Independent thinking for complex markets and current events
Two months ago Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman stood side by side in San Jose, California, to announce a historic agreement between the two leaders in artificial intelligence. Nvidia would invest $100 billion over a number of years, starting in 2026, as OpenAI’s AI supercomputing facilities come online, the duo said. …
Everything feels worn thin. People aren’t hiding it anymore. “Oh, F*ck Off!’ Democrats Rage at ‘Pathetic’ Shutdown ‘Betrayal’ in Mass Backlash… Democrats across the spectrum lashed out at leadership after the deal was announced, calling it a sellout and a pathetic betrayal of promises made to voters… one progressive lawmaker said the agreement ‘gives away …
So the government stayed closed this long just to schedule one subsidy vote. BREAKING: Senators have agreed on a plan to end the government shutdown, according to Politico. The Senate will advance the House’s stopgap measure and proceed with a funding bill that provides full-year funding for the VA, Agriculture, and military construction. Funding for… …
https://t.co/uZpnABvHb2 — TT3 (@TradingThomas3) November 7, 2025 Reporter: What do you make of this new Democrat offer? Graham: Horrible. I'm not going to keep giving taxpayer dollars to the five largest healthcare insurance companies under Obamacare to get the government open. pic.twitter.com/Nn3m7VqOrh — Acyn (@Acyn) November 7, 2025 *REPUBLICANS REJECT DEMOCRATS' OFFER TO END SHUTDOWN …
BREAKING: Democratic senators open to cutting deal with GOP to end shutdown, per COURIER. Jon Ossoff (GA)Gary Peters (MI)Chris Coons (DE)Mark Kelly (AZ) Cortez Masto (NV)Jacky Rosen (NV) Jeanne Shaheen (NH)Maggie Hassan (NH)Angus King (ME)Elissa Slotkin (MI) — Leading Report (@LeadingReport) November 6, 2025 Polymarket has 50% probability of ending Govt shutdown only after Nov …
Now that the elections are over Trump realizes he needs to get a shutdown deal done ASAP. It’s pressuring the market and hurting the economy. This is why futures are off the lows. https://t.co/1tUyPOVrUZ — QE Infinity (@StealthQE4) November 5, 2025 Trump at his breakfast with Senate Republicans in the White House State Dining Room: …
Norway’s sovereign wealth fund has voted against a Tesla proposal to give CEO Elon Musk a compensation package worth $1 trillion. The fund, which is managed by Norges Bank Investment Management, holds a 1.14% stake in Tesla valued at about $11.7 billion, according to its mid-year filings in June. “While we appreciate the significant value …
New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see interest rates are back to …
TOKYO: US President Donald Trump lavished praise on Japan’s first female leader Sanae Takaichi in Tokyo on Tuesday (Oct 28), welcoming her pledge to accelerate a military buildup and signing deals on trade and rare earths. Both governments released a list of projects in the areas of energy, artificial intelligence and critical minerals in which …
This might be an investment opportunity. Who will win the AI wars? It might be Microsoft and OpenAI. I would not bet against them. “Microsoft and OpenAI on Tuesday said they had reached a deal to allow the ChatGPT maker to restructure itself into a public benefit corporation, valuing OpenAI at $500 billion and clearing …
The S&P 500 has now added +$3 TRILLION since its October 10th low after President Trump's 100% China tariff was announced. This is the most profitable market of all time. pic.twitter.com/Yih0uZxLdp — The Kobeissi Letter (@KobeissiLetter) October 26, 2025 The same deal Trump signs 50 times that will bring up $spx 50% so yes SPX …
Josh Sigurdson reports on the pummeling of the West Bank with bombs by Israel despite a so-called “ceasefire.” As we’ve pointed out from the beginning, the 7 country plan isn’t going to just magically disappear because President Trump signed a peace deal with Israel. Israel continues to create problems in the region and then use …
Oh god not again… pic.twitter.com/VzuyA8rG9p — SpacBobby (@SpacBobby) October 25, 2025 Stupidity bears no limits… pic.twitter.com/NpGzD4SGGt — KKGB (@INArteCarloDoss) October 26, 2025 Trade deal details. Looks like a giant 🌮 . China will still restrict rare earths to us. 💯 extra tariff eliminated. pic.twitter.com/YkivvpTgDu — QE Infinity (@StealthQE4) October 26, 2025
Got #gold and #silver???$ag $fsm $kgc $btg $nxgcf $bcekf $armn $nfgc $sbsw $lbcmf $nexm $ogmnx 🚀🚀🚀🚀 pic.twitter.com/GqsK9DMR8F — 🪙 Gold Finger 🪙 Precious Metals Guru (@NFL_FantasyNews) October 23, 2025 [BEIJING] Chinese banks helped clients offload overseas currencies at the fastest pace since 2020 last month, as optimism towards further yuan appreciation grew. Lenders sold a …
The Pentagon just gave a tiny drone company a fat government contract and Donald Trump Jr. already owns four million dollars of it. Unusual Machines is barely two years old. It leans on Chinese parts and somehow just landed a deal to build 3,500 drone motors for the U.S. Army with talk of 20,000 more …
