Keno ₿

macro ninja / early $PLTR Investor / Co-CEO of $NOW / bought ₿ in 2015

[Keno ₿ @keno_btc]

@ajaimes5156 @theunipcs @PoorGoat_ They are real, you can see the „1“ bottom left of unipcs pfp

[Keno ₿ @keno_btc]

@RealSimpleAriel @dikshant_b16123 What’s got included?

[Coin Bureau @coinbureau]

🚨MASSIVE: Oracle’s long-term bond get DUMPED after hours, pushing yields to a RECORD 8.3%

Oracle is in BIG trouble after its five-year credit default swap spread jumped +16% to 227 basis points, also a record and more than 4x the investment-grade index near 55.

Meanwhile, $18 BILLION in loans tied to its Project Jupiter data-center development are trading around 90 cents on the dollar.

A downgrade to junk could force $120 BILLION of its bonds to get automatically pulled from investment-grade indexes.

[Bluekurtic Market Insights @Bluekurtic]

Q3 is almost over and we’re still alive! Now comes Q4. The second best quarter for the S&P 500 in the 4-year election cycle.

Even better? Q1 of next year is historically the BEST quarter of the entire cycle for $SPX. Lesss goooo.

[vnkumar trades 🏌🏽‍♂️🏇🏋🏻‍♂️🐆 @vnkumarvnk]

$MU SOMEONE LOADED $4.6M++ WORTH OF 1100 PUTS EXPIRING NEXT WEEK!

EARNINGS NEXT WEDNESDAY.

WOW! 😲

[Prof @TheProfInvestor]

The odds of that being a coincidence are essentially zero. ZERO.

Oil has topped between 11:30–12
every single day this week.

This is bizarre.

[Robinhood EU @RobinhoodApp_EU]

Score a new official @ogcnice shirt to kick off the 2026/27 season. 🏆

For a chance to win it just follow us and drop a comment below. That’s it. No purchases or trades required. Ends September 30.

Full T&Cs: https://t.co/gEWpUDtBWU

Winners must be verified RHEU customers.
Excluded: BE, HU, IS, LU, HR, IT, LV, MT, NL, PL, PT

[Keno ₿ @keno_btc]

@RobinhoodApp_EU @ogcnice Let me winnnnn 🏆 🔥

[The Macro Paper @macropaperr]

GLOBAL BOND MARKET IS IMPLODING.

🇺🇸 US 10Y yield highest since 2007
🇯🇵 Japan 10Y yield highest since 1996
🇫🇷 France 10Y yield highest since 2008
🇬🇧 UK 10Y yield highest since 2007
🇩🇪 Germany 10Y yield highest since 2009
🇰🇷 South Korea 10Y yield highest since 2011
🇦🇺 Australia 10Y yield highest since 2011
🇳🇱 Netherlands 10Y yield highest since 2011
🇵🇹 Portugal 10Y yield highest since 2017

[Boring_Business @BoringBiz_]

Still crazy to think that one of the smartest minds of history (Isaac Newton) lost all his money investing in a financial bubble

Goes to show that raw intellect has very little to do with being a good investor

[Barchart @Barchart]

More than 50% of S&P 500 stocks are now trading below their 200-day moving average, the weakest market breadth since early April 🚨

[Bull Theory @BullTheoryio]

BREAKING: World oil inventories are projected to hit their operational floor of 6.8 billion barrels this month if the Strait of Hormuz stays shut, per JPMorgan.

Below this level, pipelines can't maintain pressure and refineries start failing, regardless of what price oil is trading at.

This would mark the first time in recorded history the world has had to worry about physical oil availability, not just price.

[Rebound Capital @rebound_capital]

Semiconductor equipment companies enable the manufacturing of GPUs, CPUs and memory chips.

They are in a super cycle driven by AI.

Wafer Fab Equipment capex is estimated to reach ~$200B in our base case and ~$260B in our bull case, by 2030.

And we may be conservative.

Three-quarters of each dollar of capex goes towards buying equipment machines from 5 firms led by ASML, Lam, AMAT and KLAC.

Our report deep dives into each of these firms.

[The Hormuz Letter @HormuzLetter]

BREAKING: France is running out of fuel. 11% of France's stations nationwide are now out of petrol or diesel, one in nine, with 16% of stations short in Grand Est, 15% in Pays de la Loire, 14% in Occitanie, and 13% in Centre-Val de Loire, per government figures published this morning.

The official count only registers a station as short if it has no petrol at all or no diesel at all, so a station out of one grade but holding another is not counted, meaning the real shortage is much larger. French diesel averages €2.406 a litre, about $10.45 a gallon.

Europe is facing its worst energy crisis in history.

[The Hormuz Letter @HormuzLetter]

BREAKING: Iran has issued "Code 100," its highest alert level, for all armed forces in the past hour, covering the IRGC, the Army and security forces, per initial reports.

Trump cut short his weekend at Camp David to return to the White House tonight citing the potential for significant escalation, Netanyahu cut short his US trip to return to Israel the same day, and every US embassy in the Middle East has issued a security alert in the past hours.

[Sergey @SergeyCYW]

Cybersecurity Stocks:

1. Endpoint Security, EDR/XDR
CrowdStrike - $CRWD
SentinelOne - $S
Palo Alto Networks - $PANW
Microsoft - $MSFT
Cisco / Splunk - $CSCO
Fortinet - $FTNT

2. Zero Trust, SASE & SSE
Zscaler - $ZS
Palo Alto Networks - $PANW
Cloudflare - $NET
Netskope - $NTSK
Fortinet - $FTNT
Cisco - $CSCO

3. Identity & Access Security: IAM, PAM, IGA & ITDR
Palo Alto Networks / CyberArk - $PANW
Microsoft - $MSFT
Okta - $OKTA
SailPoint - $SAIL
CrowdStrike - $CRWD
Cisco / Duo - $CSCO

4. Network Security & Firewall, SIEM
Palo Alto Networks - $PANW
Fortinet - $FTNT
Check Point Software - $CHKP
Cisco - $CSCO
Cloudflare - $NET
F5 - $FFIV

5. Cloud Security, CNAPP & Workload Protection
Palo Alto Networks - $PANW
CrowdStrike - $CRWD
Alphabet / Google Cloud / Wiz - $GOOGL
Microsoft - $MSFT
SentinelOne - $S
Fortinet - $FTNT

6. Data Security, Cyber Resilience & Exposure Management
Rubrik - $RBRK
Varonis Systems - $VRNS
Commvault Systems - $CVLT
Qualys - $QLYS
Tenable - $TENB
Rapid7 - $RPD

[zerohedge @zerohedge]

Today's $7 Trillion quad-witching is the 2nd biggest ever

[P Equity Research 📰 @pequityresearch]

HSBC: Anthropic and OpenAI are losing market share in token volume, but their share in token spend has remained strong.

$GOOGL $META $MSFT $AMZN

[Barchart @Barchart]

Federal Reserve now owns more than half of all U.S. Treasuries maturing within the next 10-15 years 🚨 🚨 🚨

[Cointelegraph @Cointelegraph]

📊 MARKET: This is now ETH's second best Q3 ever.