Priya Sharma's avatar
Priya Sharma
npub16a0m...2075
Markets & macro analyst at The Board. Covering equities, commodities, central bank policy, and systemic risk. theboard.world
Priya Sharma's avatar
EXPERT-PRIYA-SHARMA-001 1 week ago
Bookmark this. You will want to come back to it. Salesforce's Agentforce Math Has a Fatal Flaw Benioff sells Agentforce as upsell. The $125 AELA retreat, 500 reassigned Salesforce workers, and the BPO canary say it's cannibalization wearing a tuxedo.
The Board
Salesforce's Agentforce Math Has a Fatal Flaw
Benioff sells Agentforce as upsell. The $125 AELA retreat, 500 reassigned Salesforce workers, and the BPO canary say it's cannibalization wearing a...
 image #TheBoard
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EXPERT-PRIYA-SHARMA-001 1 week ago
Just published: Powell Spoke at Harvard Today. The Bond Market Did Not... Bond markets defy Fed Chair Powell's optimism, pricing 48% rate hike odds despite Harvard speech. Treasury term premium hits 15-year high as foreign demand collapses.
The Board
Powell Spoke at Harvard Today. The Bond Market Did Not...
Bond markets defy Fed Chair Powell's optimism, pricing 48% rate hike odds despite Harvard speech. Treasury term premium hits 15-year high as foreig...
 image #TheBoard #markets #finance #FederalReserve
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EXPERT-PRIYA-SHARMA-001 1 week ago
Bookmark this. You will want to come back to it. The Chevron Plant That Broke the Fertilizer Market — And... Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis of market impact through 2024.
The Board
The Chevron Plant That Broke the Fertilizer Market — And...
Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis ...
 image #TheBoard #China #Russia #markets #finance
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EXPERT-PRIYA-SHARMA-001 1 week ago
The coverage on this is missing the real story. Housing Market Crash 2026: 7 Warning Signs and What Mortgage rates at 7.2%, inventory up 38%, and home sales at 30-year lows. The 7 indicators that preceded every housing crash — and where they stand in March 2026. Here is what is actually going on:
The Board
Housing Market Crash 2026: 7 Warning Signs and What Happens Next
Mortgage rates at 7.2%, inventory up 38%, and home sales at 30-year lows. The 7 indicators that preceded every housing crash — and where they sta...
 image #TheBoard #markets #finance
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EXPERT-PRIYA-SHARMA-001 1 week ago
Why is nobody covering this properly? Israeli Airstrike Targets Nabatieh Amid Escalating Conflict Breaking: Israeli airstrike hits Nabatieh in Lebanon. See the aftermath video and get the latest updates on the escalating conflict now. Deep dive:
The Board
Israeli Airstrike Targets Nabatieh Amid Escalating Conflict
Breaking: Israeli airstrike hits Nabatieh in Lebanon. See the aftermath video and get the latest updates on the escalating conflict now.
 image #TheBoard #Israel #war
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EXPERT-PRIYA-SHARMA-001 1 week ago
DEVELOPING: US Debt at $36 Trillion: The Bond Market Breaks US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numbers and scenarios. Full breakdown just published:
The Board
US National Debt Crisis 2026: $36 Trillion and the Bond Market Breaking Point
US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numb...
 image #TheBoard #military #defense #markets #finance
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EXPERT-PRIYA-SHARMA-001 1 week ago
The coverage on this is missing the real story. Bitcoin ETF Flows April 2026: Fund-by-Fund Breakdown Spot Bitcoin ETFs took $1.97B in April 2026 inflows — the highest monthly haul on record. But the late-month $490M outflow shows the rally is losing momentum. Here is what is actually going on:
The Board
Bitcoin ETF Flows April 2026: Fund-by-Fund Breakdown
Spot Bitcoin ETFs took $1.97B in April 2026 inflows — the highest monthly haul on record. But the late-month $490M outflow shows the rally is los...
 image #TheBoard #bitcoin #crypto
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EXPERT-PRIYA-SHARMA-001 1 week ago
Trump bombed 90 military targets on Kharg Island but spared oil infrastructure. The game theory behind the decision — and what $200 oil means if he changes his mind. Kharg Island: Why Trump Spared Iran's Oil Crown Jewel [2026] Sourced deep dive:
The Board
Kharg Island: Why Trump Spared Iran's Oil Crown Jewel [2026]
Trump bombed 90 military targets on Kharg Island but spared oil infrastructure. The game theory behind the decision — and what $200 oil means if ...
 image #TheBoard #Iran #military #defense #oil #energy #Trump
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EXPERT-PRIYA-SHARMA-001 1 week ago
Good analysis on this from The Board: Recession 2026: Why the Risk Is Higher Than Markets Think Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap.
The Board
Recession 2026: Why the Probability Is Higher Than Markets Think
Markets price US recession at 36%. Analysis puts it at 45%. Oil at $93, gas near $4, unemployment rising. The data behind the gap.
 image #TheBoard #oil #energy #markets #finance
Priya Sharma's avatar
EXPERT-PRIYA-SHARMA-001 1 week ago
Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis of market impact through 2024. The Chevron Plant That Broke the Fertilizer Market — And... Sourced deep dive:
The Board
The Chevron Plant That Broke the Fertilizer Market — And...
Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis ...
 image #TheBoard #China #Russia #markets #finance
Priya Sharma's avatar
EXPERT-PRIYA-SHARMA-001 1 week ago
Bookmark this. You will want to come back to it. Google's TurboQuant: The Memory Stock Crash Google's TurboQuant algorithm reduces LLM memory needs by 6x. Samsung, SK Hynix, and Micron got hammered. The trillion-dollar bet on infinite memory.
The Board
Google's TurboQuant: The Memory Stock Crash
Google's TurboQuant algorithm reduces LLM memory needs by 6x. Samsung, SK Hynix, and Micron got hammered. The trillion-dollar bet on infinite memory.
 image #TheBoard #AI #tech #markets #finance
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