Yen and Japanese long-bond yields are back on the market radar. US-Japan FX intervention is likely as USD/JPY neared 160 this week. The 30-year JGB yield also spiked to 3.76%, with 160 being a critical psychological defense for Japanese authorities. 2
Whale activity in Tether Gold is flashing hidden alpha for Gold price moves. Correlation between Gold price (Orange) and ounces of gold held by Tether Gold’s treasury (Blue) is noteworthy. 3
Sovereign entities, especially China, are accumulating gold with a 5-15 year forward view, anticipating the “end of the long-term debt cycle.” Convincing fiduciary institutions to follow suit remains a hurdle. 4
A projected $1330 price target for $MU signals strong conviction. The underlying logic points to high earnings certainty and explosive performance for memory in 2026, driven by robust demand. 5
Intel’s server chip volumes grew +9% y/y in 2025, marking the first gain since 2021. Data Center business hit peak revenue and operating income since 2022. Despite a projected 1Q26 dip, the year looks solid for DC, backed by increased internal capacity. 6
For Claude code and codex, Cuda abstractions are “relatively child’s play” compared to other modern GPU abstractions (RocM, oneAPI/sycl). This highlights Cuda’s ease of use and potential dominance in AI development. 7
Snowflake’s CEO, @RamaswmySridhar, targets a $1 trillion revenue goal via compound growth. This strategy draws from his Google experience, where a “$100 billion revenue plan” once seemed “absurd” in 2007 or 2008. 1
With a cautious 2026 US stock market outlook, yet unwilling to clear quality holdings, consider a defensive options strategy: selling in-the-money call options. For example, with $NVDA at $190, this hedges against significant downside. 8
$BIDU is not topping out; rather, it’s just getting started. The stock has already doubled in the past 6 months, signaling further upside momentum. 9
Following strong rallies in names like $MU, $GOOGL, $PLTR, a retest of the 200-day MA is normal. Patience is key to weathering these resets and avoiding FOMO. 10