DeepSeek 2.0 .. / PLTR glitch or hacked? / 2025 U.S payrolls adjustment down 1mio.. / EU 'mutual defense' / MAG7
- Stéphan
- 9 hours ago
- 3 min read
U.S. job growth for 2025 was revised down by 1,029,000, the biggest annual downward revision in at least 20 years (U.S data is pure fiction.....)
Markets : MAG7 are breaking down technically, underperforming RoW and USD is weak.., (Hyperscaler CDS demand on increase), China halved its UST holdings over the last 5years (down to $675bn), INSIDER activity in the U.S almost 100% 'sell', Retail portfolio cash allocation is down to ~14%, one of the lowest readings since the 2000 Dot-Com Bubble burst, all while fund managers’ cash levels as a % of assets under management (AUM) have fallen to 3.2%, also a record low, according to BofAFM survey, PLTR glitch or hacked ?, #MSFT is now approaching the 200 WMA (something that happens very rarely)
#CHF Franc’s relentless rise alarms Swiss companies. Safe haven currency’s bull run triggers fears about impact on sales and profits
Geopolitics : Outgoing Dutch Defence Secretary Tuinman says if the US blocks F‑35 software updates, the Netherlands will crack the code and develop its own updates to make the jets fully European. He added he is not allowed to provide further details, VdL : the time has come to bring Europe’s mutual defense clause to life. Mutual defense is not an optional task for the EU. It is an obligation under our own treaty — Article 42.7
IBM is tripling the number of Gen Z entry-level jobs after finding the limits of AI adoption
France has decided to walk back its previous decision of closing 14 nuclear reactors and instead open 6 more
One must read from ..Ray Dalio, to summarise, he argues the post-1945 world order has collapsed into disorder, as seen at Munich Security Conference. We're in a "might makes right" phase with power struggles in trade, tech, geopolitics, capital, and potential military conflicts (e.g., US-China over Taiwan). Key principles: Negotiate win-wins, avoid escalation, use power wisely. Wars are costlier than imagined; focus on productivity and balanced relations to sustain power
This IS probably the best summary of the world today, have a read :
Maybe when you commit mass surveillance across world leaders and people, some may raise and say 'nope'....clearly big is true...
... Jawwwn on X: "Palantir CEO Dr. Alex Karp: “You need a higher purpose, and I think you often need a lower purpose. @andrewrsorkin: “What’s your lower purpose?” Karp: “I love the idea of getting a drone and having light fentanyl-laced urine spraying on analysts that tried to screw us.” https://t.co/HjTweXBLH1" / X
This could be a BIG deal >>> Ai optimized, newly coded, will possibly need 5-10x less memory, compute, energy, Capex spending turns out to be a boost for shares and GDP scheme, pushed all along by Bessent/Trump... Markets & Mayhem on X: "This is a big deal. The DeepSeek 2.0 moment continues, with a grand reveal from the big whale themselves as early as Monday. An open weight model that likely is on par with the proprietary frontier models. This further calls into question: 1) AI CapEx spending w/ RoI that is" / X
AI in China: INFRASTRUCTURE AI in US: WINNER TAKE ALL DeepSeek v4 OPEN-source model will likely beat CLOSED-source models in America...
Alex Mason 👁△ on X: "🚨 THE AI BUBBLE IS ABOUT TO BREAK And I don’t think people are prepared for what comes next. Everyone keeps treating AI like the next internet. I don’t see it that way. To me, this looks far closer to a debt bubble, and the timing lines up for real stress around 2026. Let https://t.co/VDHwwLiA0h" / X
''Right now, the AI industry is burning roughly $400B per year, while generating maybe $50–60B in actual revenue.''