$NVIDIA (NVDA.US)$ More funds are buying government bonds for safety; one can only choose either US stocks or US bonds.

$Tesla (TSLA.US)$ Victory of the bears.

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ You can only choose one between U.S. stocks and U.S. bonds, the answer is U.S. bonds.

$Tesla (TSLA.US)$ As I have always emphasized, Tesla no longer has any advantages in the EV Industry, and NVIDIA seems to show some similar signs, but fortunately, the CUDA ecosystem moat is still there; it will just affect performance.

$Apple (AAPL.US)$ holy effing crap dude I hate china so much. of course I had a bunch of calls that are now so screwed.

$NVIDIA (NVDA.US)$ Excess computing power, the DeepSeek paper shows that it can bypass NVIDIA CUDA.

$NVIDIA (NVDA.US)$ will you

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ AI bubble is causing funds to shift towards safer Bonds market

$Tesla (TSLA.US)$ Looking at Options, I feel like I can open a short position again.