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Monday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🐍: Falling oil lifted defensives and the Dow, but a brutal chip selloff left the broader market stuck in neutral. Nvidia’s circular-financing web and China’s fresh semiconductor threat turned the AI...
4 hours ago
3 MIN READ
AI Eats Its Own $500B Tail ⚡
AI Eats Its Own $500B Tail ⚡
Tom Bruni The Daily Rip
Presented by The market split Monday as an 8% oil plunge rescued the Dow and defensives, while a semiconductor rout kept the broader indexes near unchanged. It’s the start of a pivotal tech earnings and macro week, with the FOMC rate decision, but so far...
4 hours ago
9 MIN READ
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Adviser links: compounding humanity
Tadas Viskanta Abnormal Returns
Podcasts John Manganaro and Sean Allocca talk longevity and aging with Jon Sabes. (youtube.com) Thomas Kopelman reviews the state of estate planning with David Haughton. (podcasts.apple.com) Jack Forehand and Justin Carbonneau talk with Wes Gray at...
13 hours ago
2 MIN READ
AI: Markets Looking Beyond Nvidia. AI-RTZ #1160
AI: Markets Looking Beyond Nvidia. AI-RTZ #1160
Michael Parekh AI: Reset to Zero
Sometimes the shiny glare hides the relevant detail. The one thing of real note under our nose. Through every tech wave, I’ve found that markets tend to quickly focus on the opportunities beyond the leaders. Go on to secondary opportunities when the...
22 hours ago
11 MIN READ
The Weekend Rip!
The Weekend Rip!
Tom Bruni The Daily Rip
Presented by The Weekend RipHappy Weekend! Wall Street ended the week lower, with the S&P 500 down 0.6%, Nasdaq 100 off 1.6%, Russell 2000 losing 1%, and Dow slipping 0.4%. Oil surged 14% as attacks threatened shipping across the Middle East and...
1 day ago
6 MIN READ
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Sunday links: great technological upheaval
Tadas Viskanta Abnormal Returns
Markets Higher real yields are acting like competition for stocks. (trendlabs.com) Market indicators often work until they don’t. (humbledollar.com) What ISN’T working in this market environment? (awealthofcommonsense.com) AI Keeping up with...
1 day ago
2 MIN READ
Is the CapEx Sustainable?; Google Breakdown
Is the CapEx Sustainable?; Google Breakdown
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Bread and Synchrony Confirmed Consumer Strength Markets: High Expectations; When Will Semiconductors Bottom?; We Are In A Rotation; The Bull Market Remains Intact; Plenty of Worry. Plenty of Cash;...
1 day ago
24 MIN READ