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Venture Capital
23 Sept, 15:02
🇨🇳 China’s Gold Demand SurgesChina spent nearly $160 billion on gold in the last 8 months, even as prices reached $5,595 this year.The government sees gold as a safe store of funds with no counterparty risk. Domestic investors are also turning to it as real estate and stocks struggle, while the 10-year bond yield is just 1.67%.China imported more than 1,000 tonnes this year, exceeding its entire 2025 volume. Demand shows no sign of fading.✔️ @venture
Venture Capital
23 Sept, 12:02
NVIDIA director Mark Stevens sold nearly $947M in $NVDA shares in under a month.🖱️ Aug 31-Sep 2: Sold $410.8M in $NVDA shares.🖱️ Sep 4: Sold an additional $235.6M in $NVDA shares.🖱️ Sep 18: Sold an additional $300M in shares.Stevens has held a board seat since 2008 and still holds $6.3B in $NVDA.✔️ @venture
Venture Capital
23 Sept, 06:34
Tesla shares are up 5,581% since this 2013 headline.✔️ @venture
Venture Capital
22 Sept, 15:00
💵 Schwab Cash Rates ComparedOn 21st September 2026, $10,000 in Schwab’s Bank Sweep at 0.01% would earn about $1 yearly. The same amount in managed portfolios’ cash allocation at 3.29% would earn about $329, before tax and account costs.Deposit insurance covers eligible bank deposits within limits, but does not set rates. The 3.29% applies only to cash in Schwab Intelligent Portfolios, not the full portfolio, which carries market risk and expenses.The Fed’s 3.75% to 4% target range took effect on 16 September, after the 3.29% rate began on 1 September. Intelligent Portfolios resets monthly. Ordinary cash rates can change at Schwab’s discretion.Schwab One Interest may pay $0 for a day when interest is below half a cent. At 0.01% on $10,000, daily interest is about 0.27 cents. The 15th October 2026 expectation is 0.01% for ordinary cash and above
Venture Capital
22 Sept, 12:00
🍏 Apple Pay Eyes StablecoinsApple, with over 2 billion users, is hiring an Apple Pay strategy lead with stablecoin and blockchain experience.That could bring stablecoins into one of the world's largest payment ecosystems.✔️ @venture
Venture Capital
22 Sept, 09:00
Ⓜ️ Meta’s Narrative Turns on PriceMeta shows how quickly the market can change its narrative once the stock starts working. The same capex, AI spending, and installed base that were ignored suddenly look like advantages.Muse was the turning point. Meta showed a consumer AI product with clear monetization through paid tiers, while plugging the agent into apps and services people already use.The lesson is to build conviction before the story feels obvious, so the position is in place before everyone else pays up for the same thesis.✔️ @venture
Venture Capital
21 Sept, 15:01
🛢 Oil Inventories Near Operational FloorGlobal oil inventories are projected to hit their operational floor of 6.8 billion barrels this month if the Strait of Hormuz remains shut, according to JPMorgan.Below that level, pipelines cannot maintain pressure and refineries start failing, regardless of the oil price. It would be the first time in recorded history that physical oil availability, not just price, becomes the concern.✔️ @venture
Venture Capital
21 Sept, 12:01
🕊 A Ceasefire With a Missing PartyPublished by Oman on 6th May 2025, the one-sentence deal bars Houthi and US attacks on each other, including American vessels, in the Red Sea and Bab al-Mandab Strait. Saudi Arabia is not mentioned, while Israel was excluded by the Houthis.The arrangement has held: no American bomb has fallen since then, and no confirmed Houthi strike on a US target has been recorded. US officials say ships still targeted are Saudi.That leaves a policy contradiction. More than 100 US military personnel are reportedly in Saudi Arabia, providing targeting data to aircraft fighting the Houthis.The coalition said it destroyed Friday’s missile, but AFP saw a burning Aramco-branded fuel tank and the Journal reported hits to jet-fuel facilities. The cause remains unconfirmed, but the strike reached Riyadh for the first time since MarchVenture Capital
