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Year Ends w/ Weak Finish | Silver Liquidates | Nvidia Holds

Dec 31, 2025

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12 min read

Year Ends w/ Weak Finish | Silver Liquidates | Nvidia Holds

The year didn’t end with panic or euphoria. It ended with structure reasserting itself... in metals, margins, and leadership... hinting that 2026 will reward discipline more than speed.

Dio Pouerie, +1

META Cleans House | China Restricts Trade | NVDA Holds Ground

Dec 31, 2025

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13 min read

META Cleans House | China Restricts Trade | NVDA Holds Ground

What looks like confidence is really selectivity. Growth is allowed, but only through channels that policymakers tolerate.

Dio Pouerie, +1

Nvidia’s $20B Deal | Silver Breaks Structure | Housing Reopens Narrow

Dec 30, 2025

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11 min read

Nvidia’s $20B Deal | Silver Breaks Structure | Housing Reopens Narrow

The tape looks calm, but constraints are surfacing. Power scarcity, capital intensity, and defensive positioning are replacing speed as the drivers of advantage.

Dio Pouerie, +1

Bank Activism Spreads | GLP-1 Broadens | China Sets Rules | Novo Defends

Dec 30, 2025

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12 min read

Bank Activism Spreads | GLP-1 Broadens | China Sets Rules | Novo Defends

Futures are calm, but access is tightening. From China’s fabs to AI infrastructure and bank boards, the market is quietly repricing who gets permission to scale... and who absorbs friction.

Dio Pouerie, +1