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Strategies & Market Trends
News Links and Chart Links
An SI Board Since February 1999
Posts SubjectMarks Bans Symbol
29739 409 0 SPXL
Emcee:  Les H Type:  Moderated
Introduction Market Data Compact
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29739[X] This chart shows where every $100 of AI infrastructure spending could flow Les H-last Friday
29738[X] "He made $6.2 billion and locked in a profit on Nvidia from $150 to $900: BLes H-last Thursday
29737[X] Nvidia $NVDA may officially be a semiconductor stock, but it isn't trading Les H-August 28
29736[X] That cycle peak would be happening while the trade remains somewhat crowdedLes H-August 27
29735[X] " Since 1995, the PHLX Semiconductor Index has experienced an average intraLes H-August 27
29734[X] "South Korea is often regarded as the world economy's early-warning system Les H-August 27
29733I don't think he has looked at the way these loans are structured. He makesSam-August 26
29732[X] 🦔Nvidia just posted $96.2 billion in quarterly revenue, more than doublingLes H1August 26
29731Hi Les, That comparison does not hold water if one views the yield on an after-robert b furman-August 24
29730[X] Treasuries now offer more income than almost every S&P 500 stock: Just ~3%Les H-August 23
29729[X] 🦔AI companies have pre-ordered almost all of the world's RAM production foLes H-August 23
29728[X] THE FIRST US-LISTED ETF FOCUSED ON KOREA'S AI CHIP SUPPLY CHAIN IS NOW TRADLes H-August 22
29727[X] If you bought $MU everyday at market close and sold at market open, your reLes H1August 22
29726[X] Yes, the shift in the stock market during the 2030s will be challenging. ULes H-August 17
29725Speculative fever grips Kosdaq amid record rally Button LabelListen Text Size Les H-August 14
29724[X] August 2026 Off to a Hot Start: Trump Puts August’s Bearish Reputation to tLes H-August 7
29723[X] The Yen carry trade is dying. Before April 2025, the USD/JPY currency pairLes H-August 5
29722Small cap Korean KOSDAQ lost half its value [X] Wanna see real pain? KOSDAQ, Les H-August 3
29721Record inflow into chip ETFs [X] Now, with the first sharp pullback, there is Les H-August 3
29720[X] Wall Street banks have demanded more collateral from hedge funds in recent Les H-August 2
29719[X] Here is the number underneath that. Leveraged ETF assets stood at $47 billLes H-July 31
29718[X] After the "Leopold low" - are we free to continue to trade this semis vs naLes H-July 31
29717I don't know if the seasonal chart is accurate. I looked at some of yearly Les H-July 30
29716The Chart That Keeps Me Awake at Night (Margin Debt )Margin debt just hit a recoLes H-July 30
29715[X] Roughly 85% of the April-May leveraged ETF build-up has already been unwounLes H1July 30
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