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05:28
Sep 14
@loraclexyz
🔮(𝕏ᵀ𝕏) - loracle.hl (@loraclexyz) Rare LeCun W
05:27
Sep 14
@kevinxu
@DocZzZzZz wow
05:27
Sep 14
@FirstSquawk
GSK says data from 88 million Greater Bay Area residents could help shape better healthcare policies and improve planning across the region.
News
05:21
Sep 14
@babyfolio
Can't stress this enough: if this drawdown extends, it could be a gift for people who missed the train. AI development is not stopping, and …
AVGO NBIS CRDO
MED
05:15
Sep 14
@business
New Zealand tourist arrivals hit a record high for July, with overseas visitor numbers for the month finally exceeding pre-pandemic levels, …
News
05:08
Sep 14
@financialjuice
JAPANESE CAPACITY UTILIZATION MOM ACTUAL 0.5% (FORECAST -, PREVIOUS 4.1%) $MACRO
News
05:07
Sep 14
@financialjuice
PBoC: to boost cross-border yuan usage
News
05:07
Sep 14
@financialjuice
China unveils sovereign framework for green bonds
News
05:07
Sep 14
@financialjuice
PBoC: back building a new model for real estate development
News
05:07
Sep 14
@financialjuice
PBoC: to innovate macroprudential policy tools and support steady economic recovery and growth
News
05:07
Sep 14
@financialjuice
PBoC: to consider expanding central bank's macroprudential and financial stability roles
News
05:07
Sep 14
@financialjuice
China TQ to Use Green Bond Proceeds for Financing Green Spending
News
05:07
Sep 14
@financialjuice
PBoC: to enhance real estate finance oversight
News
05:07
Sep 14
@financialjuice
PBoC holds 2025 macroprudential work conference
News
05:07
Sep 14
@financialjuice
PBoC: will prioritize real economy and financial services for the public
News
05:07
Sep 14
@financialjuice
PBoC: will allow currency swap and yuan settlement to play their parts
News
05:01
Sep 14
@kevinxu
@fullportnik base game was too easy. so i restarted on new game plus mode on the highest difficulty. streaming it live too.
05:01
Sep 14
@mkfilko
@DEihausen @miscomputate Ty for sharing
05:01
Sep 14
@mkfilko
@Tape_Vector Sorry bro haha yeah I have just seen comments like that from other bots so I said it. 🫡🫡 All good
05:00
Sep 14
@business
Alternative routes are needed to allow flows of LNG to bypass the Strait of Hormuz, Oman’s energy minister told a major gathering of gas pro…
News
04:59
Sep 14
@oguzerkan
Inference makes up 37% of frontier lab compute workload, up from 29% in the beginning of 2024 per SemiAnalysis. Workloads shifting from trai…
NVDA FLIP
MED
04:54
Sep 14
@FirstSquawk
The music industry is stepping up its crackdown on AI-generated songs, targeting their use in streaming fraud and efforts to manipulate roya…
News
04:54
Sep 14
@FirstSquawk
The UK faces a £258 billion infrastructure spending shortfall, according to a Financial Times report, highlighting the scale of investment n…
News
04:53
Sep 14
@jukan05
Semiconductor Supply Chain News Roundup, September 14 1. Samsung Electro-Mechanics submitted TGV module samples for its glass substrate to T…
2049.TW 005930.KS 009150.KS 000660.KS TSM News
MED
04:53
Sep 14
@FirstSquawk
The UK’s expanded ban on advertising ‘less healthy’ foods could put up to £1 billion of media spending at risk, according to the Financial T…
News
04:53
Sep 14
@bubbleboi
@lauriewired Let us know the most esoteric feature that comes out this year
04:46
Sep 14
@santiagoaufund
@MoneyLevelsShow @Oliver_MSA Yes…correct
04:46
Sep 14
@bubbleboi
@insane_analyst 👀
04:46
Sep 14
@Semicon_player
Squid Game
04:46
Sep 14
@unusual_whales
Anthropic uncovered a group in northern Yemen — where Iran-backed Houthi militants operate — using its Claude AI model to support the develo…
News
04:45
Sep 14
@business
Warsaw-listed discount retailer Pepco plans to expand its manufacturing footprint into Africa to better navigate global supply chains that h…
News
04:44
Sep 14
@Semicon_player
@rklb_invest 고생하셨습니다! 책 한권에 얼마나 많은 고민이 담기는지.. 잘 압니다^^ 축하드립니다
04:41
Sep 14
@FirstSquawk
Japan’s central bank is approaching a pivotal rate decision, with markets closely watching whether the BOJ moves ahead with further policy t…
News
04:40
Sep 14
@business
South Korea’s National Pension Service has named Kyuhong Lee as chief investment officer to oversee its $1.4 trillion portfolio, handing him…
News
04:38
Sep 14
@zephyr_z9
@TShirtnJeans2 I was giving an example when it comes to the size of training runs and how it changes next year Don't take 1M or 500k too ser…
04:38
Sep 14
@jiahanjimliu
@FeroceResearch Great work Feroce!
