Major development of the breaking varietal.This is sure to make Trump lose his fucking mind. He is now an outlaw. Proceed as you were, good Sirs. NDX futs +173bps.Read More

The moment of truth:NVIDIA beats by $0.08, beats on revs; provides Q2 revenue guidance, impacted by $8 bln loss in H20 revenue (134.81 -0.69) Reports Q1 (Apr) adjusted earnings of $0.81 per share, $0.08 better than the FactSet Consensus of $0.73; revenues rose 69.2% year/year to $44.06 bln vs the $43.34 bln FactSet Consensus.Non-GAAP gross margin came in at 71.3%, excluding...Read More

I have no doubt that if not for Trump meddling in market affairs, we’d be +15-20% by now. Some people believe that to be up another 20% after 23 and 24 is incredulous. Let me remind you that this has happened before and the price action…similar. I’ve often compared this AI fueled tech tape to...Read More