The rollercoaster that is the intra-day trading of Nvidia will see another turn with https://t.co/vJx6nolHQt saying tonightthat SpaceX wants to raise $40b to buy NVDA chips. It's going to be making $3-4billion a month soon for lending out compute!!
Working on a big piece that compares the ai spend of the hyperscalers and what it means for their stocks... For CNBC club members. I really want to get this right.
Watch Alphabet, it is about to take out the $355 level where the secondary took place. A critical level as i will talk about in my Sunday Club Thinkpiece
When you have reversals like you have in the semis this morning, it is very difficult to reverse the downturn intraday as the sellers tend to be monstrous, motivated and often margined. So they have to get out
The hurry to leave CPUs and GPUs is duly noted, hedge fund fellows, and we get that you can't wait to get out and are GRATEFUL for the opportunity.. Listen to Morning Meeting!
There will always be another Deep Seek. But the one thing that has become consistent is the ingrained lack of trust between the two countries. I don't care who you hire--CrowdStrike, Palo Alto, you have to be a first class idiot to let China have any of your data, even your name.
Let your New York State Representatives know it is critical to restore CCO/HHs in the NYS FY 2025-2026 budget! Join me in taking action now. https://t.co/M1eHRuBn4a
@MrTeslaTom I truly hope that the real workers step up and send an email. If their supervisor tells them not to, that should be one of the bullet points: that you choose to listen to their bosses boss instead.
@samstein Trump is their ultimate boss and has asked for an email. It's not a hard ask and if ignored is grounds for termination. If they are really working they should reply like the rest of the world does.
@MarioNawfal How the heck does she get elected? She is a dumb as a box of rocks. I have to believe that she knows every thing that comes out of her mouth is BS, it's all a money grab con. If not, and she really is that ignorant, I feel bad for her.
@elonmusk Time for a state of the union address. The facts need to be laid out for all to see. And assume everyone thinks you are lying so show them the proof. Dumb people respond well to pictures.