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频道帖子
| 2 | Kevin Warsh signals inflation risk is easing (less chances of Rate Hike)
Positive for Gold, Bitcoin, Growth Stocks | 166 |
| 3 |  US got scared from the Chinese models which are way cheaper and claimed to be better ! | 179 |
| 4 |  Normalizing traffic back to the historical baseline is not going to happen quickly. Even if an enduring diplomatic solution or military breakthrough is achieved tomorrow, normalization will take several months to a year due to a combination of physical, legal, and operational bottlenecks:
* Clearing the Shipping Backlog: Over 1,500 commercial vessels and more than 20,000 mariners have been physically stranded or anchored outside the strait. Systematically untangling this logistical logjam and rescuing stranded assets will take weeks once the water is deemed safe.
* Mine Sweeping and Navigation Risks: Before commercial fleets willingly return, naval forces will need to clear potential sea mines and address severe GPS jamming/AIS spoofing anomalies currently plaguing the Gulf.
* Insurance Restoration: Maritime underwriting syndicates will require sustained periods of zero hostilities before reinstating standard Protection and Indemnity (P&I) insurance coverage. | 206 |
| 5 |  没有文字... | 224 |
| 6 |  +1Absolute chaos happening in the hardware supply chain, a massive structural supply crunch, and it's hitting RAM, Solid State Drives (SSDs), and GPUs across the board.
This is bcz of AI Boom !
Tech giants (Nvidia, AMD, Microsoft, Google, etc.) are building out massive AI datacenters at an unprecedented pace. These AI chips require an extreme amount of high-speed memory called HBM (High Bandwidth Memory) and specialized server RAM.
How is this effecting Normal Consumer of Laptops / Phones / Tablets / External HardDisks ?
The Reallocation Shift: Major memory manufacturers like Samsung and Micron have aggressively shifted their production away from standard consumer PC parts to prioritize high-margin AI enterprise orders
Low Inventory: Consumer DRAM and SSDs production has slowed. Bcz supply is artificially tight and demand is surging, component prices are spiking dramatically.
Hence our Laptops and Phones are becoming expensive. Even External Hard Disk prices hv shot up by almost 300% in few months | 282 |
| 7 | INDIA GOVT SAYS BOTH SIDES REAFFIRMED THEIR COMMITMENT TO AN AGREEMENT THAT IS BALANCED, COMMERCIALLY MEANINGFUL | 260 |
| 8 | INDIA GOVT SAYS DISCUSSIONS WITH U.S. FOCUSED ON PATHWAYS TO CONCLUDE AN INTERIM AGREEMENT AS AN IMPORTANT MILESTONE TOWARD A COMPREHENSIVE BTA. | 260 |
| 9 |  +1Taiwan maeket cap is now higher than India fueled by rally in AI stocks
the margin funding has hit all time high above the peak of Dot Com Bubble | 260 |
| 10 | Telegram is back ! | 246 |
| 11 |  Is Bank of America trying to induce a correction in markets ?
they changed from No Rate hike to 3 hikes in just a month!
my opinion is Fed will keep the rates paused till midterms and if trump survives then we can even see a rate cut in December | 277 |
| 12 |  没有文字... | 248 |
| 13 | JIO PLATFORM DRHP TO BE FILED TODAY
Mukesh Ambani announces in AGM | 276 |
| 14 | Accenture down 18% ❗️
on lower than estimated guidance for next quarter and year
earnings shock in US IT stocks, Indan IT stocks already down nearly 40% from highs
more Bloodbath tomorrow in Indian IT stocks
Infy ADR -8%
Wipro ADR -5% | 291 |
| 15 |  +3BREAKING: 🇺🇸🇮🇷 US officially releases 14-point MoU with Iran. | 260 |
| 16 |  FOMC Meet Outcome : Fed Holds Benchmark Rate in 3.5%–3.75% Target Range | 199 |
| 17 | Telegram can be used with VPN
download any Free VPN
many traders who use wifi are able to use telegram even without VPN (depends on your wifi provider) | 183 |
| 18 | JUST IN: 🇮🇳 India's stock brokers Groww, Zerodha, Angel One and Upstox receive approval to offer US stocks to Indian investors. | 240 |
| 19 | India Vix at 13
back to Pre War levels | 219 |
| 20 | SENIOR U.S. OFFICIAL: TRUMP, VANCE SIGNED MOU, SO DID IRANIAN PARLIAMENTARY SPEAKER | 261 |