21 Sept, 06:01
A 1964 prediction about our AI future.✔️ @ventureVenture Capital
20 Sept, 15:00
📉 Oracle’s Filings Under ScrutinyMichael Burry says Big Tech filings may not show the full scale of AI commitments. Oracle is his main example, with $288B in leases it has not started paying.🖱️ CEOs sign filings under oath, and lying on them is a crime.🖱️ The filings do not show how much AI demand comes from companies buying each other’s products.🖱️ Oracle’s 121% growth figure includes this type of revenue, without disclosing how much.🖱️ Amazon, Meta, Alphabet, Microsoft, and Oracle made $400B in profit last year, a fraction of their committed spending.Burry is not calling it fraud. His point is that the truth may not be in the filings.✔️ @venture
Venture Capital
20 Sept, 12:01
Trump says he is creating an AI Force and will appoint an AI czar. The U.S. will not slow or stifle AI development.AI could eventually account for 25% of U.S. GDP.✔️ @venture
Venture Capital
20 Sept, 09:00
❤️🔥 Coffee Prices Fall 20%Coffee prices are down 20% this year as supply exceeds demand for the first time in 4 years.Brazil, the world's top coffee producer, is behind the surplus, with exports up 40% from a year ago.✔️ @venture
Venture Capital
19 Sept, 09:01
🥋 BOJ Signals Further Rate HikesThe Bank of Japan voted 7-2 to raise rates to 1.25%. Further hikes will depend on activity, prices, and financial conditions.Underlying inflation could exceed the 2% target as wage growth, rising expectations, a weak yen, higher oil prices, and strong AI-related demand push up selling prices.The economy is recovering moderately, supported by employment, income growth, and AI-related demand. CPI is expected to move clearly above 2% from the second half of FY2026, while financial conditions remain accommodative.Governor Ueda’s remarks will be watched for clues on the timing and pace of further hikes.✔️ @venture
Venture Capital
19 Sept, 06:00
“You don't need a lot of brains in this business…What you do need is emotional stability.You have to be able to think independently: when you come to a conclusion, you have to really not care what other people say and just follow the facts and your reasoning.”Warren Buffett✔️ @ventureVenture Capital
18 Sept, 15:02
☺️ AMD Chip PricesAMD is reportedly preparing to raise chip prices by ~10% as higher TSM wafer costs flow through to customers.The increases are expected to hit AI accelerators and consumer GPUs in Q4, as advanced-node manufacturing gets more expensive.✔️ @venture
Venture Capital
18 Sept, 09:02
📉 Treasury Yields FallAfter rate hike, the 10-year yield fell to 4.94% and the 20-year yield to 5.337%.The move suggests the bond market is pricing in lower inflation after the Fed reaffirmed its commitment to bring inflation under control.✔️ @venture
Venture Capital
18 Sept, 06:04
"If the new thing isn’t better than what is available, it hasn’t met your threshold; then that screens out 99% of what you see, and it’s an enormous thought conserver. That is not taught in business schools.”Charlie Munger.✔️ @venture
Venture Capital
17 Sept, 15:03
Cathie Wood calls SPCX a “deep value opportunity.” Meanwhile, ARKK sold 859,000 Nvidia shares at the bottom of Q4 2022.The sale cost investors over $850M in potential profits.✔️ @venture
Venture Capital
17 Sept, 12:01
🛢China Crude Futures Hit RecordChina’s benchmark crude futures hit a record 929.4 yuan a barrel after a major Middle East pipeline shutdown disrupted supply. Chinese refiners bought more cargoes, lifting the Shanghai contract to its highest since launching in 2018. Oman and Murban crude also trade above $126 a barrel.✔️ @venture
Venture Capital
17 Sept, 06:01
U.S. stocks lost $490 billion in 25 minutes after the Fed raised rates 25 bps. Warsh warned inflation is still elevated.✔️ @venture
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