Today, a look at the market punishing Nvidia shares, and many other AI hardware-related stocks in Thursday's session - was this mostly about options-related flow or red flag related to long term growth concerns? Also, a look at other names with big moves, including Block ripping higher on announcing plans to fire 40% of its workforce due to AI productivity gains. Elsewhere, some thoughts on macro and FX and SMC goes down a rare earth rabbit hole on one of the rarest of all elements as well as the future of memory, a key hardware tech space to watch. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
The Goodfellows discuss Iran and other topics - important for considering scenarios and the odds that something big is set to happen in Iran.
Two or three times per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.
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