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...

Markets It’s hard not to get nervous looking at tech stock returns. (morningstar.com) Financial stocks are at an all-time high. (trendlabs.com) A closer look at tech sector valuations. (chartkidmatt.com) Finance Liz Hoffman, “AI may be...

View the video of this post here. https://youtube.com/watch?v=Velr0FABx0Y%3Fsi%3DaUTlfGCCfCpUebhO This week’s post is sponsored by YCharts. Is the AI Boom the Next Dot-Com Bubble? Watch a replay of our live show on this question (YouTube) and download...

Podcasts Jim Dahle talks with William Bernstein about what it really means to “stop playing when you win the game.” (whitecoatinvestor.com) Steve Chen talks with Paula Pant, founder of Afford Anything. (podcasts.apple.com) Books Ben’s favorite...

As the iconic poem goes, “‘Twas the night before Christmas, when all through the house Not a creature was stirring, not even a mouse;” At this stage of the AI Tech Wave, we have less need for a mouse to interact with our chatbots and large/small...