The Bigger Picture, Sunday, August 9, 2026 We have argued for a while now that this AI Tech Wave has a unit of account besides compute tokens: Gigawatts. Power and mostly Nvidia Compute, at a current going rate of $50+ billion per Gigawatt of Power. For...

Autos How headlights got so bright. (arstechnica.com) Ford ($F) wants to sex up its lineup of vehicles. (wsj.com) Large (heavy) pickup trucks are more likely to kill others in a crash. (bloomberg.com) Energy The Trump administration has spent some $4...

Big Changes at Google AI: Google saw big changes in senior AI personnel and geographical shifts this week. Demis Hassabis stepped up to chairman and Alphabet chief scientist, with Koray Kavukcuoglu taking over all AI model development from Mountain...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🥴: Stocks climbed after a surprise decline in July payrolls lowered expectations for another Fed rate increase. AI enthusiasm, a SpaceX rebound, and an energy-drink leadership revolt gave traders plenty...

Presented by CLOSING BELL Good evening, and happy Friday. The market closed higher after terrible jobs numbers made the likelihood of a Fed rate raise look way worse. Yippie? The Bureau of Labor Statistics said the number of jobs added to the U.S. economy...

OVERVIEW The Rally Has A Pulse, A Burner Phone, And No Fixed Address 😶 Here’s What’s Happening 👇️ ON-CHAIN ANALYSISEverybody Got Even By Selling 🟰 On February 5, 2026, five of the six tickers we’re looking at today had composite MVRV scores hitting...

Strategy The first goal of investing is survival. (awealthofcommonsense.com) Sometimes a basket trade just makes sense. (oldroperesearch.substack.com) Young men are trading like crazy, and not all that happy about it. (finance.yahoo.com) Fund...

Hey there,  Welcome back.  It’s been a minute. Slow summer markets. But school’s around the corner. And the whales are finding their desks.  Let’s get to it.  The Registry Since mid-March, I’ve collected the FAA flight registry data. They publish the full...

Today’s theme is the storyteller’s favorite device. The plot twist. The story you thought you were reading turns out to be a different story. Three of them this week, all global. Google’s AI center of gravity moves from the UK to California. Loss for the...

Nvidia keeps writing checks that grow with its global AI Infrastructure market share. And this AI Tech Wave keeps running on them. Bloomberg reports a fresh round of Nvidia AI deals worth more than $750 billion, and the word that follows many of...