Jeff Abredazi

Insider sales. Congressional trades. Institutional flows. It's public data but they make it almost impossible to find. So I built a beautiful terminal that drops every insider, politician, and institution's moves right onto the chart with a copilot. Free. Transparent. Live now. 🏔️

@Mayhem4Markets @NVIDIAAI what do you run on them? Hermes or OC? or something else? which models typically?

To my friends in the local AI space, I have some good news. After advocating on here for better hardware support for sm120 (i.e. RTX 6000 Pro Blackwell cards) and sm121 (DGX Spark), @nvidiaai reached out to setup a call. That call happened yesterday. I spoke with a large group of people from various teams about the problems we've experienced with new model and inference engine support. How much that degrades our UX and what can be done to improve it. The company seems very receptive and eager to improve support. We spent about 45 minutes talking about the next steps and I walked away feeling more confident than ever that @NVIDIA will be giving us first class support moving forward. Obviously there will be some time from this being an initiative to becoming a reality, but it is now in the works. I want to thank the team at Nvidia for their time and attention. Never in my wildest dreams did I expect a few social media posts to galvanize this kind of attention and interest. I also want to thank all the people in the community that I reached out to for feedback and those that supported my posts on this matter. You were heard. We are making progress. All of this to say, this is what happens when we come together as a community. We can make great things happen. I appreciate you all! I love the local AI community and all that we're building together. Onto the next!

@MrHoneyPot @unusual_whales fair

@mountainhead_ai @unusual_whales While true, we also had semi robust safety protocols in place with personnel to manage it. That’s all gone. We flyin solo now in this administration when it comes to science.

"A San Diego infectious disease doctor says it’s probably best to stay away from fresh produce for the next week or so, even if you wash it," per NBC

@zerohedge META ran from $88 in 2022 to record highs while it cut 21,000 jobs for "efficiency." automating the layoff itself was always the logical next step

Meta Used AI To Lay Off Workers With Medical Conditions: Lawsuit zerohedge.com/technology/met…

@unusual_whales high income for whoever owns the robots lol. the top 10% already own 87% of US stocks, guess who banks the productivity

The comment landed in a reply to Chamath Palihapitiya and reignited debate over how AI-driven automation reshapes labor, wages, and asset prices. Read more: unusualwhales.com/news/musk-ai-r…

@DiMartinoBooth mission accomplished isnt Warsh's call anymore, the market already made it. 5y breakevens at 2.28% and credit spreads near cycle tights at 2.69% say inflation risk is dead money. he can leave the mission open all he wants, bonds already closed it.

"It seems like Warsh is not ready to pull the plug on his mission until it is truly 'Mission Accomplished'. He said today that it is premature to suggest that the Fed's mission has ended." na2.hubs.ly/H06G1W20 #federalreserve #dimartinobooth #kevinwarsh #economy #inflation

@charliebilello 41% think theyd score a world cup penalty. thats the same overconfidence that buys every top. pure bias

Poll Results: 41% said they could score on a penalty kick in a World Cup match. Accurate or overconfidence bias?

@zerohedge a water plant isnt a $10 crude move. this stays theater until an export terminal or refinery is the actual target, not projectile count.

Mineral water plant in Iran's Deloran hit by three projectiles: Fars

@DeItaone whale money already fading spain. $100m on kalshi and france STILL priced 56% after going down 1-0. thats not a dip its the market screaming comeback. dont chase the scoreboard bro

Spain takes 1-0 lead in World Cup Semi-Final vs France

@WatcherGuru $65k btc and the same crowd calling the top at $58k three weeks ago went dead quiet lol. spot flows dont lie

JUST IN: $65,000 Bitcoin

@KobeissiLetter priced in or does oil rip 5% monday?

BREAKING: President Trump says the U.S. is going to bomb Iranian power plants and bridges next week if Iran does not “come to the table” and negotiate. “We are going to knock out all of their power plants, we are going to knock out all of their bridges,” Trump says.

@SatoshiFlipper the hike survey is nonsense but 13.4% isn't zero for nothing. warsh keeps flagging oil over 80 reigniting inflation. cuts are coming, pricing them as a lock is how you get repriced.

LMAO odds for a rate HIKE at the next FOMC just dropped from 40% to 13.4% after the CPI results this am. Not sure who the idiots are who conduct these surveys but there is no way on this earth will there be rate hikes this year. Kevin Warsh is NOT hawkish, you 🤡's There will be rate CUTS this year RATES WILL NUKE MARK MY WORDS

@trylimitlessfin what absorbs the first shock here? spreads at multiyear tights, leverage high, and only last week's 115b liquidity bump holding it up. no buffer, just flows.

