Rates Down, Stocks Up

My trepidation this morning about rates was somewhat resolved for the session, with a sharp drop in rates from its highs and the resumption of the AI Datacenter/Energy trade in tow.

This morning we had great numbers out of $GLW, as the build from the datacenter to civilization continues.

Now along this path there will be pops and drops, moments of discord and operational inefficiencies. But the AI network will be build, going from 400g to 800g to 1.6t datacenters; there will be bountiful profits to be enjoyed. The trick from now until then is to not get completely shaken out and know when to pull some into cash and know when to buy dips. This is when a professional, such as myself, enters the foray.

You have been reading this blog for free for many years and you’ve accumulated untold riches FEEDING like a parasite off of those, particularly me, without end. Very soon all of that, and this, will cease and I will bid you adieu.

+54bps for the session, now in a 50% cash position due to various external factors which will be revealed soon.

GOOD DAY.