Memorious

END ISRAEL’S ETHNIC CLEANSING & ITS PALESTINIAN GENOCIDE, ONCE & FOR ALL!

@richimedhurst Great analysis, thank you. It is incomprehensible why both Russia and China continue to allow the US to sabotage their energy production/supplies.

Thank you for the overwhelming response. Glad so many found my investigation and analysis helpful to navigating the Iran war and true objectives of US foreign policy. richardmedhurst.substack.com/p/how-the-us-p…

@MarketMaestro1 Technical analysis is useless. The future belongs to those who "sell the shovels" for the AI revolution. Bullish $SMH $NVDA

$NVDA In this kind of stock, a double top should only form on the monthly chart. I don’t see a double top on the monthly chart. For a double top to happen, the entire AI narrative would need to be false, or an extremely destructive catalyst related to the company would need to be announced

@GavinSBaker @DAlperovitch Seems like there is only an ever more competitive and intense chip war between the US and China…

@DAlperovitch @frncsc2020 Ok man. I hope that you can recognize that there are good faith arguments on the other side rather than continuously dismissing them as “moronic, terrible, stupid, etc.” There are no perfect policies. There is no black/white here.

The argument for selling deprecated GPUs to China: Selling them less advanced GPUs than we have in America decreases the odds that they develop more advanced GPUs than America that go down a different, more power intensive tech tree. Pro national-security.

@DAlperovitch @GavinSBaker "Time will tell."

@GavinSBaker @frncsc2020 It won’t advance anything and especially not deter war over Taiwan

@DAlperovitch @GavinSBaker I guess you both agree that we are reaching maximum GPU & TPU scarcity, which is bullish in extremis for $SMH 😬

@GavinSBaker @frncsc2020 They are so deprecated that AWS is hiking prices for their use by US customers datacenterdynamics.com/en/news/aws-qu…

@DAlperovitch @GavinSBaker How do you explain Jensen Huang’s insistence on selling throttled down $NVDA GPUs to China, which dovetails with @GavinSBaker ’ point? Is it just him fulfilling a CEO’s duty to his shareholders to maximize his public company’s EBITDA?

@DAlperovitch @GavinSBaker Thank you. It makes crucially strategic sense in the context of current, ever growing chip wars

@DAlperovitch @GavinSBaker What are the other parts of it? Please be as specific as you can

@frncsc2020 @GavinSBaker That’s part of it

@DAlperovitch @GavinSBaker Dmitri, are you basing your thesis on the fact that the US government forced the Netherlands government to block $ASML sales to China, of its latest High-NA EUV behemoths?

@GavinSBaker Look it up. When did you work in the industry?

@ElNecio_Cuba @real1maria 99% of Cubans (those who actually *live* in Cuba) are sick and tired of the ever worsening poverty engendered by socialism. You must be part of the remaining 1% who support the current regime only because you live like Kings & Queens as party apparatchik. That, or you’re just AI

I’m Cuban. Waiting for the bombs from the genocidal Trump. The world will hate the U.S. the way it hates Israel. We’re ready to defend our land. To die for the homeland is to live 🇨🇺

@faststocknewss If I were 95 I’d be focused on whether thus far I’ve met God’s criteria for salvation, since my time on this earth is rapidly running out. Maybe he has but for personal reasons just isn’t making it public.

WARREN BUFFETT JUST GAVE HIS SHARPEST MARKET WARNING IN YEARS AT THE BERKSHIRE HATHAWAY SHAREHOLDER MEETING His exact words on today's market: "The market always feels like a church with a casino attached. People can move between the church and the casino. There are more people in the church and more people in the casino, but the casino has gotten very attractive to people." "If you're buying one-day options or selling them, that is not speculating. That is gambling. Totally. There's nobody that can explain why they're buying an option for one day." "We've never had people in a more gambling mood than now." "That doesn't mean the thing is terrible, but it does mean that the prices for an awful lot of things will look very silly." The 95-year-old "Oracle of Omaha" is speaking today as Berkshire sits on roughly $380 billion in cash, the largest cash position in the company's history. Greg Abel is running the meeting as CEO for the first time. When asked what would create a juicy investment opportunity for him, Buffett's answer: "It's a phone call in some cases."

@jgdacashman @ekwufinance 🤣

@frncsc2020 @ekwufinance No companies have made investments into venezuala

The US is invoking the Defense Production Act to push oil producers to increase output Most US refineries are set up for heavy crude, while US production is mostly light sweet crude... additional production is likely to be exported, not used domestically - If the war is ending soon, why force production higher - Why not let higher prices do the job via the free market Looks less like a short-term fix… and more like preparation for something longer

@agtrader Not quite. Lots of trepidation, into the weekend

ES attacking that HUGE call wall at the open. Buying frenzy.

@jgdacashman @ekwufinance US companies are already "convinced". You have no idea

@frncsc2020 @ekwufinance Venezuelan infrastructure is fucking trash and by the time you can convince US companies to Risk their assets there for the third time, we would still lose billions and billions of barrels of oil

@BenKizemchuk Agreed. This is why one should bet on the AI trade

I agree with the premise, but I’d frame it slightly differently. Making money isn’t about being active at all times. Be aggressive when the odds are decisively in one's favor and patient when they’re not. Some environments reward pressing risk, others reward restraint. In my experience, markets rarely reward those who feel compelled to monetize every fluctuation. Often, the best way to make money is to wait for the pitch you can swing at with conviction, not just because one is being thrown.

Looks to me like something is about to kick off The ratio of VIX to VIXEQ (equal weight implied vol across SPX constituents) is turning higher, indicating that index‑level volatility is beginning to outperform single‑stock volatility. Suggests risk is becoming increasingly concentrated at the index level, rather than being absorbed through offsetting stock specific price action. When this ratio rises, market moves tend to become more synchronized, as shocks propagate across constituents rather than remaining idiosyncratic.

@BenKizemchuk Point taken. Nevertheless let us always try & answer this simple question: "Do you want to be 'right', or do you want to make money?"

@frncsc2020 Swimming against the tide? x.com/BenKizemchuk/s…

@Dpietro83 @amlivemon Really?

@frncsc2020 @amlivemon Basically all that matters atm

lol … imagine believing this when the US has much larger reserves and China has 4 months stored

US/Israel vs Iran war is about to resume