CNBC’s David Faber reports on the latest news from Warner Bros. Discovery. WBD rejected three Paramount takeover offers, the last for just under $24 per share, sources say Warner Bros. Discovery has rejected three Paramount Skydance takeover offers as it fields broad buyout interest, CNBC’s David Faber reported Wednesday, citing sources. Paramount’s last offer was …
President Trump announces a new deal with Australia on critical and rare earth minerals: "In about a year from now, we'll have so much critical mineral and rare earths that you won't know what to do with them—they'll be worth about 2 dollars." pic.twitter.com/7jqf0yvmsC — Trump War Room (@TrumpWarRoom) October 20, 2025 President Trump and …
🚨 BREAKING: Following a TWO HOUR phone call this morning, President Trump announces he and Vladimir Putin have agreed to meet in Budapest, Hungary to try to end the war in Ukraine once and for all The Peace President NEVER stops! Make this the NINTH war you’ve ended, 47! pic.twitter.com/Na51o7yndd — Nick Sortor (@nicksortor) October …
These are lies, pretty obvious — Citizen Watch Report (@Citizenwatchrep) October 16, 2025 Fox Business News is forced to admit that it “doesn’t feel like we are going to rebound” from dips in consumer spending, and that “the middle and lower class consumers are being squeezed," while the affluent consumers are flourishing in Trump’s America. …
All these deals being announced and it comes back to just one company…TSMC $TSM. — Mosaic Asset (@MosaicAssetCo) October 13, 2025 careful coz openai is shady pic.twitter.com/RusZw9Cojn — Dimitrios Paolo (@dimitriospaolo) October 13, 2025 pic.twitter.com/2n1rkvj68T — PeterK (@PeterKi97) October 13, 2025 Blackstone says the next big thing is chips, data centers & power. The first …
HISTORIC HANDSHAKE: ISRAELI AND QATARI NEGOTIATORS CELEBRATE GAZA DEAL IN EGYPT Rare scenes of celebration in Egypt as Qatar’s PM Mohammed bin Abdulrahman Al Thani was photographed shaking hands with Israeli negotiator Ret. Maj. Gen. Nitzan Alon, signaling a breakthrough in ceasefire talks. Happy faces and hugs were seen among negotiators as reports suggest Israel …
NVIDIA is not just selling GPUs to Musk’s xAI. They own a stake in the company. Every dollar xAI spends on hardware flows back to NVIDIA through sales and equity growth. Every time xAI succeeds, NVIDIA’s valuation rises. This is not a normal supplier relationship. It is a financial loop engineered to maximize control, influence, …
Generative AI Traffic Share.. 12 months ago: 1) ChatGPT ➔ 84.7% 2) Gemini ➔ 8.1% 3) Claude ➔ 2.2% 4) Perplexity ➔ 1.6% 5) Copilot ➔ 0.8% 6 months ago: 1) ChatGPT ➔ 79.7% 2) DeepSeek ➔ 9.2% 3) Gemini ➔ 4.9% 4) Perplexity… — The Data of Everything (@TheDataHubX) October 6, 2025 OpenAI’s “nonprofit” …
https://twitter.com/ashoswai/status/1974138980280246587 US President Donald Trump on Friday issued an ultimatum to Hamas of 2200 GMT Sunday to accept his Gaza peace deal or face “all hell.” The Palestinian militants have until “Sunday Evening at SIX (6) P.M., Washington, D.C. time,” Trump posted on his Truth Social platform. “If this LAST CHANCE agreement is not reached, …
John Bolton, a former national security adviser in President Donald Trump’s first term, said Monday that he doesn’t think Hamas or Iran will sign on to Trump’s proposal to end the war in Gaza. Bolton served for 17 months as national security adviser during Trump’s first term, clashing with him over Iran, Afghanistan and North …
Paramount buying Bari Weiss’s Free Press is not just another media deal. This is a move to take control of the editorial heart of one of America’s most politically sensitive newsrooms. The $150 million price tag, part cash and part stock, looks big for a newsletter and podcast, but the money is almost irrelevant. Weiss …
A small plane touched down in Britain this week carrying a family of three. A child and two parents arrived under a visa that gives them almost nothing. No work, no public support, no safety net. And yet this is progress. For the first time in years, policy became real. The system moved. Courts had …
“Realistically, we are talking about a figure of around 1,000 wounded troops per day,” said Germany’s Surgeon General Ralf Hoffmann. “The Ukrainians often cannot evacuate their wounded fast enough because drones are buzzing overhead everywhere. The nature of warfare has changed dramatically in Ukraine. Injuries now come less from gunfire and more from explosions and …
Bagram Air Base is a strategic asset—abandoning it under Biden’s withdrawal left $7.12B in military gear for the Taliban, now fueling regional terror. Trump’s push to reclaim it counters China’s encroachment, leveraging proximity to their nuclear sites. Critics whine about… — Watch DOGE (@dogeai_gov) September 18, 2025
