More rotation out of tech and into value…. Bitcoin is just useless at this point… $SPY Daily head and shoulder into December… FOMC split at 5 pause, 4 cuts, 3 unclear

More rotation out of tech and into value. DOW +620 Bitcoin is just useless at this point. pic.twitter.com/avclgXvAms — QE Infinity (@StealthQE4) November 25, 2025 $SPY Daily head and shoulder into December 👌 pic.twitter.com/J0UXQatMEW — JLoc (@JohnLoc18) November 25, 2025 …

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Nvidia reports nearly $32B in profit while inventory piles up, AR jumps, and cash flow lags at $24B. A blockbuster quarter masks sliding margins, recycled financing between tech giants

Giant jumps in $nvda inventory and AR levels 🚩🚩🚩 Huge discrepancy between net income declared of nearly $32B and operating cash flow of $24B Accounting stays creative pic.twitter.com/3JlYNbXqiS — 🏴‍☠️ (@calvinfroedge) November 19, 2025 Valuation is 10x forward sales and …

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SOFR is dropping, which indicates there’s plenty of liquidity moving through the system. Tech is rallying today. But credit default swaps on the speculative AI names are still climbing.

SOFR rate is plunging which means liquidity is flush throughout the system. Ignore all of the other noise around $2000 stimmies and the end of the shutdown. This surge in liquidity alone will push equities and gold higher at least …

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Trump administration plans to own part of America’s next tech boom.

The government wants equity in quantum computing companies. Own a piece of private firms. Not regulate. Not advise. Own. https://www.msn.com/en-us/news/other/trump-administration-in-talks-to-take-equity-stakes-in-quantum-computing-firms/ar-AA1P03w0 They call it national security. It is control. Taxpayer money or printed cash flows in, government gains a board seat, …

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Massive escalation in the tech trade war…

BREAKING: Trump is considering restricting US software exports and shipments of items made with US software to China, per WSJ — unusual_whales (@unusual_whales) October 22, 2025 TACO SAID TO IMPLEMENT GLOBAL EMBARGO ON ALL CHINA EXPORTS. GLOBAL TRADE WAR. GLOBAL …

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Virginia Tech fires head coach after 0-3 start.

https://www.espn.com/college-football/story/_/id/46257938/hokies-set-fire-brent-pry-starting-0-3-sources-say Virginia Tech has fired coach Brent Pry on Sunday, a day after a 45-26 home loss to Old Dominion in which the Hokies were booed loudly while heading to the locker room for halftime. Saturday’s loss dropped Virginia Tech …

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Beijing retaliates after US trade chief mocks China as “addicted” to American tech, orders ByteDance and Alibaba to halt Nvidia chip purchases

“We don’t sell them our best stuff, not our second-best stuff, not even our third-best… You want to sell the Chinese enough that their developers get addicted to the American technology stack, that’s the thinking” https://www.msn.com/en-us/news/technology/china-reportedly-discouraged-purchase-of-nvidia-ai-chips-due-to-insulting-lutnick-statements/ar-AA1KX76p According to FT, China’s …

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