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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) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [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) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [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) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [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 18 Feb 2026 - - - #### Wondering why memory chips stocks are on fire? Just watch the chart below courtesy of Bloomberg. Nvidia's chips consume more RAM witch each generation. Rubin requires as much memory as several powerful PCs. [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Wondering why memory chips stocks are on fire? Just watch the chart below courtesy of Bloomberg.](https://blog.syzgroup.com/hubfs/5-Feb-18-2026-04-07-27-6706-PM.jpg) ![Wondering why memory chips stocks are on fire? Just watch the chart below courtesy of Bloomberg.](https://blog.syzgroup.com/hubfs/5-Feb-18-2026-04-07-27-6706-PM.jpg) 3 Feb 2026 - - - #### NVIDIA halts plan to invest $100 billion in OpenAI. First Apple ditched now NVIDIA planning to pull back.. Source: Brainz - Systematic AI Execution Platform (SAIEP) [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![NVIDIA halts plan to invest $100 billion in OpenAI.](https://blog.syzgroup.com/hubfs/4-Feb-03-2026-04-11-19-1582-PM.jpg) ![NVIDIA halts plan to invest $100 billion in OpenAI.](https://blog.syzgroup.com/hubfs/4-Feb-03-2026-04-11-19-1582-PM.jpg) 7 Jan 2026 - - - #### Nvidia CEO said yesterday that the “Memory Bottleneck is Severe” SK Hynix ($330B) $MU ($355B) Samsung ($595B). Wait and see the look on everyone’s face when they find out the entire AI buildout will be bottlenecked by the tiny $AXTI ($1B) after the China’s new export controls. Source: Serenity @aleabitoreddit [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia CEO said yesterday that the “Memory Bottleneck is Severe”](https://blog.syzgroup.com/hubfs/5-Jan-07-2026-10-50-59-5878-AM.jpg) ![Nvidia CEO said yesterday that the “Memory Bottleneck is Severe”](https://blog.syzgroup.com/hubfs/5-Jan-07-2026-10-50-59-5878-AM.jpg) 30 Dec 2025 - - - #### Interesting comments by UBS on Nvidia's acquisition of Groq Source: UBS [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Interesting comments by UBS on Nvidia's acquisition of Groq](https://blog.syzgroup.com/hubfs/6-Dec-30-2025-12-30-01-4732-PM.jpg) ![Interesting comments by UBS on Nvidia's acquisition of Groq](https://blog.syzgroup.com/hubfs/6-Dec-30-2025-12-30-01-4732-PM.jpg) 5 Dec 2025 - - - #### Will it ever happen? OpenAI does not appear to have sufficient liquidity, and even if it did, current market pressures may lead it to prioritize operational stability rather than aggressive growth Source: Markets & Mayhem [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Will it ever happen? OpenAI does not appear to have sufficient liquidity, and even if it did, current market pressures may lead it to prioritize operational stability rather than aggressive growth](https://blog.syzgroup.com/hubfs/6-Dec-05-2025-02-19-04-2594-PM.jpg) ![Will it ever happen? OpenAI does not appear to have sufficient liquidity, and even if it did, current market pressures may lead it to prioritize operational stability rather than aggressive growth](https://blog.syzgroup.com/hubfs/6-Dec-05-2025-02-19-04-2594-PM.jpg) 3 Dec 2025 - - - #### Great chart by Tavi Costa showing Mega-caps hardware stocks Entreprise Value as a % of GDP - 2000 vs. today... We think Nvidia has a different profile. Still, this is a scary one... [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Great chart by Tavi Costa showing Mega-caps hardware stocks Entreprise Value as a % of GDP - 2000 vs. today...](https://blog.syzgroup.com/hubfs/3-Dec-03-2025-03-57-44-2145-PM.jpg) ![Great chart by Tavi Costa showing Mega-caps hardware stocks Entreprise Value as a % of GDP - 2000 vs. today...](https://blog.syzgroup.com/hubfs/3-Dec-03-2025-03-57-44-2145-PM.jpg) 28 Nov 2025 - - - #### Got Hard Assets? Gold \> Nvidia since Q1 2024 \*Bloomberg terminal data. Lawrence McDonald @Convertbond [#gold|](https://blog.syzgroup.com/syz-the-moment/tag/gold) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Got Hard Assets?](https://blog.syzgroup.com/hubfs/7-Nov-28-2025-02-41-06-0000-PM.jpg) ![Got Hard Assets?](https://blog.syzgroup.com/hubfs/7-Nov-28-2025-02-41-06-0000-PM.jpg) 28 Nov 2025 - - - #### How many loans to negative cash flow start ups were made using Nvidia chips as collateral? Source: Edward Dowd @DowdEdward [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![How many loans to negative cash flow start ups were made using Nvidia chips as collateral?](https://blog.syzgroup.com/hubfs/3-Nov-28-2025-02-26-14-9508-PM.jpg) ![How many loans to negative cash flow start ups were made using Nvidia chips as collateral?](https://blog.syzgroup.com/hubfs/3-Nov-28-2025-02-26-14-9508-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/3) [2](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/6) [❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/5) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/nvidia/page/34?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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