No matter what happens we have to question whether either gold or crypto "worked" in a true crisis. All I saw were margin calls and people who should just play the prediction markets...
We're entering fed purgatory again where many analysts will scare people out of stocks causing the usual trip-up. It's pathetic that so many can still be shaken out of the money-machine that is the stock market, but the stentorian nature of the pessimistic chatter never fails to scare investors turning them into traders...and sellers
After reading Michael Cembalest's brilliant Eye on The Market opus just out from JP Morgan, i believe that bubble talk will be rested by a recognition that there will be an electric power "gating" that will keep the hyperscalers from overspending ... (OpenAI will be constrained by its balance sheet)
@Alisvolatprop12 DS MX 한집안이지만 애증관계인... 과거 VD도 MX 못지않게 DS에 갑질(?) 비슷하게 호령했을때가 있었는데 올해부터 사업이 기울기 시작한 것 같습니다. VD DA사업은 연매출 50조가 넘는 큰 비지니스지만 구조적으로 정상화가 어려워진것 같고, 전자 적통은 DS MX 양대사업으로 정리되는 수순같습니다.
We have all tired of reading about deals where a company uses another company's semiconductor creation and the creator pays for it. Enough already. Stop the nonsense. So 2000
We just can't build all the data centers and utility stations we need. It all has to slow down... They have become like hot ipos. Open Ai, Meta, Google, Microsoft, Amazon, they are all putting in for 10% of the deal!