To The Moon

Alex Gerko Using 25,000 mostly Nvidia AI chips and a supercomputer in Iceland, XTX competes ferociously in the business of market making — and reaps big rewards. the firm expanded into equities, commodities, and index derivatives, establishing itself as one of the largest electronic market-makers across asset classes. Its daily trading volumes soon reached hundreds of billions of dollars, spanning more than 35 countries. XTX’s core edge lay in forecasting and execution. Its models analyzed tens of thousands of instruments — spot currencies, futures, equities, ETFs, and options — updating probabilistic forecasts multiple times per second. The firm’s infrastructure evolved into one of the world’s most powerful private computing systems, comprising tens of thousands of GPUs and hundreds of pe

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My Investing Muse — Week of October 12, 2026 Three weeks before the midterms, markets have a lot to digest. This week, I’m focusing on what the key numbers mean—and what I plan to do about them. I. Economic and Earnings Calendar Monday is Columbus Day. The bond market is closed, but the stock market is open. Big banks start reporting Tuesday, including JPMorgan, Goldman Sachs, Wells Fargo and Citigroup. UnitedHealth also reports. Wednesday is the key day. September inflation data arrives at 8:30 a.m., alongside results from ASML, Bank of America, Morgan Stanley and BlackRock. Economists expect headline inflation of 3.6–3.7% and core inflation of 2.4%. The Fed still expects another rate increase this year, but markets see only a small chance of one on October 28. If core inflation runs hott

INVESTING PREVIEW (12Oct02026) II. S&P 500 Technical Analysis The S&P 500 reached a record 7,819 on October 6, breaking above its August high after two quiet months. Still, momentum is weaker than it was in July. The RSI, a measure of market strength, has fallen to 55 from 75. The VIX is also low at 14.8, which suggests investors may be too relaxed ahead of Wednesday’s inflation report. I’m watching three levels: 7,800, 7,700 and 7,550–7,575. Holding above 7,800 would support the breakout. A drop below 7,550 on a Friday close could open the way to 7,350. The trend is still up, but I do not want to chase it before the inflation data. Michael Burry warns that investors are in denial. That may be true, but the market is still at record highs and the trend remains positive. I’m taking

Forget AI chips for a moment. One of the biggest bottlenecks in the AI boom may be a metal hiding in plain sight: copper. London copper futures recently closed near record highs, while UBS reiterated its conviction in copper as a long-term investment theme. The underlying concern? Demand is growing faster than supply can respond. ⚡ Why copper demand keeps growing 🔹 AI data centres: Building and powering data centres requires extensive electrical infrastructure, including cables, transformers and power distribution systems. 🔹 Electrification: Electric vehicles, grid upgrades and renewable energy projects all require significant amounts of copper. 🔹 Limited supply growth: Developing new mines takes years, and existing operations can face declining ore grades, rising costs and permitting chal

$Paramount Skydance Corp(SKYD)$  vs $Netflix(NFLX)$ vs $Walt Disney(DIS)$ — Which Entertainment Stock Offers the Better Opportunity? The entertainment industry is getting a major shake-up. Paramount and Warner Bros. have joined forces under Skydance, creating a giant with approximately $70 billion in annual revenue. But bigger doesn’t always mean better for shareholders. 💣 The problem? Debt. Lots of it. The combined business starts with nearly $80 billion in net debt. It must integrate two major entertainment companies while managing a challenging television market and delivering ambitious cost savings. 📉 Why $SKYD could be a risky bet 🔹 Heavy