Nvidia $NVDA: if you wonder why the stock was not surging after-hours despite beating Street estimates, here's part of the answer:
everyone's is UBER-BULLISH on the stock. This caps the upside.
Bitcoin basically at the 200 day moving average....
Source: The Market Ear
Yesterday, S&P 500 and 10y Treasury yield rolled over intraday ...
markets showing more concern for growth as opposed to inflation when it comes to tariffs. Source: Kevin Gordon @KevRGordon on X, Bloomberg
$NVDA Q4 2025
"We've successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter." - Jensen Huang Revenue +78% *Data Center +93% *Gaming -11% *Professional Vis. +10% *Automotive +103% EBIT +77% *marg. 61% (62) EPS +82% Source: Quartr
Bitcoin and TQQQ (3x QQQ) have moved in tandem for a long time.
Looks like BTC wants "this" even lower. Source: The Market Ear
Europe has AI regulations without AI companies.
Europe has crypto regulations without crypto. Europe wants to censor social media without social media companies. Source: Michel A.Arouet
🚨Cash is TRASH, according to US equity funds:
Cash allocation of US equity funds has declined to just ~1.5%, the lowest on RECORD. The Fear of Missing Out (FOMO) has never been greater. This creates downside risk Source: Global Markets Investor, Goldman Sachs
🚨BREAKING: UKRAINE AGREES TO U.S. MINERALS DEAL AFTER TRUMP ADMINISTRATION DROPS $500B DEMAND
Kyiv has finalized a minerals deal with Washington, securing joint development of Ukraine’s oil, gas, and mineral resources—but only after the Trump administration dropped its toughest demands, including a $500 billion revenue claim. The deal establishes a fund where Ukraine will contribute 50% of proceeds from future mineral monetization, but it does not include the security guarantees Kyiv originally sought. With Zelenskyy expected to visit the White House for a signing ceremony, this deal marks a major shift in U.S.-Ukraine relations under Trump. Source: Financial Times thru Mario Nawfal on X
