Timber Research
@TimberResearch
Investment research & market commentary | Follow to learn about markets & the global economy | Not investment advice
Former World Bank President issues stark warning The Federal Reserve is carrying over $1 trillion in losses and growing, effectively functioning as a massive hedge fund benefiting elites. The Fed borrows from banks at ~5.4%, then funnels that capital into government bonds,…
Microsoft $MSFT unveils Maia 200 AI chip aimed at decreasing $NVDA Nvidia dependence. Taiwan Semiconductor Manufacturing Co. $TSM handling production, with deployment beginning at Microsoft's Iowa data centers.
BREAKING: Strategy adds 2,932 BTC at ~$90K per coin ($264.1M). Running total as of 1/25/26: 712,647 $BTC with $54.19B invested at ~$76,037 average entry. $MSTR $STRC
Michael Saylor addresses liquidation concerns: “As long as Bitcoin goes up 1.25% a year, we can pay the dividend forever. If Bitcoin stops going up, we’ve got 80 years to figure out what we’re going to do about that.”
U.S. Dollar Index continues sliding, down 2% in five days to its weakest position since mid-September.
$AMD Lisa Su on Bloomberg: AI adoption will 5x (1B→5B users) in five years while compute demands surge 100x in 4-5 years.
$ASML CEO: Competing in AI requires hyperscaler infrastructure investment.
$HON Honeywell CEO Vimal Kapur: Solar power cannot produce cement or steel, they are very energy-intensive. It's physics. Renewables remain in the mix, but it cannot bring the amount of joules we need to produce this infrastructure which is required in the world.
TRUMP: China is completely taking over Canada
Trump: "Canada is systematically destroying itself. The China deal is a disaster for them. Will go down as one of the worst deals, of any kind, in history. All their businesses are moving to the USA."
Trump: "Canada is systematically destroying itself. The China deal is a disaster for them. Will go down as one of the worst deals, of any kind, in history. All their businesses are moving to the USA."
BREAKING: Beijing charges top military official Zhang Youxia with transmitting classified nuclear intelligence to Washington. Reports indicate Zhang shared critical technical specifications of China's atomic weapons program with U.S. operatives.
BREAKING: Nipah virus outbreak in West Bengal, India: 5 confirmed cases, 100 quarantined. Two nurses critical. Three new cases, a doctor, nurse, health worker, all from same hospital. Nipah virus: • Bat-borne disease • ~75% mortality rate • No treatment or vaccine exists •…
$NVDA NVIDIA CEO Jensen Huang: "AI has started the largest infrastructure build out in human history."
Copper surged 43% in 2025, and it broke $13,000/ton in January. J.P. Morgan forecasts 330,000-ton shortage in 2026. Benchmark Mineral Intelligence raised deficit projection to 400,000 tons. Trump's 50% tariff created a two-tier global market. U.S. COMEX inventories: 500,000+…
Legendary mining investor Doug Casey predicts massive returns are coming in 2026. “In major bull markets when the scrappy little stocks go up 10 to 1 as a group and some stocks to 100 to 1 and occasionally you get a 1000 to 1.” Driven by industrial policy, electrification, AI…
$INTC Intel is slashing consumer PC chip manufacturing to redirect capacity toward AI data center processors. Production priority shifts to Xeon and other enterprise accelerators supporting AI infrastructure buildout. Data center AI chips deliver significantly higher profit…
Anduril Founder Palmer Luckey on America’s manufacturing decline: “The elites decided that they were going to reform the United States in the image of what they wanted.” “They wanted us to move ‘higher on the value chain’… get away from the making and into the design, and…
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