I’ve long discussed the current mainstream fears around AI, its decade old origins that led to OpenAI. Along with its sibling Anthropic AI. As a result, how both are rooted in the doomer vs accelerationist AI crowds. Not to mention the relentless...

Today’s theme: Big Tech rolling out their latest AI models and infrastructure strategies — large, medium, and small. All the Goldilocks AI bowls are ‘just right’ for now. Three Takes today on the three Goldilocks bowls at the frontier-model,...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🧠: The market climbed as AI earnings, drone-policy mania, and falling oil helped traders look past another hot PCE print. Anthropic’s $965B valuation, Dell’s blowout, and MongoDB’s after-hours fakeout...

Presented by CLOSING BELL The market climbed Thursday, as back-and-forth rumors of oil war truces and updated ceasefires kept energy from eating away at the massive semiconductor and memory bull run this week. The world awaits the pending Trump admin...

Presented by OVERVIEW Sentiment Gauge Stuck At “Extreme Fear” Because It Was Never Built To Measure People This Calm 😐️ Here’s What’s Happening 👇️ Today’s top trending tickers: Stellar, Ethreum, Midnight, Mask Network, and Hedera Biggest...

Markets South Korea is a big bet on AI. (axios.com) Retail traders seem to be riding the AI winners, for now. (sherwood.news) Strategy Don’t let your investment strategy burn you out. (awealthofcommonsense.com) On the parallels between the AI boom...

Finders Keepers on the blockchain, committing to deleveraging, insider trading on Polymarket and AI-enabled analyst hiring.

Books Five insights from “The Secret History of Gold: Myth, Money, Politics, and Power” by Dominic Frisby. (nextbigideaclub.com) An excerpt from “The Science of Second Chances” by Jennifer Doleac. (behavioralscientist.org)...

Last month in AI-RTZ post #1060 titled “A Generative AI Hedge Fund on the field”, I discussed a billionaire silicon valley founder launching his own AI driven hedge fund. In a story underlying the speed of this AI Tech Wave, that capability is...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🤖: The Dow hit a record, oil cooled, and the broader market slipped while earnings took over after the bell. AI infrastructure stayed the favored trade, with Snowflake and Marvell...