A1Mhigh
@a1mhigh.bsky.social
The same person as A1Mhigh@A1Mhigh on X/Twitter. Interested in investing, trading, finance. In particularly UK stocks.
The idea that US big tech can keep AI all to itself and monetise it just for its own benefit was always a fantasy, as DeepSeek showed many months ago. Open source AI & Chinese AI cos. will be disruptors for sure.
Even without Nvidia's big bucks, Hugging Face is an important part of the AI landscape – not least for the its role in the battle over how artificial intelligence should be built, shared and owned.
Read the full story from @melissahei.bsky.social on #FTEdit 👉 ft.trib.al/ZDZCFZy
Read the full story from @melissahei.bsky.social on #FTEdit 👉 ft.trib.al/ZDZCFZy
Why AI start-up Hugging Face turned down a $500mn Nvidia deal
Amid investor frenzy over AI, the ‘anti Silicon Valley’ group chose independence and desire to promote open models
ft.trib.al
January 28, 2026 at 4:12 PM
The idea that US big tech can keep AI all to itself and monetise it just for its own benefit was always a fantasy, as DeepSeek showed many months ago. Open source AI & Chinese AI cos. will be disruptors for sure.
Posted this chart after a "parabolic" gold move 9 months ago. #$GLD is up 48% since then. Not saying that #$SLV doesn't looks way over done short term. But as the old Wall St. saying goes "keep calling tops and you will be pushing mops".
Hate to say it, but this latest parabolic move in the US Gold ETF $GLD looks a bit "sus" to my eye. The price action and volume looks a lot like panic buying.
January 27, 2026 at 8:14 PM
Crypto driven by liquidity according to Richard Bernstein. If credit spreads blow out crypto gets creamed. Note the inverse relationship (RHS axis). i.e. crypto is "digital gold" is a v. bad take.
January 25, 2026 at 12:10 PM
Crypto driven by liquidity according to Richard Bernstein. If credit spreads blow out crypto gets creamed. Note the inverse relationship (RHS axis). i.e. crypto is "digital gold" is a v. bad take.
Reposted by A1Mhigh
Standing ovation at Davos for a Mark Carney speech that argued the global order has fractured, not evolved. He warned that pretending the old rules still work is dangerous and called on middle powers to stop performing a comforting fiction and start acting in the world as it actually is
January 22, 2026 at 7:52 AM
Standing ovation at Davos for a Mark Carney speech that argued the global order has fractured, not evolved. He warned that pretending the old rules still work is dangerous and called on middle powers to stop performing a comforting fiction and start acting in the world as it actually is
#$AJB AJ Bell statement below. There was £500m increase in pension withdrawals ahead of the budget compared with Q1 FY25. This is not a good look for Reeves, or stated govt. policy to boost UK retail investment.
January 22, 2026 at 3:54 PM
#$AJB AJ Bell statement below. There was £500m increase in pension withdrawals ahead of the budget compared with Q1 FY25. This is not a good look for Reeves, or stated govt. policy to boost UK retail investment.
Not sure Iceland want to be drawn into this. 😂 Geography not one of his strong points? But then what is?
Trump is now confusing Greenland and Iceland: "They're not there for us on Iceland, that I can tell you. Our stock market took the first dip yesterday because of Iceland. So Iceland has already cost us a lot of money."
January 21, 2026 at 3:52 PM
Not sure Iceland want to be drawn into this. 😂 Geography not one of his strong points? But then what is?
A thread on why I won't be investing in either a US index tracker or World tracker fund/ETF any time soon (Warning: could be a long thread..) (1/n)
January 21, 2026 at 1:02 PM
A thread on why I won't be investing in either a US index tracker or World tracker fund/ETF any time soon (Warning: could be a long thread..) (1/n)
Is it just me or are we seeing repeatable patterns in Trump's modus operandi? Start the year with threats of Tariffs in a situation entirely created by him (for his & his mates own financial benefit). Create a crisis (buy into the chaos), then solve it by withdrawing said threats. Rinse & repeat 🤔
January 19, 2026 at 12:00 PM
Is it just me or are we seeing repeatable patterns in Trump's modus operandi? Start the year with threats of Tariffs in a situation entirely created by him (for his & his mates own financial benefit). Create a crisis (buy into the chaos), then solve it by withdrawing said threats. Rinse & repeat 🤔
Informative thread on potential retaliation by the EU to Greenland tariff threat 👇
Trump’s ultimatum is clear: Sell Greenland or face 25% tariffs. It sounds like fiction, but this is the reality facing Europe. Denmark refused the sale, troops are deploying, and the US is threatening economic warfare against 8 allies. This is why the EU is reaching for its biggest gun
January 19, 2026 at 11:28 AM
Informative thread on potential retaliation by the EU to Greenland tariff threat 👇
To "throttle exports of services such as those provided by US Big Tech companies in the EU" would cause some big market moves. But since Trump changes his mind a LOT in a short space of time, let us hope cool heads prevail for now.
