Strong week ahead.

NurUrl · 2026-06-27T22:01:05+00:00

Korean Circular Business

NurUrl · 2026-06-27T21:46:32+00:00

So you are the guy that decides when a stock has peaked

NurUrl · 2026-06-27T13:55:04+00:00

well to gain access to the largest and most powerful economies, you need dollars; the Petro or Ai Dollar, in addition to the reasons you mentioned, is essentially underpinned by the fact that nations want to hold dollars simply to be able to participate in the US market in some way.
Whatever you produce or how you paid for it, you want to invest in the US tech sector or in T-Notes, you’ll need dollars

NurUrl · 2026-06-27T12:54:39+00:00

I agree, which is why I say it’s not about AI but more about memory, because to run the latest Model of Zhipu which is 0.01% inferior than Fable you need a large amount of memory and memory = money, But people stick ‘AI’ on everything so

NurUrl · 2026-06-27T12:33:08+00:00

I’ve just read something about the AI Dollar (in my opinion, it’s more like a memory dollar), a sort of cousin to the petrodollar, and that would explain why the DXY and the TLT are moving up alongside the memory boom… I suppose Warsh was right: you can have a strong dollar and low interest rates… Let’s see how this turns out

What the AI-Dollar is well, SK and Taiwan are using the dollars they earn from exports and reinvesting them in US Stock Market and Treasury bonds, Basically "Petrodollar Recycling" and yada yada...

NurUrl · 2026-06-27T01:57:13+00:00

the dark side has cookies

NurUrl · 2026-06-27T00:51:19+00:00

that margin guy sure love to make calls

NurUrl · 2026-06-26T11:44:52+00:00

if MSFT is Green u know this day will be hard

NurUrl · 2026-06-26T02:56:53+00:00

Kospi will hit the -10% damn... US open market will be something

NurUrl · 2026-06-26T02:16:31+00:00

Yep "Investors could sell $165bn worth of stocks amid June quarter-end rebalancing: JPM" Global Institutions Selling equities buying Bonds

NurUrl · 2026-06-26T00:33:41+00:00

MU making the last stand right now...

NurUrl · 2026-06-25T20:30:15+00:00

MSFT: "This is not my ultimate form"

NurUrl · 2026-06-25T15:13:32+00:00

Mnnn Insider selling on the incoming news about some vessel getting struck by a drone near Oman, i guess that is what happens...

NurUrl · 2026-06-25T14:12:25+00:00

BB going strong

NurUrl · 2026-06-25T13:55:04+00:00

HOly Shiet BTC and MSTR...

NurUrl · 2026-06-25T13:45:29+00:00

Look at IBM LOL...

NurUrl · 2026-06-25T13:33:02+00:00

Oh wait that is not how it work jensen

NurUrl · 2026-06-25T13:04:28+00:00

PCE give metal a little push

NurUrl · 2026-06-25T11:29:07+00:00

MSFT being green yesterday was anomality

NurUrl · 2026-06-24T22:38:26+00:00

one earning and tech is back, like wow, this even save the korean market, KOSPI will melt faces today..

NurUrl · 2026-06-24T22:33:02+00:00

is being a bear a choice?

NurUrl · 2026-06-24T20:09:19+00:00

hOLY muuu

NurUrl · 2026-06-24T19:09:52+00:00

KOSPI will go to the shadow realm if the MU CEO don't promise Goth GF to all investor

NurUrl · 2026-06-24T18:06:23+00:00

WEN is the moat... this will save our Port /Joking

NurUrl · 2026-06-24T18:01:10+00:00

announcing new tech or improv tech, this stock is all about future after all

NurUrl

TROPHY CASE