Share your thoughtsWhat's on your mind?
Bessent is being so straightforward, giving a live demonstration of what a "market maker" really means.
- It's about possessing extremely asymmetric information.
"When we intervene in the yen market, I know exactly what the Japanese people, the Bank of Japan, and the Japanese decision-makers are going to do."
$XL2CSOPHYNIX(07709.HK) A triumphant escape, really. I have to admire our neighbors in the northeast; I've even bought their phone as my main entertainment device.
uhhh... the Unitree IPO is more than 8000 times oversubscribed by retail investors.
The demand for pure play humanoid companies is absolutely enormous?I'm personally in the US-based Agility Robotics club (Softbank, $NVIDIA(NVDA.US), $Amazon(AMZN.US), Foxconn, etc), at $2.5B premoney via $Churchill Capital XI(CCXI.US). And my take is that Unitree likely opening at $30B+ (from pre-ipo perps), might bring the leading US players some more attention in a week or two. Regardless that's just absurd demand.Just some near term events:
- OCP APAC tomorrow (Ayar, Lightmatter, $AMD(AMD.US), $NVIDIA(NVDA.US)) and your CPO players are giving announcements/updates.This should be a catalyst for certain optical players.- Earnings week: with $AST SpaceMobile(ASTS.US), $Rocket Lab(RKLB.US) reporting today (space), $Lumentum(LITE.US) on Tuesday (photonics), $Nebius(NBIS.US) in the middle of the week (Neocloud), and more.- Unitree IPO subscriptions opened up today and Listing is expected this month.Should be a potential catalyst for the humanoid + robotics sector if it opens up well eg. $Churchill Capital XI(CCXI.US).Fun week ahead.Breaking: Michael Burry has disclosed his updated positions
He: • Added to Lululemon $Lululemon(LULU.US) long at $127.45 • Added to Freddie Mac $Freddie Mac(FMCC.US) long at $5.43 • Added to Mercado Libre $Mercadolibre(MELI.US) long at $1812.39• Added to Fiserv $Fiserv, Inc.(FISV.US) long at $51.93• Added to Zoetis $Zoetis(ZTS.US) long at $72.72• Added to Semiconductor ETF $SOXX short at $541Burry left his Tesla and Palantir shorts untouchedPortfolio Report is live: one sentence gets you P&L attribution, what worked and what didn't, risk flags and a trader title.
Share your report card in the comments for 288 Task Coins and a shot at an AI Pro card.$XL2CSOPHYNIX(07709.HK) closed 1,000 shares at 32.50. Currently holding 3,000 shares, slightly above water. Working hard for dinner! Just made plans to eat and drink with Kai Zi friends.
The datacenter fight in the US has so far run through county boards and city councils. But that ended on July 14, when Gov Kathy Hochul signed Executive Order 62 and New York became the first state to implement a datacenter moratorium. (1/5)🧵
$VG S&P 500(VOO.US)
Stay calm and invest :)
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