$VIX spiked 26% today, juxtaposed with $SPX being within -3% of its all-time high. This uncommon pairing historically shows $SPX higher two weeks later in all of the last 10 instances. 引用[12]
$NFLX has slumped almost 40% from its all-time highs. Despicable. 引用[13]
$NFLX has round tripped, returning to its levels from a year ago. 引用[9]
In the options market, gold is initiating an uptrend. I predict the $xauusd/$xagusd gold-silver ratio will likely reverse, signaling gold is poised to rally. 引用[29]
The prime AI play has been shorting software while going long semis. Is the next significant AI trade shorting both? 引用[10]
Amazon CEO Andy Jassy warns that the current AI compute consumption pace is unprecedented, highlighting a global shortage of power and chips to sustain this demand. 引用[14]
Anthropic CEO predicts AI models could manage end-to-end software engineering within 6 to 12 months, signaling 2026 as the rise of agentic AI. Value will pivot to platforms enabling safe, scalable AI agent deployment and operation, benefiting $META, $MSFT, $GOOGL, $PLTR. 引用[17]
Kioxia is perceived to be making excuses for its low profitability, blaming a “gentleman’s agreement” on annual production and supply plans with key customers like Apple, rather than the Long-Term Agreement (LTA) signed. 引用[23]
If memory is truly so cyclical, how do $MU investors who put $10K in a decade ago now sit on approximately $360K profit? 引用[24]
When market conditions feel precarious, lighten up on high-beta plays and secure hedges with small positions. This strategy pays off during market downturns. Currently holding crypto with significant losses, but maintaining composure. 引用[27]