JPMorgan Chase closing its silver short, combined with silver holding the 50-day SMA since May ‘25, sets up for a violent rally. 1
Market makers are implicated in the silver crash, which harmed retail and small players. 6
A tightening Fed balance sheet and less market liquidity, driven by critiques of QE, is impacting asset prices, evidenced by gold falling over 10% and silver plummeting more than 30% in a day. 14
A surge in Put volume on Friday suggests a potential S&P 500 bottom, mirroring historical patterns. 15
$BTC shows a battleground at $75k following a former cup and handle breakout now contrasting with a head and shoulders breakdown. 2
A MOAT is spotted in $MSFT; it’s crunch time for the bulls to show strength. 5
A domain selling for $500k indicates entering the top of a market bubble. 7
AI demand shows no signs of slowing, evidenced by ASML Holding ($ASML) sales rising +16% YoY in 2025 to a record €32.7 billion, marking its 13th consecutive annual increase. 3
TSMC emphasized A16’s HPC-exclusive nature because BPD implementation requires a wafer flip process step that degrades backside heat dissipation. 8
US AI infrastructure is largely built by Taiwanese tech giants’ supply chains; without these suppliers, global AI expansion would face significant hurdles. 9
Lam Research ($LRCX) is finally “blooming and exploding” after long-term endorsement, following its Q2 FY2026 earnings. 11
AI security is a critical demand in the AI era, intensifying as Agents become more prevalent. 12
Research into HPSP reveals connections between Peter Thiel’s sponsorship of JD Vance (representing Ohio, home to Intel’s largest fab) and HPSP’s unusually high sales to Intel among Korean equipment companies. 13
$ASML machines achieve more powerful and energy-efficient chips by using ~13.5 nanometer light to create microscopic patterns on wafers. 16
Students pursuing green cards via education might be taking the least probable and most costly path, raising questions about whether obtaining a green card is their sole objective for studying in the US. 4