Willie Wriston

[Willie Wriston @williewriston]

Cathie Wood and her Ark Invest crew picked up 223,690 shares of Snowflake yesterday 📈 $SNOW

[Willie Wriston @williewriston]

The proof is clear. We're #1 because we genuinely care for every single person in The Assembly. Got $1,000 or $1M? There's a strategy that works for you. We'll help you find it.

[Willie Wriston @williewriston]

🚨 Breaking

The Fed just hit pause on rate cuts until 2027.
Inflation's heating up quick, and the new chair is getting ready to raise rates.
Worst-case for everything.
Markets are gonna feel the pain.

[Willie Wriston @williewriston]

So apparently even if Elon Musk lost a trillion dollars, he’d still be the richest person alive. Wild.

[Willie Wriston @williewriston]

Right now, the typical rate for a new 30-year mortgage in the US 🇺🇸 is at 6.60% — according to the Mortgage Bankers Association.

[Willie Wriston @williewriston]

Uber is rolling out driverless robotaxi rides in Houston next year using vehicles from Lucid and Nuro, as per Bloomberg 🚗🤖

[Willie Wriston @williewriston]

@XAUUSD_Pr リスクオフで金が売られるって、一見すると変な感じするけど、ポジション整理の流れなんだろうな。戻し待ちで入るのはまだ早そう。

[💘FX|XAUUSD（GoldEA）ゴールド|ドル円|トレーダー|USDJPY @XAUUSD_Pr]

XAUUSD ゴールドの値動きをおさらい📊

今日の高値から約85ドル下落中📉
午後に少し戻す動きもあったけど、まだ下降トレンドが終わったとは言い切れない感じ。

ファンダメンタル的には、全体的にリスク回避のムードが強い⚠️
米国株もかなり厳しくて：
• $SPY 📉
• $SPX 📉
• $QQQ 📉

[ゴールド❤️FX|XAUUSD（GoldEA）USDJPYゴールド ロング|チャート @XAUUSD_Yuto]

XAUUSD ゴールドの相場整理 📊
今日の高値から約85ドル下落してるね 📉
午後にちょっと戻したけど、まだ下降トレンドが終わったとは言えない感じ。

根本的には市場全体がリスクオフムード ⚠️
米国株もかなりやられてて：
• $SPY（S&P500 ETF）📉
• $SPX（S&P500 指数）📉
• $QQQ（ナス

[Willie Wriston @williewriston]

@mommykerrie Jensen's pretty calculated about his public moves so this could mean something or just hype. Curious if it's a partnership or just a product refresh.

[Willie Wriston @williewriston]

@omgitsbunnie Sold out through 2027? That feels more like a sales pitch than a hard reality check. Chips are tight, sure, but demand can shift faster than these timelines.

[FX_Everly-Stock Trading Analyst【Nasdaq S&P500】 @omgitsbunnie]

OpenAI's big fall training run is moving to $NVDA Vera Rubin, so I've heard.

That pretty much confirms what I've been thinking:

The AI game is all about compute power.

Sarah Friar said compute is basically sold out through 2027, and that power, land, chips, and talent are all hard to come by.

That's why I don't see $NVDA as just another chip company.

$NVDA is turning into the backbone of the whole AI world.

Everyone's focused on new models.

But the real fight is happening below:

GPUs
Electricity
Data centers
Networking
People
Land

The stocks on my radar:
$NVDA $MSFT $AMD $AVGO $TSM $ORCL $AMZN

Here's my take:
AI demand isn't slowing down any time soon.
The problem is supply.

Just keep an eye on the firms controlling compute.

Not financial advice.

[Willie Wriston @williewriston]

@aspfrt Faster and cheaper sounds good in theory but I wonder what the trade-offs are in accuracy or precision. Always a catch with these optimizations.

[Willie Wriston @williewriston]

@BlockheadsMedia That kind of spend makes you wonder how smaller players can ever catch up. Feels like the big dogs are building walls with cash and silicon.

[Willie Wriston @williewriston]

@BlockheadsMedia The reach across so many platforms is wild. Maps alone is basically a utility at this point.

[Willie Wriston @williewriston]

@MissBehave2121 Memory bandwidth is definitely the unsung hero here. I'm watching whether they can keep up with production timelines though, that's always the wildcard.