Huge leveraged margin involved in this very crowded trade.
Notice how late to the party the rating agencies and credit risk traders are. This should have been seen a mile away.
$NVDA – NVIDIA CREDIT RISK JUMPS
The cost of insuring Nvidia’s debt surged to a record after reports the company is discussing more than $750 billion in AI infrastructure financing tied to OpenAI.
Investors are growing concerned about Nvidia’s expanding financial commitments,… pic.twitter.com/JdyvCpkrBU
— *Walter Bloomberg (@DeItaone) July 27, 2026
Oracle is in even worse shape.
China semi breakthrough to undercut SMH manufacturers.
China has figured out UV lithography, like I’ve warned since last year. And also HBW manufacturing. Looks like Trump’s sanctions and tariffs once again backfired.
That’s why U.S. semiconductor stocks are crashing today. https://t.co/yvP87mFjnR
— HealthRanger (@HealthRanger) July 27, 2026
BREAKING: SpaceX hits a NEW ALL-TIME LOW, wiping out $1.515 trillion from its market cap in just 27 trading days.
IPO buyers are now sitting on an 18.5% loss. pic.twitter.com/TqtX5c28N3
— Bull Theory (@BullTheoryio) July 27, 2026
Overnight in Korea:
BREAKING: South Korea’s stock market falls nearly -8% as the global chip stock selloff accelerates. pic.twitter.com/esCWCRcGAf
— The Kobeissi Letter (@KobeissiLetter) July 28, 2026
Packed in and sequenced at the same time, Japan pulling the plug on easy money carry trade.
🚨 BREAKING: Japan Just ENDED the Bank of Japan’s Independence. Washington’s Silent Coup Is Complete
The BoJ was about to go nuclear. They threatened to finally raise rates, kill the free-money spigot, and stop being America’s personal ATM.
That one move would have sucked… https://t.co/S9MfwxPHPu pic.twitter.com/w6xHzb4lEM
— Stern Drew (@SternDrewCrypto) July 27, 2026
Oddly the “markets” still accept the energy price manipulations as reality. There is some reconciling to do on this front as well. Back in March, the CME warned: “US intervention in oil futures would be a biblical disaster…”
Unbelievable… it’s official.
Following the Houthis’ attacks on 2 Aramco oil facilities, production was halted, affecting 50% of Aramco’s total production…. or 5.7 mbpd
Naturally, oil is down almost 9% on the day. pic.twitter.com/bbnWAY7Zub
— Lukas Ekwueme (@ekwufinance) July 27, 2026
BREAKING: Saudi Aramco’s Jizan oil refinery is still burning more than 2 days after being struck by Houthi ballistic missiles, with a massive 77km smoke trail visible on Sentinel-2 satellite imagery today. pic.twitter.com/UzQ7o1vVES
— The Hormuz Letter (@HormuzLetter) July 27, 2026
FT confirming that people inside the oil trading business were wondering who the mysterious “big seller’ was of oil futures. Rigging markets is both illegal and dangerous. If the US loses its position as a legit place to conduct business, it will be because of its tendency to… https://t.co/oNzxnlBdIh pic.twitter.com/8bIakP0ywn
— Chris Martenson (@chrismartenson) March 13, 2026
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