Technical, Fundamental, & Contrarian Investor/Trader - Equities, Crypto, FX - Data Analytics, 4IR, AI, VR, Space, Preventive Healthcare, STEM, Famiglia 👪💎
Greater NYC area
Joined March 2009
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$KODK 😉🤜🏽🤛🏽
ACE retweeted
The Next Fannie Mae Is Made Of GPUs zerohedge.com/ai/next-fannie…
ACE retweeted
🚨 EVERYTHING THAT COULD MOVE THE MARKET IS HAPPENING IN THE SAME WEEK.
The Fed, Big Tech earnings, U.S. inflation data and the Bank of Japan are all about to make major announcements.
And with AI spending fears growing and inflation rising again, the timing couldn't be more important.
Here's what to watch:
1. WEDNESDAY: FED INTEREST RATE DECISION
The Fed is expected to hold rates at 3.75%–4.00%.
But economists are already expecting another 25 bps hike in December.
If Kevin Warsh signals more rate hikes, stocks could come under pressure. A less hawkish message could trigger a relief rally.
2. WEDNESDAY: $GOOGL + $MSFT EARNINGS
Two of the biggest AI companies, worth roughly $8 TRILLION combined, will report earnings.
Microsoft is expected to generate around $90.6 billion in revenue, while Alphabet is expected to report nearly $128 billion.
Investors will be watching AI spending, cloud growth and whether these companies are actually making enough money from AI.
A big earnings beat could revive the AI rally. Disappointing results could hit the entire tech sector.
3. THURSDAY: $AMZN + $INTC + $SNDK EARNINGS
Another major test for the AI trade.
Amazon's AWS growth, Intel's chip business and Sandisk's memory demand will give investors a better idea of how strong AI spending really is.
With so much of the S&P 500 tied to technology, these earnings could move the entire market.
4. THURSDAY: U.S. PCE INFLATION + GDP
This could be the biggest economic surprise of the week.
Headline PCE inflation is expected to rise to 3.6% from 3.4%.
Core PCE is expected at 3.1% annually, with a 0.3% monthly increase.
Meanwhile, Q3 GDP growth is expected around 3.2%.
Hot inflation could increase expectations for more Fed rate hikes, while cooler inflation could give stocks a major boost.
5. FRIDAY: BANK OF JAPAN INTEREST RATE DECISION
Japan's interest rate is already at 1.25%, its highest in 31 years.
The BOJ is expected to hold rates steady, but another hike is possible later this year.
Any surprise could strengthen the yen and put pressure on global markets through the yen carry trade.
And remember, the U.S. midterm elections are just days away.
Two major central banks, some of the world's biggest technology companies and crucial inflation data are all in focus.
If inflation cools and Big Tech delivers strong earnings, markets could see a massive rally.
But if inflation comes in hot, the Fed turns more hawkish and AI earnings disappoint, another major selloff could follow.
Either way, this could be one of the most important weeks of 2026 for global markets.
ACE retweeted
US Designates Helium A Critical Material In Reindustrialization Push To Avoid "Single Point Of Failure" zerohedge.com/commodities/us…
ACE retweeted
The Greek Orthodox Monastery of Saint Catherine on Mount Sinai, the oldest monastery in the world which has existed and operated continuously since the 5th century A.D, with one of the most important libraries in the world, has definitively signed today an agreement with the Egyptian authorities to retain the historical rights it has held for 1,500 years.
Let me remind you that no matter which conqueror passed through in the long history, even Muhammad, no one ever harmed this Greek Monastery, because of its history and spiritual significance.
It's an UNESCO World Heritage Site. It was built between 548 and 565 AD. Inside this Monastery, there is one of the oldest known surviving depiction of Jesus Christ as Pantocrator dating from when the Monastery was founded by the Byzantine emperor Justinian I.
