Gabe

@JackFarley96 pretty much, and now $F joins the AI club as well :) Let's see who's next...

Interesting. Are semis the only stocks that are going up??

@zerohedge still, looks like there're more buyers than sellers

Is KRW the next fx crisis

Foreign investors can't get their money out of the Korean bubble fast enough

$SOXX going for +2% gain, i was wondering weather is possible to have 2 down days on a row, apparently not :)

semis just went positive, unbelievable

@MikeZaccardi $TLT is a buy here

A 1% rate rise implies a 10.7% annual loss on the 30yr Treasury bond. $TLT $AGG would lose 1.2% These are much softer losses, given higher starting yields, compared to 4-6 years ago.

@schaeffers great buy here

$HD earnings in one sentence: Home improvement demand is holding up far better than the housing market narrative would suggest. 👀

@zerohedge lol, it worked for 2 min...

With one hour to go until the close and stocks at lows, Trump does the thing and says that at the request of Qatar, UAE and Saudi Arabia he was asked to “hold off on our planned Military attack of the Islamic Republic of Iran, which was scheduled for tomorrow, in that serious negotiations are now taking place, and that, in their opinion, as Great Leaders and Allies, a Deal will be made” I have been asked by the Emir of Qatar, Tamim bin Hamad Al Thani, the Crown Prince of Saudi Arabia, Mohammed bin Salman Al Saud, and the President of the United Arab Emirates, Mohamed bin Zayed Al Nahyan, to hold off on our planned Military attack of the Islamic Republic of Iran, which was scheduled for tomorrow, in that serious negotiations are now taking place, and that, in their opinion, as Great Leaders and Allies, a Deal will be made, which will be very acceptable to the United States of America, as well as all Countries in the Middle East, and beyond. This Deal will include, importantly, NO NUCLEAR WEAPONS FOR IRAN! Based on my respect for the above mentioned Leaders, I have instructed Secretary of War, Pete Hegseth, The Chairman of The Joint Chiefs of Staff, General Daniel Caine, and The United States Military, that we will NOT be doing the scheduled attack of Iran tomorrow, but have further instructed them to be prepared to go forward with a full, large scale assault of Iran, on a moment’s notice, in the event that an acceptable Deal is not reached. Thank you for your attention to this matter! President DONALD J. TRUMP

if you're a trader and still falling for this good luck getting slaughtered...

@KobeissiLetter given the fact that it all happened since 3/30

@KobeissiLetter "Semiconductor stocks are a modern-day gold rush." more like tulips...

Shocking stat of the day: Semiconductor stocks have accounted for more than half of the S&P 500's +8% year-to-date gain, or +563 index points. NVIDIA, $NVDA, alone has contributed +110 index points to the S&P 500. This is followed by Micron, $MU, at +58 points, Broadcom, $AVGO, at +44 points, AMD, $AMD, at +40 points, and Intel, $INTC, at +39 points. As a result, the remaining 495 stocks in the index have collectively contributed +272 points. This comes as the Semiconductor index, $SOX, has rallied +64%, 8x the performance of the S&P 500. Chip stocks now also account for 18% of the S&P 500’s market cap, near an all-time high. Semiconductor stocks are a modern-day gold rush.

software up hardware down

@TripleDTrader people that bought in 2000 can finally sell for a profit...

Thank you!!

@EdLudlow two tech bubbles, same company

Woah: CISCO SEES FY26 ORDERS FROM HYPERSCALERS $9B, UP FROM $5B

#INTC biggest options volume for friday exp is in 130 strike at 10k contracts. It must be nice to have money to burn...

there goes the AI trade

poll: how much would #SOXX be up tomorrow? today was pretty bad at +2.5%

@GlobalMacroZen @finviz_com same way they all do...

Interesting $MU fomo ; let's see how this frenzy ends

LoL, who needs @bloomberg

$SOXX having a bad day, only up 2% ...

@GaryMarcus I did it!!

Who out there is using Hermes, and for what?