cornbread retuiteado
cornbread
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Hot take: the market is coming down to where it should be naturally
Bespoke@bespokeinvest
The S&P 500 is now barely hanging on above its 200-day moving average. A close below the 200-DMA would be the first since last spring coming out of the tariff tantrum. $SPY
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cornbread retuiteado
cornbread retuiteado
cornbread retuiteado

LATEST: @Mastercard breaks down how its crypto cards will allow small businesses to accept crypto.
Mastercard crypto cards will let users pay with crypto while the transaction is processed in fiat on the Mastercard network behind the scenes.


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Anthropic locked this behind a partner program.
This guy reverse-engineered the whole thing.
And gave it for free.
hoeem@hooeem
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cornbread retuiteado
cornbread retuiteado

WHAT IF CHINA INVADES TAIWAN + Strait of Hormuz STAYS CLOSED🛑
Nobody is connecting these dots yet
Taiwan makes 90% of the world's most advanced chips. TSMC manufactures for EVERY major tech company on the planet. If those fabs go dark, this isn't a dip. This is a STRUCTURAL COLLAPSE.
Stocks that get DESTROYED 👇
Semiconductors. $TSM, $NVDA, $AMD, $AAPL, $QCOM, $AVGO, $ASML. Every single one depends on TSMC to make their chips. There is NO backup. Nvidia can't make GPUs. Apple can't make iPhones. AMD can't make processors. Full stop.
The AI boom DIES overnight. $MSFT, $AMZN, $GOOG, $META. Every data center buildout, every model training run, every hyperscaler capex plan depends on chips that ONLY TSMC can produce at scale. Their entire growth thesis is GONE.
Consumer and shipping. $DELL, $HPQ, Sony all lose their chip supply. The Taiwan Strait carries 50% of global container shipping. $ZIM, $FDX, $UPS all get crushed by the blockade.
NOW here's where it gets interesting
Stocks that BENEFIT 👇
Defense. $LMT, $RTX, $NOC, $GD, $LHX, $PLTR. Spending goes VERTICAL overnight.
Domestic chips. $INTC becomes the most important company in America as the ONLY Western advanced fab. $GFS, $AMAT, $LRCX, $KLAC all surge as we scramble to build domestic capacity.
Safe havens. $XOM, $CVX on the oil spike. $GLD, $SLV on the flight to safety. $AA on the aluminum supply chain chaos.
THE PART NOBODY IS TALKING ABOUT
Taiwan doesn't just make chips for tech. They produce 35% of ALL chips globally. Cars. Medical devices. Military equipment. Appliances. A Taiwan invasion doesn't crash the stock market. It crashes the GLOBAL ECONOMY.
This is not a prediction. But if you're not thinking about this risk while the Strait of Hormuz is ALREADY shut down and semiconductors are ALREADY under pressure from helium shortages, you're not paying attention.
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Once Iran has nuclear weapons, they will shut down the Strait of Hormuz. Oil will be over $300/Barrel. Iran'… (cont) deck.ly/~HK7P0
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cornbread retuiteado

Everyone sees the Zion’s dunk.
But few see the work behind it.
50 games this season (35 straight)
1,507 mins played
400+ hours of recovery and treatment.
Early mornings and late nights preparing his body to perform.
The highlight is the moment.
The WORK is the story. 💎




NBA@NBA
A creative and monstrous slam! Zion 🔥
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