| | | executed trades
Long AEM, GDX, GLD, and short puts on same, so long-long Long, for the Jack, TTWO calls and short TTWO puts, both going out to December 2026, so long-long-long-long, 10:1 leverage net-net-f*cking-net long In the meantime, this day's workflow ...
Daily workflow 2025 11 07
Good morning Manus co-pilot, please
(1) review relevant news of the past 24 hours resulting from your searches on-line
(1-a) latest on US - China wars w/r to trade, tariff, technology, whatever
(1-b) Russia - Ukraine / Nato hot war,
(1-c) Middle East conflict(s), and w/r to the hereunder VLOGs and articles appended / attached by me,
(2) fact-check,
(3) supplement with other local languages material searched on-line when advisable,
(4) critique, and
(5) recalibrate our Asimovian Universe Empire / Foundation 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip thematic narrative waypoints,
(6) deliberate pro / con as appropriate so I am less likely to be blindsided, and you do not go hallucinatory / sycophantic
(7) update me on important latest pricing matter to us - i.e. share indices of USA, HKG, Japan, China, and Gold, Silver, Platinum, Copper, and DXY (value of USD). then
(8) give me a report in text and in female voice file. Now I shall do walk, ice coffee, then get on with the rest of my day deliberating, shuffling, keep eyes on markets. I shall upload to you some articles, and some VLOGs ... so wait and hold off analysis / synthesis / integration / text+voice files until I do so ...
Articles
1. bloomberg.com <<DoubleLine’s Cohen Sounds the Alarm on AI-Debt Funding Frenzy>>
2. bloomberg.com <<How Fresh US Tariff Doubts Will Play Out Among Trading Partners>>
3. bloomberg.com <<Trump Plans One-Year Pause on Port Crane Duties, China Ship Fees>>
4. bloomberg.com <<How the Longest Government Shutdown Is Impacting the Economy>>
5. bloomberg.com <<Grand Theft Auto Release Delayed Again to November 2026>>
6. bloomberg.com <<Bitcoin and Gold Part Ways — Which Is Bad for Big Tech>>
7. bloomberg.com <<Election Shocks Underscore Power Bills as New Political Risk>>
8. zerohedge.com <<David Sacks Responds To OpenAI: "There Will Be No Federal Bailout For AI... If One Fails, Others Will Take Its Place">>
9. zerohedge.com <<AI Is No Longer A 'Buy Everything' Trade; Goldman Traders See 'Zero-Sum' Game Emerge As Huang Warns "China Will Win The Race">>
10. zerohedge.com <<The Wrap: Bubble, Buffett, and Borrowing - Tech’s Triple Threat>>
11. zerohedge.com <<Stocks Slammed On Lousy Layoffs Data, Losing The AI Race, & Lamenting The Govt Shutdown>>
12. zerohedge.com <<China Sees Massive Demand For USD Bond Issuance, Priced In Line With USTs For First Time>>
13. zerohedge.com <<How Artificial Intelligence Became the Market’s Real Religion>>
14. zerohedge.com <<Make-or-Break: NVDA’s $190 Decides the Market>>
15. zerohedge.com <<If China’s Only a Nanosecond Behind - KWEB Calls Offer Massive Upside>>
16. scmp.com <<Trump ‘likely’ to speak to Xi this week, White House says, amid renewed trade tensions>>
17. scmp.com << US Indo-Pacific commander calls PLA operations in Taiwan Strait ‘rehearsals’, not just exercises>>
18. scmp.com <<China to be frozen out of big EU medtech tenders for five years>>
19. economist.com <<China’s Belt and Road Initiative is booming again>>
20. economist.com <<The world’s renewable-energy superpower>>
21. economist.com <<China’s clean-energy revolution will reshape markets and politics>>
22. economist.com <<Solar in China has become too big to fail>>
23. economist.com <<China’s life-sciences industry is turning American>>
VLOGs
(24) youtu.be <<garbage>>
(25) youtu.be <<jobs gone>>
(26) youtu.be <<UK>>
(27) youtu.be <<Ukraine>>
(28) youtu.be <<Stagflation end-game>>
Additional questions: What does technical analysis say about TTWO ?
bloomberg.com
‘Grand Theft Auto VI’ Is Postponed Again — to November 2026
The release date for the game had previously slipped to May 2026 from fall 2025
Grand Theft Auto VI is expected to be one of the best-selling games of all time
Image: Rockstar Games
By Jason Schreier
November 7, 2025 at 5:05 AM GMT+8
Updated on
November 7, 2025 at 6:59 AM GMT+8
Takeaways by Bloomberg AI
- Take-Two Interactive Software Inc. delayed the release of Grand Theft Auto VI by six months to November 2026.
- The delay is to give the Rockstar Games team additional time to finish the game with a high level of polish.
- Shares of Take-Two fell about 7% in extended trading after the delay was announced, despite quarterly results that topped Wall Street estimates.
Take-Two Interactive Software Inc. delayed the release of Grand Theft Auto VI again, pushing back the much-anticipated video game by six months to November 2026.
In a statement Thursday that accompanied quarterly results, Take-Two said it’s giving the Rockstar Games “team some additional time to finish the game with the high level of polish players expect and deserve.”
The delay to Nov. 19 of next year means costs to complete the game continue to mount. It’s the second public delay for Grand Theft Auto VI, which was originally slated for release in fall 2025 before it was pushed to May of next year.
Grand Theft Auto VI, a crime story set in a fictional version of Miami, is expected to be one of the most lucrative video games of all time. The previous game, Grand Theft Auto V, has sold more than 220 million copies, making it the second-best-selling game ever, just below Minecraft.
Shares of Take-Two fell about 7% in extended trading after the delay was announced, overshadowing quarterly results that topped Wall Street estimates.
“It’s always painful when we move a date,” Chief Executive Officer Strauss Zelnick said on a call with investors. “We’ve never regretted it in retrospect.”
Zelnick added that rival game companies have released unfinished products in the past rather than delaying. “They did so at their peril,” he said.
For the second quarter ended Sept. 30, Take-Two reported bookings of $1.96 billion, beating estimates of $1.72 billion. Adjusted earnings came to $1.46 a share, above estimates of 94 cents.
Last week, Rockstar Games fired more than 30 staffers in a move that led British labor organizers to accuse the company of union busting. The company told Bloomberg that the fired employees were leaking confidential information. |
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