Try to dig out Wall Street analyst reports that can move stocks intraday.
Joined November 2018
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AMD ER next week either save the market or destroy it totally.
30%AMD save the market
70%AMD destroy the market
10 votes • 2 days$WOLF squeezable
Long $WOLF. Nice breakout here. I believe short interest is near 80%. Interesting call flow recently.
@akramsrazor @citrini
Aria says her Spanish is “más o menos,” then keeps the conversation going.
The exchange demonstrates more than language support. Aria responds with humor and invites her guest to continue practicing. It is a glimpse of how personality can make interacting with #AI feel less transactional.
Discover our technology: realbotix.ai/investor-presen…
🇨🇦 #TSXV: #XBOT $XBOT.V 🇺🇸 #OTCQB: #XBOTF
#embodiedAI #physicalAI #socialrobots #multilingualrobot
$TMC 🧐
The Trump administration signaled it is nearing approval for permits to mine the deep sea, part of a broader push to boost US access to the critical minerals used across much of the country's economy reut.rs/4rlOHDB
Street Notes Daily retweeted
For as long as we've covered Robotics, the question has been "when?"…
When do we move from novelty to utility, demos to deployment?
In our latest Field Trip, we sent our analyst behind the scenes of the leading robotics lab to see with his own eyes what's happening on the bleeding edge of the curve.
The verdict? Robotics has reached a tipping point.
Useful productivity, autonomy and embodied intelligence are rapidly accelerating but most frameworks haven’t properly focused on the drivers. Instead, we lay our own framework for the coming wave of Physical AI.
citriniresearch.com/p/roboti…
The U.S. Commerce Department has filed to sell up to 9.91 million GlobalFoundries $GFS shares.
The shares may be sold through underwriters, agents or dealers, with pricing and timing to be disclosed later.
GlobalFoundries will not receive any proceeds from the sale.
Street Notes Daily retweeted
Citrini Research founder James van Geelen has sold the firm to Dylan Patel’s SemiAnalysis
Van Geelen will remain CEO of Citrini for now & is also planning to launch a new fund
This brings together 2 major independent research platforms focused on markets, AI & semiconductors
Street Notes Daily retweeted
So, markets are up today even with oil and bond yields continuing to be high with a headline CPI print at 3.4%.
However, it seems like the reason for the market not reacting negatively is because Core CPI, which measures the change in consumer prices excluding food and energy, came in at 2.4% and was the second lowest since 2021.
Basically, I *think* the market reaction could be saying that the majority of the inflation is energy, aka oil spiking because of the Iran war, but the underlying foundational elements of inflation are actually coming down nicely.
Which means...the Fed doesn't really need to hike even though the chances for a hike next week from 71% to 90% today.
However, it feels kind of crazy to just assume that "the market is pricing in an end to the Iran war and buying stocks to front run that," because you could've said that for the past few months and it also begs the question about the brightline -- is it 5% on the 10yr? Is it $120 on oil?
If the market thinks the bulk of all the inflation is transitory, then the question just becomes when the war will end and maybe the entire resilience we have seen from stocks has been based on the premise that market participants simply feel the war in Iran will come to an end, oil will go down, yields will god own, and then earnings will be all that matters.
Which maybe isn't that crazy?
Street Notes Daily retweeted
The issue with threatening the Fed and the bond vigilantes with trade is that... they don't care. Jobs data remains strong, which is emboldening their resolve.
However, President Trump does have a card of his own to play if he wants to impact rates: end the war with Iran.
Street Notes Daily retweeted
Druckenmiller on Bessent's bullshit
"I have spent five decades trading on a simple premise: Markets aggregate information no committee possesses, and prices are how that information reaches decision makers. The long-term Treasury yield is the most important price in the world. It is also the only fiscal disciplinarian the U.S. has left."
"Every basis point of artificial yield suppression is a subsidy to procrastination." "Return buybacks to their stated purpose: small, scheduled, off-the-run liquidity operations announced at quarterly refundings, never off-cycle responses to yield levels. Term out the debt honestly and pay the price the market sets."
"If the 30-year must trade at 5.5% to clear, that isn’t a crisis. It is an invoice. Then do the only thing that durably lowers long-term yields: address the primary deficit."
Street Notes Daily retweeted
New Long - $NTWO - FORT Robotics
- Mark Cuban-backed FORT Robotics and Newbury Street II Acquisition (NTWO) said on Tuesday they agreed to combine in a deal valuing the merged company at a pro forma enterprise value of $556.6M.
- The combined company will be named FORT Robotics Holdings and is expected to list on Nasdaq under the ticker FROB.
- "Creates the first publicly traded company dedicated principally to the safe and scalable deployment of physical AI, as a universal safety layer across the robotics industry," the statement said.
- The companies said FORT has signed commitments for more than $31M in PIPE and non-redemption investments from investors including Tiger Global, Prologis Ventures, and Mark Cuban.
$KUST may follow $INHD squeeze. Tiny float with 120%SI, not see any dilution file out recently. And KUST just received 1.25m cash from the buyer, which is even more than its mc. 447% CTB thats crazy squeeze setup. @GoldmanBanker
