hyperconvexity's profile picture. Margin, PE, Vol 🗜 / Wait for the Fed to over-tighten, Un-inversion is the 🪧 / 👀 Neon 🦢 / 🇨🇦🛢⛽️ / 💭:🖍, 🍋, 🏋🏼‍♂️⚙️, 🥐🌊🦍👸🏼🦥🐠🏔 / #PTI 🏏

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@hyperconvexity

Margin, PE, Vol 🗜 / Wait for the Fed to over-tighten, Un-inversion is the 🪧 / 👀 Neon 🦢 / 🇨🇦🛢⛽️ / 💭:🖍, 🍋, 🏋🏼‍♂️⚙️, 🥐🌊🦍👸🏼🦥🐠🏔 / #PTI 🏏

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“Collapse forever. That’s the bet.”


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Onlyfans is a cancer to America and it must be rooted out!! 🤬


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🟥 Israel Accused of Palestinian Organ Theft Once Again Palestinian officials in Gaza have accused Israel of systematic organ theft after 120 Palestinian detainees’ bodies returned under the ceasefire deal were reportedly missing eyes, corneas, and internal organs. Gaza…

LONG READ: Collating more than 30 years of evidence & allegations of Israel harvesting Palestinian organs without consent. Read my report for @novaramedia novaramedia.com/2025/10/29/isr…



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S&P 500 A. Relative Strength is strong, close to a 70-handle, yet fewer than 30 stocks have an RSI near 70. B. Close to 18% of the index composition is in three stocks: Nvidia $NVDA trading at 31x sales, Broadcom $AVGO at 30x sales, and Microsoft $MSFT at 14x sales.


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I'm saying the incoming RECESSION will absolutely DESTROY risk assets CRYPTO WILL BE CRUSHED But not yet .... Blow off top ⛽️ 🔥 💥 🚀



Great news 🙄

Trump tells Pentagon to immediately resume testing US nuclear weapons - Reuters ooc.bz/l/82434



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Israel’s military said Wednesday that the ceasefire was back on in Gaza after it killed 104 people, including 46 children, according to local health officials. 46 CHILDREN!!! Are these not war crimes?

BREAKING: Israeli strikes overnight in Gaza have killed at least 60 people, including many children, local hospital officials say. apnews.com/article/israel…



lmao - I love how Xi is just chilling, happy to let the other guy make a complete boob out of himself 🥲

🚨MAJOR BREAKING: President Xi of China HUMILIATES Donald Trump with a very obvious cold reception. Trump awkwardly tries to force “we have a great relationship” several times - but an icy Xi refuses to play along. This is a complete embarrassment on the world stage.



lol - there’s nothing even remotely “breaking” about this, let alone some scandal about Mamdani’s fuhi. How is it possible for people to be such incompetent boobs… 🙄

🚨 BREAKING: Zohran Mamdani has just been caught red-handed changing his story after saying his Muslim "aunt" had a very rough time wearing a hijab in public after 9/11 It was a "cousin" of his father, who is no longer alive, named "Zehra Fuhi." It's been exposed that Zohran's…



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Pro-Palestine arguments: "Here's raw video footage of atrocities, IDF admissions of war crimes, IDF soldiers documenting their own sadism, eyewitness testimony from western doctors, and analysis from every major human rights group." Pro-Israel arguments: "You do witchcraft!"

"Miss Albanese, you are a witch and this [report] is another page in your spell book," said Israel's Ambassador Danny Danon, responding to the Special Rapporteur's remarks to the UN's Third Committee on Gaza. Instead of engaging with the substance of her latest report - Gaza…

dawnmclancy's tweet image. "Miss Albanese, you are a witch and this [report] is another page in your spell book," said Israel's Ambassador Danny Danon, responding to the Special Rapporteur's remarks to the UN's Third Committee on Gaza. 

Instead of engaging with the substance of her latest report - Gaza…


Made my day.

hyperconvexity's tweet image. Made my day.

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"they don't know call skew is +95 %ile"


lol

The China-specific AI chip that's reportedly on the table is being marketed as "50% worse" than our best AI chips. In reality, pound-for-pound, it's our best AI chip.

fiiiiiist's tweet image. The China-specific AI chip that's reportedly on the table is being marketed as "50% worse" than our best AI chips. 

In reality, pound-for-pound, it's our best AI chip.


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It looks like Cisco's market cap reached 4% of nominal GDP in 2000; NVIDIA today stands at more than 16%

MichaelMOTTCM's tweet image. It looks like Cisco's market cap reached 4% of nominal GDP in 2000; NVIDIA today stands at more than 16%


Aramco ⚖️ OpenAI

JUST IN: OpenAI prepares for IPO at $1 trillion valuation, Reuters reports.



Interesting that $ES_F keeps stalling out at the previous-ATH + 2% mark


lol

Market telling you FOMC will be super dovish, mega tech earnings will be great and Trump/XI will kiss.



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I'll keep saying it: the Fed does not control the long-end.


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