Investing is like fishing: identify entries with potential returns, take a position, wait patiently, and exit with rewards. Nothing I share is financial advice.
$NVDA CEO Jensen Huang says he expects the memory shortage to last several more years.
HBM uses far more wafer capacity than regular DRAM and depends on advanced packaging so even $MU, Samsung and SK Hynix cannot fix supply just by adding more wafers.
$RR ๐
Institutional ownership has been ramping up heavily over the last months
Meanwhile short interest is sitting at 35.91% of the float
Very interesting combination here
Rezolve Ai will release its financial results for the second half and full year ended December 31, 2025, before market open on Monday, March 30, 2026.
Management will host a live conference call at 8:30 a.m. Eastern Time that same day to review the results and share a business update.
๐ Details and webcast link: https://t.co/Q0X3kNE5Ef
#RezolveAi #Earnings $RZLV
JEROME POWELL THE ๐บ๐ธ FED JUST SAID THEY EXPECT TO CUT RATES JUST 1 TIME THIS YEAR
Here's what the Fed currently expects for the end of 2026 based on the SEP:
- Interest Rates: ending 2026 at 3.25%-3.50% unchanged from its previous forecast
- Growth (GDP): of 2.4% up from its previous 2.3% forecast
- Unemployment Rate of 4.4% unchanged
- Inflation (PCE) of 2.7% up from its previous 2.4% forecast
(The SEP gets updated once every quarter and shouldn't be taken as this is what they're going to do but more as what they currently expect going forward based on current conditions)
This is SHOCKING.
Jane Streetโs secret trading technique is to accumulate shares, then dump them in seconds to crash the price and profit from shorts.
They ran the same 10 AM manipulation algo in Indian markets and made $4.23 billion, which led to a temporary ban by the Securities and Exchange Board of India.
Their playbook is simple:
1) Have billions of dollars from investors
2) Buy spot Bitcoin at, say, $68k
3) Open massive shorts via options or derivatives
4) Sell large amounts of BTC in minutes with algos, combined with low liquidity or negative news to trigger panic selling
5) Price crashes to $62k
6) Close shorts for massive profits while losing just 5% on spot
7) Buy spot Bitcoin again at $62k, squeeze shorts, and create FOMO to push price higher
8) Open massive shorts again...
Rinse and repeat.
In India, Jane Street still has $560 million frozen in an escrow account with SEBI, and the manipulation case is ongoing.
Very interesting note from @FrankCappelleri this AM.
Some excellent quotes from Nicolas Darvas:
โI made my money by sitting, not thinking.โ
โI buy high and sell higher.โ
โThe main reason I made money was because I disciplined myself to follow a system.โ
โI never argue with the tape.โ
โThe market is never wrong โ opinions often are.โ
โLosses never bothered me after I learned to cut them quickly.โ
โThe market is never wrong โ opinions often are.โ
PRESIDENT TRUMP ANNOUNCES NEW GLOBAL TARIFF PLAN
โข 10% global tariff will be imposed for ~5 months on top of existing tariffs
โข Tariff refunds will be litigated and could take 2โ5 years to resolve
โข Does not need Congressional approval to impose tariffs
โข Frames Supreme Court decision as not materially constraining presidential tariff authority going forward
๐จ US LABOR JAN NONFARM PAYROLLS +130K; CONSENSUS +55K
US JAN UNEMPLOYMENT RATE 4.3%; CONSENSUS 4.4%
US JAN AVERAGE HOURLY EARNINGS +0.41%, OR +$0.15 TO $37.17; OVER YEAR +3.71%
US JAN PRIVATE SECTOR PAYROLLS +172K AND GOVERNMENT PAYROLLS -42K
US JAN AVERAGE WORKWEEK +0.1 HOUR TO 34.3 HOURS
US JAN LABOR-FORCE PARTICIPATION RATE 62.5%
US DEC PAYROLLS REVISED TO +48K; NOV REVISED TO +41K
Goldman Sachs $GS warns that US stocks could face more selling this week, driven by trend-following funds known as CTAs, which have already hit sell triggers in the S&P 500.
The bank estimates CTAs could dump up to $33 billion this week โ and as much as $80 billion over the next month if the S&P 500 keeps falling.
Senate Democratic Leader Chuck Schumer's office says a bipartisan funding deal has been reached to avert government shutdown. GOP Senate leaders are now working to schedule a vote. https://t.co/fKTQrEaD4L
The $RR short report by @hntrbrkmedia is false and wrong.
Microsoft has the collaboration with $RR on their website.
Link: https://t.co/BbQmtUjm3j
Like if you are still bullish on $RR.