ramche

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[Daniel Romero @HyperTechInvest]

→ $META decided to sell compute because it is scarce and highly profitable

→ GPU prices will crash and neoclouds will lack demand

You have to pick one or the other

Now, if you think Zuck got into neocloud to sell GPUs for pennies, I have a bridge to sell you

[ramche @ramchEvolute]

@FeroceResearch What is your strategic plan on MU in this volatile market swings of semis as it being your largest position

[The Kobeissi Letter @KobeissiLetter]

Why are central banks buying so much gold?

A record 90% of central banks cited gold's performance during times of crisis as a key factor in their decision to hold gold, according to the World Gold Council survey of 69 central banks.

This trend is more frequently seen in emerging market and developing economy central banks, with 92% citing crisis performance as the primary driver.

By comparison, this figure stands at 81% among advanced economy central banks.

Furthermore, gold's role as a long-term store of value and inflation hedge was cited by 84% of respondents, while 83% pointed to its effectiveness as a portfolio diversifier.

Meanwhile, 85% of emerging market central banks cited gold as a geopolitical hedge, compared to just 56% in advanced economies.

Gold remains at the core of central bank financial reserves.

[Anatoli Kopadze @AnatoliKopadze]

The future of AI on your phone isn't a chat window, it's the keyboard you already use a hundred times a day.

Acti turns it agentic: intent in, action out, right inside whatever app you're in.

Betting on the input layer instead of yet another standalone app is a quietly brilliant move.

Where this lands in a year is the interesting question.

[ramche @ramchEvolute]

RT @SPYJared: 🧾 The AI boom has a price tag — and Micron just sent the bill.

💾 I talked with @t_essaye about why Micron and Nvidia can sti…

[Feroce Research @FeroceResearch]

I will die on the hill with my thesis that the next great rotation will be in industries that are a hedge to peaking 10y yields

I have provided an image on #GOLD which showcases every time yields peaked for the year in the past half decade

metals - gold and silver are worth researching as your next biggest contrarian rotation

not crypto, not space, not software

[ramche @ramchEvolute]

@FeroceResearch It seems you sold most of MU recently and moved out!!

[Trade Whisperer @TradexWhisperer]

$MU $DRAM "The memory industry has been structurally transformed by the proliferation of AI."

"Exciting possibilities enabled by robotics and humanoids, as well as fully autonomous vehicles, portend a robust long-term demand environment for memory and storage."

[ramche @ramchEvolute]

@burrytracker Did he hold initial meetings nvestment to date and r it assumed

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The odds of the Fed hiking interest rates in 2026 surge to 49% after the Fed's "dot plot" indicates hikes are possible.

[ramche @ramchEvolute]

@SergeyCYW What major Anti trust issue to Google ?!!

[FSMN @faststocknewss]

Apollo $APO leads a $35B capital solution for Broadcom's $AVGO AI XPV Platform in partnership with Blackstone $BX and global banks.

Deal facilitates Anthropic's 1GW compute infrastructure expansion starting mid-2026. The Broadcom AI XPV Platform is designed to enable over 20GW of compute capacity through 2028.

[ramche @ramchEvolute]

@JohnTinsman It matters , the cost per unit( token) too!

[Financelot @FinanceLancelot]

The current stock market bubble dwarfs 2000 and they had a 90% drawdown.

[ramche @ramchEvolute]

@JohnTinsman The sixth sense alerting , sum of thing s not adding up as with short span the contract price going up 50 % and the deal can be cancelled by either party after Dec 2026. Looks strange and sort of accommodative as both co raising capital shortly!!

[ramche @ramchEvolute]

If you can make 10 B on 2B investment every year , the only variable is the operating cost be 6-7 B per yr or there is unbeliable scarcity of Ai compute or some thing similar .

Whether such costly compute can be ultimately be paid by actual users ( corporate or retail) ? Looks like alarm bells every where .

Better these deal ve scrutinized in depth before they allow yo pump now
Later we carry their burden

[ramche @ramchEvolute]

@JohnTinsman Too good to believe , is there anything hidden !

[The Kobeissi Letter @KobeissiLetter]

BREAKING: MicroStrategy's, $MSTR, unrealized loss on its Bitcoin holdings rises to a record -$12.7 billion.

This puts the company's position down -$28 billion over the last 12 months.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Home prices across America's 20 largest cities fell -0.16% MoM in March, the 2nd-consecutive monthly decline after 6-straight monthly increases.

YoY, prices rose +0.83%, the weakest annual gain since July 2023.

This comes as over half of the 20 major US housing markets posted YoY price decreases.

Seattle posted the steepest decline at -2.5%, followed by Denver at -2.0%, Tampa at -1.9%, Dallas at -1.7%, and Los Angeles and Phoenix at -1.6%.

Meanwhile, the spread between the strongest and weakest markets stands at 8.6 percentage points, highlighting how uneven the housing slowdown has become.

In real terms, home prices fell for their 10th consecutive month, as inflation continued to outpace nominal price gains.

The US housing market is cooling.