The spread between silver prices in Shanghai vs London is skyrocketing...
Source: Markets & Mayhem
Wait a minute...
Source: Heisenberg
The volume in the silver ETF $SLV is $32b..
That's 15x its average and by far the most volume of any security on the planet. For context, $SPY is $24b, $NVDA and $TSLA $16b... Source: Bloomberg, Eric Balchunas
Indian Stocks $INDA form a Death Cross ☠️ for the first time this year
The last one sent prices plunging more than 10% over the next 10 weeks 📉📉 Source: Barchart
Silver is currently beating the performance of the NASDAQ 100 over the last decade
Source: Stocks World
This is the most insane run in silver ever during such a short span of time.
Source: Markets & Mayhem
THE MASTER EARNINGS CALENDAR
Here are the most popular stocks that report earnings this week January 26th - January 30th Source: Earnings Hub
Why NVIDIA H100 Rental Prices Are Rising Again
The recent spike in NVIDIA H100 rental prices shows that the AI compute market remains volatile rather than oversupplied. Despite increased GPU availability, demand is being driven by year-end budget spending, creating temporary but intense surges in usage. The market is increasingly split between low-cost “neoclouds,” which offer cheaper but less reliable capacity, and hyperscalers, which charge premium prices for stability and integration. The main constraint is no longer GPU supply but power and grid capacity, with electricity and cooling costs now embedded in rental pricing. Meanwhile, delays in deploying NVIDIA’s next-gen Blackwell (B200) chips keep H100s in high demand as the current workhorse, preventing prices from falling in a normal hardware cycle. Source hashtag#chart: www.zerohedge.com
