ThreeDrives
@ThreeDrives
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CPA & futures trader. - Three Drives Pattern - https://t.co/NhJoLojhA8
United States
Joined October 2017
$BONDS $DXY $OIL "The petrodollar quietly died this week. While it didn't get big headlines, the demise of the petrodollar could mean big trouble for a U.S. government that depends on dollar dominance to support its borrowing and spending." https://t.co/M394pk4vZE.
fxstreet.com
The petrodollar quietly died this week. While it didn't get big headlines, the demise of the petrodollar could mean big trouble for a U.S.
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GIGA Fab Partners — these are key suppliers of semiconductor manufacturing equipment, process tools, metrology, materials, and related technologies. They support high-volume advanced wafer fabrication (often called "GIGA Fabs" in industry terminology, especially by TSMC
SpaceXAI + Tesla TERAFAB Project Goal is a trillion watts of compute/year Most must necessarily go to space, as US electricity is only 0.5TW
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SPACEX Tesla FAB PARTNERS Merger candidates Applied Materials Lam Research KLA Corporation Teradyne Entegris Onto Innovation Axcelis Technologies Veeco Instruments FormFactor Amtech Systems
SpaceXAI + Tesla TERAFAB Project Goal is a trillion watts of compute/year Most must necessarily go to space, as US electricity is only 0.5TW
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Tedsell model Edsel cab failed no cash flow
@pbeisel I am a huge admirer of Nvidia and Jensen btw. That market cap is well-deserved. SpaceX AI and Tesla expect to continue ordering Nvidia chips at scale.
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Over the past past 20 years, the S&P 500 has bottomed for the year on March 12th. Today is March 12.
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After a historic rally from the Liberation Day lows, I don't think the pause around here that we've seen for months is all that surprising. This is also a 161.8% retracement of the bear market from last year. Random? Maybe, but I've seen this many times in my career.
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Wow. The cost for protection is nearly off the charts. Feels extreme given S&P 500 is about 4% from new ATHs. Nice one from @MacroCharts
The cost of protection is near the most expensive levels in history. *Is it sustainable? / What happens next?
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