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If you’re a serious trader and want to be surrounded with a group of traders with only one purpose-to beat mkts, check out: @PowerTradingRm I give real time commentary 18hrs a day in there.
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HY6
10.9K posts
HY6
@highyield6
Trader(All Mkts), Fixed Income/Macro, $SPX Aficionado, long/short every tick since 1998. On the self-improvement journey. Peekaboooo™️ warning originator
Katılım Ağustos 2009
1.7K Takip Edilen16.9K Takipçiler
HY6 retweetledi
Google $GOOGL agreed to buy 100% of the initial output from the Steel River solar + battery project in Arkansas, per FT.
The project is expected to deliver 1.6GW of solar and 2GWh of battery storage by 2029, enough to power 315,000+ homes/year.
At full buildout: 2.5GW solar and 2.9GWh storage.
First Solar $FSLR will supply the domestically sourced panels, with batteries coming from LG’s Phoenix plant.
The deal is a virtual power purchase agreement as Google looks to offset rising data center power use.
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That’s nice, but we need the crazy fully levered balls the wall Koreans not hedges 😂
The Kobeissi Letter@KobeissiLetter
Hedge funds are piling into US semiconductor stocks: Last week, hedge funds purchased the most US semiconductor stocks in at least 3.5 years. This follows the 2 largest consecutive weekly sales since June 2024. As a result, semiconductor stocks now account for 10% of total hedge fund exposure. This percentage is twice as high as during the same period last year. However, this remains below the peak of 14% recorded in May. Hedge funds are betting the semiconductor selloff is already over.
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HY6 retweetledi
Volatility in Semis
"Semiconductor stocks have moved 3% up or down 15 times in the last 30 trading days. This hasn't occurred since the Dot Com Bubble"
Source: BTIG
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@thecoleboss The market is pricing in record dispersion. Index vol extremely cheap vs single stock vol
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HY6 retweetledi
HY6 retweetledi
Ok. I can’t believe this just happened. My kid is sitting in a beach chair with his hand casually in the sand, & suddenly goes “oh my god look.” He pulls up a girls wedding band. It says “April 16, 2016 I love you.” This was gone FOREVER until now. Seagrove, Fla…Find this lady!
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What are the odds some of these footballers would have been great soccer players - if they chose the sport?
Barry Sanders
Thurman Thomas
Curtis Martin
Emmitt Smith
Frank Gore
LaDanian Tomlinson
Terrell Davis
Edgerrin James
LeSean McCoy
Saquon Barkley
Bijan Robinson
Jahmyr Gibbs
Alvin Kamara
Christian McCaffrey
Devin Hester
Andre Reed
Tim Brown
Marvin Harrison
Isaac Bruce
Andre Johnson
Sterling Sharpe
T.Y. Hilton
Julian Edelman
Amon Ra-St. Brown
Tyreek Hill
Ja Marr Chase
Ronde Barber
Ty Law
Champ Bailey
Charles Woodson
Darrelle Revis
Patrick Peterson
Agib Talib
Chris Harris, Jr.
Eric Allen
Brian Dawkins
Troy Polamalu
Ed Reed
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HY6 retweetledi
Was it corruption? FIFA righting a wrong? A favor to Trump?
No matter how Folarin Balogun’s suspension got overturned, America has nothing to apologize for.
Column for @yahoosports sports.yahoo.com/soccer/article…
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👇
Jeffrey A. Hirsch@AlmanacTrader
🎁 Christmas in July starts TODAY. NASDAQ's 12-Day Midyear Rally — last 3 days of June through first 9 of July — has gained an avg 2.5% since 1985, hitting in 32 of 41 years (78%). Grabbed $TQQQ this morn off the post-Triple-Witching dip. #NASDAQ #Seasonality $QQQ jeffhirsch.tumblr.com/post/820503145…
ART
HY6 retweetledi
Qualcomm just paid $3.9 billion for a 150-person company. The prize: a programming language that lets AI run on ANY chip without NVIDIA's CUDA.
Meta and Microsoft are already placing orders.
The NVIDIA software monopoly just got its first real challenger. $3.9B says this is real.
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HY6 retweetledi
HY6 retweetledi
IT'S APPLE'S FAULT. They knee capped suppliers at the bottom (as Apple always does), so Micron couldn't invest.
WSJ: "In an interview Wednesday night, Micron Chief Business Officer Sumit Sadana said the company couldn’t make investments during the memory market’s last downturn, when Micron’s gross profits went negative, in part because certain customers took advantage to pay rock-bottom prices.
“We told a couple of the customers who were being very aggressive with pricing at that time that this is not constructive,” he said, without naming Apple, adding that low prices discouraged capital investments. “A lot of the industry investments got shut down in 2023 because of really poor pricing and really poor margins.”
Rolfe Winkler@RolfeWinkler
Tim Cook says the memory guys are at fault for Apple raising prices. A Micron executive I interviewed last night pointed the finger right back.
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