WS #12910
7.1 magnitude earthquake hits Japan's Kyushu island, disrupting power and transport; potential tech supply chain impact. Nvidia invests $1B in Naver for AI data center buildout, reinforcing AI capex narrative. Magnificent 7 breaks below 200-day moving average for fourth time since 2022; historically a buying opportunity. Michael Burry posts charts suggesting AI sell-off may already be priced in, adding to sentiment pressure on semis. Whale alert: $1M premium in MSFT $430 calls expiring Sept 4, bullish bet ahead of earnings.
Japan earthquake
7.1 magnitude earthquake hits Japan's Kyushu island, disrupting power and transport; potential tech supply chain impact.
Nvidia invests $1B in Naver for AI data center buildout, reinforcing AI capex narrative.
Magnificent 7 breaks below 200-day moving average for fourth time since 2022; historically a buying opportunity.
Michael Burry posts charts suggesting AI sell-off may already be priced in, adding to sentiment pressure on semis.
Whale alert: $1M premium in MSFT $430 calls expiring Sept 4, bullish bet ahead of earnings.