"There is an unlimited number of stocks in the stock market, therefore NVIDIA is going to go down to zero"You see how stupid that sounds?This is how the boomers talk about Bitcoin in 2026 after it just walloped gold.Sad! https://t.co/Xo1TaW8xlz ...

Market Trends - Semiconductor sector emerges as the clear winner driven by the artificial intelligence frenzy [1] - Japanese industry achieves artificial intelligence success through less flashy trades rather than prominent hardware [1]

Financing & Capital Markets - Broadcom is in talks with a group of lenders to raise more than $60 billion in debt [1] Industry Trends & Investment Opportunities - The debt raising targets an AI chip financing deal that will benefit Anthropic and other companies [1]

Market Valuations and Economic Cycle - Equity market valuations are extremely stretched, with the Shiller CAPE ratio standing at 41 compared to the historical average of 17 over the last 25 to 30 years and 44 in December 1999 [1][2] - The real equity risk premium offers an excess expected return of 1.1%, which is less than half of the average seen since 2010 [2] - The Buffett Indicator, representing the US market capitalization-to-GDP ratio, is approximately 240%, significantly exceeding Warren Buffett's risk threshold of 100% [3] - Artificial intelligence investments are driving a massive economic boom, but the rate of investment increase is projected to decelerate by 2027, leading to lower profit growth expectations and compressed profit margins [4][5][8] Industry Financing and Overcapacity Risks - AI hyperscalers need to generate 2 trillion US dollars in revenue to justify their capital expenditures [6] - Broadcom helped arrange a financing deal ranging between 60 billion and 70 billion US dollars [7] - Private equity and private credit are increasingly involved in funding, creating greater opacity in how capital is raised, while suppliers are lending to hyperscalers [9] - The AI infrastructure buildout risks mirroring past historical overcapacity cycles seen in the dot-com boom, the telecom boom, and the railroad buildout, moving from 7 or 8 competing innovators down to 2 or 3 viable long-term firms [13][14][20] Macroeconomic and Fiscal Risks - Long-term Treasury yields have risen significantly, with the 30-year Treasury yield reaching 5.3% [21] - The US budget deficit has reached 6% of GDP against a total national debt of 40 trillion US dollars, creating unsustainable fiscal paths and upward pressure on bond yields [23][25] - Social Security faces the risk of full insolvency within a few years if policymakers in Washington fail to address the underlying fiscal and budget problems [27][28]

China has responded to what President Trump announced, suggesting that it does not believe that pressure and economic sanctions are going to work. That diplomacy is what has to be pursued here. Is that China basically telling the president we're not playing along with this effort.Um, more or less, yes. I think, um, you know, that the the white House is probably trying to ratchet up pressure not just on Iran, but a little bit on China ahead of the September visit of XI Jinping. Um, it's it's been sort of de ...

In this demo, we are going to show you how an ondevice local agent can boost productivity for developers with RTX Spark. Imagine we're maintaining an open source badmintonuling website. This is a live website and its codebase is on a GitHub where the community contributes new features.It's Monday morning and Slack is blowing up. Something happened to our website over the weekend and we haven't even had our first coffee. Luckily, we have a longunning Hermes agent on this laptop that monitors all of our commu ...

Market Dynamics & Trends - US stock indices exhibit overall weakness, accompanied by market concerns over Anthropic challengers, ARR second-derivative deceleration FUD, and impending IPOs [1] - Market liquidity and sector rotation velocity accelerate significantly following the SPCX pre-IPO period, preceding a major market correction in July [1] - The impending second trillion-dollar scale catalyst is projected to generate non-positive drivers for the broader Artificial Intelligence sector, excluding Artificial Intelligence healthcare [1] Macroeconomic & Industry Signals - Walmart ($WMT) earnings reports indicate cooling signals on the consumer demand side [1] - Semiconductor sectors experience pullbacks while approaching the NVIDIA earnings report scheduled for August 26th [1] - Market capital shifts entirely toward defensive and withdrawal positioning amid overall index corrections [1]

At Mayfield, Singh will focus on semiconductor, cybersecurity, and physical AI investments.https://t.co/Q270bEzdzA ...

Last week was the highest annualized $ETH supply growth since 2022.However, going back to 2015 tells the whole story.$NVDA made a killing selling GPUs to miners back then. https://t.co/G4tvbp9qrz ...

Strategic Infrastructure - Memory transitions from a standard system component to a strategic infrastructure for artificial intelligence [1] - Memory transforms from a commodity into a high-value asset essential for artificial intelligence advancement [1] Market Dynamics - Artificial intelligence drives critical requirements across a hierarchy of memory technologies including high bandwidth memory, DRAM, and SSDs [2] - Exponential context generation necessitates massive storage and processing capabilities through memory systems [2] Investment Opportunities - Enhancing memory systems enables higher intelligence, increased processing speed, and scalable deployment for artificial intelligence [1] - Artificial intelligence systems create an exciting growth era and critical demand for advanced memory solutions [2]