Rigatoni Capital Podcast

Amazon continues higher even after Jeff Bezos sold $4 billion in stock, gold and silver are catching a bid off their 50-day, and Nvidia got a leg up to $219 after Elon talked up partnering with Jensen and running xAI on the Vera Rubin chip.

My post "Vindication Isn't a Reason to Celebrate" uses an old DraftKings win to make the point that being right on Palantir's A++ quarter and its 30% pop is not the same as winning the game. Winning is when your whole portfolio compounds enough to live off a 4% withdrawal even through a 20% drawdown.

I get into why the AWS math shows a real path to returns for the three big hyperscalers, why AMD's surprise CapEx and 46% growth do not impress me next to Nvidia and Broadcom, and the wild TQQQ stat that $1 million held since 2011 would be worth $151 million today, or around $103 million inflation adjusted.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #TQQQ #Palantir #AMD #Nvidia #hyperscalers #AWS #DraftKings #gold #silver #compounding #RigatoniCapital

$QQQ $TQQQ $PLTR $AMD $NVDA $AVGO $AMZN $APP $DKNG

Palantir delivered an A++ quarter, with revenue up 93% to $1.94 billion, US commercial up 159%, a Rule of 40 at 155, and guidance raised over $8 billion for 2026. I get into Alex Karp's CNBC clip on AI sovereignty, why Michael Burry's short thesis that Anthropic is eating Palantir's lunch misses that they sell to different enterprises, and why there is no bear case to find on the surface. Caterpillar also crushed it with revenue up 24% and a $72.1 billion backlog, up 92% year over year, and I touch on TransDigm, BWXT and Anduril as the industrial and defense theme keeps playing out. I close on the TQQQ I sprinkled in on the July 29th dip.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Palantir #Caterpillar #TransDigm #BWXT #Anduril #AIsovereignty #defensestocks #industrials #earnings #TQQQ #RigatoniCapital

$PLTR $CAT $TDG $BWXT $AMZN $NVDA $QQQ $TQQQ $GE $ET

Thank you Nick Ridenour of Nick | CompoundingAlpha on Substack for joining me this evening to review a number of popular names in markets today, including Axon Enterprise, Palantir, Toast, and FTAI Aviation. Nick writes what I think is some of the best fundamental research on individual names anywhere on Substack. I highly suggest checking out his newsletter in the link below.

Nick's recent post asks whether the AI infrastructure boom is already over, and his read is that it is not, even after a rough month, since the hyperscalers keep raising CapEx guidance into 2028. He walks through why he calls Palantir the gold standard, what he likes about Axon's software story with Draft One, why he thinks Toast has won the restaurant vertical, and what makes FTAI Aviation's engine model and its new data center power business so interesting. We get into valuations, moats, and where the next phase of the AI build-out might show up.

Read Nick's work at CompoundingAlpha: https://compoundingalpha.substack.com/

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #Palantir #Axon #Toast #FTAI #AIinfrastructure #hyperscalers #Micron #semiconductors #jetengines #datacenters #CompoundingAlpha #RigatoniCapital

$PLTR $AXON $TOST $FTAI $MU $NVDA $MSI $AER

Futures are green after Trump backed off the Iran attack over the weekend, another TACO, with WTI and Brent lower as Iran dismisses his talk plans. Amazon impressed on Thursday, and Japan and the US both bought yen to strengthen it, which is about keeping the carry trade going, since the US actually sold euros to buy yen rather than diluting the dollar.

The core of the episode is pushing back on the Wall Street Journal piece by James Mackintosh, "America is Great at Creating Stock Market Bubbles and Shrugging Them Off." I do not agree with lumping the recent memory chip pullback in with real busts like 3D printing, SPACs, cannabis and crypto treasury stocks. Memory names like Micron ran ahead of fundamentals and are cyclical, but a 50% pullback in a memory ETF is not a popped bubble, and I think Micron can see $1,000 again. The Wednesday selloff was a leverage unwind from Situational Awareness getting margin called, not a narrative, and I bought QQQ into it with a little TQQQ sprinkled on top, now up 15%. The line that "one day the bust will be the big one" is bad framing for long term investors. We can get a 20 to 40% pullback without it meaning the Nasdaq is a bubble.

