🚨 A BIG STORM IS COMING TO MARKETS IN 48 HOURS!!!
This Friday, the SUPREME COURT is set to rule Trump tariffs ILLEGAL.
- US–Global tariffs: DUMP
- US–China tariffs: DUMP
- US–EU tariffs: DUMP
Trump tariffs brought $600 BILLION into the U.S. economy.
If they are ruled illegal, the US would be forced to return the money immediately.
This is exactly the event Polymarket traders are pricing in with a 78% probability.
Read that again before I explain what this really means:
So if the court nukes the tariffs, the market instantly starts asking one thing.
How much gets refunded, and how fast.
That’s not “clarity”.
That’s CHAOS.
Refund fights.
A giant revenue hole.
Emergency new tariffs.
Retaliation risk.
And markets reprice all of it at once.
THIS IS WHERE THEY FARM LIQUIDITY.
Bond rates PUMP/DUMP
Stocks DUMP
Crypto DUMP
So no, this isn’t bullish.
This is a volatility bomb landing at the worst time.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.
Jensen Huang just BROKE the most important rule in the industry.
And it explains why Nvidia controls 95% of the AI chip market.
Last night at CES, he unveiled Vera Rubin - the new AI supercomputer that's shipping right now.
Full production started weeks ago.
But here's the part that made every semiconductor engineer in the room go crazy:
Reuben GPU is 5x faster than Blackwell.
But only has 1.6x the transistors.
That should be physically impossible.
Moore's Law says you get maybe 25% more performance per transistor generation.
Jensen just delivered 300%.
How?
He BROKE the most sacred rule in chip design.
The rule every company follows: "Never redesign more than 1-2 chips per generation."
Nvidia redesigned all six chips simultaneously.
Vera CPU. Reuben GPU. Connect X9 networking. Bluefield 4 DPU. MVLink switches. Spectrum X Ethernet.
Every. Single. Component.
From scratch.
He calls it "extreme co-design."
The industry calls it insane.
One rack now moves 240 terabytes per second.
That's TWICE the entire global internet bandwidth.
In a single rack.
And it runs on 45°C water - no chillers needed.
Which saves 6% of global data center power.
But the real story isn't the hardware...
It's what they're doing with it.
Nvidia just open-sourced Alpha Mayo.
The world's first reasoning autonomous vehicle AI.
Mercedes-Benz CLA launches with it in Q1. Europe Q2. Asia by year-end.
Not a concept car. Not a limited release.
Full production vehicles.
And the AI will even explain its reasoning out loud.
"I'm slowing down because the truck ahead is braking and there's a cyclist merging."
It thinks. Then tells you what it's thinking. Then executes.
Jensen drove it through San Francisco for an hour yesterday.
No hands. No interventions.
Through heavy Sunday traffic.
The whole thing is open source now.
Every line of training code. Every data source. The entire stack.
But why would Nvidia give this away?
Because they learned something from the last year:
Open models activated the entire world.
DeepSeek R1 proved open source can hit the frontier.
Downloads exploded. Every country, every startup, every researcher can now build AI.
And they all need Nvidia hardware to train it.
That's the strategy.
Give away the recipes. Sell the kitchen.
The partnerships tell you where this is going:
Siemens is integrating Nvidia into every industrial design tool.
Cadence and Synopsys are rebuilding chip design around Nvidia.
Palantir, ServiceNow, Snowflake - their entire platforms now run on Nvidia's agentic AI stack.
This isn't just selling chips anymore.
Nvidia is rebuilding the entire computing stack.
From design to manufacturing to deployment.
Every layer of the trillion-dollar AI infrastructure buildout runs through them.
And now they're 18 months ahead of everyone else.
Again.
The competition is still trying to match Blackwell.
Nvidia's already shipping the thing that makes Blackwell look slow.
What do you think - is anyone catching them?
The only company capable of this might be Google.
Gold is LESS likely to double from here.
Gold is MORE likely to double, triple or even quadruple AFTER stock markets enter a severe bear market, bottom and then start to recover.
Silver should do even BETTER!
$MSTR is up 25% since the BX flipped.
This week, we finally got the THT Wave cross.
Short-term?
A pullback to $270 is possible.
But the wave still holds—and that means the move toward $450–$500 is still on the table.
Let’s see if we get continuation tomorrow.
A rejection here isn’t bearish—it’s just a pit stop.
$QQQ - Closed just under the 200 day MA. There's a good chance that it closes above 200 DMA tomorrow. The reason is that Wednesday has been the most bullish day of the year in 2025, with 10 out 11 Wednesdays being up, including all Wednesdays from the 2/19 to top to the 3/13 low.
New Found Gold is down 35% today to $1.12. Its FD mkt cap is down to $234M. This occurred when it released its maiden resource, which disappointed investors.
It is now oversold and should be bought to the bottom from here. I doubt we will see 80 cents (unless a major shareholder decides to dump their shares).
What investors are missing is that as a long-term play, this company has a lot of value. This resource only included a single open pit (2M oz at 2 gpt). They will now do a PEA and develop the mine into production.
They have a deal with Maritime Resources to use their mill, so they don't have to build one. The capex will be low for this reason. Once it is permitted, they will truck the ore to the mill and generate FCF (I'm hoping they can use ore sorting).
Once they get this FCF, they can then develop a second mine (underground or open pit). I'm sure they will have several alternatives. In the long term, I expect them to become at least a 300K oz producer (perhaps more). If you are willing to wait, then this could easily be a 10-bagger from this valuation level.
The key to investing in gold miners is getting a good entry point (buy low) with a company with strong future potential (sell high). NFG fits both of those criteria. 🧐
$SPY back above its 200 Day MA
$AMZN back above its 200 Day MA
$TSLA testing its 200 Day MA today
$QQQ testing its 200 Day MA today
$NVDA still below its 200 Day MA
$AAPL still below its 200 Day MA
$GOOG still below its 200 Day MA
$MSFT still below its 200 Day MA (by a considerably margin)
If the $SPY and $QQQ flip their 200 Day MA's to support
Then we will see the lagging Mega Caps catch up.
$AMZN remains the strongest Mega Cap right now and rightly so.
It’s beginning to look a lot like 2008.
At least for home builders.
I took this picture outside a home building site 45 min north of Tampa.
They had over 20 vacant spec houses completed for sale. And are advertising 0% down mortgages to try to move the inventory.