Ken Goodreau, CMT retweeted
BESSENT CONFRONTS LUTNICK OVER NVIDIA CHINA CHIP SCANDAL
Treasury Secretary Scott Bessent confronted Commerce Secretary Howard Lutnick over his failure to blacklist Megaspeed, an Nvidia ($NVDA ) customer accused of diverting US chips to China.
According to Axios, Lutnick replied: “I don't know. I'll look into it.”
Sources allege Lutnick resisted action despite intelligence warnings, fearing an escalation of the US-China trade war.
The confrontation deepens scrutiny of Nvidia's China ties and the administration's handling of chip export restrictions.
Ken Goodreau, CMT retweeted
12.9% of credit card balances in the US are 90+ days delinquent, near the highest since 2011.
10.9% of student loan balances are now 90+ days delinquent, the highest since 2019.
5.7% of auto loan balances are now 90+ days delinquent, the highest level on record.
Ken Goodreau, CMT retweeted
Not often you get another shot at a lead bear but here it is
$CRWV is a lead bear stock and there's no sign of a major bottom yet.
Ironic that it is both a 2025 monster stock on the upside and now a lead bear on the downside.
Ken Goodreau, CMT retweeted
The scale of Big Tech's AI future financial obligations is extraordinary:
Alphabet, $GOOGL, Meta, $META, Anthropic, Microsoft, $MSFT, Amazon, $AMZN, Oracle, $ORCL, and Nvidia, $NVDA, have disclosed a combined $4.49 trillion in off-balance-sheet obligations.
These include future lease payments that have not yet commenced, data-center commitments, equipment purchases, and other contractual obligations.
Alphabet accounts for the largest amount, at $1.08 trillion, followed by Anthropic, at $865 billion, and Meta, at $810 billion.
By comparison, their combined on-balance-sheet obligations total just $758 billion, consisting of long-term debt and existing lease liabilities.
This means off-balance-sheet commitments are nearly 6 times larger than their on-balance-sheet obligations.
In total, these 7 tech companies face ~$5.25 trillion in combined financial obligations.
The AI infrastructure race is facing enormous future financial commitments.
Ken Goodreau, CMT retweeted
Hey everyone,
If you are reading this, that means TaPlot has unfortunately passed away.
I am his oldest son, and I want to take a minute to sincerely thank every one of you that supported him throughout this fight, you helped him keep his motivation, but you also helped me a lot. When I was feeling worried about him, I would often go to his page and read all the supportive comments, and they would give us both so much hope.
He was a great dad, he never stopped fighting, not even in his last week. I sat beside him and told him he could rest and I was proud of him, and he simply shook his head. He still wasn't giving up.
It hurts losing him, because, losing my father means I lost the only man who ever truly wanted me to be better than himself.
I will not be deleting any of his posts, everything will stay here as it was.
There's one more thing I want to leave everyone with.
When my dad died, the cancer died too. It wasn't a loss, it was a tie. He's at peace, and the cancer isn't. So if you really think about it, he won. 🕊️
Ken Goodreau, CMT retweeted
And dust off Worldcom/Bernie Ebbers for a telecom merger…I think I just proved I was actually there🤣
The future is dark Fiber, amIright??
Ken Goodreau, CMT retweeted
ANTHROPIC MAY NOT SECURE INVESTMENT-GRADE RATING AFTER IPO, BLACKSTONE TELLS INVESTORS - FT
Ken Goodreau, CMT retweeted
Your dollar has lost 53% of its purchasing power over the past 30 years.
That’s not an anomaly.
That’s the system.
Inflation isn’t just a number - it’s a silent thief.
Invest in real assets, or watch your money evaporate.
Ken Goodreau, CMT retweeted
*META PLANS TO ISSUE NEW NONVOTING SHARES TO FUND AI INVESTMENTS WITHOUT DILUTING ZUCKERBERG'S CONTROL: SEMAFOR
*META COULD OFFICIALLY ANNOUNCE THE NONVOTING STOCK PLAN AS SOON AS WEDNESDAY ALONGSIDE QUARTERLY EARNINGS
$META
Ken Goodreau, CMT retweeted
This is unprecedented.
