In a world gone mad with chaos and blood, one man stands alone against the forces of evil. That man is Sean Brodrick. Debt in dollars, but gold settles the bill
West Palm Beach, FL
Joined May 2009
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Sean Brodrick retweeted
Commerce approved a company called New Matrix this year to assemble Nvidia's H200 chips into AI servers. But when the Times visited the site of its listed office, it was mysteriously vacant. People there had no records of this company.
New: Trump administration cleared Nvidia H200 chips to Chinese firms with empty offices and military ties nytimes.com/2026/11/07/busin…
Sean Brodrick retweeted
A newpaper owned by the guy who owns AWS might not be 100% objective on data centers 😂
Sean Brodrick retweeted
Nothing screams Florida like advantaging existing home owners while decimating your tax base.
Further transfers of wealth from young and poor(er) to aged and wealthier— this time via eliminated the most efficient form of taxation we have.
Proud to be an alachua county resident who was smart enough to vote against this.
Amendment 3 results re: first step for property tax elimination. Only 3 counties — Gadsden, Leon and Alachua (three most liberal counties) — had a majority vote against it. Rural counties where opponents were trying to scare people against it voted overwhelmingly in favor. 66% in Miami-Dade voted in favor, and large counties including Hillsborough, Palm Beach and Lee all hit 60% or more.
Big win for taxpayers!
Sean Brodrick retweeted
So many people worried about U.S-born el-Sayed allegiances when Jensen Huang is reportedly romantically involved with a Chinese spy who encouraged him to get exemptions to sell sensitive GPUs to China and, apparently, a CCP shell company.
Sean Brodrick retweeted
U.S. crude oil production continues to edge higher, with producers now closing in on the 14-million-barrel-per-day mark.
Sean Brodrick retweeted
I bought after the bad news have made two successful trades in the shares before the supply issue. First purchases were too high buy I averaged down on this name. One thing kept me in an adding down. I found the company vexingly silent. The planned sales exacerbated the negative news. One thing did speak though, the companies hiring pattern. It was already on steroids and went to a whole different level. I checked and compared it weekly and eventually it yielded that the company was solving its supply issue internally. Then I started seeing round the clock shifts and job positions marked URGENT hires. I hadn’t remembered ever seeing that before. Two things revealed from the hiring, an internal solve but more importantly a move to full production mode. That is not the stuff of a failing company. They have the lead in this important race and they tellingly referred to the company as a prime contractor, rare for a small company. I hope they are not snapped up before they add more value. After the conference call I believe the shares are greatly undervalued with their supply issue well in hand. We shall see. They are running 24/7 for a reason.
Sean Brodrick retweeted
The stock market is more than just AI 😉
Being bearish on AI may mean being bearish on the stock market (S&P 500), but not bearish on “stocks”
The problem is concentration, but we don’t have to play that game. New blog 👇
@RyanDetrick @CarsonResearch
carsongroup.com/insights/blo…
Sean Brodrick retweeted
This is what is ACTUALLY said in Texas. It is complete doom mongering to talk about the Democrats ending AI...
They are just asking for a few things in return. All manageable stuff.
Sean Brodrick retweeted
Big week for gold.. and a bullish false breakdown $GLD
More from me on @stockcharts articles.stockcharts.com/art…
Sean Brodrick retweeted
When a democratic nation where every person gets a vote follows a policy of "socialism for the rich but capitalism for the poor", the voters eventually vote themselves the same safety net that their elites got.
Sean Brodrick retweeted
"The KOSPI semiconductor sector's FY3 P/B has fallen to a historical low of around 0.7x, a level that has historically indicated a bottom of semi cycle and implied encouraging forward returns"
-Goldman Sachs via @MikeZaccardi
Sean Brodrick retweeted
A slew of Wall Street strategists were banking on a short-term selloff following the US midterm elections to give investors an opportunity to buy stocks at a discount bloomberg.com/news/articles/…
Sean Brodrick retweeted
Now that we saw the market drop 4% in a day with a few pod shop liquidations, we can now circle back to the point I was making in this post, the majority of the street was NOT betting lower, it was and still is the complete opposite!
All the horrible sell side data in the weeks prior were talking about how hedge fund exposures were “LOW” and how short based bets were super high lol.
Dive into the thread. It should serve as a good learning lesson.
Everyone who keeps sharing these short interest charts is missing the flows behind them. Most shops are not taking outright short bets. This is another effort to ease margin requirements across the street: banks providing balance sheet for more speculative bets are asking clients to post more short exposure.
The sequence on the street looks like this:
HF manager: “I want more margin.”
Bank: “Things look risky in public AI bets, and we’re already lending a lot against private AI bets. For some clients, we’ll extend more financing, but only if they add more short exposure to improve their collateral scores.”
HF manager: “Okay, I’ll short more stock against my main bet.”
That is how you end up with short exposures that look astronomically high while many end users remain heavily long tech. The additional shorts are supporting the financing of their main bets.
Which also tells the bigger story on why raw equity financing rates haven’t blown out the way they did ahead of the big SpaceX IPO in June, despite the fact that lending is slowing.
Sean Brodrick retweeted
Bitcoin (-13%) and Gold (-6%) are the two worst performing major assets so far in 2026. This is something we haven't seen before in any calendar year.
bilello.blog/newsletter
Sean Brodrick retweeted
"It's one thing for non-AI stocks to outperform AI stocks for a week or two. But this rotation has been going on for a while."
@sonusvarghese
