JustDario

This morning I woke up, and once again I read about President Donald Trump saying he will refill the US SPR with Crude Oil from Venezuela.

At the moment, the Oil & Energy sector weight in the S&P500 is ~3.30%, while if we put together Hyperscalers & Cloud Providers, Semiconductors & AI Chips, Hardware & Networking Suppliers, and Software & Security names, all linked, in one way or another, to

CoreWeave reported its Q2 2026 earnings last week, triggering an immediate positive market reaction that propelled its shares from ~$90 to ~$111.

On Monday, the 3rd of August, Japan and the US agreed to issue a joint public statement confirming that they coordinated to intervene in the JPY exchange rate.

I lost count of how many articles, posts, and analyses I have written over too many years documenting what was REALLY happening in the AI space, as opposed to what was happening according to the fantasies and stories broadcast non-stop by all actors with…

In the current circumstances, you might expect the worsening crude oil crisis to be at the top of every trader’s mind.

Today is July 15, 2026, and as I write this article, we are nearly five months into the conflict between the United States, its allies, and Iran in the Middle East.

Yesterday, when I first read the Bloomberg headline “Meta Is Planning a Cloud Business to Sell AI Computing Power,” the first thing I instinctively thought was, “Selling AI computing power to whom, exactly?”

While everyone’s attention is polarized by anything involving the peace negotiations between Iran and the US, negotiations that, to be fair, have been more like a “these are my requests, take it or leave it” from Iran and “Ok ok, we take it” from the US,…

This is what I wrote about 3 weeks ago in “NVIDIA IS NOW VERY CLOSE TO HITTING THE CIRCULAR FINANCING BRICK WALL”: “Personally, I would not even be shocked if, in several months, Nvidia surprises the market and tries to raise significant amounts of debt v…

While I was waiting for Oracle numbers, a very interesting headline came out: “China plans $295bn state-directed AI buildout as Beijing moves to lock out Nvidia and AMD”.