Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

20 Nov 2025

➡️ Over the past eleven releases since ChatGPT launched, NVDA’s massive 10x rally hasn’t come from earnings-day pops:

Day-after and week-after moves have typically lagged, while the month before earnings has usually been the strong stretch. ➡️This quarter breaks that pattern, NVDA is flat heading into results, with recent earnings cycles showing weaker immediate reactions and stronger rallies later in the quarter. Source: The Market Ear, DB

20 Nov 2025

$NVDA NVIDIA Data Center literally off the charts.

Source: App Economy Insights

19 Nov 2025

Is this really sustainable? We will find out more later today

Source: Markets & Mayhem @Mayhem4Markets

19 Nov 2025

Nvidia $NVDA in danger of closing below its 100-day moving average for the first time since May

Source: Barchart

19 Nov 2025

Late November is historically a strong time of the year. Is this year going to be different?

Source: Ryan Detrick, CMT @RyanDetrick

18 Nov 2025

⚠️Retail investors are ALL-IN on US equities:

Individual investors' equity allocation hit 70.5%, near the highest since the 2000 Dot-Com Bubble burst. This is also in line with the 2021 meme stock frenzy peak. Their cash allocation remains historically low at 14.7%. Source: Global Markets Investors

18 Nov 2025

Zombie Companies (businesses unable to cover their debt payments) have reached the highest level in almost 4 years 🚨🚨🚨

Source: Bloomberg

18 Nov 2025

Credit spreads of the hyperscalers (red line - inverted) continue to widen out...and start to put donward pressure on AI equity basket (green line)

Source: Zerohedge

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks