Jensen kena fired or bo fired, wa bo chap lah! His trillions also bo come into wa pocket. NVIDIA huat until fly to the moon, wa still lim kopi downstairs. Wa chap simi? 😂” “Jensen eh lui, bo si wa eh lui. Bo my taiji lah!” 🤣
$CoreWeave, Inc.(CRWV)$ The Major Risks to the CoreWeave Model The "CapEx" Debt Trap: Buying NVIDIA’s latest Blackwell or Rubin systems costs billions. Because CoreWeave does not have the deep cash reserves of Microsoft or Google, they have taken on over $10 billion in debt secured by the chips themselves. If renting demand dips even slightly, paying back those massive hardware loans becomes incredibly difficult.Rapid Hardware Obsolescence: Computer chips depreciate faster than almost any other asset class. A cutting-edge $30,000 NVIDIA H100 chip bought a couple of years ago is rapidly losing its premium rental value as newer architectures roll out. CoreWeave must extract enough rental profit to cover the cost of the chip before it becomes obsole
Americans felt inflation every time they opened their wallets, and they voted blue to make their frustration clear. But Wall Street apparently needed a 0.4% CPI print to discover what voters already knew. Go ahead, keep betting on a favourable PPI later this week. Apparently, wishful thinking is now an inflation indicator.
US October CPI Beats Expectations; Markets Ramp Up Fed Rate Hike Bets
There is a special kind of person who takes full credit for every success but absolutely no responsibility for any failure. When things go well, it's his extraordinary intelligence and brilliant leadership. When things go wrong, it's everyone else's fault — his opponents, advisers, the media, his predecessors, or anyone unfortunate enough to be nearby. He's always the hero of his own story and somehow always the victim of everyone else's incompetence. Every victory is his achievement, every defeat a conspiracy, and every criticism an unfair attack. He demands loyalty but offers none, expects praise but cannot tolerate criticism, and mistakes arrogance for strength. Imagine having an ego big enough to take credit for everything, yet shoulders too small to carry even the slightest responsibi
Trump Says Stock Market Decline Due to Democrats' Election Wins
Stocks dropping again? 📉😂 Don't blame the Democrats, Republicans, or the Fed. Sometimes, we just have to admit that greed got the better of us. We wanted a little more profit, and the market decided to teach us a little more humility. 🤣 Wall Street is very good at reminding us that profits are only profits when we take them! 💸
Nasdaq Tumbles over 4% as Tech Selling Drags Stocks Lower. AMD Plunges 13%; Micron Falls 12%; Intel Down 8%; Nvidia Down over 6%; Meta Down About 5%
The interesting question isn't whether Democrats are good or bad for technology stocks. It is whether Wall Street has started questioning the economics of the AI capital-expenditure race. Wednesday's rally is consistent with investors becoming more enthusiastic about AI infrastructure scarcity than unlimited AI infrastructure expansion. And that raises a much bigger question: If restricting AI data-centre construction makes Big Tech shares rise, was Wall Street already becoming uncomfortable with the enormous amount of money these companies were spending? I think that is the most important economic signal in the article. It is consistent with growing capital-efficiency concerns, although one day's market reaction is not enough to prove a lasting change in sentiment.
Democrats' Midterm Sweep Fuels $750 Billion Big Tech Rally
Oh, so everyone was cheering for less AI regulation? How reassuring! What could possibly go wrong with giving the world's most powerful technology fewer rules and hoping the companies developing it will regulate themselves? [Facepalm]
Asian AI-Led Stocks Hit as Strong Democratic Midterm Showing Fuels Regulatory Fears
The scariest thing isn't the Democrats winning. It's the terrifying realization that, after all the lies, chaos, corruption, tantrums, and world-class clown performances, there are STILL millions of people worshipping TACO like he's some kind of genius. At this point, the real crisis isn't political anymore — it's a spectacular collapse of critical thinking. Apparently, stupidity doesn't just survive in America. It votes, cheers, and proudly wears a red hat. 😂🤡
Stock Futures are Falling After Strong Early Results for Democrats
Today, we'll see just how deeply identity-protective cognition has taken hold among American voters. And before anyone says, “What about you?” — let me be clear: I was rooting for Trump two years ago. I own that decision. Nobody forced me to support him, and I'm not going to pretend otherwise. But after everything he has said and done since, I've changed my mind. I was wrong about him, and I'm willing to admit it. Loyalty should never come at the expense of independent judgment. If the facts change, so should our conclusions. And if we get it wrong, we should have the courage to own it.
Wrapup 1-Trump Faces Midterm Verdict with Control of Congress at Stake
Today, we'll see just how deeply identity-protective cognition has taken hold among American voters. And before anyone says, “What about you?” — let me be clear: I was rooting for Trump two years ago. I own that decision. Nobody forced me to support him, and I'm not going to pretend otherwise. But after everything he has said and done since, I've changed my mind. I was wrong about him, and I'm willing to admit it. Loyalty should never come at the expense of independent judgment. If the facts change, so should our conclusions. And if we get it wrong, we should have the courage to own it.
$Intel(INTC)$ https://finance.yahoo.com/markets/stocks/articles/intel-stocks-fall-4-25-190907098.html?utm_source=chatgpt.com....see this news. This was 2 weeks ago. But you and I know the impact just 14 hours ago [Spurting] [Glance] [Surprised]