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JustDario

@DarioCpx • 108,972 subscribers

Entrepreneur | Angel Investor | Asymmetric Bets | Here to share my opinion and research on Stocks, Value, Macro and Facts.

Shorts

One year ago Microsoft CEO warned about how he “bet the farm” on OpenAI - nobody listened at that time. This weekend everyone wakes up to the fact that Microsoft fears hundreds of billions of investments in compute for OpenAI might never turn a profit 🤨

One year ago Microsoft CEO warned about how he “bet the farm” on OpenAI - nobody listened at that time. This weekend everyone wakes up to the fact that Microsoft fears hundreds of billions of investments in compute for OpenAI might never turn a profit 🤨

287,091 views

This is pretty much the state of the whole stock market now

This is pretty much the state of the whole stock market now

27,726 views

Heavy rain season started a bit too early this year in Hong Kong 😅 FYI - it’s 3pm here

Heavy rain season started a bit too early this year in Hong Kong 😅 FYI - it’s 3pm here

26,818 views

Can you believe that, instead of buying the dip hard on Friday, I was in Shenzhen listening to the ONEREPUBLIC ? 🙈 Amazing concert but I fear will likely be the most expensive one I have ever attended

Can you believe that, instead of buying the dip hard on Friday, I was in Shenzhen listening to the ONEREPUBLIC ? 🙈 Amazing concert but I fear will likely be the most expensive one I have ever attended

24,310 views

“Let’s go grab a coffee” and no, it’s never just a quick espresso 🙈 📍 Lambertini #JDFoodPorn

“Let’s go grab a coffee” and no, it’s never just a quick espresso 🙈 📍 Lambertini #JDFoodPorn

14,188 views

Videos

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Oil prices are still ~10$ away from the level where they were trading just before the barrage of fake news claiming an imminent deal between US and Iran 2 weeks ago Not only prices should be already back at ~105$, but way above because “tank bottoms” is inexorably approaching

Oil prices are still ~10$ away from the level where they were trading just before the barrage of fake news claiming an imminent deal between US and Iran 2 weeks ago Not only prices should be already back at ~105$, but way above because “tank bottoms” is inexorably approaching

56,100 views • 4 days ago

All stock investors currently watching government bond yields

All stock investors currently watching government bond yields

163,467 views • 21 days ago

“China is losing the AI race”

“China is losing the AI race”

766,165 views • 3 months ago

It's very rare to see something like this, especially on such a large market like the JPY. Either a trading mistake happened or, maybe, someone is trying to mess around with the BOJ

It's very rare to see something like this, especially on such a large market like the JPY. Either a trading mistake happened or, maybe, someone is trying to mess around with the BOJ

JustDario 🏊‍♂️

105,756 views • 1 month ago

This is what they did on Wednesday to cover up the brutal EIA report and make sure as few people as possible know the extent of the oil supply crisis we are racing towards - now regardless of anything that happens in the Middle East improving or worsening the situation there

This is what they did on Wednesday to cover up the brutal EIA report and make sure as few people as possible know the extent of the oil supply crisis we are racing towards - now regardless of anything that happens in the Middle East improving or worsening the situation there

45,790 views • 14 days ago

If you are curious to know what "experts" and "talking heads" are going to say in several months about inflation and the economy, you'll find all the answers in this clip from FIFTY-TWO years ago, recorded at the peak of the 1970's oil crisis

If you are curious to know what "experts" and "talking heads" are going to say in several months about inflation and the economy, you'll find all the answers in this clip from FIFTY-TWO years ago, recorded at the peak of the 1970's oil crisis

60,203 views • 18 days ago

Banksters are truly working hard this morning to slam the price of silver below the dotted line (that marks the level when the naked shorts squeeze becomes painful again)

Banksters are truly working hard this morning to slam the price of silver below the dotted line (that marks the level when the naked shorts squeeze becomes painful again)

JustDario 🏊‍♂️

264,110 views • 3 months ago

My take on the current state of the AI stocks bubble, especially how, differently from a year ago, DeepSeek breakthroughs are now totally ignored by investors

My take on the current state of the AI stocks bubble, especially how, differently from a year ago, DeepSeek breakthroughs are now totally ignored by investors

JustDario 🏊‍♂️

101,163 views • 1 month ago

Once upon a time, the JPY was considered a reserve currency, and as such attracted a ton of volumes and liquidity If this is how the 10 most liquid minutes of the trading day now look, the Japanese government successfully turned the JPY into a zombie Tier 2 currency

Once upon a time, the JPY was considered a reserve currency, and as such attracted a ton of volumes and liquidity If this is how the 10 most liquid minutes of the trading day now look, the Japanese government successfully turned the JPY into a zombie Tier 2 currency

