Watch video ↗No timestamp available in this export.we just saw breakout earnings from from Micron which are not that surprising. Uh I think RAM demand is going to continue to be pretty high for at least quarters.
— Macro Voices
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Evidence
Creator moments across 110 tracked companies. Quote-backed, audited, review-pending. Timestamp links where transcript offsets exist. Not market-wide coverage.
About this universe
- 110tracked
- 84with evidence
- 98discovered
rule72 tracks a hand-curated universe of 110 companies — the companies it understands today, built from attributed creator evidence. This is not market-wide coverage. 84 of them carry grounded creator evidence in the current dataset.
Beyond it, 98 more companies surface in creator transcripts but aren’t tracked yet — what rule72 may understand next. Discovery is not coverage: a candidate becomes tracked only after an operator-gated review. See discovered candidates →
8 clips · Macro Voices
Watch video ↗No timestamp available in this export.
if we see that Nvidia is actually fading on its earnings, which is not something we're seeing yet, but if that became the reality, that would start to give indications that that crowding has gotten a little overdone and that in fact, we may in see fading into the weeks to come
— Macro Voices, at 3:53
Watch video ↗No timestamp available in this export.I personally still have put spread hedges in place on the S&P 500. Now, I've come to terms with the entirely likely outcome that those put spreads are going to expire worthless given the current uptrend, but frankly, I'm still happy to have insurance in place.
— Macro Voices
Watch video ↗No timestamp available in this export.I think there's there's one big company that's kind of been sitting in the wings that has a god-awful AI products, and it's in everyone's pockets, and that's Apple and the iPhone... they've kind of avoided this whole getting sucked into this whole capex bonfire and they've really
— Macro Voices
Watch video ↗No timestamp available in this export.my take on this equity market is that it really depends on your geopolitical outlook and your expectations for what comes next in this Iran conflict... if you think that the Trump administration has this whole situation completely under control... then this is a terrific buy the
— Macro Voices
Watch video ↗No timestamp available in this export.Nvidia did beat on its earnings but there isn't any extraordinary upside. In fact, it's relatively flat at the open... if we find ourselves in two, three trading sessions with Nvidia giving back all of its gains, that will be a structural blow to the semiconductor story
— Macro Voices
Watch video ↗No timestamp available in this export.Nvidia did beat on its earnings but there isn't any extraordinary upside. In fact, it's relatively flat at the open.
— Macro Voices
Watch video ↗No timestamp available in this export.If it breaks to lower lows and starts some sort of sell-off like many other MAG7s have, it will break the semiconductor index and probably open up the floodgate on the downside. Now, I'm not saying that that's what I'm predicting to happen, but I do believe Nvidia's earnings are
— Macro Voices