Imagine Colonel Jessup, played by the iconic Jack Nicholson, using ‘Code Red’ as a way to internally manage his young troop cadets in ‘A Few Good Men’. That’s what OpenAI founder/CEO Sam Altman reportedly reverted to doing. All to better ready his...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market is green on Tuesday, after starting the week and December off in the red. November barely closed positive, the seventh month of gains slowing. Tech climbed back, metals were minting records,...

Presented by CLOSING BELLOpenAI Goes Code Red The market is green on Tuesday, after starting the week and December off in the red. November barely closed positive, the seventh month of gains slowing. Tech climbed back, metals were minting records,...

Good afternoon… This Michael Ovitz riff on history and domain experience building CAA (do click and read/listen) really resonated with me as an investor and CEO… Twitter tweet I believe domain experience around investing, markets, financial media is...

OVERVIEW Totally Random: Vanguard, BofA, House GOP, Fed, and SEC All Pick Today 🤔 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView NEWSOk,...

Crypto Vanguard will now allow crypto ETFs on its platform. (financial-planning.com) What business is Strategy ($MSTR) actually in? (ft.com) What Jim Chanos has to say about Strategy’s ($MSTR) strategy. (sherwood.news) Prediction markets Kalshi...

Also Strategy, co-invests, repo haircuts and map manipulation.

Round-ups A round-up of the past month’s white papers including ‘Heretical Thinking: The Long Volatility Premium.’ (bpsandpieces.com) A round-up of recent research including ‘Enhancing Value-Growth Stock Classification Using...

I’ve discussed for a while now how China is leading the US in open source LLM AIs this AI Tech Wave. Having taken the mantle just last year since DeepSeek’s breakthroughs. There’s increasing adoption of Chinese open source LLM AI models by US startups...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market fell Monday, the first day of December, after barely squeaking through November in the green. *The ST Sentiment Score & Message Volume scales range from 0 to 100 (extremely bearish...