#Rigetti #OpenAI #PLTR CEO's : toppish signs! / SNAP benefits / 'Liquidity sacarcity', QE/QT/SOFR/repo stuff
- Stéphan
- 2 days ago
- 4 min read
#MSFT Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything.... Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot..., The AI Chip Market — Demand and Supply, fully controlled by NVIDIA / Thread, Atlman said 'enough' to questions about revenues.., and now PLTR's Karp having a go at short sellers..his company is possibly the most overvalued of all times on 350 P/E or something, Rigetti CEO comments below.., KOSPI chopped.. >>>> ''all worrying signs for the bulls, ''when the music stops in a crowded market''
Markets : The total value of the US stock market is now ~245% of the country’s GDP – far above the 100% level that Warren Buffett considers a sign of a market bubble, Trump says SNAP benefits will only be given when the US government is reopened, "and not before." Over 40 million Americans rely on SNAP with $8.2 BILLION per month in benefits now frozen. >>> #liquidity scarcity, higher USD, crowded ''short $$ trade'' squeezing and hurting... as margin calls increase, banking stress, collateral vs liquidity shortage in REPO (chart available - please ask), Mamdani wins, another headache for Trump, Softbank suddenly down 20% in a couple of days, crypto having a pretty bad time too..owned positions, momo stocks, thematic stories (quantum etc) a decent liquidation mode..
Trade : EU leaders skip Latin Amrican summit to avoid upsetting Trump!,
All the QE/QT/SOFR/repo stuff that's happening now is basically just like back in 2019, except now the Fed has a standing repo facility/Thread
Scott Bessent is now making the case why NYC will receive less funding if Mamdani is elected because, according to him, the state will lose people to red states
Bitcoin officially enters bear market territory, now down -20% since its record high seen on October 6th, Ether falls below $3,400 and officially erases all 2025 gains
TRUMP ON TRUTH SOCIAL: The Democrats are far more likely to win the Midterms, and the next Presidential Election, if we don’t do the Termination of the Filibuster (The Nuclear Option!), because it will be impossible for Republicans to get Common Sense Policies done with these Crazed Democrat Lunatics being able to block everything by withholding their votes. FOR THREE YEARS, NOTHING WILL BE PASSED, AND REPUBLICANS WILL BE BLAMED. Elections, including the Midterms, will be rightfully brutal. If we do terminate the Filibuster, we will get EVERYTHING approved, like no Congress in History. We will have FAIR, FREE, and SAFE Elections, No Men in Women’s Sports or Transgender for Everybody, Strong Borders, Major Tax and Energy Cuts, and will secure our Second Amendment, which the Democrats will also terminate, IMMEDIATELY.
This is so weak from Europe... hard to beleive... Top EU Leaders Skip EU-Latin American Summit in Colombia to Avoid Irking Trump - Bloomberg
CEO is openly saying there will be no meaningful commercial revenue for the better part of a decade >>>>> The reason the CEO can be honest is he sold all of his shares back in May!... beware !!
Kakashii on X: "The AI Chip Market — Demand and Supply, Fully Controlled by NVIDIA Few really understand this, but let me break down in one post, how the whole demand and supply cycle works when both are controlled by one company: NVIDIA. Jensen knows exactly what Wall Street expects from him https://t.co/hIH8BP78YS" / X
Lyn Alden on X: "All the QE/QT/SOFR/repo stuff that's happening now is basically just like back in 2019, except now the Fed has a standing repo facility. Both times, a rapid TGA refill was a big catalyst. I have an explainer thread on the 2019 repo spike below, from back when it was happening. https://t.co/F9oy9xu98x" / X
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