Silent Moon Garden

I reached for another dream, and the stars gently replied, "You're much closer than your fears are willing to admit

[Silent Moon Garden @Joreltvn]

Feeling free in the wind

[Silent Moon Garden @Joreltvn]

Lime and cucumber, a perfect combination for a refreshing and palate cleansing experience

[Silent Moon Garden @Joreltvn]

The dollar index hit a multi month low, while emerging market currencies surged

[Hedgeye @Hedgeye]

Emerging market currencies hit a fresh all-time high as the U.S. Dollar sinks to multi-month lows

[Evan @StockMKTNewz]

KEN GRIFFIN AND CITADEL SOLD MOST OF THE STOCKS IT BOUGHT FROM THE COLLAPSE OF LEOPOLD

Ken Griffin's Citadel Securities just said they were able to sell ~80% of the "risk" they bought from Leopold Aschenbrenner’s Situational Awareness - CNBC

[Silent Moon Garden @Joreltvn]

Anyway, it's already plummeted to numbness, so let it drop 57% as it may

[The Kobeissi Letter @KobeissiLetter]

Markets are bracing for a more volatile period ahead:

S&P 500 options are pricing a daily implied move of ~0.75% on August 27th, the day after Nvidia, $NVDA, reports its quarterly earnings.

The following day, August 28th, carries a ~0.70% implied move in the index as the Jackson Hole symposium begins, making them the two most anticipated volatility events of the month.

By comparison, typical daily implied moves on non-event days this week are just ~0.40-0.50%.

At the same time, options positioning flipped from long to short gamma in early August, a dynamic that tends to amplify market swings once volatility picks up.

Meanwhile, the volatility index, $VIX, finished last week at 14.3 points, the lowest level since December 2025.

More volatility is likely ahead of us.

[zerohedge @zerohedge]

There is no more vol left to sell

[Barchart @Barchart]

Gold has overtaken U.S. Treasuries as the World's Top Reserve Asset 🤯👀

[Silent Moon Garden @Joreltvn]

@clintoptions The secret to tomorrow's stock market surge is more than just peace

[Silent Moon Garden @Joreltvn]

@APompliano Exchanging bad stocks for real money from the government is utterly shameless

[Evan @StockMKTNewz]

CBOE was planning on letting options contracts on certain single stocks begin trading at 7:30AM ET starting on Monday

They had to delay the launch indefinitely for what appears to be regulatory hurdles

[Silent Moon Garden @Joreltvn]

@StockMKTNewz Buffett is still holding Apple, as steady as a rock

[Silent Moon Garden @Joreltvn]

$VELVET is sitting at a key liquidity zone
Short liquidations above price outweigh longs below, giving the broader setup an upside lean. Holding $0.860 and breaking $0.920 could put $1.044–$1.092 in focus

[Silent Moon Garden @Joreltvn]

@KobeissiLetter Nvidia's chart is absolutely dominant

[Silent Moon Garden @Joreltvn]

Perfect summer vibes made every moment feel unforgettable

[Evan @StockMKTNewz]

Many of the richest and most famous investors in the world including Brad Gerstner, Leopold Aschenbrenner and a bunch more just updated their portfolios

This is what their portfolios look like as of the end of Q2

A thread🧵⬇️

Berkshire Hathaway $BRK.B

[Silent Moon Garden @Joreltvn]

Bank of America's forecast has completely exposed the market's vulnerabilities

[zerohedge @zerohedge]

expect a big retail sales miss today based on real-time card spending

[Financelot @FinanceLancelot]

What bubble?

[Silent Moon Garden @Joreltvn]

Didn't expect to see a horse carriage in the middle of town

[Silent Moon Garden @Joreltvn]

Data centers are being built at breakneck speed, but AI infrastructure development hasn't slowed down at all

[Warren Pies @WarrenPies]

Are datacenter delays, or cancellations, impacting the AI buildout?

Not yet.

Chart below from @fernavid 's most recent AI update plots every DC project's construction progress since groundbreaking. 2026 projects actually tracking ahead of schedule (vs 28-month timeline).

[Silent Moon Garden @Joreltvn]

@ParadisLabs Micron says its AI memory orders are booked until 2030, suggesting the tech bull market can continue

[Heisenberg @Mr_Derivatives]

$TSLA has never had consecutive red years ever.

$GOOGL has never had consecutive red years ever.

$META has never had consecutive red years ever.

$AAPL last time had consecutive red years was 1995-1997.

$AMZN last time had consecutive red years was 2000-2001.

$NVDA last time had consecutive red years was 2010-2012.

$MSFT last time had consecutive red years was 2010-2011.