Rielly the closest player to the goal scorer both times Almost feel sorry for him

if you ever need proof i am mentally ill, i am currently watching the maple leafs play

Guess the word. (Don't, actually, but there is no way to not know the full meaning of the word from its very plain meaning)

one way to tell something is not very important to Jamie Dimon is that he's asking the government to do it

Last day we did this was literally the day after the market bottomed in November

Is the geopolitical markets rule of thumb “any geopolitical shock is always and everywhere the worst for Europe”?

Most telling thing about this episode so far is complete inability of duration to hold anything resembling a bid.

The start of a kinetic conflict in the Middle East is seemingly the latest ̶r̶e̶a̶s̶o̶n̶ excuse for investors to flee speculative AI and other thematic pockets of the market: sherwood.news/markets/spec...

thanks to @thewinnersedit.bsky.social i now know this exists, amazing: survivordle.com

#Survivor Season 50 Episode 1 edgic-ing here www.tumblr.com/survivor-edg...

Tiff Macklem your office called and wants to know what you think of FX this fine Sunday.

What a world

AI credit risk is back on the menu sherwood.news/markets/the-...

digital god demands tithes

You know who would have made a killing in prediction markets?

Pretty remarkable that the “we’re raising half the money via equity” improvement in Oracle’s 5Y CDS completely reversed (and then some) so quickly (currently at 165.54, a new high; chart data is delayed)

Seems like market simultaneously doesn’t want to fund software because of AI disruption threat and doesn’t want to fund AI bc of lack of FCF.

What are the odds South Korea memory has its “silver” moment tonight?

A four-act play: -Co-founder touts earnings as a potential catalyst for a short squeeze -company had already released preliminary results -company releases actual results, in line -stock slumps #$FIGR sherwood.news/markets/figu...

Is Claude the first entity with a classically French name to cause bizarre stock market volatility that didn’t attend École Polytechnique?

Look at the last part of the chart (green box/arrow). It's the same chart as IGV Or even the BDCs. Sorta makes sense

So in sum, to add to my previous statement: Not only is the stock market the economy, but it is also the bond market.

Fab observation from @pd-williams.bsky.social here: Massive near-term divergence between July fed funds and end-2027 SOFR, consistent with mounting worries that SaaSpocalypse also means medium term white-collar employment wipeout sherwood.news/markets/the-...

this formatting cutoff is just very funny

Ahead of #$NVDA earnings, we wrote the big Q was simply whether good news could be good news (sherwood.news/markets/nvid...) bc of how the mkt was treating ever-rising capex from its biggest customers (sherwood.news/markets/nvid...) And, well, what happened happened. sherwood.news/markets/nvid...

Yes.

Nvidia’s Jensen Huang says he’s confident hyperscalers’ cash flows will improve. Look at this goddamn @ljkawa.bsky.social chart, Jensen: sherwood.news/markets/nvid...

Why Nvidia’s terrific quarter is getting a tepid reaction #$NVDA sherwood.news/markets/nvid...

What. An. Opening. #Survivor

Jensen keeps saying compute = revenues but what investors would really like is to know that compute = free cash flow growth at some not-too-distant point in the future. #$NVDA

This is a very, very weird answer. If Jensen is expecting a positive inflection in cash flow <growth> from his major customers, that’s not something anyone is expecting. If it’s just positive cash flow generation, sure, but that’s forecast to slow rapidly. #$NVDA sherwood.news/markets/nvid...

Question for Jensen: Top customers with 700B in capex this year, investors concerned it could be harder for this level to grow, their cash flow generation capabilities compressed. How confident are you in your customers’ ability to grow capex? Can you grow without them growing?

Nvidia to start including SBC In its non-GAAP results going forward just so you’re completely sure it’s not a software company #$NVDA

Securing Supply: #$NVDA CFO Kress: “purchase commitments also increased significantly as we have strategically secured inventory and capacity to meet demand beyond the next several quarters. This is further out in time than usual and reflects the longer demand visibility we have”

#$NVDA CFO Colette Kress says the company still does not know whether imports will be allowed into China

Nvidia CFO Colette Kress: “Strong evidence of ROI as hyperscalers upgrade massive traditional workloads to generative AI, including search, ad generation and content recommender systems, is encouraging our largest customers to accelerate their capital spending.” #$NVDA

Nvidia CFO Colette Kress: “We expect sequential revenue growth throughout calendar 2026, exceeding what was included in the $500 billion Blackwell and Rubin revenue opportunity we shared last year.” #$NVDA

Peep that Q1 sales guidance surprise #$NVDA sherwood.news/markets/nvid...

Pretty massive sales beat and revenue guidance from #$IONQ, the largest pure play quantum computing company sherwood.news/markets/ionq...

Let me just say if you were trying to find an AI-NVDA-ecosystem-partner to buy as a bank-shot trade, you would find it relatively difficult to find ones that haven’t been going up and to the right into this.

On track to be the first time this year that #$SPY is up 0.5% two days in a row with #$MAGS up 1% two days in a row

Per Goldman, 70% of S&P 500 companies are mentioning AI on Q4 earnings calls. But just 1% are quantifying the technology’s impact on earnings. That gap underscores why people have gotten a bit jittery about the ROI on the hundreds of billions hyperscalers are spending on data centers.

this is so beautiful and heroic www.nytimes.com/2026/02/24/n...

Happy #$NVDA Earnings and Survivor 50 Day!

Any “AI kumbaya” trade must, imo, include a good swath of the hyperscalers

It’s very funny that the chatbots -- the manifestation of artificial intelligence -- are seemingly much more commoditized than, you know, the actual chips used to train and run em. h/t @vkmacro.bsky.social

Sometimes I see things that just confuse the hell out of me *RECURSION SEES RUNWAY INTO EARLY '28 WITHOUT ADDED FINANCING (6:32 a.m.) *RECURSION PHARMA ENTERS UP TO $300M EQUITY DISTRIBUTION PACT (6:47 a.m.) #$RXRX

Nvidia preview part 2: The chip designer is rocking 12 straight EPS beats; 13 for sales. But #$NVDA has been dead money for 5 months; shares sank after the Q3 beat and better than expected guidance. The beats will continue, the big question is, will morale improve? sherwood.news/markets/nvid...

Like there’s a certain “I always knew Workday was shit” confirmation bias one can share freely that one simply could not express when these names were doubling in 2023.