China's Car Industry Profit Margin has fallen to an all-time low
Source: Barchart
NVIDIA CEO: “I’D STUDY PHYSICS, NOT SOFTWARE” IF I WERE 20 TODAY Jensen says if he were graduating college in 2025, he’d skip coding bootcamps and major in physical sciences like physics or chemistry.
During a trip to Beijing on Wednesday, Huang was asked by a journalist: “If you are a 22-year-old version of Jensen [who] just graduated today in 2025 but with the same ambition, what would you focus on?” To that, the Nvidia CEO said: “For the young, 20-year-old Jensen, that’s graduated now, he probably would have chosen ... more of the physical sciences than the software sciences,” adding that he actually graduated two years early from college, at age 20. Why? Because the next frontier isn’t just chatbots - it’s hashtag#AI that understands gravity, inertia, friction, and cause and effect. He calls it Physical AI: robots that don’t just generate images or code, but grip, move, and predict real-world outcomes - like not crushing your coffee mug. “When you put that physical AI into a physical object called a robot, you get robotics." And yes, he said this in Beijing, while leading the first $4 trillion company in history. Source: CNBC thru Mario Nawfal on X
YouTube now owns 12.5% of all U.S. TV viewing time - more than any other distributor.
1B+ hours are watched daily on YouTube, surpassing Disney across broadcast, cable, and streaming. No studios. No soundstages. No scripts. Just total living room dominance. $GOOGL Source: Charlie Bilello
Opendoor is the market’s latest Meme Stock w/insane trading volumes.
Shares of the San Francisco-based tech group that focuses on the stagnant real estate sector have nearly tripled in value over the past week. The rally appears to have been sparked by a prominent investor discussing the stock on social media, which drew the attention of retail traders. The company has struggled since peaking at a $20.6bn valuation in February 2021, shortly after merging with the SPAC (special purpose acquisition company) Social Capital Hedosophia Holdings Corp II, led by Chamath Palihapitiya. That decline isn’t surprising: Opendoor’s core business is in the "instant buyer" market, where it aims to make home sales faster and bypass traditional realtor fees—an idea that has faced serious challenges in a cooling housing market. Yesterday was a roller-coaster, with the stock declining -40% in the last hour of trading after being up more than 67% intraday... Source: HolgerZ
It's remarkable to see silver approaching $40/oz, yet still historically undervalued relative to gold.
Source: Tavi Costa
The biggest gamma squeeze in history ???
Source: zerohedge
BREAKING: The S&P 500 is down 85% in Bitcoin terms since 2020.
Source: Bitcoin Archive @BTC_Archive
⚠️Corporate executives are EXTREMELY bearish:
11.1% of S&P 500 firms with the recent insider activity saw more buying than selling by corporate officers and directors, the LOWEST share EVER. 10 of the 11 sectors saw negative activity in all company sizes including large-cap. Source: Global Markets Investor
