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Mókus
@kryptomokus
Follow the squirrel (Mókus) 🐿️ 🇭🇺 🇨🇭 Youtube, Substack blog and research in 🇭🇺 Co-founder of Zonomo (Hungarian community)
3.3K Following    5.6K Followers
Fomo integrated Elysium Blob, the main mascot dumped -30%. The „let‘s dump on normies“ mentality is still dominating
Imagine Michael Burry rn
NEW: We are short Nvidia $NVDA. We believe Nvidia has a significant China problem. Please see our full report and disclosures now available on our website, link in bio.
Completely normal in 2026 I see too many ppl go broke in this up-down I think its still the best just to buy and hold the assets you like.
You can't make this up: At 6:00 PM ET, US stock market futures opened for the first time since Nvidia CEO Jensen Huang admitted to a "relationship" with a Chinese spy. By 6:01 PM ET, S&P 500 futures had erased an implied -$300 billion in market cap. Then, by 6:07 PM ET, all losses were erased and S&P 500 futures turned green, adding back an implied +$350 billion in market cap as traders bought the dip. That's a $650 billion swing in implied market cap due to a CEO's relationship. We all just witnessed the strangest record in stock market history.
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I like Jensen, but lets think about the implications here: - How will the government react to this? Will they trust Jensen? Will they investigate? - How will the Nvidia partners react to the news? Will they care? Will business be affected by that?
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The Jensen Huang story keeps getting crazier. US intelligence reportedly discovered that Nvidia’s CEO was romantically involved with a suspected Chinese spy. Here's where things get insane: 1.) The woman, Alice Huang, was an executive at Megaspeed, a company under investigation for allegedly helping Chinese firms circumvent US chip export restrictions. 2.) US intelligence believes she was recruited by China's Ministry of State Security, its primary intelligence agency. 3.) Intelligence officials reportedly suspected her objective included gathering information about Huang and potentially influencing Nvidia to push for looser US chip export controls. 4.) Huang has spent the past year repeatedly lobbying Washington to loosen those exact restrictions. 5.) US officials reportedly prepared an intelligence memo detailing the relationship and circulated it among senior government officials shortly before Trump's summit with Xi Jinping. 6.) Trump had reportedly already been briefed on the suspected espionage operation and chose not to act on the information. 7.) Huang has met with Trump repeatedly, reportedly even accompanying him aboard the presidential aircraft on a trip to China. 8.) Megaspeed's Malaysian affiliate reportedly purchased at least $4.8 BILLION in equipment containing Nvidia chips between June 2024 and February 2026. 9.) Federal authorities have been investigating Megaspeed since 2024, with the Justice Department reportedly taking over the Commerce Department's investigation this year. 10.) Investigators reportedly found Nvidia equipment in boxes that appeared ready for shipment rather than installed in operational data centers. 11.) Alice Huang's name was reportedly removed from Megaspeed's corporate documents as scrutiny intensified. Her continuing involvement with the company remains unclear. 12.) Nvidia maintains that it investigated Megaspeed's chip deployments and found no evidence of illegal diversion. 13.) Three congressional committee chairmen are now demanding that Huang appear for a closed-door briefing on November 18. We're talking about the CEO of the world's most valuable company, a suspected Chinese intelligence operation, billions of dollars in advanced AI chips, and the US government's efforts to control China's access to the technology. There is still no public evidence that Huang knowingly cooperated with Chinese intelligence or that the alleged operation successfully influenced US policy. But the questions surrounding this are extraordinary.
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Oh My lord...
BREAKING: Nvidia, $NVDA, CEO Jensen Huang sends a company-wide email regarding his recently reported relationship with a Chinese spy.
Short squeeze coming
*BIPARTISAN SENATE BILL COULD FAST-TRACK AI DATA CENTER EXPANSION AND POWER INFRASTRUCTURE, POTENTIALLY EASING MAJOR DEVELOPMENT BOTTLENECKS; VOTE POSSIBLE AS EARLY AS NEXT WEEK — THE VERGE 🇺🇸🇺🇸
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There are influencoors who pretend to be rich and sell their soul for 20k And there are ppl with 15k followers like Mike
Debasement?
BREAKING: The Fed’s balance sheet expanded +$3 billion in the week ending November 4th, to $6.75 trillion, its 3rd-highest level since mid-March 2025. Total assets have surged +$212 billion since the December 2025 low. Over this period, Treasury holdings have risen +$390 billion, to $4.58 trillion, their highest since March 2024. At the same time, holdings of Mortgage-Backed Securities have declined -$170 billion, to $1.88 trillion, their lowest since June 2020. The Fed's balance sheet stands now +$2.99 trillion, or +80%, above pre-pandemic levels. The Fed's balance sheet is growing again.
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What kind of world are we living in?
