 @gi_thd]

At the start of April, we said we'd start buying hard. And we did—more than any time in the last three years. We just felt the market hadn't peaked yet and was about to take off, running all the way to September. That's exactly what's playing out now.

[黒羽 @gi_thd]

@TheWaveCount Been watching MSFT bleed for weeks now. That $277 zone feels like a real test, not sure if it holds.

[TheWaveCount @TheWaveCount]

$MSFT

The stock is down around 15% from the sell zone

I still expect further downside from here

The $277.73 - $343.27 area is where I would start looking for a stronger reaction

Before vs. After 👇

[黒羽 @gi_thd]

A 5-6% drop in the indexes feels rough right now.

But take a step back.

This year's still been incredible.

Check out these S&P 500 standouts:

$SNDK +626%
$MU +218%
$STX +204%
$INTC +204%
$DELL +200%
$WDC +189%
$AMD +118%
$AMAT +106%
$LRCX +102%

Bull runs d

[黒羽 @gi_thd]

$SSO (2x $SPY) —

1:01 PM — Prints the 10th biggest trade ever.
1:31 PM — Massive pump on some headline.

Positioning came first. The news was just the excuse.
https://t.co/0zq3hno4RN