# Bears Back in Town 🐻 Gold's ATH, Bitcoin's $646M Liquidation Roulette, and SMCI's Backlog Bonanza #StockKaka

Page: https://stenobird.com/podcast/market-bytes-weekly-intel-with-stock-kaka-in-byte-size-7428978/bears-back-in-town-gold-s-ath-bitcoin-s-646m-liquidation-roulette-and-smci-s-backlog-bonanza-stockkaka
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Podcast: [Market Bytes: Weekly Intel with Stock Kaka in byte size](https://stenobird.com/podcast/market-bytes-weekly-intel-with-stock-kaka-in-byte-size-7428978)
Published: 2025-12-01T14:39:24+00:00
Episode link: https://rss.com/podcasts/stock-kaka-weekly-market-navigator/2360152
Audio file: https://content.rss.com/episodes/340777/2360152/stock-kaka-weekly-market-navigator/2025_12_01_14_37_52_93168077-1849-4248-b418-a90c68f28e15.mp3
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Duration seconds: 344

## Resource

🐻 Bears vs. Breadth Thrust Bears growl about the AI bubble popping, but breadth thrust says otherwise—58% of S&P 500 above their 50-day MA. The 6,700 put wall is Fort Knox. Break it? Grinch mode. Hold it? Santa rally incoming. 💰 The Real Bottleneck Isn't Chips—It's Power Smart money's new playbook: forget GPUs, the real chokepoint is POWER. 80GW of data center capacity in the pipeline, but transmission takes a decade. Enter SMCI (22% AI server market), Quanta ($39.2B backlog), and ZS (ransomware boom). The picks & shovels beat the miners. This weekly technical analysis is for educational and informational purpose only and should not be considered financial advice. Always conduct your own research before making any investment decisions. Definitely paper trade strategies mentioned in this episode to get best learnings out of this!! #StockKaka - stockkaka.my.canva.site

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