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@drjstrategy
Chief Market Strategist @WellingtonAltus. PhD Econ. Astute, observations and conclusions. Personal views. Not investment advice. Please do your own research.
World & Business
Alphabet fell ~10–13% on slower search growth and heavy AI capex; Intel dropped ~20–23% on weak Q4 guidance. Amazon missed on metrics while maintaining elevated capex. Earnings miss fueled AI stock rotation, broader tech weakness, and safe-haven bond flows.
Technology
Musk claims debt markets recently almost entirely shut off funding for companies without substantial revenue beyond AI data centers.
World & Business
Ukrainian President Zelenskyy announced Kyiv would resume strikes on Russian oil refineries after halting them at US request. Russia continued attacking Ukrainian energy infrastructure. Zelenskyy reported feeling 'betrayed' due to Starlink throttling and reduced US intelligence sharing.
World & Business
A commentator says Samsung’s profit and TSMC’s sales gains drew muted reactions amid worries the debt-fueled AI boom may fade.
World & Business
A user claims the agreement followed a Trump–Xi meeting and includes an AI cooperation channel, describing it as a positive start rather than a full trade deal.
World & Business
A commentary criticizing the “Warsh Fed” predicts more rate hikes and a “massive policy mistake,” rejecting the idea that growth and price stability are an either-or choice.
World & Business
White House official Peter Navarro called Warsh “Make Recessions Great Again” and accused him of “selling us out,” according to a post quoting his remarks.
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