- Homer Pavlos
ACE retweeted
GPUs are aging like fine wine, with rental rates up across the board since January 1st
Approximate change YTD:
- H200: +160%
- B200: +120%
- RTX PRO 6000: +65%
- H100: +35%
Even the 6-year-old A100 rents for more than it did at the start of the year
Charts of the Week: a16z.news/p/charts-of-the-we…
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Despite Iran’s efforts to disrupt energy shipments, oil exports from the Persian Gulf are roaring back and have surpassed pre-conflict levels.
The message is clear: Iran’s threats have failed to stop the flow of energy to global markets.
Selling Gas Twice: Venture Global Courts Qatar While Plotting A $160 Billion AI Power Empire zerohedge.com/commodities/se…
ACE retweeted
Ken Griffin on France and socialism…
"Paris should be a real wake up call to every single American. Government spending is 60% of their GDP. It’s the socialist dream the left talks about. That dream comes down to how much you can take from others. It doesn’t belong in America."
ACE retweeted
SpaceX has just officially confirmed today that the SpaceX board of directors has formed a special committee to evaluate a potential combination between SpaceX and @Tesla.
“No determination by our special committee has been made regarding any potential combination, and any potential combination would be subject to further approval by our special committee, our board of directors and our controlling shareholder. There can be no assurance that any agreement will be reached or that any transaction will be consummated, and the special committee may determine not to proceed with recommending any transaction it does not believe to be in the best interests of our shareholders.”
This is via SpaceX’s new 10-Q filing with the SEC.
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JUST IN: Palmer Luckey's genetically modified military dog startup, Warhound, comes out of stealth, aiming to create enhanced canines for the U.S. military.
Readers added context they thought people might want to know
This is NOT Palmer's company at all, his company Anduril is only supplying the tech for the dogs, and this is a wholly owed Collosal entiity
x.com/palmerluckey/s…
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BREAKING: 🇨🇳 Over ¥1.364 TRILLION ($202 BILLION) wiped out from Chinese stocks as the SSE falls -2% to its lowest level in almost 15 months.
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As required by the GENIUS Act, requirements are tailored to issuers’ business models and risk profiles, with examination cycles reflecting their size and complexity. This approach combines robust oversight with proportionate requirements, supporting opportunities for community banks to
participate in the new industry. Learn more at occ.gov/GENIUS.
ALT GENIUS Act Final Rule. Fact: The OCC’s final rule supports fair competition and responsible innovation by generally applying the same requirements to bank and nonbank payment stablecoin issuers. OCC.gov
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BREAKING: 🇯🇵 Over ¥25.85 TRILLION ($165B) wiped out from Japanese stocks as the NIKKEI crashes -2.2% after inflation came in above the BOJ's 2% target.
ACE retweeted
MAJOR U.S. BANKS DETECT UNAUTHORIZED AI AGENTS ACCESSING CUSTOMER ACCOUNTS — AXIOS
Major banks, including $JPM, $BAC, $MS and $WFC, are confronting security risks from third-party AI agents accessing customer accounts, according to Axios.
Some agents have reportedly attempted actions beyond user instructions, raising concerns about unauthorized transactions and fund transfers.
Morgan Stanley has begun blocking third-party agents, while JPMorgan, Bank of America and Citi are restricting access.
Banks warn they cannot reliably distinguish legitimate user activity from autonomous AI agents, even when customers have voluntarily shared their credentials.
ACE retweeted
$MNTS announced that it has been awarded a task order contract by @NASA for the formulation phase of the agency's Fly Foundational Robots Resupply mission.
Read the full release: investors.momentus.space/new…
ACE retweeted
Elon Musk on Optimus:
"We've started early production. The growth of Optimus is an S curve, but the initial curve is a shallow slope. We have the vast majority of the 1 million unit/year line installed at Fremont. There's still some things we need to tweak about the design. There's still quite a lot of work to do with the AI in the robot. I would expect that the AI, the electromechanical design, reliability, usage life, expect these issues to be solved by the end of next year. I remain convinced Optimus will be the biggest product on Earth. I do want to temper expectations that we still have a lot to get through, it will take about a year to get through that."