On the leverage debate, I get into the Chris Camillo and Amit exchange about his heavily leveraged Amazon bet, and why the same leverage gets called genius or idiocy depending on the day, along with my own honest take on carrying some margin responsibly. Bitcoin is in crisis mode over the ColdCard hardware wallet vulnerability, and I walk through why generating your own seed phrase with dice rolls and the BIP39 word list matters rather than trusting a wallet's firmware. Bitcoin is holding around $62,000, helped by Trump canceling the Iran attack Sunday night.

I close on the hyperscaler math, where AWS hit a $169 billion annualized run rate growing 37% year over year while spending $220 billion in CapEx this year, which is where you can start to see the path to returns by around 2030. Big defense backlogs at RTX, Lockheed, General Dynamics and Northrop remain a reason to hold the group. Palantir, BWXT, Caterpillar and AppLovin all report this week.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #AWS #Amazon #hyperscalers #bubble #memorychips #Micron #defensestocks #ColdCard #seedphrase #leverage #TQQQ #earnings #RigatoniCapital

$AMZN $QQQ $TQQQ $MU $MSTR $NVDA $RTX $LMT $GD $NOC $BA $PLTR $CAT $APP $BWXT $O $FRDM

Big tech and the semis are continuing Thursday's huge bounce, which some call a dead cat and others the next leg up. Microsoft was the turning point, noting most of its growing cloud base is not OpenAI or Anthropic while keeping CapEx roughly flat, and Amazon followed with a strong AWS quarter. Part of the bounce likely traces to a Bank of Japan yen intervention easing the carry trade, which is likely why we saw such a hard reversal in the KOSPI. The Wednesday afternoon plunge now looks more like the leverage unwind from Situational Awareness hedge fund getting margin called.

On the AWS call, Andy Jassy said margins and returns in AI are tracking the first cloud buildout and actually a little ahead, guided cash CapEx up to about $220 billion for 2026 from $200 billion on higher memory costs, and said AWS could become at least a few hundred billion and very possibly a trillion dollar revenue business over time. AWS grew more than 30% year over year, its fastest in eighteen quarters.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #AWS #Amazon #Microsoft #hyperscalers #semiconductors #TQQQ #carrytrade #BankofJapan #earnings #AI #RigatoniCapital

$AMZN $MSFT $AAPL $QQQ $TQQQ $NVDA $LRCX $CAT $WM $RSG $BABA

Futures are green pre-market on strong Microsoft earnings and a big Lam Research report guiding $8.1 billion for next quarter, with the stock up around 11%. Microsoft spiked and the narrative credits leaving CapEx unchanged, while Meta sold off on softer forward guidance after only raising the bottom of its CapEx range, which reminds me a bit of the 2022 Meta and Netflix drawdowns. I do like the business and did NOT buy the Meta dip.

Defense names keep posting huge backlogs, and the Pentagon committed over $120 billion for Patriot and missile work going mostly to Lockheed Martin, including a nearly $59 billion Patriot contract and a preliminary $35 billion THAAD deal, long seven to ten year contracts that were not even in the backlog yet.

The main event is my purchase alert. Yesterday at 3:58 PM I bought the dip, adding QQQ and opening a new TQQQ position, the 3x leveraged QQQ, which is not a long term hold given the daily reset and decay but which I am willing to run as a one to two year trade. I am actually bearish near term and do not think that was the bottom, but for a 10 plus year horizon it was a day to add. My post lays out four bullish themes: commoditization of the model layer does not hurt demand for compute and infrastructure, the industrial revolution and reshoring and defense build-out, financials having a Goldilocks moment, and there being no alternative to owning cash producing assets.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #TQQQ #buythedip #hyperscalers #semiconductors #defensestocks #Microsoft #Meta #LamResearch #Fed #earnings #RigatoniCapital

$QQQ $TQQQ $MSFT $META $LRCX $LMT $NVDA $AAPL $CAT

Markets are a mess pre-market with the Fed announcing today, a US surprise attack in Jordan by Iran sending oil spiking, SK Hynix's weak headline number, and the KOSPI selling off after its huge run. As Marc Rudajev said yesterday, the semiconductor selloff is really a leverage and margin story. For a long term investor the focus should stay on earnings, and you should still hold some financials and industrials rather than being all semis and Nasdaq. Meta, Microsoft and Lam Research report today, with Amazon and Apple tomorrow. Berkshire had a big day up 3.06% on old economy exposure, and if this is a rotation into old economy value that is fine by me.

