Ep. 10 — S&P 7,000, Yields Won't Quit

The S&P tags 7,000 as AI semis rip — while the 10-year quietly creeps higher. Oil whipsaws on ceasefire talk, gold won’t blink, and systematic flows keep shoving money into the same ten names. Are we seeing real strength or just a very polite liquidity event?

Today's stories:

• The Tape: All-time high with 250+ decliners; TSMC beat powers AMD; 10-year at 4.309% while stocks rally; oil yo-yos ~5% on ceasefire headlines; regulators probing pre-Trump-post trades.
• The Footnotes: Gold near ATHs despite lower war premium; oil execs lobby vs market headlines; UK moves to decouple electricity prices from gas.
• The Nerd Corner: TSMC’s guide as the upstream “receipt”; why AMD popped while NVDA didn’t; the next AI bottleneck is power, not chips.
• The Calls: Our scoreboard carnage and why daily calls start Monday.

The Calls:

• Tom: Parlay — 10Y > 4.35% and NVDA < 186.68 by Friday; both legs fading.
• Ray: 10Y at 4.42% by today’s close; he taps out, it’s not happening.
• Alex: QQQ > 625 by Friday; still on track unless the sky falls.

New episode every weekday before US market open.
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