Tracking the world's biggest wealth shifts, markets, technology, and the future of money.
Joined July 2026
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Selling pressure in U.S. Treasuries is intensifying. 📉
Rising Treasury yields reflect falling bond prices as investors react to inflation concerns, higher oil prices, and expectations of tighter U.S. monetary policy.
Temporary sell-off—or the start of a deeper bond-market shift?
Wealth Events retweeted
BREAKING: 🇨🇳 China's CXMT shares surged +472% in its trading debut.
CXMT opened at ¥49.50 vs its IPO price of ¥8.66.
The company raised ¥57.92 billion ($8.6B) in Asia's largest IPO of 2026.
CXMT became the most valuable company listed in mainland China, overtaking ICBC.
CXMT's market value surged to about ¥3.3 trillion ($487B), up from $85.5 billion at its IPO valuation.
Wealth Events retweeted
Nvidia $NVDA is reportedly in talks to provide a roughly $250 billion backstop for OpenAI as part of a massive data center project in southern Ohio
The site is a 10-gigawatt campus developed by SoftBank's energy subsidiary, 50 miles south of Columbus. Total project cost, including chips, could exceed $500 billion, reportedly the largest data center project ever announced.
OpenAI has no investment-grade credit rating, Nvidia backing would let the project's developer raise debt on far better terms than OpenAI could secure alone.
Nothing is finalized. Terms could still change - WSJ
Wealth Events retweeted
BREAKING: Samsung has signed a $200 BILLION semiconductor supply agreement with Broadcom through 2030.
The deal covers HBM memory chips, foundry services and advanced packaging, marking one of the largest chip supply agreements ever.
