FiueuoaIct
70 posts
Told you! 😉
Marjorie Taylor Greene @FmrRepMTG will become the 1st female president under a centrist 3rd party in 2028.
The script is already written.
The "America 1st" party... 🤫
Financelot@FinanceLancelot
Everyone is confused why Marjorie Taylor Greene resigned but it makes complete sense She hasn't taken money from Israel & she's chosen issues that unite those who feel abandoned on both sides. Technogarchs will fund her as the 3rd party leader "America 1st" 1st female president
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BREAKING: $IBM plummeted 25% today after the company preannounced earnings that fell well below expectations.
This is IBM's worst single day loss since Black Monday October 19, 1987
Financelot@FinanceLancelot
Uh oh... The "Chief Investment Strategists" were all on CNBC today telling you to buy memory & chip stocks like $MU, $SNDK and $NVDA Advising you to "ignore the volatility" and "hold Micron for the intermediate to long-term." Take a guess what that means...😏
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Man... Chamath is such a prick.
He's back to steal more money.
If you could go back in time, would you do the SPACs again?
"I wouldn't have come on CNBC and talked about them."
Wait, you're talking about your current project (on CNBC)?
"This SPAC is different..."
Financelot@FinanceLancelot
Honestly, I feel retarded... I've worked hard, been smart, but now apparently, people like @chamath have stolen millions of Dollars from complete morons. That's what @chamath thinks of you... He thinks you're fucking retarded for giving him money... but he gladly takes it.
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"I think people are underestimating the pace at which the Bank of Japan 🇯🇵 is going to end up tightening."
Well... the parabolic puts Japan's 10 year yield from 2.75% to 4.0% in the next 45 days, so @AdamPosen could be right.
Rising yields defend currency depreciation, so if BoJ allows this sharp move to happen then goodbye Yen Carry Trade...😬
There's always a possibility Japan sacrifices their currency even further to Yen 180:1 USD to save U.S. markets though.
Either way, this ends in a sovereign debt crisis & stock market crisis. The decision they have to make is if they want both at the same time.
Financelot@FinanceLancelot
The Japanese 10 year yield has begun breaking out and is about to go vertical. This is the crisis phase where it could go from 2.7% to 4% in the next 60 days. How will the Bank of Japan respond? Selling U.S. Treasuries?
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Cisco $CSCO continues to find resistance on the inverted parabolic that is going back in time.
This is happening while concern over the serviceability of AI capex debt continues to intensify.
Financelot@FinanceLancelot
BREAKING: $IBM plummeted 25% today after the company preannounced earnings that fell well below expectations. This is IBM's worst single day loss since Black Monday October 19, 1987
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I ran across this self-proclaimed copper bull on my feed, and the guy was literally wishing a death curse on the entire tech complex—EVs, AI, the whole nine yards.
Honestly, I was completely dumbfounded. I’ve been sitting on a massive book of copper equities for years now, but if you’re long Dr. Copper, you should be aggressively praying that Jensen Huang and Sam Altman don't get locked up and AI data centers don't spontaneously combust.
Legacy copper demand has been flatlining for a minute now. We've all heard the "China property sector is toast" macro tape until we're blue in the face. Granted this cycle is heavily supply-driven, but the demand side is anchored to the high tech narrative.
It's the energy transition and data centers that are holding up the structural demand thesis. This frontier demand is ramping on a hockey-stick trajectory; EVs were the headline act early on, but grid and transmission capex are rapidly becoming the real heavy lifters.
Backstopped by the AI revolution and this insatiable hunger for power, global grid capex is compounding exponentially, and copper is running the textbook picks and shovels play.
Also structurally speaking, an EV gobbles up almost 3x the copper intensity of a legacy ICE vehicle, meaning EVs already occupy a massive chunk of the demand pie chart.
To top it off AI data centers are more than double the copper-intensity of a vanilla crypto mining warehouse. The data center demand vector is moving in a straight line up and right.
And yet, some guys still want Tesla and Nvidia to go to zero? Give me a break. We need these tech nerds to keep printing.
#copper $hbm
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