I’ve discussed how Nvidia has been leading the open source AI charge in the US, and countering China’s global lead in open source models this AI Tech Wave. Nvidia has its own strong Nemotron open source models, along with models from partners like...

Today’s theme: get while the getting is good. The money is rushing into this AI tech wave from every direction — and that’s no surprise, especially after the $1.7-trillion-plus SpaceX IPO. Three events make the point — around Wall Street, M&A, and...

Markets How the stock market took over American balance sheets. (awealthofcommonsense.com) Just how good are analysts at estimating earnings? (chartkidmatt.com) Bonds The spread on SpaceX ($SPCX) bonds are widening out. (ft.com) The iShares 0-3 Month...

HSR, IPO wealth, SpaceX lockups, Apollo and debanking/rebanking.

Podcasts Meb Faber talks with Joseph Moore, author of “How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).” (youtube.com) Jon Erlichman talks with Barry Ritholtz about the biggest mistakes investors...

Well, that was fast, even at the pace of things this AI Tech Wave. China’s AI ‘wonder kid’ DeepSeek, is back for more funding, less than a month after its first big one, raising $7 billion pluson a $60+ billion valuation. As I’ve outlined in detail, both...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🧊: Stocks climbed as softer inflation and chipmakers outweighed oil’s latest jump. Goldman and JPMorgan turned volatility into record trading hauls, while IBM suffered its worst session since at least...

Presented by Happy Tuesday. The market climbed after the official launch of the Q2/Q3 earnings season started off pretty well. Oil continued to climb, but Trump turned back on his 20% tariff talk in less than a day, and instead said the Gulf would invest...

OVERVIEW Everybody’s Underwater And Nobody’s Selling 👍️ Here’s What’s Happening 👇️ Today’s top trending tickers: NEWSOn-Chain Bottom Conditions Scorecard 📇 It’s been a few weeks since we’ve look at the On-chain Bottom Conditions Scorecard. As...

Today’s theme: shift happens — especially the unexpected shifts in this AI tech wave. Three events make the point — around IBM, Meta, and Microsoft — each with my Take, then my Overall Take. Three events for the AI Tech Wave. (1) IBM’s Fortunes...