Jagandeep (@SeldonOnMarkets) header
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Politics, Sports and AI. Write a market analysis newsletter at https://nitter.gq/t.co/ezgsI3a8IM

Joined March 2016
Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)Photo by Jagandeep (@SeldonOnMarkets)
Jagandeep retweeted
SOURCES SAY IRAN AGREED TO US DEMANDS TO CUT HIGHLY ENRICHED URANIUM LEVELS - AL HADATH
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Jagandeep retweeted
Today, we are informing patients and health care providers of a potential increased risk of non-arteritic anterior ischemic optic neuropathy (NAION) associated with use of GLP-1 RA medications. NAION is a rare condition that can result in acute, painless, decreased vision in one eye, including permanent vision loss. Symptoms of NAION include sudden, painless vision loss in one eye that patients may notice upon waking: visual defects such as blind spots, distortion of colors, blurriness, or tunnel vision. Patients should contact their health care professional right away if they have any of these symptoms. fda.gov/drugs/drug-safety-co…
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🚨 Mumbai has reported 89 fire incidents in past 2 days.
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Jagandeep retweeted
The US government spent billions building a chip embargo and cyber fortress around Nvidia. Her name was Alice Huang (Huang Le). She walked into a Taipei whiskey bar, got close to CEO Jensen Huang, and routed $4.8 billion of Nvidia AI hardware through a Singapore firm in 20 months. This is the story of Alice Huang and how a 5,000-year-old human exploit bypassed a $3.5 trillion tech giant that's guarded like a military base. 2023 - June 2024 - Chinese mobile gaming firm 7Road spins out a new data center startup in Singapore called Megaspeed - Alice Huang, a former TV reporter in China with no family relation to Jensen Huang, steps in as managing director - during the June 2024 Computex conference in Taipei, she bets tech executives at a whiskey bar that she can get the Nvidia CEO to show up - shortly after 12:00 AM midnight, 63-year-old Jensen Huang walks in wearing his black leather jacket and sits right beside her for the rest of the night June 2024 - February 2026 - while Washington blocks H100 and B200 chip exports and bans ASML EUV lithography machines from China, Megaspeed becomes a massive buyer - trade records tracked by The New York Times show Megaspeed and its Malaysian sister firm buy $4.8 billion worth of Nvidia AI hardware - at least $2 billion in advanced chips flow through Malaysia into Indonesian data centers where Chinese tech giant Alibaba rents the compute capacity May 2025 - Jensen Huang and Alice Huang are photographed leaving the San Liu Shi Fu restaurant in Taipei on May 23, with Alice walking right behind him in a pink dress holding a glass of red wine - after monitoring Alice Huang for over 1 year, US intelligence agencies circulate a classified assessment concluding she was recruited by China's Ministry of State Security (MSS) - when intelligence officers unmask the American citizen on her intercepted phone calls, the name comes back as Jensen Huang October 2026 - Today - Nvidia initially dismisses federal probes in the US, Singapore, and Taiwan by calling the meetings "completely normal and not unusual" - on November 8, 2026, after The New York Times and Financial Times expose the romantic relationship, Jensen Huang emails 30,000+ employees admitting he was unfaithful to his wife of 43 years: "I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry." To this day, Nvidia's Board of Directors is investigating whether its own CEO was compromised by a foreign spy operation, while Kalshi prices a 20% chance he steps down before 2029. You can spend billions locking down silicon wafers, export controls, and enterprise firewalls. Across 5,000 years of espionage, when encryption becomes unbreakable, the biggest zero-day vulnerability on the planet is still human biology.
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Jagandeep retweeted
Star Wars original trilogy was aired on Chilean TV for the first time in 2003. To avoid cutting to commercial breaks, they stitched the commercials into the films themselves.
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For six weeks the reaper stood on the four-year line. On Thursday he jumped. 25,030. Above every average. Above the March high. The ten-month decline is over. What history says comes next, after a week this big, after a start this fast, after a 200-day reclaim. With the level that would prove it wrong, and the number of past cases behind every claim. Ninth week of public, scored calls. seldononmarkets.substack.com…
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Funny how companies suddely become transparent when people speak through the ballots!!
🚨BREAKING: OpenAI says its future datacenters - which it now calls 'compute campuses' - will not use NDAs with public officials, will pay the full cost of electricity and grid infrastructure, and will publicly disclose water and power consumption. It also wants governments to claw back tax breaks from AI developers that fail to deliver on their promises.
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NIFTY closed above its 200-day average today for the first time in 167 sessions — on a 2.4% day, a 1.7% gap, the fifth straight up-day, +6.4% for the week. What thirty years of data say about a day like this: Gap-up days that close near their high have been continuation days: a higher close within five sessions 93% of the time. A 2%+ day arriving late in an 8%+ ten-day run has been an exhaustion day: the next week is flat-to-down, and a 3–6% pullback inside the next month is more likely than not. Both are true at once. The composite: one more push, then the pause. And the reclaim itself: every real low since 1995 went on to reclaim the 200-day. Most then lost it once — 9 of 12 — before holding it. The retest is normal. What’s never been normal is the retest breaking the prior low. So the next month is about the pause and the retest. The quarter after a week like this has been higher three times in four. Full read Saturday.
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Jagandeep retweeted
A Bloomberg journalist thinks ChatGPT might have just changed how this election turned out.
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Jagandeep retweeted
Singapore Airlines JET'S WING NEARLY SCRAPES RUNWAY as it TILTS SHARPLY on LANDING in PERTH — pilots ABORT and CLIMB AWAY
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Stunning data
Majors with the highest unemployment rates, per New York Fed. 1. Anthropology: 7.9% 2. Computer Engineering: 7.8% 3. Fine Arts: 7.7% 4. Computer Science: 7% 5. Performing Arts: 7% 6. Architecture: 6.8% 7. Art History: 6.7% 8. Early Childhood Education: 6.6% 9. Physics: 6.6% 10. Environmental Studies: 6.3%
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Oh Captain my Captain. You will forever be remembered. tiktok.com/t/ZPLyoKuJh/
🤖 Made with AI
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📺 The late Sir Patrick Stewart on "Wogan" in 1988 talking Star Trek and how it wouldn't be on British TV for another 2 years
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This week, for the first time in the decline, the different parts of the market stopped bottoming one at a time and did it together — six indices in three days. That has happened at most real lows. It has also happened at a few that weren’t. Which is why the post is about what’s still missing: seldononmarkets.substack.com…
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Wil Wheaton telling Hitler's anal polyp to fuck all the way off back to Adolf's shithole wins the internet for me today
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Pandas spend the first hour after waking up struggling to fully wake up
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STOP PRESS! MANISHA BHANWALA CREATES HISTORY! 🇮🇳🔥 BECOMES INDIA'S FIRST-EVER WOMEN'S WORLD WRESTLING CHAMPION! 🏆 STUNNING COMEBACK FROM 0-6 down to beat Pan American Champion Abigail Nette 8-6 in the GOLD medal bout (59kg). 📸 @wrestling #WrestleAstana
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Jean-Luc Picard remains the single most compelling vision of progressive politics I am familiar with — secular, rational, compassionate, egalitarian; a believer in progress & abundance but also duty, hard work, and a constant battle for self-improvement and improving the world.
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Jagandeep retweeted
JUST IN: Intel $INTC is down ~38% since Jim Cramer said “Intel is the one”
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I think you meant 180 degree sir jee. 360 pe to vaapis wahi pahuch jaate hai !
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