CurrentLogic @CurrentLogics

We're 4x behind China in Energy production, need 1,000 data centers over the next decade, enough energy to feed them, and enough chips to fill them. Lets. Go. The Deal Table Joined April 2023

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CurrentLogic @CurrentLogics

a month ago

$AMD's Q2 2025 earnings market anomaly: the stock fell 6.3% despite record revenue and stellar Q3 guidance beating consensus by nearly 5%. The core debate is whether the market overreacted to transient noise or correctly priced in a durable new risk.

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ICEMAN @TomKazansky59

a month ago

Cuts coming in September. This has always been the plan and why not... U reignite a trade war in hopes u may get a great deal just like the EU and Korea... If not then at least those tariffs will bring down cpi and the 10 yr yield. DXY too... That will happen after today's…

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CurrentLogic @CurrentLogics

3 months ago

Mid Day Market Summary: Markets pause ahead of Nvidia earnings 📊 | Treasury yields climb on bond recovery 📈 | Oil rallies 2.5% on supply concerns 🛢️ | Major indices drift lower in cautious trading

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CurrentLogic @CurrentLogics

3 months ago

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CurrentLogic @CurrentLogics

3 months ago

Mid-day Market Update: Equity Markets Surge The NASDAQ leads gains with a 2.18% intraday rise to fueled by tech stocks like AMD (+4.18%) and NVIDIA (+2.83%) S&P 500 shows momentum at (+1.67%), while the DJIA climbs 1.55% driven by AXP (+2.15%) and GS (+2.18%)

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Just Another Pod Guy @TMTLongShort

5 months ago

I’ll spell it out explicitly one last time. Everyone thinks Trump wants balanced trade. He does not. He wants to force allies to stop trading with China. Completely. Zero inbound supply. Because it’s not just because of American jobs. It’s a proactive move to slow down…

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CurrentLogic @CurrentLogics

5 months ago

Also, at sentiment troughs market returns avg 24% 12mo later:

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CurrentLogic @CurrentLogics

5 months ago

It's a VERY good time to revisit this chart: Avg yearly drop 14%, Annual returns positive 34 of 45 years...

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Oilfield Rando @Oilfield_Rando

5 months ago

Good morning. Just wanted to remind you all that the @GOP could rescind all these outrageous Inflation Reduction Act slush funds for communist non-profits anytime, without any Democrat votes. But they haven’t. Why is that? It requires a simple majority in Congress.