Nasdaq-100 (NDX)~+5,840 pts (+24%)
S&P 500 (.INX)+791.96 pts (+11.5%)
Dow Jones Wall Street (.DJI)+2,372.00 pts (+4.8%)
Since the start of the war 🤣
This market is on the brink of a breakout & will boom if any one of these things play out:
- Strait of Hormuz reopening
- Ending of US/Iran war
- Brent crude under $90 a barrel
- 10Yr bond yields under 5%
President Trump is willing to do any one of these to save his midterm.
Let this be your warning for what’s coming.
Buckle up…
Jensen has been behind the idea that chips are an "investable asset class".
We know he's going all out in creating financing structures for the chips, and now... he's looking to insure against losses.
Why? Because the chips may not cover the value of the loans. 🧐
"One idea under discussion is insurance against losses on loans to upstart cloud computing companies, or “neoclouds”, if they default and the Nvidia chips pledged against their debt cannot be resold for enough to repay lenders." - FT
Jensen has been behind the idea that chips are an "investable asset class".
We know he's going all out in creating financing structures for the chips, and now... he's looking to insure against losses.
Why? Because the chips may not cover the value of the loans. 🧐
"One idea under discussion is insurance against losses on loans to upstart cloud computing companies, or “neoclouds”, if they default and the Nvidia chips pledged against their debt cannot be resold for enough to repay lenders." - FT
@TheDiplomad@KobeissiLetter Note that a separate multilateral declaration in 2008 (the Ilulissat Declaration) involved the U.S., Denmark/Greenland, and others on Arctic cooperation and responsible development, but it does not relate to or override the bilateral U.S.-Denmark defense arrangements, keep up
@KobeissiLetter Its Wednesday shouldn't it have dropped then? The remaining steps are also immaterial, as perma tan has already cancelled the so called tariffs. Denmark and Greenland have also said no to the US