Good morning. Happy Friday Jr! This afternoon I’m heading to Aspen to meet with our local Sister Cities chapter. I’ve been eyeing this organization for a while. It connects Aspen to towns around the world, offering several exchange programs –...

As mentioned last week, Google’s AI bench is being re-constituted fast post recent top-level changes. Last week it was three senior changes on the same day: DeepMind Founder/CEO Demis Hassabis stepping up to chairman and chief scientist. Google...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🤖: Semiconductor leadership and cooler inflation kept buyers in control despite the U.S.-Iran conflict hanging over the market. AI infrastructure names ripped as earnings, contracts,...

Presented by The market climbed Wednesday as semiconductor leadership and tame inflation outweighed another day of U.S.-Iran risk. The S&P 500 stopped right below yet another closing record. AI infrastructure became the session’s center of...

Today’s theme is ‘Going with the Flow’, and I mean it as a compliment. This AI Tech Wave is moving faster than almost any tech wave I have had the opportunity to study since the PC era of the late seventies. The best operators are not fighting the...

Data center securitizations, Truth Social API lawsuit, event contract jurisdiction and musical earnings calls.

ETFs Goldman Sachs ($GS) is buying ETF provider Neos. (citywire.com) Leveraged ETFs are increasingly driving market moves. (wealthmanagement.com) Prediction markets The CFTC is backing up Kalshi in its fight with New York state. (gizmodo.com) Polymarket...

Podcasts Christine Benz talks retirement spending with Stefan Sharkansky author of “The Only Other Spending Rule Article You Will Ever Need,” (morningstar.com) Sari Botton talks with Maura McInerney-Rowley, founder of the ‘Hello,...

The mega-AI IPO parade has long had a marching order this AI Tech Wave. Elon’s SpaceX/xAI went first earlier this year, blew past two trillion dollars in early trading, and then reminded everyone what the trip from private to public feels like when the...

Come join us Oct 5-7 in NYC at Stocktoberfest At Social Leverage we have been making financial service and wealthtech seed investments now for 20 years. Occasionally we see an investment opportunity outside our seed scope and we will set up an SPV and...