Today's @OrderBookShow with timestamps.Michael Burry Is Getting Squeezed — And He Just Doubled Down00:00 Intro7:20 Stream Starts9:35 BTC Chart25:30 ETH Chart30:00 Solana Chart30:50 HYPE Chart33:45 S&P500 Chart41:10 IBM, Bloom Energy, NVIDIA, MU, SNDK,46:00 Life's too short to be unhappy49:00 Tron Chart51:30 NEAR Chart54:00 FET Chart56:30 LIT Chart58:05 Chainlink Chart59:45 CD Project Red Chart1:01:20 XRP Chart1:04:00 Quitting Job to go full time crypto trading1:10:30 ONDO Chart1:12:00 Pumpfun Chart1:13:45 C ...

Macroeconomic Trends and Monetary Policy - Inflation data signals easing pricing pressures, while core CPI on a three-month annualized basis runs around 1.5% and on a six-month annualized basis is slightly below 2.5% [3][4][17] - Cleveland Fed President Beth Hammack calls for earlier action to bring inflation back down to the 2% target, noting inflation has missed the target for more than five years [7][9][10] - Market expectations for the next Fed rate hike have shifted out to 2027, with a policy hold heavily anticipated for the September meeting [6][21][23] Fixed Income and Bond Markets - Investors are benefiting from attractive real yields above 3% and intermediate aggregate Treasury products yielding near 5%, representing the most attractive levels since the global financial crisis [24][26][27] - High-grade debt issuance remains exceptionally strong without a traditional summer slump, highlighted by Blue Owl selling 750 million dollars in high-grade debt [53] - The U.S. government auctioned 25 billion dollars in 30-year bonds at a yield exceeding 5%, reflecting a normalizing yield curve and ongoing 1.5 trillion dollar annual deficits [30][86][87] Artificial Intelligence Infrastructure Financing - Nvidia CEO Jensen Huang announced a coalition of major investment firms lining up over 500 billion dollars to help fund the AI infrastructure build-up [46] - Total AI infrastructure spending is projected to reach 5 trillion to 7 trillion dollars, driving substantial investment-grade tech debt issuance which accounts for about 11% of the index and roughly 20% of year-to-date issuance [33][48] - Hyperscaler-related debt issuance is projected to reach at least 500 billion dollars over the next 12 to 18 months across balance sheets, private credit, and high-yield leveraged loans [62]

AMD is planning to raise as much $5 billion in what could be the chipmaker’s biggest-ever investment-grade bond sale, adding to a wave of debt tied to the AI boom. https://t.co/PWNi77YX6e ...

Just the second time since its IPO. Cerebus reported quarterly earnings yesterday after the closing bell, offering some investors growth that was slower than anticipated. Shares down 13.4%.I think that's on track for the biggest drop since the last week of June. Cerebus CEO Andrew Feldman joins us now. The first thing that I learned was there is a business renting out compute capacity that's still there.Could you give me a backstory on that, Andrew. Oh, of course, there's a huge business of renting out comp ...