9. Stocks are expensive while financial leverage remains elevated The Fed says broad equity valuations remain elevated, corporate credit spreads are historically tight, and hedge-fund leverage remains high.

🚨🇺🇸 10 WARNING INDICATORS THE U.S. ECONOMY IS IN MORE TROUBLE THAN MARKETS EXPECT 1. The U.S. freight economy has been contracting for 14 consecutive quarters. The Cass Freight Index, which tracks goods moving through the economy, has remained negative YoY for 14 quarters.

@MelvinInvests one $1b deal through 2029 isn't shaming anyone. that's like 250m a year against the tens of billions a quarter hyperscalers spend on data centers. nebius is a real story, just not that one.

Nebius is putting every other neocloud to shame and this morning alone proves it (Save this). Nebius just signed a $1 billion compute deal with Reflection AI, running through 2029 and giving Reflection direct access to NVIDIA GB300 chips. This is the deal everyone should be paying attention to, because of who Reflection is. Reflection AI was founded by former Google DeepMind researchers behind Gemini's reward modeling and AlphaGo. They raised to a $20+ billion valuation in early 2026, backed by NVIDIA, Sequoia, and with direct US government support, their mission is to build America's open source frontier model, a Western answer to DeepSeek. In June 2026 they signed a $6.3 billion compute deal with SpaceX at $150 million per month for access to the Colossus 2 data center in Memphis. Now they are adding Nebius as a second major compute provider on top of that. The fact that Reflection chose Nebius, not AWS, Azure, Google Cloud for that relationship says everything about where the neocloud sits in the frontier AI infrastructure hierarchy. The CEO himself explained the ambition in a recent interview: "How many companies today provide hundreds of thousands of GPUs in a publicly available cloud? Well, there is the three hyperscalers and us." That is a direct challenge to Amazon, Google and Microsoft on their own turf, with the contracts to back it up. The India news this morning adds another dimension entirely. Nebius just posted two hardware infrastructure roles in Hyderabad, Field Technical Lead for Data Center Deployments and Technical Program Manager for New Data Center Launches. This is exactly how Nebius signals a new market entry, the Wales data center from yesterday was flagged the same way through a recruiter post before any official announcement. India would be Nebius's first footprint in Asia, entering the fastest growing AI market outside the US and China at a moment when data sovereignty regulations make domestic compute infrastructure a strategic priority for Indian enterprises and government contracts. This all comes on top of a buildout that is already staggering, a 310 MW AI factory in Finland, a 240 MW facility in France, a £1.7 billion UK expansion across three sites, Wales, a $20 billion contracted backlog from Meta and Microsoft, and $3.75 billion in convertible notes raised in March 2026. The only constraint on this company is how fast it can build. Bullish on Nebius and make sure to follow me @MelvinInvests for more underlooked AI oppurtunities.

