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AI Arms Race is officially on #ai #neocloud #nasdaq

Former OpenAI researcher Leopold Aschenbrenner argues that AI is about to get much smarter, very fast. He believes current AI is already intelligent but is held back because it lacks the right tools and memory—a problem he calls "unhobbling." Key Predictions By 2027 (AGI): AI

S&P/Nasdaq up, but the volatility is still terrifying. ✅ Good: RSP at all-time highs = rally is broadening. ⚠️ Bad: Japan elections Sunday = liquidity wildcard. We need follow-through on Monday to confirm stability. #nasdaq #rsp #sp500

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🇺🇸 US MACRO WEEK AHEAD: The "Shutdown Backlog" & The Fed's Path ​After the government shutdown delays, markets are bracing for a rare double-header of critical data this week. The "wait-and-see" Fed needs clarity, and volatility is guaranteed. ​The Delayed Calendar: ​Wednesday,

The Most Confusing Week in Stock Market History Just Ended. ​If you felt dizzy watching the charts last week, you aren't alone. We just witnessed a historic anomaly: ​1️⃣ The Paradox: The Dow Jones broke 50,000 and Small Caps hit all-time highs, while the Nasdaq and tech giants

HIMS vs Novo Nordisk 💪 This is the biggest fight in pharma right now. Tiny HIMS (mcap: ~$500M) just declared war on Novo Nordisk (mcap: ~$500B): • Offering Wegovy alternatives at $49 first dose ($99 vs $1,000+) • Same subcutaneous semaglutide platform • Direct challenge to

STOCK SELL-OFF NOT OVER, GOLDMAN TRADERS SAY Goldman Sachs warns that US stocks could face more selling this week, driven by trend-following funds known as CTAs, which have already hit sell triggers in the S&P 500. The bank estimates CTAs could dump up to $33 billion this week

💥BREAKING: Deutsche Bank says a breakdown in U.S. growth and hiring could change the Fed’s policy path.

🚨 STOP valuing Silver like it’s 2015. ​The "AISC" cost of $20/oz is a MYTH. Here is the actual math of starting a mine in 2026. 🧵👇 ​1️⃣ The "Idle Tax" 🏗️ You borrow $100M+ to build a mine. It takes 2 years. While you dig ZERO silver, interest compounds. That "Ghost Debt" adds

🌍 WEEKLY GLOBAL MARKET INTELLIGENCE ​ Global Sentiment: Mixed to Bullish 🐂📈 ​🇨🇳 CHINA ​Sentiment: 📈 BULLISH Focus: Tech Rebound & Property Stabilization ​Tencent Revenue & Gaming: $TCEHY (OTC), $0700.HK ​Data Check: CLSA forecasts double-digit growth (~13.5% YoY) for Q4

Futures red🔴 #nasdaq #stocks

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🚨 MARKET REALITY CHECK 🚨 Wall Street is SELLING stocks vulnerable to AI disruption while simultaneously betting BIG on AI infrastructure. The paradox? → AI returns are outpacing forecasts → S&P 500 just hit ANOTHER all-time high → But the "AI rally" is officially cooling

That is an excellent analogy.#SaaS #nasdaq

Everyone thinks we are in a bubble about to burst (1999). The data suggests we are just getting started (1996). ​The market is climbing a "Wall of Worry," but the algos are selling the noise while smart money is quietly positioning for the biggest rotation of our lifetime. ​Here

Stating that AI Agents will replace entire SaaS businesses is equivalent to saying that 3D printing would replace all of manufacturing 10 years ago. The latter didn't happen, and the former will not. #saas $NOW $CRM $MSFT

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