Next week, Treasury is auctioning $58bn 3 year notes, $42bn 10 year notes and $25bn of 30 year bonds Google capex just raised to $175-185bn Amazon capex just raised to $200bn Figure both will tap the debt markets next week to help finance a chunk of that. That's a lot of paper

Original source ↗ | February 05, 2026 at 21:30 UTC | Twitter - @ces921

IDEA 1 TICKER: $SLV DIRECTION: short THESIS: Historical analysis suggests that $SLV, after 20% corrections from ATHs and major tops, tends to experience deep and long declines. SPEAKER: @markminervini TIMEFRAME: long-term

IDEA 2 TICKER: Crude Oil (or related ETFs like $USO, $WTI) DIRECTION: short THESIS: A significant black-market glut of over 100 million barrels of oil, held in storage and tankers, suggests an oversupply that could depress oil prices. SPEAKER: @burggrabenh TIMEFRAME: medium-term

IDEA 3 TICKER: XLP (Stap

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