Om Malik passed away on June 24, 2026, at Stanford Hospital after a long health journey with his heart. He was surrounded by family and friends. Om was a friend and a mentor the last 20 years. He called me about the markets and investing and I called him...

The big tech incumbents are feeling the competitive pressure of the two leading frontier model companies. Especially in the white hot field of AI Coding. Microsoft, Meta, Elon Musk’s SpaceX/xAI/Tesla, and now Google, discussed here today. Particularly with...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🧠: Micron turned the AI memory shortage into the day’s main trade, sending suppliers higher while Apple and Microsoft got hit for being on the wrong side of the bill. PCE inflation hit a 3-year...

Presented by CLOSING BELL The market was mixed Thursday, unless you were buying memory stocks. $MU and $SNDK both ripped after Micron’s monster quarter showed buyers are still paying up for scarce chips. But the customers eating those costs, especially...

OVERVIEW The Only Thing Bearish About Crypto Is The Price Action 🧠 Here’s What’s Happening 👇️ Today’s top trending tickers: $DOG ( ▼ 1.12% ) , $XRP ( ▼ 4.08% ) , $KTA ( ▼ 6.41% ) . $VVV ( ▲ 1.51% ) , and $RE ( ▼ 5.79% ) STOCKTWITS24 Hour Tug Of War […]

All: Here’s a note Om’s family just posted on his website Om.co: Om Malik passed away on June 24, 2026, at Stanford Hospital after a long health journey with his heart. He was surrounded by family and friends. We invite you to share your remembrances of Om...

Today’s theme: The memory price hikes feel real now— especially from Apple across the board, with Micron the biggest US beneficiary, and real implications for inflation and the economy. These rainstorms have been months in the making. But it feels really...

Markets Gold has given up all its 2026 gains. (axios.com) Oil prices are back down to pre-war levels. (semafor.com) Bitcoin is well off its highs. (ft.com) Fund management Activist investors are on a cold streak. (semafor.com) The State Street SPDR...

SPV-cubed, hedge fund AI bots, monthly liquidity, SpaceTeslaX and a big lint roller.

Books Five insights from “How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy” by Soumaya Keynes and Chad Bown. (nextbigideaclub.com) A Q&A with Cory Doctorow about his book, “The Reverse Centaur’s Guide to...