🚀 Market & Macro Dynamics

  • Despite day trading chatter, S&P 500 and Gold simultaneously hit all-time highs, signaling broad market strength 1.
  • The Dollar Index holds its 4, 10, and 30-year price levels. Widespread economic distress isn’t the Dollar’s fault 2.
  • Gold and Silver’s relentless rally pressures the US Dollar’s stability 3.
  • “Gold & Silver can’t go up every day” is a myth; their upward grind continues 6.
  • Gold breaking $5000 per ounce reflects US Dollar and US debt devaluation, not just Gold’s rise. Fiat currencies historically trend to zero 9.

📈 Technical Signals

  • $JPM faces scrutiny for a potential bounce within a “megaphone” pattern 4.

💻 Semiconductor & AI

  • Nvidia potentially outsourcing 25% of Feynman’s I/O dies and advanced packaging to Intel Foundry (on 18A or 14A process) could send $INTC past $100 5.
  • AI’s leverage is immense; individuals mastering these tools can effectively “command thousands of troops” 10.
  • AGI’s impact hinges on significant labor force substitution. Its micro-definition is a human-like assistant; macro, it displaces 5-10% of labor, marking the J-curve inflection point 11.

🌍 Geopolitics

  • US military readiness for Iran is slated for completion in two weeks. This opens a “window of opportunity” for action in coming months, per US communication to Israel 7.

🚗 Autonomous Driving

  • Tesla’s Robotaxi service in Austin, Texas, shows limitations. A user logged 42 attempts, with 5 still requiring safety drivers 8.