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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 27 Jan 2026 - - - #### Over 80% of $SPX constituents have entered their buyback blackout window, reducing corporate support as we kick off the Q4 earnings season. Source: Hedgeye [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Over 80% of $SPX constituents have entered their buyback blackout window, reducing corporate support as we kick off the Q4 earnings season.](https://blog.syzgroup.com/hubfs/10-Jan-27-2026-01-26-16-5570-PM.jpg) ![Over 80% of $SPX constituents have entered their buyback blackout window, reducing corporate support as we kick off the Q4 earnings season.](https://blog.syzgroup.com/hubfs/10-Jan-27-2026-01-26-16-5570-PM.jpg) 27 Jan 2026 - - - #### 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 [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) ![Nancy Pelosi just filed ~$69M worth of new stock trades](https://blog.syzgroup.com/hubfs/9-Jan-27-2026-01-25-25-9540-PM.jpg) ![Nancy Pelosi just filed ~$69M worth of new stock trades](https://blog.syzgroup.com/hubfs/9-Jan-27-2026-01-25-25-9540-PM.jpg) 27 Jan 2026 - - - #### There's Always a Reason to Sell. Source: Koyfin @KoyfinCharts [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) ![There's Always a Reason to Sell.](https://blog.syzgroup.com/hubfs/8-Jan-27-2026-01-24-24-6332-PM.jpg) ![There's Always a Reason to Sell.](https://blog.syzgroup.com/hubfs/8-Jan-27-2026-01-24-24-6332-PM.jpg) 27 Jan 2026 - - - #### 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 [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Indian Stocks $INDA form a Death Cross ☠️ for the first time this year](https://blog.syzgroup.com/hubfs/3-Jan-27-2026-01-18-17-1696-PM.jpg) ![Indian Stocks $INDA form a Death Cross ☠️ for the first time this year](https://blog.syzgroup.com/hubfs/3-Jan-27-2026-01-18-17-1696-PM.jpg) 26 Jan 2026 - - - #### 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 [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Why NVIDIA H100 Rental Prices Are Rising Again](https://blog.syzgroup.com/hubfs/12-Jan-26-2026-02-45-20-5004-PM.jpg) ![Why NVIDIA H100 Rental Prices Are Rising Again](https://blog.syzgroup.com/hubfs/12-Jan-26-2026-02-45-20-5004-PM.jpg) 26 Jan 2026 - - - #### Total Returns since inception of the first Gold ETF in November 2004 Berkshire Hathaway $BRK.B: +744% Gold ETF $GLD: +932% Source: Charlie Bilello [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) ![Total Returns since inception of the first Gold ETF in November 2004](https://blog.syzgroup.com/hubfs/7-Jan-26-2026-02-28-42-3257-PM.jpg) ![Total Returns since inception of the first Gold ETF in November 2004](https://blog.syzgroup.com/hubfs/7-Jan-26-2026-02-28-42-3257-PM.jpg) 26 Jan 2026 - - - #### The smaller, the better so far in 2026 Source: Bespoke @bespokeinvest [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The smaller, the better so far in 2026](https://blog.syzgroup.com/hubfs/5-Jan-26-2026-02-21-18-4178-PM.jpg) ![The smaller, the better so far in 2026](https://blog.syzgroup.com/hubfs/5-Jan-26-2026-02-21-18-4178-PM.jpg) 26 Jan 2026 - - - #### 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 [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![In case you missed it... This just happened: ](https://blog.syzgroup.com/hubfs/3-Jan-26-2026-02-17-20-8493-PM.jpg) ![In case you missed it... This just happened: ](https://blog.syzgroup.com/hubfs/3-Jan-26-2026-02-17-20-8493-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/82) [81](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/81) [82](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/82) [83](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/83) [84](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/84) [85](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/85) [❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/84) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/312?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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