Pippy

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Pippy

Pippy

@PippyMomOf2

Markets reward patience. And punish ego

Katılım Mart 2017
18 Takip Edilen71 Takipçiler
Pippy retweetledi
A bit of knowledge
A bit of knowledge@BruChristopher·
Robot Industry Chain — Quick Overview $NVDA (NVIDIA): Many humanoid robots are first trained in Nvidia’s simulation environments. $GOOGL, $MSFT, $META, $BIDU: Provide foundation models enabling reasoning, vision, and action.
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Pippy
Pippy@PippyMomOf2·
@WhaleInsider Funny how the loudest “Bitcoin is going to $40K” calls usually show up right before the next rally.
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Whale Insider
Whale Insider@WhaleInsider·
JUST IN: Bitcoin forecasted to go as low as $47,000 this year, per Kalshi traders.
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Pippy
Pippy@PippyMomOf2·
@KobeissiLetter When hedge funds crowd into the same short trade, the real risk often becomes the squeeze — not the downside.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Bearish bets on US stocks by hedge funds are rising: Hedge fund short positions in US macro products, including index futures and ETFs, are up to 11% of total US exposure, the highest since the 2022 bear market. This percentage has risen +4 points since September 2024. Over the last 5 years, short exposure has been higher only 7% of the time. Furthermore, leverage among hedge funds is near an all-time high, primarily driven by continued shorting and hedging through index futures and ETFs. The risk of a short squeeze is rising.
The Kobeissi Letter tweet media
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Pippy
Pippy@PippyMomOf2·
@elonmusk Competition in AI is moving insanely fast. Every few months the leaderboard looks completely different. @elonmusk
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Elon Musk
Elon Musk@elonmusk·
Progress
X Freeze@XFreeze

xAI's Grok Imagine just took #1 on the Video Arena leaderboard (DesignArena by Arcada Labs) → Elo: 1336 - 33 points clear of #2 → Win rate: 69.7% - highest on the entire board → Battles: 15,590 - statistically rock solid Beats Veo 3 Fast, Veo 3.1 Fast, and Veo 3.1 - all at once And it does it in 21.3 seconds, while Google's models take over 40 seconds xAI went from nowhere to #1 in AI video. The pace of Grok Imagine improvement is unmatched

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Pippy
Pippy@PippyMomOf2·
@atrupar “Both” is a pretty wild answer. Sounds like the war is finished… and just getting started at the same time. @atrupar
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Pippy retweetledi
Aaron Rupar
Aaron Rupar@atrupar·
Q: You said the war is 'very complete.' But your defense secretary says 'this is just the beginning.' So which is it? TRUMP: You could say both
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Pippy
Pippy@PippyMomOf2·
@KobeissiLetter When people start tapping their 401(k)s just to get by, that’s usually a sign the “strong consumer” narrative might be a bit overstated.@KobeissiLetter
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: A record 6.0% of workers in Vanguard-managed 401(k) plans took hardship withdrawals in 2025. This is up from 4.6% in 2024 and has nearly QUADRUPLED since 2020. Hardship withdrawals have increased for 6 consecutive years, with last year's median withdrawal being ~$1,900. The most common reasons were avoiding foreclosure or eviction and covering medical costs. Financial pressure on US households is surging at an alarming pace.
The Kobeissi Letter tweet media
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Pippy
Pippy@PippyMomOf2·
@KobeissiLetter Looks like global demand is stronger than many expected. Trade numbers like this don’t happen in a weak economy.@KobeissiLetter
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
China's global trade is rapidly accelerating: China's exports in US Dollar terms jumped +21.8% YoY between January and February 2026, the highest in at least 3 years. This marks a sharp increase from the +6.6% recorded in December. At the same time, imports rose +19.8% YoY, up from +5.7% in December. As a result, the country's trade surplus rose +26% YoY in the first two months of 2026, to $213.6 billion. The surge in exports was led by semiconductors, which soared +66.5% YoY, the fastest growth in over a decade. Exports to ASEAN jumped +29.4%, while shipments to Europe and South Korea rose +27.8% and +27%, respectively. Chip demand is fueling China's trade boom.
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Cointelegraph
Cointelegraph@Cointelegraph·
🇨🇳 NEW: China is shifting bank lending from real estate to AI and tech as Beijing doubles down on winning the technology race.
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Pippy@PippyMomOf2·
@JEFETRADES “Massive move incoming” is posted every day on this app. One of these days it’ll be right.@JEFETRADES
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Bull Theory
Bull Theory@BullTheoryio·
BREAKING: 🇺🇸 $1 Trillion ERASED from the US stock market as oil prices jumped above $96.
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Pippy@PippyMomOf2·
@coinbureau “$1 trillion wiped out” sounds dramatic… until you remember the market adds or loses that much on a random Tuesday.@coinbureau
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Coin Bureau
Coin Bureau@coinbureau·
🚨BREAKING: $1TRILLION GETS WIPED FROM THE US STOCK MARKET AS OIL PRICES PUSH PAST $100
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Pippy
Pippy@PippyMomOf2·
@PolymarketMoney When NVIDIA teams up with Palantir Technologies, it’s basically hardware meeting data. If AI adoption keeps accelerating, that combo could be pretty powerful.@PolymarketMoney
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Polymarket Money
Polymarket Money@PolymarketMoney·
$PLTR announced a sovereign AI operating system reference architecture with $NVDA designed to give customers a turnkey AI data center from hardware procurement through application deployment. The partnership is aimed at simplifying the full stack from infrastructure buildout to real-world AI deployment.
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Pippy@PippyMomOf2·
@WatcherGuru Every time Jim Cramer starts calling for extreme moves, the market usually does the opposite.@WatcherGuru
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Jim Cramer says Iran is "taunting us with $200 oil" and calls for President Trump to unleash the military on them.
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Pippy@PippyMomOf2·
Decades-old patterns have broken down! The Middle East conflict has completely "ripped apart" the trends of crude $oil and emerging market currencies. #BreakingNews #OilPrices #MiddleEast
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Pippy
Pippy@PippyMomOf2·
@TrendSpider Partnership headlines don’t always move the price right away. NVIDIA has been consolidating for months — sometimes the bigger move only comes after a long range builds enough energy.@TrendSpider
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TrendSpider
TrendSpider@TrendSpider·
$NVDA announces a Palantir partnership. Stock down 1%. The 9 month range continues...
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Pippy@PippyMomOf2·
@StockSavvyShay Suspending the Jones Act might help ease shipping constraints, but oil prices are mostly driven by global supply and demand. It could help at the margin, though it’s unlikely to move prices on its own.@StockSavvyShay
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Shay Boloor
Shay Boloor@StockSavvyShay·
The Trump administration is moving to suspend the Jones Act in an effort to help lower oil prices. The law normally requires goods shipped between U.S. ports to move on U.S.-built, U.S.-owned & U.S.-crewed vessels.
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Pippy
Pippy@PippyMomOf2·
@coinbureau Sure… great for oil companies maybe. Not so great for everyone filling up their gas tank.@coinbureau
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Coin Bureau
Coin Bureau@coinbureau·
🇺🇸TRUMP: "U.S. makes a lot of money when oil prices go up."
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