The heart of the episode is my post "23 Unsexy Compounders to Watch," built around the Casey's General Store story where an analyst realized it was really a pizza chain with better margins, not just a gas station C-store. I used Gemini 3.5 and Claude's Fable 5 to generate possible next O'Reilly or Casey's type names, with the caveat that the AI made mistakes and any of these needs real research through the 10-K and tools like fiscal.ai. Names that came up include Comfort Systems, United Rentals, Fastenal, Cintas, Pool Corp, Carrier, Rollins, Tractor Supply and API's fire protection model. I would love to find a smaller cap niche business where one home run does the work.

On the roundup, the Nasdaq 100 has pulled back 10% even though the S&P is only 3% off its highs, and semis are sitting on a head and shoulders neckline around 528 on SMH where I would consider adding. On an Eric Balchunas clip about TQQQ being up 41,000% since inception, I agree with Marc that plain QQQ is enough and I would never recommend TQQQ as a buy and hold. My closing advice is to ignore the noise, focus on the mega cap tech earnings from companies you already own, and remember financials remain the cheap setup Marc and I both like, with Travelers and Chubb as the example.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #compounders #Caseys #OReilly #Berkshire #semiconductors #financials #insurance #earnings #Fed #oil #TQQQ #RigatoniCapital

$FIX $URI $FAST $CTAS $POOL $CARR $ROL $TSCO $WCN $SITE $CASY $ORLY $WM $BRK.B $NVDA $LRCX $AVGO $SMH $KLAC $BE $AMZN $AAPL $META $MSFT $TRV $CB $QQQ

Welcome back Marc Rudajev of Learning.Investing.Thriving to the podcast. We got into the semiconductor selloff, mark to market earnings, sector rotation, financials, international markets, and jobless claims. If you enjoyed the conversation, please consider checking out Marc's newsletter in the link below.

China started mass production of DUV lithography equipment, which hit ASML and sent semis, memory chips and AI infrastructure names lower, with the KOSPI halted after a near 10% drop. Marc's read is that this is a leverage story more than a valuation or earnings one, since Samsung and Micron reported blowout numbers while the shares fell, and Korean investors and US leveraged ETFs got margin called on the way down after the same products exaggerated the move up.

We got into mark to market distortions in earnings, where Alphabet's roughly $99 billion in unrealized gains on Anthropic and SpaceX inflate the headline while core earnings actually missed slightly, along with Google's first negative free cash flow since going public.

On rotation, I made my case that financials and industrials deserve more love, and Marc argued the financials setup is a Goldilocks with strong broad based bank earnings, more big IPOs like Anthropic coming, a steepening yield curve and volatility feeding the trading desks. He also pitched European index funds in general as a way to get nice exposure to financials, and we closed on initial jobless claims hitting 187,000, the lowest in 60 years. Marc framed this as less a booming economy than a frozen hiring and firing stalemate, plus a look at the Fed's tough spot heading into the decision.

Read Marc's work at Learning.Investing.Thriving: https://rudajev.substack.com/

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #semiconductors #financials #banks #jobless #Fed #ASML #Alphabet #Amazon #insurance #Europe #rotation #RudajevLIT #RigatoniCapital

$NVDA $QQQ $ASML $MU $GOOGL $AMZN $CAT $LRCX $JPM $GS $MS $C $WFC $BAC $CB $TRV $XLF $SAN $BBVA

Markets are green pre-market on a reversal Monday, with oil dropping after a weekend of war headlines where the US and Iran held off on attacking each other. It is a busy week with the Fed meeting, where I think they should hold, plus heavy earnings. Thursday is the big day with Apple and Amazon, Microsoft and Lam Research report Wednesday afternoon, and I am also watching Waste Management, L3Harris, Strategy and SpaceX.

