QuantPM

Macro Portfolio Manager

[QuantPM @PmQuant]

The notion that the “supply chain” will suffer without JH is dubious at best. He wasn’t doing all those parties any favors. Whoever is the new CEO they will seek him/her out and life moves on.

[QuantPM @PmQuant]

Contrarian take - market may be only slightly down tomorrow and may even go up. JH out is bad for nvda but it’s good to just about everyone else.

[QuantPM @PmQuant]

Elon should hire Jensen. Put him in charge of terafab.

[QuantPM @PmQuant]

Hyperscalers not invited to the party today.

[QuantPM @PmQuant]

ok maybe not so weak lol

[QuantPM @PmQuant]

Bullshit factor wars are back. But the mom chasers seem weak.

[QuantPM @PmQuant]

Bullshit factor wars are back. But the mom chasers seem weak.

[QuantPM @PmQuant]

Frontier labs real moat is having the most powerful models for themselves. It’s like they will always have the smartest employees (agents in this case).

[QuantPM @PmQuant]

… it’s plausible that those two may also be looking at a larger hiking cycle. Williams speaks soon, in the 12 I think, so we shall see.

[QuantPM @PmQuant]

A few things on CPI/Fed. If not for a large negative contribution from used cars, core goods came in pretty hot. Believe it or not the tariff disaster still working its way through the system (eg furnishing). Core services also hot this time with no help from OER. Obviously..

[QuantPM @PmQuant]

… be that Waller got the number yesterday and was hard pressed to do something about it. In that case the 50 is real and he is potentially looking at a larger hiking cycle. Historically Waller/Williams/Powell have been largely in sync on the Fed’s key decisions so …

[QuantPM @PmQuant]

Waller clearly wants to see more pain in AI.

[Hambino Capital @hambinocapital]

Tim Cook would never cheat on his wife!

$AAPL

[QuantPM @PmQuant]

*then

[QuantPM @PmQuant]

If 20% of gpu sales is indeed diverted to China as this account claims, the $nvda has a real problem.

[Culper @CulperResearch]

NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.

[QuantPM @PmQuant]

Any decent kyc would go after the beneficial owner and if it cannot be determined you simply don’t onboard the customer. If $nvda knew it, it deliberately violated export controls. If it didn’t then it raises serious questions about its kyc policies.

[QuantPM @PmQuant]

Oh no

[NewsWire @NewsWire_US]

New images show the White House ballroom topping out after the final steel beam installation — GettyImages/Kevin Carter

[QuantPM @PmQuant]

They connect to the grid, and use a lot of water. No mention of noise, land use. Sounds very unconvincing.

[Evan @StockMKTNewz]

CoreWeave $CRWV just said it sent this letter to Texas Governor-elect Gina Hinojosa today

[QuantPM @PmQuant]

@IronChevsky I tried all that and these days I’d pick a nice beer and maybe a glass of white after the food (which can be anything really).