Ancient One
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$Microsoft(MSFT)$ is always a buy at good price. But MS copilot is defending zmS position in enterprise. Google is the real one to get in at.
Gold price drop is rather silly. At $4500, central banks are accumulating. The excuses for gold price drop is supposedly oil prices going up and Fed not reducing interest. 1. less oil or more expensive oil would means less gold available or more expensive gold going forward but oil prices don't affect gold already mined. 2. War = expensive oil which gold mining requires , meaning more higher ASIC in future, so gold will cost more 3. War = inflation and unemployment going up hand in hand - ie stagflation, ie QE, ie value of USD dropping regardless of interest rates. 4 institutions are caught pants down and are setting the narratives so that they can rotate in.
Another pump and dump by Trump & Co. After market close, he will take the extended weekend to attack Iran again.
Big Tech Stocks Rally as Trump Tells Aides He’s Willing to End War Without Reopening Hormuz
Go to the Billionstars or any gold shops that sell actual gold or silver bar, and you will find that Gold is still at US$5200. Silver is still out of stock. Gold didn't crashed, what crashed was the value of the paper that says you own gold. Ever go to a shop that advertises a much lower prices but doesn't have stocks , and doesn't let you pre-order at that price? Comex and all the exchanges are pulling a scam on retail investors. Physical Gold should be at $5200 right now and that should be the true gold price. Invest into miners using this price point . Trump will bomb another country in a couple of days/weeks. New Fed chief even if he comes in will have to lower the rate. Buy while you got a chance, else don't say "I should have bought at the dip".
Gold, Silver Stocks and ETFs Fall Again, but Losses Narrow
Silly reason for a price drop but go ahead. With entire HBM4 sold out for 2026 and it's low Forward P/E below 10, it's a no brainer. There are many China ram manufacturers, no China HBM4 manufacturers
Stock Track | Micron Technology Plunges 5.01% in Pre-market After Morgan Stanley Replaces It with Nvidia as Top Chip Pick
CNN - US mil prepared to strike Iran as early as this week
Another Pump and Dump by Trump. Adding to the global instability. Where would you put your money before the weekend ?
"That absence may prove even more important than higher-for-longer crude prices." It cannot be "more important " than oil prices. 🤣
Mag 7 Stocks Look Cheap, but the S&P 500's Rally Depends on Big Tech and the AI Outlook
TurboQuant compress "context" KV cache by 4x , nowhere near to 6x. It doesn't reduces the memory needed to load the entire LLM. A smaller useable (not just playable ) LLM needs 128GB or more of ram. Cloud Models are typically above 1Tb. Of which, the memory requirements for context is anywhere from 16kb to 1024kb depending on the configuration The compression is supposedly linear, so it reduces memory requirements for context to 1/4 of current. Anybody who works in technology will tell you this, The amount of data will increase based on the capacity available. Better compression just means more context, not less. The other thing to note is that Micron are not selling DDR5 rams, so spot price of DDR5!which is under pressure from new China manufacturers are under pressure. Micron sells
I thought he already won the war ? Probably he place a $500 million bet on market going up this week and short the next . Wait for Friday night and he will send a few thousand Americans to war so that he can short the market on Monday ...
Trump Says U.S. Could End Iran War in Two to Three Weeks
$XAU/USD(XAUUSD.FOREX)$ pretty much where it was supposed to be In the first place before speculative buying caused it to burst to 5600 over 2 days. the overheating together with the huge drop in Microsoft couple with funds doing their yearly rebalancing make this a perfect storm. USD debasement is still ongoing. Central banks are still buying , Trump is still going to cause problems globally.
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