Markets, news, memes, crypto, and whatever else breaks the internet that day
Joined March 2025
- Tweets209
- Following53
- Followers159
- Likes409
Daily Flows retweeted
Forget who Jensen was sleeping with. I want to know who knew what and when. And whether the timing of any $NVDA insider stock sales deserves a closer look. Asking for a few million shareholders
Daily Flows retweeted
We get an inch and they take a mile
BREAKING: President Trump tells Fox News the United States will respond with force after what he called a surprise Iranian missile attack on U.S. forces in Jordan, saying, "We're going to beat the f****** s*** out of them" and warning Iran is "going to get a beating."
He said U.S. forces successfully intercepted the incoming ballistic missiles, confirmed overnight strikes against Iran-backed militias in Iraq were coordinated with the Iraqi government, and called the militias "a cancer on the world." | @TreyYingst @foxandfriends
Daily Flows retweeted
It’s going to be nearly impossible to compete with cheap labor. AI will replace a lot of jobs, but as it becomes more widespread, genuine human interaction will become more valuable than ever.
Daily Flows retweeted
Semis remembered they are cyclical
This is turning into of the worst days for Semis all year.
Market seems to be reacting to a few things:
- A Chinese state-backed company has started mass-producing its own DUV lithography machines. The market is worried that the development could reduce China’s dependence on Western suppliers like ASML and weigh on future equipment demand
- NVDA backstopping OpenAI’s new datacenter buildout with $250B is making the market think that things are getting a bit too circular
- NVDA investing $5B into a new AI startup once again is creating fears of circular financing
- China just had their second largest IPO ever and it was a memory company which is now making the market think that oversupply of memory and a peak in prices is underway
Trump tried to calm down markets by saying that the US and Iran are talking, which got Oil down 7%, but isn’t really helping the chip stocks. Usually, a drop on oil that big would explode high beta names like semis but the market seems to be taking the China buildout threat seriously.
Effectively, the market is saying that China supply coming through means the constraints that create the pricing/earnings power for the semis is diminishing. I’m not sure if this is actually true, especially given how new these reports are, but it goes to show how fragile the entire semi trade is if a headline like this can wipe out $500B+ from the entire sector today.
As always, if semis go down hard, the software names go up which is why software is rallying heavy today.
Are you buying the semi dip or is this a legitimate concern?
$MU $SNDK $INTC $NVDA $AMD
Daily Flows retweeted
Me after reading this:
JUST IN: Jim Cramer says investors should sell data center stocks "no matter what"
Readers added context they thought people might want to know
Cramer's full comment was directed at those borrowing money: "If you're borrowing money to buy something related to the data center, then tomorrow morning, 9:30 a.m., sell it no matter what. You won't regret it." cnbc.com/2026/07/27/jim…
Daily Flows retweeted
$NVDA HOLDERS RIGHT NOW:
Daily Flows retweeted
The former Commissioner of the FDA Commissioner expresses his concerns on the cyclospora parasite.
"I don't think we're in the clear yet."
Daily Flows retweeted
Stock futures climb after the U.S. and Iran paused military strikes over the weekend, sending oil prices sharply lower.
Investors now shift focus to a pivotal earnings week and the Fed's policy meeting.
Looks like it could be a bullish Monday with Nasdaq futures +1%, S&P 500 +0.6%, Dow +0.5%.
