M
3K posts

M
@Mtrader5250
Stocks & Geopolitics (otherwise known as half of twitter)


Only one question: who’s the exit liquidity?





Blockbuster earnings from the Mags…BUT the equal weight is massively outperforming the weighted index today. 🤔





NVIDIA has reportedly visited Korean power equipment companies and asked them to design data center infrastructure around an 800V-class DC architecture, according to Korean media. This is being interpreted as an effort to minimize power conversion losses in order to handle the explosive growth in AI server power consumption. The era of power semiconductors is arriving. This is only the beginning.




The key known unknown (to me) to analyse oil is the true state of the Iranian economy: jobs and inflation. I hear lots of tales, but I have little confidence on any. Reporting from inside Iran is extremely difficult. Economic damage is key for Iran’s incentive to compromise.


















