Jerry Bliss

@stats_feed @grok is this true?

🇨🇭Switzerland made it illegal to boil lobsters alive.

@DGretta_Author My guess is China will wait until semi factories are built in some other countries as that will lessen the likelihood the world will come to Taiwan’s defense. But if there are still the sole chip foundry there will be a fight.

Going with my gut instinct here but imo if/when China invades Taiwan the U.S. isn't going to stop them. We ain't fighting China. Your portfolio will take a big hit when this happens tho.

@zerohedge Where will it end the day. I'm thinking a close at $250? Would be willing to nibble or Monday if it came down to $200.

*AI CHIPMAKER CEREBRAS SHARES SURGE 89% AFTER $5.55 BILLION IPO

@Bearlovesbull @GodfatherM007 I don't disagree with your thoughts on a pullback vs. a crash; but, I do disagree that China strongly wants NVDA chips. They actually don't want their own AI industry to thrive and not to become reliant on NVDA and the US.

I STRONGLY believe, the market will pullback but not crash. That's for sure. Look at China opening doors for $NVDA. They badly need H200 chips. This phase is about infrastructure and we are still early. Names like $NBIS and $CRWV are screaming for new ATH. With that said, the market at some point will need a breather. And I believe 7500-7510 is a good spot for a pullback.

🚨THE MARKET IS MAKING NEW HIGHS, BUT BREADTH IS FLASHING A WARNING Are you all noticing what is happening? So, today was a narrow, tech driven rally led by mega-cap AI, semiconductors and a handful of platform names while large parts of the market stayed weak. 1. THE RALLY WAS CONCENTRATED IN AI, SEMIS, AND MEGA-CAP TECH The strongest area of the market was clearly electronic technology. $NVDA was up 2.29%. $AAPL was up 1.38%. $MU ripped 4.83%. $TSLA gained 2.73%. $META moved 2.26%. $AMZN also helped carry the consumer side with a 1.62% move. You see, the market may be nervous about inflation, but it is still rewarding companies tied to the AI capex cycle and long-term productivity theme. 2. THE INDEX WAS STRONG BUT THE AVERAGE STOCK WAS NOT A market index can look very strong when the biggest stocks are doing the heavy lifting. That does not mean the whole market is healthy. Look at the financials. They were weak. $JPM, $V, and other major names were red. Cyclicals were mixed. Defensive areas were not showing broad strength. The market is moving higher, but fewer names are doing the work. 3. FINANCIALS ARE TELLING A DIFFERENT STORY If inflation data stays hot, yields can stay elevated and the Fed may have less room to cut. That pressures rate-sensitive areas, credit expectations, consumer activity and parts of the financial system. So while AI names are being priced for growth, financial ones are still reacting to macro stress. Tech is trading as if the future is accelerating and financials are trading like the macro is still restrictive. 4. $MSFT LAGGED, BUT I WOULD NOT OVERREAD ONE SESSION $MSFT was slightly red while other mega-cap tech names moved higher. I understand the software names are down and Microsoft is also taking a hit with major investors taking an exit. I feel there is a huge fear and misunderstanding. At some point, the stock has to be correlated with the revenues. 5. THIS MARKET IS STRONG BUT ALSO MORE FRAGILE THAN IT LOOKS I'm not saying the market is collapsing. Buyers are still stepping into the biggest technology names. But when the $SPX hits records while many stocks are flat or red, it means the market is becoming more dependent on fewer winners. That can continue longer than bears expect. But it also creates risk. If $NVDA, $AAPL, $META, $AMZN, $TSLA, semis and AI infrastructure names keep leading, the indices can keep grinding higher. But if leadership starts to crack, there may not be enough broad participation underneath to absorb the pressure.

@greta Oh, he'll start calling his new appointee stupid soon enough. The Fed board is not going to agree cut rates this year. The best Trump will get is a neutral stance through the end of 2026 IMHO.

One good thing about Jerome Powell not our Fed Chair is that Trump will stop calling him stupid - I found that insult disturbing since Powell went to law school with me and did better than I did. :)

Uhm, interesting timing on $CRWV insider sales. I like this company but I'm now a little concerned. Thoughts?

CoreWeave Insider Dumps $370 Million in Stock After Brutal Sell-off finance.yahoo.com/markets/stocks…

CoreWeave Insider Dumps $370 Million in Stock After Brutal Sell-off ($CRWV) finance.yahoo.com/markets/stocks…

@joekent16jan19 I just don't get why we wouldn't accept Iran's offer to fully open the strait for us dropping the blockade. Keep some ships there and clear mines. Then start negotiations about the remaining issues (nuclear for us, and sanctions for them).

The undisputed valor of our troops and the tactical brilliance of our military operations do not equal strategic success. If they did, Iraq, Afghanistan, Syria, Libya, and Yemen would look very different today. We can bomb and blockade Iran, or get dragged into something far worse, but none of it will force Iranian leaders to behave the way we want. We can accept this reality now and clearly define what our actual interests are in the region, or we can be forced to accept it later—after losing more American lives and trillions of taxpayer dollars. Yes, our military can sustain operations and crush any enemy in nearly any battle (while losing the war). But to what end? What’s in it for the American people? It's foolish to think we can keep launching these senseless foreign interventions and maintain our status as the world’s most powerful nation. This is the glaring blind spot that our foreign policy has failed to address for decades.

@MarcoFoster_ It’s like 2 truths and a lie… but they’re all true!

Seth Meyers reminds us how batshit crazy the last 3 weeks have been: Trump fired AG Pam Bondi. He posted a meme of himself as Jesus then said he thought it was a meme of himself as a doctor. He said the Pope is weak on crime. A MAGA podcaster said Trump is under demonic influence. Pete Hegseth read a fake bible verse from Pulp Fiction. Kash Patel thought he was fired because he got locked out of his computer. A FEMA official claims he once teleported to a Waffle House. Lindsey Graham was seen at Disney World by himself. RFK Jr. cut off a dead raccoon’s penis on the side of the road. Kristi Noem’s husband has giant fake balloon boobs.

@JewelStaite Amen! I dreamt of pancakes all last night. Ordered them this morning. Enjoyed the first half of my short stack and then regretted the second. Why can’t I remember that feeling.

@BenCostiloe Does this only happen if he’s impeached in the house and convicted in the senate. Or does the second impeachment in the house trigger these penalties?

@RadioFreeTom @marklevinshow Bye Felicia!

@HawleyMO @simonschuster Boohoo. Five people lost there lives after your fist pump to the crowd. I don’t care about your lost book deal.

My statement on the woke mob at @simonschuster

@megynkelly Hey @megynkelly, today isn’t about you. Stop trying to increase your followers.

I understand. You know you’ll get attention if you mention me. Fire away my dear!

@IlhanMN Please impeach and remove today!

I am drawing up Articles of Impeachment. Donald J. Trump should be impeached by the House of Representatives & removed from office by the United States Senate. We can’t allow him to remain in office, it’s a matter of preserving our Republic and we need to fulfill our oath.

@RadioFreeTom I call bs on that statement.

@megynkelly He should be impeached and removed from office. Today! He planned and fomented this.

The Capitol riots are wrong. But the Trump critics using this as proof that every criticism they’ve ever lobbed at Trump/his supporters has been validated is absurd.

@AriFleischer Are you kidding me?

If you don't like what's happening today, maybe you should go back four years, look in the mirror and ask if it was a good idea to declare #NotMyPresident, declare yourself the Resistance, and boycott an Inaugural. When one side violates norms, the other side will too.

I’m rarely out, but when I am this is the internal monologue I have going on every time I see someone without a mask. #WearAMask