Nvidia’s AI Inference startup Groq deal: Nvidia’s $20 billion AI ‘acqui-hire’ licensing deal with AI Inference startup Groq (no relation to Elon Musk xAI’s Grok AI), is yet another in a chain of similar multi-billion dollar deals this year. These...

Merry Christmas… I hope everyone got the gifts they wanted and their regifts went undetected. I am sure I will be at a mall today because of all my sins. The mall used to be fun, but so did Facebook, Twitter and Instagram. We can’t have nice things! The...

Markets What happens if the stock market drops 30%? (awealthofcommonsense.com) Materials stocks have gone nowhere for three years now. (trendlabs.com) Gold has put Bitcoin to shame this year. (blockworks.co) The case against a stock market...

Behind the scenes David Senra talks with Patrick O’Shaughnessy of Invest Like the Best fame. (podcasts.apple.com) Cameron Passmore and Benjamin Felix talk about how the Rational Remind podcast is made. (rationalreminder.libsyn.com) Some podcasting...

The AI deals thus far in this AI Tech Wave, didn’t even slow down for Christmas. Nvidia announced its own multi-billion dollar AI ‘acqui-hire’ of AI inference company Groq, echoing Meta with Scale AI, Google with Character AI, Microsoft with Inflection and...

Investing Which genius from history would have been the best investor? (ft.com) Seth Klarman looks at Warren Buffett’s long career. (theatlantic.com) Health Dhruv Khullar, “Medicine is undergoing a kind of unbundling.” (newyorker.com) In...

It’s Christmas Day, December 25, 2025. And billions around the worlld are celebrating close time with their loved ones near and far. On this day of closer contemplation of a year almost done, and a week away from celebrating the New Year, I thought it’d...

Presented by: OVERVIEW The “Santa Rally” in Crypto: What 12 Years of Data Actually Shows 🧠 Every December, the same narrative resurfaces: “Santa Rally incoming.” Crypto Twitter lights up with rocket emojis and predictions of...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The first day of the Santa Rally is here, and Wednesday’s half day of trade saw prices climb to fresh highs. *The ST Sentiment Score & Message Volume scales range from 0 to 100 (extremely bearish to...

CLOSING BELLSanta Rally’s Commin’ To Town  $SPY ( ▲ 0.35% )  $QQQ ( ▲ 0.29% )  $IWM ( ▲ 0.25% )  $DIA ( ▲ 0.57% )  The first day of the Santa Rally is here, and Wednesday’s half day of trade saw prices climb to fresh highs. If the rest of the...