Three Immortal Ones in the Beautiful Country are each busy with their own things 😅
Yellow-haired guy: If the oil price is below 70, then it’s time to start firing “Lanzis.” If it goes above 90, then it means there’s some progress with the talks.
Bessent: Once the 30-year US Treasury yields go down, they start imposing sanctions. When it rises to 5.2, they begin adding little moves and start making speeches.
Wosh: If the probability of rate hikes reaches 30%, then inflation is the Fed’s only target. If the probability reaches 60%, then employment is also very important. $BTC $CL $ETH
After Oppenheimer raised SpaceX's target price from $250 to $280, SpaceX's stock price surged. Today, the SPCX market capitalization increased by about $106.253 billion
Meanwhile, this year, six politicians bought $SPCX and have not sold. And despite ongoing equity unlocks, this massive company seems to have not faced strong selling pressure—could it really have bottomed out? $SPCXB
$MRVL at Semicon Taiwan further disclosed its AI ASIC, silicon photonics, and CPO roadmap. Marvell Optical Engineering SVP / CTO Radha Nagarajan said the company’s SiPh modules use a globalized supply chain: laser components can be sourced from regions such as Europe and Japan, while silicon photonics, high-speed drivers, amplifiers, DSPs, and other devices are supplied by different vendors, with final integration mainly completed in Taiwan. On the commercialization timeline, Marvell expects NPO to enter a scaled, mass-production stage at the earliest by the end of 2027 to 2028, and full CPO deployments will continue to be rolled out thereafter. At the same time, Marvell said hyperscalers are driving supply-chain diversification. Even if Google uses Marvell in some AI chip projects, it will not stop cooperating with other ASIC suppliers. Marvell’s custom silicon collaboration with Google already covers multiple directions, including AI accelerators, NICs, storage controllers, and memory interfaces. As of now, MRVL’s share price is 206. On the day of the August 27 earnings report, it still closed at around $260; it has already pulled back by about 15%. From the 52-week high of $329.88, it has retreated by about 37%. Whether it can hold the 200–210 range is extremely important—currently, at least, it is in a healthier logical position than it was in the 250–300 range #MRVL $NVDAB
The bets on rate hikes and bets on keeping rates unchanged on Polymarket are now close to a break-even point.
In the past month, the probability of betting on a fixed betting interest rate has fallen from the 76% peak on August 16 to 46% today. At the same time, the number of people betting on a rate hike has increased, rising steadily to 54% (up to 60% at its peak).
What will be the outcome of this prediction market with a trading volume as high as $80,063,823?
Nonfarm showdown on September 4
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