25,295 views • 8 days ago

The banksters are slamming silver and other PMs hard right now - This time I recorded it live since I believe it gives a better sense of how this price manipulation works

The banksters are slamming silver and other PMs hard right now - This time I recorded it live since I believe it gives a better sense of how this price manipulation works

JustDario 🏊‍♂️

217,055 views • 3 months ago

- Why rising interest rates aren’t signalling a systemic liquidity crisis - Why interest rates are nowhere near a high enough level that can impact risk assets - Why inflated valuations and asset bubbles are preserved rather than addressed

- Why rising interest rates aren’t signalling a systemic liquidity crisis - Why interest rates are nowhere near a high enough level that can impact risk assets - Why inflated valuations and asset bubbles are preserved rather than addressed

31,428 views • 18 days ago

On the 22nd of January the Perth Mint posted a Message on its website: “no silver shortage, we are working hard to meet demand” - that message is still there. However, EVERY SINGLE SILVER BULLION on its website is currently sold out

On the 22nd of January the Perth Mint posted a Message on its website: “no silver shortage, we are working hard to meet demand” - that message is still there. However, EVERY SINGLE SILVER BULLION on its website is currently sold out

JustDario 🏊‍♂️

165,529 views • 3 months ago

For those who missed it last week, here is the section where I explained how the new CME margin calculation rules effectively worsened the silver squeeze and significantly worsened silver shorts problems the higher the price goes

For those who missed it last week, here is the section where I explained how the new CME margin calculation rules effectively worsened the silver squeeze and significantly worsened silver shorts problems the higher the price goes

JustDario 🏊‍♂️

143,856 views • 4 months ago

The bond market ominous warning markets are too euphoric to pay attention to

The bond market ominous warning markets are too euphoric to pay attention to

15,297 views • 16 days ago

“GPUs OVERSUPPLY IS ALREADY HERE” $NVDA GPUs (many shipped from #China) are starting to flood eBay. Narrator: “overwhelming demand”

“GPUs OVERSUPPLY IS ALREADY HERE” $NVDA GPUs (many shipped from #China) are starting to flood eBay. Narrator: “overwhelming demand”

JustDario 🏊‍♂️

171,673 views • 1 year ago

If you enjoyed the pump you are going to enjoy the dump even more Narrator: all that’s happening on $TRUMP is the 24h version of a multi years boom and bust cycle

If you enjoyed the pump you are going to enjoy the dump even more Narrator: all that’s happening on $TRUMP is the 24h version of a multi years boom and bust cycle

JustDario 🏊‍♂️

148,385 views • 1 year ago

$Mystery solved? - As you can hear it looks like the Nvidia “client” that is importing tons of GPU (surely not Blackwell) in Malaysia is SMCI. Fun Fact: 🇲🇾 doesn’t have the electricity nor the grid to operate a fraction of those GPUs - clearly 🇲🇾 isn’t the final destination 🙂$

Mystery solved? - As you can hear it looks like the Nvidia “client” that is importing tons of GPU (surely not Blackwell) in Malaysia is SMCI. Fun Fact: 🇲🇾 doesn’t have the electricity nor the grid to operate a fraction of those GPUs - clearly 🇲🇾 isn’t the final destination 🙂

JustDario 🏊‍♂️

117,426 views • 1 year ago

Hold on a second - did the FED lie yesterday?! ⚠️ As you can see here, on their own website the total size of the 30 June REPO operation was updated to 11.075bn$ vs 6bn$ initially reported and two tables with different amounts being added up showed up in the records A lie or an ugly glitch nobody spotted and fixed for more than 5 hours already? You choose, but personally we have seen many weird things happening around here in the recent past that it’s hard for me not to feel some shenanigans are happening

Hold on a second - did the FED lie yesterday?! ⚠️ As you can see here, on their own website the total size of the 30 June REPO operation was updated to 11.075bn$ vs 6bn$ initially reported and two tables with different amounts being added up showed up in the records A lie or an ugly glitch nobody spotted and fixed for more than 5 hours already? You choose, but personally we have seen many weird things happening around here in the recent past that it’s hard for me not to feel some shenanigans are happening

JustDario 🏊‍♂️

100,911 views • 11 months ago

If the US shutdown ends soon, the TGA will flood the market with liquidity, stocks will celebrate, and the crowd will briefly forget about the consequences of OpenAI inevitable implosion

If the US shutdown ends soon, the TGA will flood the market with liquidity, stocks will celebrate, and the crowd will briefly forget about the consequences of OpenAI inevitable implosion

JustDario 🏊‍♂️

63,599 views • 7 months ago