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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) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [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) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [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) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [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) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [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) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [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 16 Oct 2026 - - - #### Leopold low 2.0? Leopold reportedly loaded up on CoreWeave and other AI-related calls in early September, just weeks before the latest selloff. Consider the CRWV November $95 call, which has collapsed from a high of $18 to just $1 since September 8. None knows the specific options Leopold bought, but this contract carries substantial open interest. The options unwind may also have amplified the selloff. Dealers who initially bought delta to hedge call exposure may subsequently have been forced to sell as those calls lost value, adding further pressure to the underlying stocks. Meanwhile, DRAM has crashed back to the Leopold lows, while CRWV is as oversold as during the initial selloff. With positioning washed out, options crushed, and technicals deeply oversold, could this be a buying opportunity? Source: TME [#Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) ![Leopold low 2.0?](https://blog.syzgroup.com/hubfs/1792128324329.jpg) ![Leopold low 2.0?](https://blog.syzgroup.com/hubfs/1792128324329.jpg) 15 Oct 2026 - - - #### Neocloud stocks remain a risky place GARTNER: “.. By 2030, Gartner predicts that cost pressure and a lack of a differentiating business model will force over 80% of neocloud providers to cease independent operations.” Source: Carl Quintanilla [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Neocloud stocks remain a risky place](https://blog.syzgroup.com/hubfs/1792006962073.jpg) ![Neocloud stocks remain a risky place](https://blog.syzgroup.com/hubfs/1792006962073.jpg) 15 Oct 2026 - - - #### Some things haven't changed World continues to spend more on alcohol than AI infrastructure Spending in 2026: • Alcohol: $1.70B • AI infrastructure: $1.484B Projections say next year will be the first time AI spending passes alcohol Source: Michael Burry Stock Tracker [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![Some things haven't changed](https://blog.syzgroup.com/hubfs/1792006436712.jpg) ![Some things haven't changed](https://blog.syzgroup.com/hubfs/1792006436712.jpg) 15 Oct 2026 - - - #### An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash. $APO $ARES $BX $CG $KKR $OWL Source: Bespoke [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) ![An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash.](https://blog.syzgroup.com/hubfs/1792039782075.jpg) ![An equal-weight basket of the six big publicly traded PE firms is now down 45% from highs. That's worse than its 2022 bear market drop and similar to its COVID crash.](https://blog.syzgroup.com/hubfs/1792039782075.jpg) 14 Oct 2026 - - - #### China’s exports grew by 36.3% in September from a year ago, their fastest pace since February, according to official data released Wednesday. Imports climbed by 31%, the fastest increase since June, the data showed, picking up from 28.2% in August. Both exports and imports exceeded estimates from a Reuters poll, of 25.5% and 24.5%, respectively. Earlier this year, China’s exports and imports each grew at their fastest pace in five years. A surge in demand for China-made parts for data centers to power artificial intelligence has helped fuel exports, along with stabilization in tensions with the U.S., China’s largest trading partner on a single-country basis. Source: CNBC [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#china](https://blog.syzgroup.com/syz-the-moment/tag/china) ![China’s exports grew by 36.3% in September from a year ago, their fastest pace since February, according to official data released Wednesday.](https://blog.syzgroup.com/hubfs/1791946827162.jpg) ![China’s exports grew by 36.3% in September from a year ago, their fastest pace since February, according to official data released Wednesday.](https://blog.syzgroup.com/hubfs/1791946827162.jpg) 14 Oct 2026 - - - #### Anthropic is offering a 145k salary for a personal assistant in London. Responsibilities include: "Scheduling and managing calendars for leader(s) and their organization" "Building and maintaining organizational systems for tracking and managing inbound requests" "Managing the leader's inbox and communications with precise attention to detail" "Handling travel logistics" Somebody should have build some sort of tech tool that can handle this stuff autonomously... Source: Seb Johnson [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![Anthropic is offering a 145k salary for a personal assistant in London.](https://blog.syzgroup.com/hubfs/1791924504901.jpg) ![Anthropic is offering a 145k salary for a personal assistant in London.](https://blog.syzgroup.com/hubfs/1791924504901.jpg) 14 Oct 2026 - - - #### Stocks historically do much better when Congress is split versus unified. Source: Ryan Detrick, CMT [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Stocks historically do much better when Congress is split versus unified.](https://blog.syzgroup.com/hubfs/1791946580936.jpg) ![Stocks historically do much better when Congress is split versus unified.](https://blog.syzgroup.com/hubfs/1791946580936.jpg) 13 Oct 2026 - - - #### The world's richest man, who spent almost $300mn helping Donald Trump get re-elected in 2024, made these donations during the past few months Source. FT [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![The world's richest man, who spent almost $300mn helping Donald Trump get re-elected in 2024, made these donations during the past few months](https://blog.syzgroup.com/hubfs/1791843976311.jpg) ![The world's richest man, who spent almost $300mn helping Donald Trump get re-elected in 2024, made these donations during the past few months](https://blog.syzgroup.com/hubfs/1791843976311.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought/page/4) [3](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought/page/7) [❯](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought/page/6) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought/page/164?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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