geverything
Here's what to watch this week:
1. Oil Prices - Oil is closing in on $100 per barrel, with tensions in the Middle East pushing prices. High oil prices = higher inflation = a greater chance of interest rate hikes.
2. Tech Earnings - Big names such as $NFLX $SPCX $TSLA report this week. Tech volatility drives swings in the crypto market.
3. Altcoins Dumping - Bitcoin has held above $80,000, but alts are getting rekt.
Will we get a bounce this week?
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gEverything
What's happening to the markets this week?
1. Crypto Dump - $BTC just slipped below $77,000 as global uncertainty takes center stage. Markets are looking for the next support zone.
2. $NVDA Earnings - Nvidia, the barometer for AI and broader tech, releases reports this week. Expect volatility.
3. FOMC Minutes - The US Fed gives its minutes from last month's session. Look forward to how they deal with inflation and rate cut guidance this year.
Make your move on Everything:
gEverything
It's a brand new week with more opportunities and events:
1. Inflation Data - The US releases inflation data early in the week. This data has historically provided volatility during trading sessions.
2. Altcoin Strength - Many altcoins like $SOL finally moved up after weeks of ranging. Will they continue this week?
3. Trump and Xi - US President Trump and Chinese President Xi Jinping are meeting to discuss Iran, Taiwan, and more. Expect new storylines to emerge.
What moves are you making this week?
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Jana Gevertz, @TCNJ, will give an invited address on “Smart Data, Smarter Models: Enhancing the Predictive Power of Mathematical Models of Cancer” at the Central Sectional Meeting at the Univ of Minnesota-Duluth on Oct 24.
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Quick note from GEV @ MS Laguna & BE Read-across
GEV added another 12GW of 2030–31 gas turbine supply over the summer, and basically all of it is already being contracted. They’re also already selling 2032 slots with cash commitments. That makes the cycle look longer than we would have expected a couple quarters ago. At the same time, GEV is expanding capacity targeting ~5GW/qtr in 2H26, 6GW/qtr in 2H27, and potentially 7GW/qtr in 2028, mostly within the existing factory footprint through automation.
This is also a useful BE read-through: Longer turbine lead times keep the time-to-power problem alive, while SOFC has its own advantages around modular deployment and potentially easier air permitting versus conventional combustion.
BE obviously isn’t the only BTM option, but if power stays this tight into 2030–32, faster-to-permit and faster-to-deploy solutions should matter more.
EXCLUSIVE: Generate Biomedicines CTO Gevorg Grigoryan says Nvidia ($NVDA) GPUs are essential for AI drug discovery, but they will not decide the winners.
He says the real moat is proprietary biological data, experimentation and feedback loops.
Club members know that i like GEV and it got the nod to build that new nuke. But you own it for gas turbines. The only pure nuke that has a balance sheet is BWXT, tonight's guest