Syz the moment

"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

Looks like BTC wants "this" even lower. Source: The Market Ear

Europe has crypto regulations without crypto. Europe wants to censor social media without social media companies. Source: Michel A.Arouet

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

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

from just ONE 2 weeks ago to MORE THAN TWO now... Source: zerohedge

March-August pretty solid, on average. SPX 1929-2021 Suttmeier BofA. Source: Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi

Source: Rick Rule Rhetoric