Warren Pies
@WarrenPies
Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice
1.8K Following 75.8K Followers
GPU availability tightening back up...
B200 availability was already at 0%.
Post-Kimi K3, GH200 tightening aggressively.
The @3F_Research "Fast" Availability Index heading back below 10%.
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Since the Iran war began, there has been a 100 bp swing in Dec 27 SOFR implied rates - from 75 bps of cuts to 25 bps of hikes.
My guess is that we will see at least half of this unwind.
For 2 yrs, it has been a good bet to fade the rate hike calls. This regime is still intact.
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