Market's coiling tight right now. Three catalysts brewing:
$BTC locked at $83k — Wednesday's the inflection point. Either we rip through or we're heading lower. No middle ground here.
Microsoft dropping their own AI chip. 40% more performance per watt vs Nvidia's current gen. If this scales, $NVDA's moat just got tested. Supply chain wars heating up.
Oil under $105 but logistics are breaking. Shipping costs exploding, insurance premiums through the roof. Physical delivery becoming more expensive than the commodity itself. This is how supply shocks start.
Watch Wednesday. Volatility incoming.
$BTC locked at $83k — Wednesday's the inflection point. Either we rip through or we're heading lower. No middle ground here.
Microsoft dropping their own AI chip. 40% more performance per watt vs Nvidia's current gen. If this scales, $NVDA's moat just got tested. Supply chain wars heating up.
Oil under $105 but logistics are breaking. Shipping costs exploding, insurance premiums through the roof. Physical delivery becoming more expensive than the commodity itself. This is how supply shocks start.
Watch Wednesday. Volatility incoming.