Positive Funding Rates, an uptick in the ruthless Taker Buy Dominance, and the whales’ graceful waltz on the blockchain stage suggest that PEPE might just pirouette past its $0.00001272 barrier. Bravo, maestro, but do not applaud just yet.
Bitcoin, that mischievous scamp, is thumbing its nose at seasonality trends with a cheeky 8% gain, making this September its best since 2012. 🕺💸
For The Trade Desk (TTD), the independent DSP that has long prided itself on being the genteel alternative to Google and Meta’s walled gardens, this union raises the question: Is neutrality now a charming affectation, or a relic of a bygone era? The risk is clear; the opportunity, perhaps less so.
Ah, the second quarter! A season of bounteous harvest for our Nebius, who, in a delightful flourish, reported an astonishing revenue increase of 625% year on year and 106% compared to the prior quarter, amassing a splendid $105.1 million. Such figures are no mere embellishments; they reflect profound demand for their burgeoning AI cloud infrastructure.
Together, these signals show conviction, even as profit-taking risks remain high.
Ackman, that scribe of shareholder ledgers and prophet of consumer whims, has long understood that markets are not mere numbers but the trembling pulse of human ambition. His Pershing Square, a colossus of capital, has not merely outpaced the S&P 500 this year-it has doubled his own fortune to $9 billion, a sum that might have made Dostoevsky’s gamblers weep with envy. Yet what is a nine-digit number but the shadow of a greater ambition? To Ackman, it is but a prelude to the next wager.
But, I digress. A certain company, often overlooked yet with a certain… heft, stands poised on the brink of joining this exalted club. That company is none other than Taiwan Semiconductor Manufacturing Company, or TSMC for short, with a market cap currently at a respectable $1 trillion. Why, one might ask, is this unsung hero of the chipmaking world poised for such a meteoric rise? Well, brace yourselves, for this story is one of slow yet steady dominion in the semiconductor world, like a gentleman entering a room and quietly taking his rightful seat.
Yet, the S&P 500 rarely graces us with its average 10% return in a single year. Instead, it prefers to dabble in extremes-those few years of splendor offsetting the rest with the kind of mediocrity that would make a Victorian parlour hostess blush. And with its current reliance on mega-cap growth stocks, the index may soon become a veritable carnival of volatility.
Will Nvidia stretch even further into the annals of financial legend in the coming years? Most assuredly, for I foresee a future where it proudly claims the title of the world’s premier $10 trillion entity. One pivotal innovation may hasten this remarkable journey more swiftly than a peddler of dreams.
According to Bloomberg (you know, the place where all the serious money people hang out), LMAX’s exchange is already moving over $40 billion in daily volume across forex and digital assets. And it turns out, their customers want more. And by more, they mean *high-leverage access* to crypto markets. Because, who needs a calm, rational approach to investing when you can have *100x leverage*?