Micron, $MU, and Nvidia, $NVDA are expected to account for 36% of the S&P 500’s earnings growth in Q3 2026 earnings season.
This comes as $MU and $NVDA are expected to contribute +5.2 and +4.6 percentage points to the index’s +27% YoY earnings growth, respectively.
Meanwhile, the next 8 top contributors are projected to add +8.2 percentage points, accounting for ~30% of the estimated S&P 500’s net income growth.
Then, the remaining 490 stocks are set to contribute just +9.2 percentage points, representing 34% of the index’s projected earnings growth.
Excluding those top 10 contributors, earnings growth is estimated to decline -11% YoY in Q3.
Never in history have we witnessed market concentration like this.
Ken Goodreau, CMT retweeted
US electricity prices are skyrocketing.
The average price of US residential electricity has risen +11% since January 2025, to 19.6 cents per kilowatt-hour in August 2026, near an all-time high.
Average prices during the first 8 months of 2026 were +40% higher than in the same period of 2019.
The largest increase in residential electricity prices over this period was in Maine, at +90%, followed by California and New York, at nearly +70%.
This comes as the AI boom is intensifying electricity demand, with data centers requiring enormous amounts of electricity to power thousands of chips and cooling systems.
A 1-gigawatt data center can consume as much electricity as 800,000 homes.
As a result, wholesale electricity prices in areas near significant data center activity surged by as much as +267% between 2020 and 2025.
The AI revolution is driving a surge in electricity demand, and households are increasingly feeling the cost.
Ken Goodreau, CMT retweeted
UKRAINE REPORTEDLY RUNS OUT OF PATRIOT MISSILES
Ukraine has exhausted its supply of U.S.-made Patriot interceptors, according to a CNN source.
The shortage leaves the country more vulnerable to Russian ballistic missile attacks.
The report remains unconfirmed independently.
Source: CNN
Ken Goodreau, CMT retweeted
BREAKING: Iran is moving to force Google, Meta, Microsoft and Amazon to obtain passage permits, undergo technical inspections and pay sovereignty fees for the undersea internet cables running through its territorial waters in the Strait of Hormuz, per Tasnim.
At least two major cable systems, FALCON and Gulf Bridge International, run directly through Iranian territorial waters in the Strait. Iran says their physical placement on Iran's seabed creates a legal basis to apply its own regulations, requiring the owning companies to meet environmental and seabed monitoring standards and to pay for Iranian supervisory services.
More than 99% of international data traffic travels through undersea cables.
The move comes as Iran said yesterday that if the war restarts, the region's undersea cables, data centers and AI facilities "will be destroyed," putting their total value at more than $2 trillion.
Ken Goodreau, CMT retweeted
This is absolutely wild per Status — ABC News completely retracted this story like two days ago just totally nuked it. No note, no explanation , no comment. It had been shared by tons of top lawmakers and democratic officials.
Ken Goodreau, CMT retweeted
A stock can be one of the strongest names in the market and still be a poor entry for my system.
When I review a leader, I ask three questions:
1. STRENGTH — Is the stock outperforming, and is its group showing relative strength too?
2. LOCATION — Where is price relative to the daily 21 EMA and weekly trend?
3. RISK — Where would the idea be wrong, and does the entry give me room to manage it?
$TEAM $RNG $MU $FROG $SNDK $NET $TWLO $PLTR $SNX $VEEV $SNOW $TER $AXTI $SWKS $U $DOCU $META $ESTC $ANF
vs
$AMD $P $RBRK $MXL $OKTA $PENG $GME
Those answers don’t always line up. I can like a stock, want to own it, and still wait.
That’s why we built the Leaders map inside the new TradersLab Lab Report. It puts daily and weekly positioning together so I can separate leaders near my entry area from leaders that have already run too far for a fresh position.
The daily area highlighted is −0.5 to +1 ATR from the 21 EMA. It’s a location filter, not an automatic buy signal. I still need the structure, market context, and risk plan to fit.
Try this with one name on your watchlist: are you seeing a setup, or just a strong stock you’re afraid to miss?
I’ll walk through the full process live tomorrow, Thursday at 11 a.m. ET. discord.gg/7qjHxmtZ?event=15…
Explore TradersLab → Lab Report: traderslab.io