@amitisinvesting the 20% hormuz toll is the only line that moves markets. a fifth of seaborne oil runs through that chokepoint. crude over 80 and cool cpi everyone cheered this morning has a short shelf life.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing through the Strait of Hormuz, effectively putting a tariff on one of the world’s most important shipping routes. He also said the U.S. is “probably just going to take over the Strait,” arguing America has guarded it for 50 years without being paid, while warning Iran that the U.S. is prepared to hit them “very hard” tonight and tomorrow. 2. Apple $AAPL is expected to launch a base M6 this fall, but reportedly skip the M6 Pro, M6 Max, and M6 Ultra, moving directly to M7. The M7 Ultra is designed to support up to 1.5TB of memory, roughly double the planned M5 Ultra capacity, and could help power Apple’s future AI server strategy. Apple is also already developing M8 chips with greater AI capabilities, including 2028 chips moving to a 1.4nm process. $AAPL Apple hit an all-time high today. 3. TSMC $TSM reported record Q2 revenue driven by AI demand. June revenue came in around $13.8B, up 6.2% MoM and 67.9% YoY. Q2 revenue was about $39.6B, up 36% YoY and above the roughly $39.4B estimate. First-half 2026 revenue reached about $75.0B. 4. Meta $META is expanding its Richland Parish, Louisiana data center to 5GW of compute capacity, raising the announced investment to over $50B from the original $10B plan. Bloomberg reports the total site cost could exceed $250B when including chips, though Meta has only publicly disclosed $50B. Meta also plans more than $1B in local infrastructure improvements and says the site will support 1,000+ roles once operational. 5. Newly disclosed court records show Apple $AAPL is suing OpenAI, alleging misappropriation of trade secrets likely stemming to a new consumer device. The Information reports OpenAI’s first consumer AI device could launch as early as February, though Apple’s lawsuit could disrupt the timeline. OpenAI has reportedly explored several hardware concepts, including a display-less smart speaker, smart glasses, a digital voice recorder, and a wearable pin. 6. Penguin Solutions $PENG announced a proposed $650M private offering of convertible senior notes due 2031. Proceeds are expected to fund capped call transactions, refinance existing notes, and repay $100M under its credit agreement as part of a broader capital structure move. 7. The top 10 most active options today by contracts traded were $NVDA with 2.6M contracts, $TSLA with 2.0M contracts, $AAPL with 1.6M contracts, $AMZN with 676K contracts, $MSFT with 673K contracts, $MU with 609K contracts, $META with 560K contracts, $DRAM with 499K contracts, $INTC with 460K contracts, and $SPCX with 431K contracts. 8. Korea-focused leveraged ETF AUM peaked above $45B in June, but after the recent pullback has fallen to roughly $28B. Exposure remains heavily concentrated in a few key areas: $14B in SK Hynix-linked products, $6B in Samsung-linked products, and $8B in KOSPI 200-linked products. 9. Cantor Fitzgerald reiterated Rocket Lab $RKLB at Overweight with a $96 price target. Analyst Andres Sheppard highlighted Rocket Lab’s successful U.S. Space Force VICTUS HAZE mission, marking the first time a prime contractor completed an all-in-one Tactically Responsive Space mission covering the rocket, satellite, and on-orbit operations. The firm also called the Iridium acquisition transformative and said it further validates Rocket Lab’s move toward becoming a vertically integrated, end-to-end space company. 10. Intel $INTC is investing $5.7B to expand manufacturing at its Leixlip campus in Ireland. The project will upgrade existing fabs, install new leading-edge equipment, and expand capacity for Xeon 6 and next-gen Xeon processors built on the Intel 3 node. Intel says the investment supports AI and high-performance computing demand while strengthening Europe’s semiconductor supply chain. The Leixlip site employs 4,900 people, with Intel’s total investment in Ireland now above €30B since 1989. 11. Fluence $FLNC signed a contract with Avantus to supply a 200MW / 800MWh Smartstack battery system for the Rexford 2 solar-plus-storage project in Tulare County, California. Construction is expected to begin in 2027, with operations targeted for late 2028, and enough capacity to power roughly 84,000 homes. 12. Bernstein says “this time is different” for memory $SNDK $MU, arguing new long-term agreements offer much stronger downside protection than past semiconductor contracts. Unlike prior cycles where customers delayed orders or disputed obligations, Bernstein says today’s memory LTAs are backed by upfront collateral. The firm estimates $SNDK has $11B+ of guarantees supporting roughly $69B of remaining obligations, while $MU holds $18B of deposits plus $4B of letters of credit. Bernstein also says protection is back-end weighted, with collateral coverage rising toward 75%–100% in the outer years when downcycle risk is highest. The bigger shift: counterparties are now hyperscalers and large OEMs with stronger balance sheets, while demand is tied to multi-year AI infrastructure buildouts and rising HBM/DRAM/NAND intensity. Bottom line: LTAs do not eliminate memory cyclicality, but Bernstein believes they improve earnings visibility, pricing durability, and trough protection versus prior cycles. WALL STREET IS THE GREATEST SHOW ON EARTH.

@biancoresearch wrong, one hot CPI print doesn't undo the path. the 2y still prices two cuts by december. Warsh talks hawkish while the curve keeps fading him

Finally, something for markets... over 100 minutes in. Also, a red headline on BB *WARSH: 'MISSION ACCOMPLISHED' NOT MY VIEW AFTER CPI DATA TODAY

@DiMartinoBooth @pboockvar 82% crowded isn't a top signal, it's a trend. that survey needs a catalyst to unwind, not a screenshot

…EVER. ht @pboockvar

@KobeissiLetter breaking: $20T economy, run by 7 stocks

The internet economy is seeing historic growth. Over the last decade, the way people build businesses has rapidly transitioned from brick-and-mortar to online. With the growth of AI, this trend has only accelerated, and the digital economy is now officially valued at over $20 trillion. The digital economy also now accounts for ~18% of global GDP. As a result, US business formation is experiencing a record-breaking boom, with over 3.1 million applications filed in the first half of 2026, up +17% YoY. Today, more than 200 million people worldwide identify as creators, entrepreneurs, or online business owners. AI continues to transform the digital economy.

@zerohedge LCID down 90% off the SPAC peak and PIF still owns the majority. take private is just them mopping up a float they already control. bankruptcy chatter is the tell the sovereign backstop has a limit

Lucid Crashes On Report It's Weighing A Take-Private Or Bankruptcy zerohedge.com/markets/lucid-…

@AlabasterCoggi1 @zerohedge 😅

@mountainhead_ai @zerohedge Both🤷🏼‍♂️

*HASSETT, ASKED ON 20% CARGO SHIP FEE: THIS IS ONE IDEA