OpenAI and Nvidia ($NVDA) ~$100 billion deal talks hit a wall. Nvidia’s Jensen Huang has privately slammed OpenAI’s business strategy, showing skepticism due to perceived lack of discipline and mounting competition from Google and Anthropic. 201738534298760434120173862408119300982017388119377711225
Silver endured an insane -35% intraday plunge, the largest ever, yet still closed the month up +19%, marking 9-straight months in the green. This shows extreme volatility and underlying resilience. 2017380807560859952
A violent rally in Silver and Gold is brewing for next week. Markets tend to frustrate the majority. 2017391194762867108
The Silver ($SLV) run is over, resembling prior bubble tops. 2017396363617612060
A Silver bottom near ~$50–70/oz looks plausible, setting up the next leg higher. Miners remain deeply undervalued, even in this scenario. 2017407211123949871
Oracle’s sideways chop is perplexing. It could be caught in the SaaS short basket or awaiting Blackwell-trained LLM releases. Existing explanations fall short. 2017380055626957294
February is historically a “spooky” month for $SPX, turning red in 5 of the last 7 instances. After recent crypto carnage, a metals hit could follow, suggesting equities need a breather. 2017387893472518269
Western Digital ($WDC) Q2 2026 earnings were solid, yet SNDK and rivals crushed it. WDC is losing the beauty contest, implying a patient wait-and-see. 2017388668835787257
VIX is on a 6-day rip, its best in 4+ years, pointing to a potential explosive move. 2017395862775992443
Bitcoin ($BTC) and Nasdaq 100 ($QQQ) are on a collision course. A sustained divergence where QQQ climbs while Bitcoin fades is unsustainable. 2017389184617795962