EU readies €93bn tariffs in retaliation for Trump’s Greenland threat ft.trib.al/5Qfqifp
EU readies €93bn tariffs in retaliation for Trump’s Greenland threat
Europe could also threaten to restrict US companies’ market access in run-up to crunch talks at Davos
ft.trib.al
January 18, 2026 at 7:33 PM
To "throttle exports of services such as those provided by US Big Tech companies in the EU" would cause some big market moves. But since Trump changes his mind a LOT in a short space of time, let us hope cool heads prevail for now.
Reposted by A1Mhigh
A common complaint people have about Bluesky...it's too quiet.
I was once told that "if you want something improved, stop waiting for others to do it and get it done yourself".
With that in mind if you follow me and would like more investing content - what would you like to see in 2026?
I was once told that "if you want something improved, stop waiting for others to do it and get it done yourself".
With that in mind if you follow me and would like more investing content - what would you like to see in 2026?
January 18, 2026 at 6:23 PM
A common complaint people have about Bluesky...it's too quiet.
I was once told that "if you want something improved, stop waiting for others to do it and get it done yourself".
With that in mind if you follow me and would like more investing content - what would you like to see in 2026?
I was once told that "if you want something improved, stop waiting for others to do it and get it done yourself".
With that in mind if you follow me and would like more investing content - what would you like to see in 2026?
Portfolio is up 17% in 2025 (click graphic for review)
my reflections on 2025 to follow … I still need to write it!
apologies for not posting it before now. Been a bit inactive on bsky recently.
my reflections on 2025 to follow … I still need to write it!
apologies for not posting it before now. Been a bit inactive on bsky recently.
January 18, 2026 at 3:50 PM
Portfolio is up 17% in 2025 (click graphic for review)
my reflections on 2025 to follow … I still need to write it!
apologies for not posting it before now. Been a bit inactive on bsky recently.
my reflections on 2025 to follow … I still need to write it!
apologies for not posting it before now. Been a bit inactive on bsky recently.
X (aka Twitter) down today. Apparently due to Cloudflare outage impacting lots of web services. Internet is increasingly going down. Not a good look! Bsky might get a few more eyeballs today? 😂
November 18, 2025 at 1:28 PM
X (aka Twitter) down today. Apparently due to Cloudflare outage impacting lots of web services. Internet is increasingly going down. Not a good look! Bsky might get a few more eyeballs today? 😂
The US is screwed. With an idiot like this in charge expect really bad outcomes. He will probably be fired at some point in the next few years but by then the damage will be done.
RFK Jr: We need to stop trusting the experts... Trusting the experts is not a feature of science or democracy, it's a feature of religion and totalitarianism.
October 16, 2025 at 10:57 AM
The US is screwed. With an idiot like this in charge expect really bad outcomes. He will probably be fired at some point in the next few years but by then the damage will be done.
Agree 100%. Yet MSM/BBC are full of other nonsense today. 🤦♂️
Elon Musk openly called for violence on our streets yesterday.
I hope politicians from all parties come together to condemn his deeply dangerous and irresponsible rhetoric.
Britain must stand united against this clear attempt to undermine our democracy.
I hope politicians from all parties come together to condemn his deeply dangerous and irresponsible rhetoric.
Britain must stand united against this clear attempt to undermine our democracy.
September 14, 2025 at 12:34 PM
Agree 100%. Yet MSM/BBC are full of other nonsense today. 🤦♂️
There was a certain inevitability about this..
June 5, 2025 at 5:14 PM
There was a certain inevitability about this..
Hate to say it, but this latest parabolic move in the US Gold ETF $GLD looks a bit "sus" to my eye. The price action and volume looks a lot like panic buying.