04:38
Sep 14
@liwei_twcapital
@WSTAnalystApe 沒錯
04:30
Sep 14
@business
AI computing networks maker Ligent Technologies is seeking to raise as much as $727 million in a Hong Kong IPO, adding to a surge of listing…
News
04:30
Sep 14
@liwei_twcapital
@cherryPayment 準準看穿底層邏輯，沒錯就是這樣，不可能停，人類未來只有滅絕與進化兩個選項！
04:25
Sep 14
@business
Robinhood hopes the Oura IPO will be its entrée into the underwriting big leagues. There are a few problems with that plan — including its c…
HOOD News
04:23
Sep 14
@liwei_twcapital
@jukan05 Yes, resist foreign sweatshops! Keep fighting, people of Taiwan!
04:18
Sep 14
@svtrivo
@komunamu 그냥 물이라는 실험결과가 있었다구요? 허허... 저도 지금껏 저것 안 버리고 먹었는데요
04:18
Sep 14
@FirstSquawk
AI-linked stocks tumble in early Asian trading after leaders of major frontier AI companies warn that development may need to slow to limit …
NVDA News
04:18
Sep 14
@grumpierbtday
@HedgeyeComm Jeremie is known for bad takes.
04:18
Sep 14
@grumpierbtday
@ren_stocks Now that is a meme I haven't seen in a long time.
04:18
Sep 14
@liwei_twcapital
@photonjaeger @RYANHINGSHING @damnang2 @PhotonCap Love it 💯
04:16
Sep 14
Bloomberg Markets
AI Chiefs Call for Slower Model Development
KWEB WTI AIQ 1ST USD/JPY SPY 1ST ▾
Vasu Menon
China tech/internet offers investment opportunities.
Chinese technology and internet companies offer opportunities within the diverse AI space. Performance will be dispersed, so investors should invest in China but keep a diversified portfolio and be ready to rotate.
KWEB LONG
Michael Hearth
Pipeline shutdown tightens oil flows.
Saudi Arabia's East-West pipeline shutdown after attacks removes a key bypass around the Strait of Hormuz and tightens oil flows. Iran appears to be using Hormuz leverage to keep upward pressure on oil prices, and the conflict looks like a war of attrition, keeping oil supply risk elevated; the U.S. is escorting barrels but the market remains sensitive.
WTI WATCH
Anthony Stevens
AI slowdown dents visibility; longs vulnerable.
The AI safety slowdown undermines visibility on future AI cash flows into 2027 and 2028, including uncertainty over an OpenAI IPO. With investors heavily long AI stocks, the market is likely to sell first and ask questions later, creating near-term downside and volatility for AI equities.
AIQ SHORT
Tieying Ma
DBS sees stronger yen at 151.
The BOJ is expected to hike and continue normalizing as underlying inflation and wage growth converge to 2%, with the next move in December or January and terminal rates near 1.75%-2% by mid-2027. DBS forecasts USD/JPY at 151 by year-end, though record carry-trade positions and FOMC uncertainty mean the BOJ will communicate cautiously.
USD/JPY SHORT
Vasu Menon
Equities stay positive despite yield spike.
The medium-term backdrop for equities remains positive despite near-term volatility. The Fed is unlikely to act aggressively because inflation has run above 2% for five years, and history from 1999 shows 10-year yields above 5% can coexist with strong equity returns when growth and earnings are solid; the S&P 500 rose 14% and the MSCI All Country World Index rose over 20% then. Valuations are not excessively high.
SPY LONG ACWI LONG
Sonny Bonga
AI safety push may slow semiconductor CapEx.
Coordinated warnings from Anthropic, OpenAI and Elon Musk for slower frontier AI development and more oversight could slow model training, GPU purchases and hyperscaler capex. New legal and regulatory liability questions add uncertainty, so semiconductor stocks need to price in slower capex before the cyclical outlook can resume.
SMH SHORT
Balaji Krishnamurthy
LNG long-term demand remains strong.
Long-term LNG fundamentals remain strong due to population growth, electrification and data-center power demand. The Middle East conflict has caused short-term demand destruction and affordability strain, but customers are increasingly seeking long-term contracts for energy security while new supply has slipped, supporting the market.
LNG LONG
HIGH
04:16
Sep 14
@ReutersBiz
AI-connected stocks fell sharply in early Asian trading after the CEOs of the companies developing the most advanced AI models warned the pa…
News
04:16
Sep 14
@grumpierbtday
@HedgeyeComm Jereme is known for bad takes.
04:10
Sep 14
@LiveSquawk
#OOTT | Oil Price Surge Revives Prospect Of Bank Of England Rate Rise This Year – FT https://t.co/vqma5NJ4GN
News