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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Micron has been trading like Nvidia circa 2023 because it’s growing top line like Nvidia circa 2023 $MU $NVDA https://t.co/QfTDEfwA3p https://t.co/D5Z0rxoIyB
Oil companies going to make reasoned judgements about prices before boosting production a ton
So mid-year is when we should start to see progress on core inflation. Probably resets “good news” cut clock to like September.
For all the talk about markets ignoring potent catalysts and being untethered from fundamentals, I’ll note that OKLO’s price-to-sales ratio has been unchanged through its ups and downs.
.@Srasgon on $NVDA: “frankly we increasingly wonder how anyone else can compete with this.” “the order book suggests further upside to numbers, with the stock (in our opinion) almost absurdly valued given their positioning.” https://t.co/qVFTS3D69T
THE ROAD LESS TRAVELED, OR THE WATERS MORE MINED The emerging two-tier system for moving oil through dangerous waters https://t.co/tMC9TJnD8s https://t.co/toqDQepMPK
So Iran has basically set up VIP access (or a separate customs checkpoint, if you prefer) for friendly vessels, per JPM “In practice, this creates a system in which the Strait is not formally closed, yet transit increasingly depends on political...
GTC stands for “GPU Technology Conference” Yet today, the unofficial title of Jensen Huang’s speech might as well be “Beyond GPUs” https://t.co/RKZuN87GrL $NVDA https://t.co/q2Kpsvlltm
Peeps seem to be trading oil like an abstract future and not something that physically settles
A bad AIxcuse is better than none? “59% say they emphasize AI’s role in layoffs bc it ‘is viewed more favorably by stakeholders than saying layoffs or hiring freezes are driven by financial constraints.’ Only 9% said AI had fully replaced...
This is the week that oil markets started to wake up to not-so-short-term supply risks. Unprecedented outperformance of Brent third-month vs front-month in an up market (since at least 1989) https://t.co/moJqCod6kL https://t.co/0wKCN8bKco
I can’t believe Nintendo’s seen all those White House tweets and hasn’t said “Wii object” yet
Meta reportedly delays the launch of its new AI model because...it’s just not that good https://t.co/I2lcsWkMrw https://t.co/xQfoTa6asz
Prediction markets think WTI futures haven’t peaked yet Market-implied odds of maximum price of front-month contracts this year https://t.co/KJycyDttIE https://t.co/obrkd1ueUb
All of the “oil trading like a meme stock/shitcoin” tweets are not landing with me since the entire point is not that those are volatile, it’s that they move
