Over 80% of $SPX constituents have entered their buyback blackout window, reducing corporate support as we kick off the Q4 earnings season.
Source: Hedgeye
Nancy Pelosi just filed ~$69M worth of new stock trades
Including selling $50M of Apple $AAPL Major sells include: - Sold $50M shares of Apple $AAPL - Sold $5M shares of Nvidia $NVDA - Sold $5M shares of Disney $DIS She bought new call options: - Bought $500K of $GOOGL LEAPS - Bought $500K of Amazon $AMZN LEAPS - Bought $500K of Apple $AAPL LEAPS - Bought $250K of Nvidia $NVDA LEAPS Source: Nancy Pelosi Stock Tracker on X
There's Always a Reason to Sell.
Source: Koyfin @KoyfinCharts
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
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
Total Returns since inception of the first Gold ETF in November 2004
Berkshire Hathaway $BRK.B: +744% Gold ETF $GLD: +932% Source: Charlie Bilello
The smaller, the better so far in 2026
Source: Bespoke @bespokeinvest
In case you missed it... This just happened: "Samsung increases NAND prices by 100%"
Estimates were 33-38% Q/Q growth - Trendforce This is an absolute shock. It's called the "Memory Supercycle" for a reason with $MU, Samsung, and SK Hynix + $SNDK. In simpler terms: That extra 65% increase (from 35% to 100%) is pure, added high-margin profit. If $MU guided for 68.0% gross margins Q2 2026, and we see a 100% NAND hike from 33-38% est, that could bring gross margin projections over 73-75%+. This is a blowout. Source: Serenity @aleabitoreddit