The weekend story bears are calling circular funding is Nvidia in talks to backstop $250 billion in OpenAI data center financing in Ohio, part of a project costing more than $500 billion with power controlled by the US government and funded separately by Japan. It looks like the fulfillment of the old Stargate alliance that had stalled on financing and power, now with Nvidia stepping in.

On the open source fight, a member of technical staff at Anthropic mocked Jensen Huang's Open Weights and American AI Leadership letter, and Gavin Baker pushed back that Nvidia is already a leading open source company and the letter never asked closed labs to open their models.

On the Fed, I agree with John Roth's Substack piece on why they should not raise next week. There is some non-core inflationary pressure but not enough to panic, and higher rates hurt small business and younger buyers, while the real estate market has stayed flat rather than fallen.

Morgan Stanley estimates big tech CapEx rises 11% to $2.9 trillion by 2028, and any sign of that growth tapering would help the hyperscaler story.

The main idea I have been reviewing is whether China is commoditizing AI models on purpose to hurt closed labs like OpenAI and Anthropic. US labs monetize the model through subscriptions while China makes money on everything around it, manufacturing, robotics, hardware, cloud, energy and physical deployment, which fits Xi framing AI as moving from the digital world into the physical world where China already has scale. Making the model free dissolves the layer your competitor sells for margin, and export controls that block the latest chips get routed around when anyone can host an open model.

There has not been much to buy in a while for a long term buy and hold investor. The last real opportunity was the June flush out around $687 on the QQQ, where leverage was getting taken out. Friday's weakness was more a pullback in semis and momentum than that kind of flush, so at age 42 I am willing to wait rather than add again here.

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: ⁠https://rigatonicapital.substack.com⁠Disclaimer:

This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #AI #openweights #opensource #China #Nvidia #OpenAI #Anthropic #hyperscalers #Fed #CapEx #earnings #JensenHuang #Stargate #RigatoniCapital

$NVDA $QQQ $MSFT $LRCX $META $AAPL $AMZN $BA $V $XOM $CVX $WM $LHX $MSTR $AVGO

Welcome back Kevin aka Bagholder to the podcast. We had a lot to catch up on and I think you will all get a lot of enjoyment and knowledge from Kevin's insights on many subjects that include Silver, Gold, Bitcoin and MSTR, and AI hyperscalers. If you enjoyed what you heard, please consider checking out Kevin's newsletter in the link below. One of the best finance writers on Substack by far.

Silver has fallen from a late January peak near $110 to $120 down to around $58, and Kevin reads the fifty year chart as a cup and handle that is simply pulling back to the $50 breakout before its next leg. His bigger point is the divergence between the metal and the miners. Silver is up several times over a decade while the SILJ has basically flatlined, and the same gap shows up in gold, where the miners' cash flows have tripled on average but the GDX has barely tracked the metal. He owns the GDX and leans on central bank and de-dollarization demand as the reason gold keeps grinding higher.

On Bitcoin, off roughly half from its highs near $64,000, Kevin pushed back on my worry that Michael Saylor cannot keep the preferred, Bitcoin, and common holders of Strategy happy at once, arguing there is almost always an accretive move like retiring debt below par. He closed with a story about driving a Chinese Hongqi in Iceland and calling it the best car he has ever driven, which fed his view that the old assumption of American quality over Chinese may have flipped. That ties into open weight AI, Jensen Huang's coalition letter signed by names like Microsoft, Meta, and Palantir, and my own take that all of this commoditizes the model layer, which is why I would sell rather than buy an OpenAI or Anthropic IPO.

Read Kevin's work at Bagholder: https://bagholder.substack.com/

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.

Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com

Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.

#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #silver #gold #goldminers #silverminers #preciousmetals #MSTR #Strategy #MichaelSaylor #centralbanks #openweights #AI #China #Nvidia #energy #Bagholder #RigatoniCapital

$AG $HL $SILJ $GDX $NEM $AEM $GOLD $AU $FNV $MSTR $NVDA $MSFT $META $PLTR $GOOGL $ET $XLE