💥🐻💥 Gentle reminder to Bers: * QT ended today, December 1st * Polymarket: 90% chance of December rate cut * President Donald Trump said Sunday that he's picked his next Federal Reserve chairman and will make his announcement soon * Santa Rally coming next * Trump Accounts money to stock market coming in 2026 (initial $1,000 govt deposit for newborns, parents could also contribute additional $5,000/year, employers could also contribute $2,500 without impacting employee’s taxable income)

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2022 gave me hope that the govt would be willing to defend the dollar and pay some price for their COVID QE excess. 2023 absolutely killed that hope.

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-record Black Friday sales (from the wealthy continuing to buy) -klarna the only thing letting poors buy (if the govt can kick the can so can we) -stonks right back up 📈📈📈

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Yes to govt warfare but not for bitcoin

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Apple doesnt make chips, it designs chips. Currently TSMC is making chips for Apple. Apple will still design their chips they will only shift manufacturing from TSMC to Intel. They are not buying Intel x86 chips. Apple is only using Intel foundries so that Intel manufacture chips that Apple designs. Trump bought 10% of Intel for US govt. He wants companies to build chips in US. He is also threatening to tariff if chips are not manufactured in US and TSMC is refusing to shift manufacturing of their best chip and R&D to US so Intel might be the only choice if tariffs are imposed.

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I’m no expert but I’d expect the opposite Because the govt isn’t very liquid and can’t move shares quickly. So you just have locked up like 6% of intel that doesn’t move now id expect the shares that do move to have an outside effect. But I’m pro regard so who knows. I do know my 20 contracts went from .12 to .20 so was good enough when it looked like fear peaked

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the stocks are down on a narrative, not because they're broke and the deals aren't real. ffs, the amd deal is so horrible for amd/amazing for oai that oai will absolutely capitalize on it as much as they can. it's ~free GPUs at the expense of amd's diluting stock. and that's omitting all the softbank $, numerous banks that are in on this, and the support of the us govt, ala stargate (and maybe genesis, if it's ever actually explained).

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How much longer til the pitchforks & torches time 😒-pit everybody against eachother✅ -pit everybody against the govt. & big institutions✅ -Let the govt do whatever it wants without consequences✅ -pit all the countries against eachother✅ -price everybody out of everything✅

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When every major data is being hidden by the govt, not sure why am in this casino.

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Same, cut my realized gains in half this month. Gave it back to the market gods rather than giving it to the govt

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