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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 26 Nov 2025 - - - #### Late November gonna late November? Stocks bottomed on November 20 and have staged a pretty impressive three day rally. Exactly in line with normal seasonality... Source: Ryan Detrick, Carson [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Late November gonna late November?](https://blog.syzgroup.com/hubfs/3-Nov-26-2025-01-16-45-2255-PM.jpg) ![Late November gonna late November?](https://blog.syzgroup.com/hubfs/3-Nov-26-2025-01-16-45-2255-PM.jpg) 25 Nov 2025 - - - #### It may be a short week, but Thanksgiving week has traditionally been good for equities. source : bespoke [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![It may be a short week, but Thanksgiving week has traditionally been good for equities.](https://blog.syzgroup.com/hubfs/11-Nov-25-2025-04-26-29-4645-PM.jpg) ![It may be a short week, but Thanksgiving week has traditionally been good for equities.](https://blog.syzgroup.com/hubfs/11-Nov-25-2025-04-26-29-4645-PM.jpg) 25 Nov 2025 - - - #### Google $GOOGL is now up 15% since Buffett's Berkshire disclosed a $4B stake Source: Michael Burry Stock Tracker ♟ @burrytracker [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#google](https://blog.syzgroup.com/syz-the-moment/tag/google) ![Google $GOOGL is now up 15% since Buffett's Berkshire disclosed a $4B stake](https://blog.syzgroup.com/hubfs/2-Nov-25-2025-03-50-21-3690-PM.jpg) ![Google $GOOGL is now up 15% since Buffett's Berkshire disclosed a $4B stake](https://blog.syzgroup.com/hubfs/2-Nov-25-2025-03-50-21-3690-PM.jpg) 24 Nov 2025 - - - #### The correction of the US equity market turned 10 weeks old on Thursday. Here's what the sector rotation we've seen looks like underneath the surface. Source: J-C Parets [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The correction of the US equity market turned 10 weeks old on Thursday.](https://blog.syzgroup.com/hubfs/10-Nov-24-2025-02-20-19-9536-PM.jpg) ![The correction of the US equity market turned 10 weeks old on Thursday.](https://blog.syzgroup.com/hubfs/10-Nov-24-2025-02-20-19-9536-PM.jpg) 24 Nov 2025 - - - #### Nvidia: What’s the Bull Case? What’s the Bear Case? 🐂 Bull Case: The AI infrastructure boom is still in its early innings. Demand has no visible ceiling, and Nvidia continues to command extraordinary pricing power despite new entrants. Every major hyperscaler, enterprise, and startup is still rushing to deploy more compute. 🐻 Bear Case: Gross margins have slipped from 78% → 73%. The product transition introduces execution risk. And if hyperscalers don’t see the ROI they expect, they could slow down spending — even temporarily. What does Nvidia say? On the earnings call, the CFO addressed it directly: ➡️ AI demand remains extremely strong — strong enough that Nvidia is raising Q4 guidance again. Source: Bloomberg Activate to view larger image, [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia: What’s the Bull Case? What’s the Bear Case?](https://blog.syzgroup.com/hubfs/7-Nov-24-2025-02-16-53-9783-PM.jpg) ![Nvidia: What’s the Bull Case? What’s the Bear Case?](https://blog.syzgroup.com/hubfs/7-Nov-24-2025-02-16-53-9783-PM.jpg) 24 Nov 2025 - - - #### 🔴The 3x leveraged short Nasdaq 100 ETF, $SQQQ, saw +$12 BILLION in net inflows on Thursday, the largest daily inflow on record in data going back to 2010. This means some investors bet hugely that the tech stocks will decline. Many retail investors are piling into investment products they do not understand.. This will not end well. Source: Global Markets Investor [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![🔴The 3x leveraged short Nasdaq 100 ETF, $SQQQ, saw +$12 BILLION in net inflows on Thursday, the largest daily inflow on record in data going back to 2010.](https://blog.syzgroup.com/hubfs/6-Nov-24-2025-02-16-02-8240-PM.jpg) ![🔴The 3x leveraged short Nasdaq 100 ETF, $SQQQ, saw +$12 BILLION in net inflows on Thursday, the largest daily inflow on record in data going back to 2010.](https://blog.syzgroup.com/hubfs/6-Nov-24-2025-02-16-02-8240-PM.jpg) 21 Nov 2025 - - - #### We are seeing a lot of threads on X talking about Nvidia using financial engineering to boost results. See one example below from The Coastal Journal. [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![We are seeing a lot of threads on X talking about Nvidia using financial engineering to boost results.](https://blog.syzgroup.com/hubfs/11-Nov-21-2025-02-48-22-6792-PM.jpg) ![We are seeing a lot of threads on X talking about Nvidia using financial engineering to boost results.](https://blog.syzgroup.com/hubfs/11-Nov-21-2025-02-48-22-6792-PM.jpg) 21 Nov 2025 - - - #### Yesterday, what was notable was the plunge in crypto (more specifically bitcoin breaking $90k and Ether $3k) that preceded the move in stocks... Source: www.zerohedge.com [#Crypto|](https://blog.syzgroup.com/syz-the-moment/tag/crypto) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Yesterday, what was notable was the plunge in crypto (more specifically bitcoin breaking $90k and Ether $3k) that preceded the move in stocks...](https://blog.syzgroup.com/hubfs/8-Nov-21-2025-02-43-03-2991-PM.jpg) ![Yesterday, what was notable was the plunge in crypto (more specifically bitcoin breaking $90k and Ether $3k) that preceded the move in stocks...](https://blog.syzgroup.com/hubfs/8-Nov-21-2025-02-43-03-2991-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/96) [95](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/95) [96](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/96) [97](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/97) [98](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/98) [99](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/99) [❯](https://blog.syzgroup.com/syz-the-moment/tag/equities/page/98) [❯❯](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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