April 22, 2025 at 5:45 PM
Hate to say it, but this latest parabolic move in the US Gold ETF $GLD looks a bit "sus" to my eye. The price action and volume looks a lot like panic buying.
Sentiment likely to do a 180 degree flip on this news if true. Intra-day US price moves maybe suggesting this. How long it will last? 🤷♂️
April 22, 2025 at 4:36 PM
Sentiment likely to do a 180 degree flip on this news if true. Intra-day US price moves maybe suggesting this. How long it will last? 🤷♂️
This is still true after 23 more days. Still the only game in town. A great week for gold and gold stocks. Just a bit worried that if the US stock market sell off becomes disorderly that liquidation of all assets could become a thing.
The gold trade (the metal and the miners) has been fantastic for the last 12 months, and continues to march on to new highs. Just getting a little concerned it is the only game in town right now. 🤔
April 19, 2025 at 1:16 PM
This is still true after 23 more days. Still the only game in town. A great week for gold and gold stocks. Just a bit worried that if the US stock market sell off becomes disorderly that liquidation of all assets could become a thing.
Still no reason to change my hypothesis after 2 months have elapsed. If anything it has been strengthened.
This is my working hypothesis on Trump & Elon as well. Elections are not part of his agenda. He is looking to dismantle the apparatus of the state and judiciary as a first step. You don't need to be Einstein to work out what comes after that!
Trump is making announcements that will hit his core supporters hard. It's as if he's indifferent to the future prospects of Republicans in elections. But he is, of course. He's not running a government; he's running a coup, and elections are not on his agenda. www.taxresearch.org.uk/Blog/2025/02...
April 19, 2025 at 1:08 PM
Still no reason to change my hypothesis after 2 months have elapsed. If anything it has been strengthened.
Every clever school yard bully knows that you gain bullying friends (the gang) before you bully the victim. In this case Trump is trying to bully everyone simultaneously (with tariffs). Probability of success is now low, because everyone else is the victim.
This past week, the Chinese learned
1) exactly where Trump's pain points are;
2) how much to squeeze them before he flinches;
and
3) how little America's partners and allies want to help this president.
Highly useful information.
1) exactly where Trump's pain points are;
2) how much to squeeze them before he flinches;
and
3) how little America's partners and allies want to help this president.
Highly useful information.
April 10, 2025 at 2:02 PM
Every clever school yard bully knows that you gain bullying friends (the gang) before you bully the victim. In this case Trump is trying to bully everyone simultaneously (with tariffs). Probability of success is now low, because everyone else is the victim.
The gold trade (the metal and the miners) has been fantastic for the last 12 months, and continues to march on to new highs. Just getting a little concerned it is the only game in town right now. 🤔
March 27, 2025 at 12:18 PM
The gold trade (the metal and the miners) has been fantastic for the last 12 months, and continues to march on to new highs. Just getting a little concerned it is the only game in town right now. 🤔
Love him or loath him Trump will get his way with tariffs. OS manufacturing companies that have important US sales will have to build factories on US soil to survive. A net export of jobs to the US from the RoW. A net cost to the RoW. You can either go down the reciprocal route or bow down.
March 27, 2025 at 11:59 AM
Love him or loath him Trump will get his way with tariffs. OS manufacturing companies that have important US sales will have to build factories on US soil to survive. A net export of jobs to the US from the RoW. A net cost to the RoW. You can either go down the reciprocal route or bow down.
UK market £ volume (FTSE350) massive today on OPEX second time in a month its been a ⛰️
March 21, 2025 at 6:24 PM
UK market £ volume (FTSE350) massive today on OPEX second time in a month its been a ⛰️
$MAGS have been consolidating (bear flag?) for last 8 days below the 200-day SMA. Was expecting a bounce to VWAP but it has yet to happen. Again the chart is looking very heavy here. Not many good things happen below the 200d SMA.
$MAGS now trading below the August VWAP and -15% from all time highs. Probably why US markets feel worse than -6% fall in $SPY. Would be surprised if we don't get a bounce here at least back to VWAP.
March 19, 2025 at 5:00 PM
$MAGS have been consolidating (bear flag?) for last 8 days below the 200-day SMA. Was expecting a bounce to VWAP but it has yet to happen. Again the chart is looking very heavy here. Not many good things happen below the 200d SMA.