Updates

SEC Chair Atkins says regulators looking for ‘hanky-panky’ in markets, even with ongoing shutdown

POSTED BY CHRIS COMBS — ARTICLE CONFIRMING THERE ARE FALSE NARRATIVES DRIVING CONFUSION AMONG INVESTORS AND MOVING MARKETS –HIGHLIGHTED IN OCTOBER 24 5-IN 5 VIDEO Read full article.

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The Great Debasement Trade Is Mostly Just Hedge Fund Hype

POSTED BY CHRIS COMBS — ARTICLE CONFIRMING THERE ARE FALSE NARRATIVES DRIVING CONFUSION AMONG INVESTORS AND MOVING MARKETS –HIGHLIGHTED IN OCTOBER 24 5-IN 5 VIDEO Read full article.

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Why Wall Street Is Obsessing Over Debasement Trades

POSTED BY CHRIS COMBS — ARTICLE CONFIRMING THERE ARE FALSE NARRATIVES DRIVING CONFUSION AMONG INVESTORS AND MOVING MARKETS –HIGHLIGHTED IN OCTOBER 24 5-IN 5 VIDEO Read full article.

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TSMC Raises Sales Outlook to Convey Confidence in Global AI Boom

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AmEx updates 2025 forecasts as affluent customers keep up spending

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AI investment boom shielding US from sharp slowdown, says IMF

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The AI Spending Boom Is Massive But Not Unprecedented

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Traders Fixated on What Companies Spend More Than Earn

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Executive Summary of Recent Articles Explaining CAP-X Spending Boom.

By Chris Combs Chief investment strategist Silicon Valley Capital Partners.   1. “Meta Spending to Soar on AI, Massive Data Center” Wall Street Journal Meta plans to increase its capital expenditures in 2025 to $60–$65 billion, up markedly (~70%) over 2024. The increase is being driven largely by investments in new data centers and AI […]

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TSMC Reports Better-Than-Expected Sales on Sustained AI Demand

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