Rewards for Justice is offering a reward of up to $20 million and possible relocation for information about Iran’s nuclear program, including its facilities, equipment, and associated personnel, such as those in the scientific community, or the movement of any of the above. Submit a tip:
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Insane how every KOL is washed. This is a rotten industry.
Bro @villainmonkey is on a RAMPAGE rn😂🔥 He’s just admitted to paying: • Ansem • Gigi • Bark • Jakey • Caitlyn Jenner • Iggy • Jason derulo around $217,000 to shill a bunch of memecoin pump and dumps😂 Here’s a video I clipped a while back admitting it too😂
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ZEC showing incredible strenght
thats the most likely outcome In the midsth of the storm you feel like everything will collapse. In a few weeks we will recognize how naiv we were. DCA and chill
The floor is in... we could go down another 10% in tech valuations, which would be the ultimate buy time for me. Every spare dollar I can find in the couch goes into $tsla $SPCX $UBER $AMZN $SHOP $MSFT $GOOG and $AAPL Here's what will happen: 1. The Dems are going to force us to exit Iran... President Trump will claim a Bush "mission accomplished!" and take the win for his legacy. 2. Inflation drops 3. Dems will come out in support of Data Centers and AI, in exchange for repealing tax cuts on the wealthy and some regulation on frontier models. 4. President Trump takes credit for brokering this deal and takes a second win for this legacy. 5. Ballroom reaches completion... @realDonaldTrump throws a year of ragers. Third win for his legacy 6. Pardon paloooooooza... autopen on fire. 7. Markets top tick and set new records. Bookmark this... and @grok please remind me of this every 1st of the month @bot
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Am I the only one who is afraid of the consequences of a mad man not wanting to lose combined with a state pushed in the corner?
What if Iran is hurting really bad but had to drag the war out to midterms to ensure Trump got crushed. The last battle of the war was actually fought in the ballots and in the orderbooks Maybe the oil traders saw the game theory days ago
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wow HOW??
** IMMINENT STOCK MARKET CRASH OCTOBER 26, 2026-NOVEMBER 9, 2026 ** I am writing this message to give a detailed analysis, as to what I believe will be happening starting Monday October 26, 2026, and the main event to take place the following Monday November 2-3, 2026, with the bottom of the crash coming on November 9. I also want to explain what I believe the Federal Reserve is going to do as a means of trying to fix the crisis, and how it is going to lead to the end of the U.S dollar, bringing about a sovereign debt and currency crisis. This crisis will be the main focal point and issue that the Democratic Party is going to run on in the 26' midterms and the 28' elections, undermining the Republican Party and Donald Trump's populism, and eventually using it to try to usher in Communism, via a World Economic Forum/Black Rock policy and vision.
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HYPE, ZEC and LIT ATHs before end of year
I think cryptobros are fine. BTC is still at 75k Hype is where it was 1w ago ZEC is even higher. LIT is green today. Nobody owns anything else and those who are trading, they are used to this volatility. We got rekt on 10/10 and hopefully ppl learnt their lessons there. Today, the stock market dump was crazy. I can imagine some ppl levered up after the AI dump last summer and now these ppl got liquidated. Not only people, but also some big funds blew up today. I hope everyone is fine. The main goal should be to survive. If you survived these days, I think there is a good chance you will be fine in the next few months. Getting rekt is part of the game. Reflect and think about your failures. What could you have done differently? Manage your risk. There will be better times for sure
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A departure from my usual gloating: If you lost all your money today, I'm sorry that happened. However you must understand that it was deserved. It means you had critical leaks in your trading and you need to take a break. Days like this happen infrequently but they will continue to happen for entirety of your trading career. Being levered is reserved for only the specialist of situations, you should almost never leverage. Never allow yourself to be in the position of a forced seller. If you're having dark thoughts, or feel like you've taken 10 steps backwards and want to do something drastic, please don't. Life is far longer and opportunities are abundant. Do not trade anytime soon. Go back and reflect on what your leak was (risk management, sloppy order placement, etc.) and learn. You paid your tuition. If you continue trading without being self critical you are not a trader you are a PROBLEM GAMBLER. Investing, trading and the journey to becoming wealthy rarely happens overnight. The only way to become profitable is to become your own harshest critic.
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Unfortunately I think the EU is too dumb to recognize the great opportunity here
Meta et al. already thinking about building data centers outside the US. great work, everyone
Make sure to sell everything, when others blow up Its over
Imagine the history books in 2040… The US was leading the AI race but than, humans feelings of inequality was winning over intelligence and the US banned AI. Than China… … … The rest of the story is unwritten…
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BREAKING: 🇺🇸 Democratic Congresswoman Yassamin Ansari wants to pause advanced AI and ban superintelligence on day 1. AI investment makes up about a third of all US economic growth this year.
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I just read that a green automobile hater politician Juli Willie Hamburg got a board seat at Volkswagen. I hoped for a turnaround but no chance this will work well…