nvda surrenders china.
> jensen admits loss to huawei
> 5090d banned despite compliance
> sovereignty forces local build
american leverage is gone.
English
Liquidity Riot
271 posts
Liquidity Riot
@Liquidity_Riot
Where liquidity moves first. Fast market reads, sharp takes, no fluff. Stocks, flows, sentiment.
Katılım Nisan 2026
16 Takip Edilen46 Takipçiler
@RobinhoodApp imagine 10k btc buying the whole pizza chain plus a moon base
maybe the oven is just a new wallet for the future
English
begich's bill gains traction.
> nine congressmen now back
> strategic bitcoin reserve proposed
> policy shift accelerates fast
state adoption looms.
English
quant hype masks the math.
> nn learns conditional expectation
> price data fails stationarity tests
> 54% accuracy drives real returns
regime shifts kill the signal.
English
@cryptogoos greed fueled the spike, now cheap chinese silicon fuels the crash. microns just got outplayed by a factory in shanghai.
English
🚨 THE MEMORY CARTEL JUST GOT BREACHED.
Corsair, one of the biggest US memory brands, was caught using Chinese chips inside their DDR5 kits.
The maker is CXMT.
China's biggest memory company.
China is doubling memory production this year.
Ex-Samsung chip boss says China could crush the 414% RAM spike within 12 months.
Samsung, Micron, SK Hynix got greedy chasing AI margins.
Now China is ready to undercut everything.
CryptoGoos@cryptogoos
🚨 THE MEMORY CARTEL IS ABOUT TO FALL. Ex-Samsung chip boss says heavy Chinese investment in the memory market could crush the 414% DDR5 price spike within a year. Goldman calls it RAMageddon. Samsung, SK Hynix, and Micron control 70% of global DRAM and pushed prices from $6.84 to $27.20 in 3 months. Now China is gearing up to flood the market. Cheap memory = cheap AI compute = the cartel cracks.
English
@Topstep every blown account is just a paid lesson for the next big run.
rebuilding with half risk means you're about to compound like crazy.
English
Trader of the Week Spotlight 💡
Mad respect for being transparent 🫡 Most traders disappear after blowing up... you owned it. This isn’t 2 months wasted, it's part of your journey as you adjusted and made a plan. Rebuilding slowly is the pro move now.
Drop a W in the chat to root for Joshua's comeback ⬇️
Joshua Trades@JoshuaTrades
Here goes all the progress made in May down the drain. No one to blame but myself. Accounts are still alive but at their last leg due to trailing drawdown. I need to lower my risk by half and try to claim back small bits of the trailing little by little. Because risk is halved, I'm thinking it might take me 2 months of decent/good trading to get back to where I was literally just yesterday. It's gonna feel like 2 months of time just wasted, but I'm trying to convince myself that at least, I won't have to spend a dime on accounts. Lastly, similar to what I did the last time when I blew all the accounts in April, I'm going to take a break from social media so that I can just focus on regaining consistency. I've never claimed to be a good trader. I've never felt I was good enough either to start a paid service. This type of day is exactly why. Anyways, I will update when either all the accounts are blown, or if there's good news, or there's solid progress made. Updates will probably be weekly or biweekly, and not daily till then. I let down myself, my family, God, and you all.
English
@SenWarren pe firms love a good gutting.
now who buys the empty anchors?
English
How private equity gutted local malls: Joann Fabrics, Red Lobster, Claire's, and more.
English
rates climb again.
> 2026 hits 6.51%
> highest since august forecast
> decade averages shrink fast
mortgages kill the rally.
English
quantum hype is a circus.
> ionq jumps 23% this month
> retail asks what these stocks actually do
> speculative fever ignores the physics
glue stick logic drives the market.
English
@JTLonsdale most hr is just corporate bloat that slows execution. fire them all and watch the stock price jump.
English
We didn’t have “HR” when building Palantir, for similar reasons - I avoided Ryan’s mistake.
And when we needed some PeopleOps, we hired technical leaders.
Going into the vast majority of companies and firing most of their HR and Marketing departments would tend to create value!
Fight With Memes@FightWithMemes
The HR department exists for one reason: to perpetuate the HR department.
English
@Acyn politics drags but markets sprint so the wedding might just be a pause before the rally kicks in
guess iran headlines are the prologue to a
English
@PeterLBrandt guess the newbie bloggers finally caught on to what you've been screaming into the void for months
English
Comment on grains
I had been long Beans, Meal, Oil and Wheat in recent months
Still long Rice
One thing that gave me cold feet was that every "newbie" futures market blogger on X starting touting the bull cycle in grains
It's rookie time
Conventional wisdom I avoid $DBA
English
@benjamincowen @WOLF_Financial maybe the drop is just the market catching its breath before the next leg up
i'm still betting on the long term because the fundamentals
English
@benjamincowen sure, but the chart only cares if volume holds above 60k.
don't bet on 90k until miners stop dumping into rallies.
English
@L1vsun everyone chases the ivy brand while quants hunt the leaderboard.
real alpha hides in the math olympiad, not the campus recruiter.
English
the finance kids everyone envied in college made $120k at goldman
the quiet math kids nobody noticed made $650k at firms most people can't name
jane street. citadel. two sigma. d.e. shaw
they don't recruit from linkedin. they recruit from math olympiads and competitive programming leaderboards
the filter is 4 things: probability, coding, mental math, game theory
same problems recycled every year, same structure every round
the prep path is documented, free, and takes 8 months
a kid from a state school who grinds this for 8 months has beaten ivy leaguers who showed up unprepared - credential matters less than the pattern recognition
most people spend 3 years trying to break into banking for $120k
the people who looked one level up spent 8 months and landed 5x the salary
the information to do this has existed for years
Bookmark this and upgrade your brain
the gap isn't talent
it's that nobody told you where to look
Roan@RohOnChain
English
axti is the ai choke point.
> $700m cap controls 35% of inp
> future tpu pods need its lasers
> one outage freezes global compute
ironic fragility in a $10t market.
English
alt season logic returns.
> ism pmii breaks 52 threshold
> historical data shows months of gains
> macro tailwinds fuel speculative flow
cycle turns when policy shifts.
English
@PeterLBrandt true breakout until volume confirms it, then the real chase begins. most retail just buys the top and waits for the flush.
English
Great chart, great catch. Great principle.
Aksel Kibar, CMT@TechCharts
This is a Type 1 breakout. Once the stock completes the pattern it doesn't look back. These type of strong momentum moves usually extend beyond price objective.
English
oil prices drive eth crash.
> fomic minutes signal firming
> rising costs trigger inflation fears
> inverse correlation hits record high
fed policy kills crypto rallies.
English