TSX, TSXV, US investor. Learn from others while letting you know my market experiences Flyers, Jays, Raptors fan. Enjoyed all their championships. Not from ITM.
Canada
Joined April 2009
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Bonus Topic: Reality Over Reach
One of the strangest things about social media is that popularity is often mistaken for wisdom.
A person with a massive following can speak with absolute certainty and be treated like an expert. Meanwhile, someone with far less attention may have decades of real-life experience, hard-earned lessons, and insights grounded in reality.
Over time, I've learned that follower counts tell me very little about character, credibility, or whether someone has my best interests at heart.
That's why I pay more attention to actions than words, incentives than popularity, and reality than narratives.
Who are they?
What have they actually accomplished?
Do their actions match their words?
The goal was never to find people who agree with me. The goal was to find people who help me think better.
A small circle of genuine, honest, and thoughtful people has done more for my life, markets, health, and mental health than any crowd ever could.
For health, mental health, and even financial reasons, it pays to choose your sources and your circle carefully.
Choose your sources carefully.
Choose your circle carefully.
Seek reality over popularity.
Attention is rented.
Trust is earned.
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Markets closed. Screens off. 💻🖱️🔐
It's $25 safety bet Wednesday, NHL or NBA. I will go with 2nd line NYR to get a point each in a $25 SGP that pays $118. 🏒
Up next will be $10 safety bet on TNF. I haven't decided who to put on SGP. Odds are it will be both teams WRs and RBs. 🏈
Have a great rest of your day.
😴
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US pension funds are heavily concentrated in technology stocks.
-- The Kobeissi Letter
US pension funds are heavily concentrated in technology stocks:
The technology sector accounts for 44% of total US pension fund equity allocation, according to a Bloomberg analysis of more than 70 pension funds.
This percentage has more than doubled since 2015.
Pension fund equity allocation to technology is now larger than that of the next 3 sectors combined.
By comparison, Financials represent 16%, followed by Healthcare at 12%, Industrials at 11%, and Consumer stocks at 10%.
To put this into perspective, the Consumer sector was these funds' largest allocation in 2014, at ~20%.
US pension funds are more exposed to technology stocks than ever.
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TSX 36411.72 up 241.27
Dow 52486.49 up 254.60
S&P500 7619.38 up 98.45
Nasdaq 25466.19 up 400.31
Russell 2000 2845.57 up 24.19
WTI 86.31 up 0.27
Gold 3992.20 down 38.00
Silver 51,74 up 0.51
Copper 6.27 up 0.03
Natural Gas 3.24 down 0.05
US Dollar Index 102.94 up 0.70
VIX 17.49 down 1.97
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Ireland ICT service exports visualized.
Ireland leads the world in ICT service exports at $301.7 billion, followed by India at $200.3 billion 💻
Created in partnership with @Adobe, this visualization highlights the top countries by information and communication technology service exports using data from the World Bank.
visualcapitalist.com/sp/adb0… #adb02
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What is the daily WH buzz?
AXIOS: LUTNICK BLOCKED TRUMP'S NVIDIA–CHINA CHIP CRACKDOWN
Commerce Secretary Howard Lutnick repeatedly stalled restrictions on Nvidia ($NVDA ) chip exports to China, despite Trump approving action three times, according to Axios.
At an Oval Office meeting, Trump consulted Elon Musk, who backed tighter controls alongside Rubio, Bessent and Hegseth.
Lutnick reportedly warned the move “will start a trade war with China.”
Trump ultimately ordered: “Let's get it done.”
Axios reports the restrictions still have not been implemented. The Commerce Department disputes parts of the account.
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Gold charting action.
#Gold 3-month window - coming back to retest the trendline after break-out? A near-term bounce off that would set a higher-low to resume from.
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UK critical minerals demand.
Between 2024 and 2030, the UK’s cumulative #criticalmineral demand versus 2024 alone is projected to explode 💥
#RareEarths: 18,020 tonnes, up from 1,161 tonnes (x15)
#Lithium: 113,400 tonnes, up from 2,525 tonnes (x45)
#Graphite: 137,800 tonnes, up from 9,070 tonnes (x15)
#Cobalt: 76,610 tonnes, up from 6,089 tonnes (x13)
#Nickel: 416,100 tonnes, up from 50,430 tonnes (x8)
MPs warn the UK cannot be confident the government meets any of 10 tests to cut reliance on China.
🔗 theoregongroup.com/latest-ne… #mining #miningnews
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AI bottlenecks.
576 Nvidia GPUs in just 577 square feet, drawing 1.2 megawatts from a connection that’s already there.
That’s Foundry. Torus, the Utah energy-storage company behind it, raised $500 million today, led by Magnetar.
The bottleneck isn’t chips now. It’s the years a new campus waits for a grid connection.
It goes behind the meter instead, to unused headroom at transformers that already have power. Inference load looks like an EKG to a utility, and the flywheel and battery on site flatten it so more GPUs fit the same connection.
The gap:
> 4+ years for a grid connection in primary data center markets, per JLL
> 12 to 16 weeks from contract to running workloads
Hydra Host is the first named customer. Thousands of GPUs run today, with a target of more than 47,000 by the end of 2027.
No valuation disclosed. The ceiling is physical: a site has only so much unused headroom, and every box needs a utility to say yes.
The bet is that yes comes easier when the power is already there.
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Interesting statistic out of China about copper refinery capacity.
Crazy. China is projected to control 56% of global copper refinery capacity in 2025, underscoring its dominance in the copper supply chain.
This concentration has significant implications for global market dynamics and supply security.
📊 @mining $MUX $ATX $NEM
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Cost effectiveness of AI is becoming a hot topic.
-- The Kobeissi Letter
Cost effectiveness of AI is becoming a hot topic.
As AI adoption accelerates, the focus is increasingly shifting from simply building more powerful models to maximizing the value generated by every dollar spent.
Not every task requires the most expensive or advanced AI model.
In fact, the global AI inference software market is projected to grow from $21.1 billion in 2026 to $80.9 billion by 2033, representing +283% growth.
As companies deploy AI at scale, reducing costs without sacrificing performance will be increasingly important.
The next phase of AI is about efficiency, not just computing power.
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