Nvidia can’t sell into China, for now: In the end, the Trump administration ‘torpedoed; Nvidia’s Push to export AI Chips to China. Despite valiant efforts by founder/CEO Jensen Huang to lobby against this, going as far as to host an Nvidia GTC conference...

Private assets Investors are sleepwalking their way into private equity and credit exposure. (lt3000.blogspot.com) What daily NAVs would mean for the industry. (citywire.com) Morningstar ($MORN) is launching indexes of evergreen private market...

The biz Podcasts are coming for sports TV. (awfulannouncing.com) Apple Podcasts is generating automatic links and chapters. (theverge.com) AI Tyler Cowen talks with Sam Altman, CEO of OpenAI. (conversationswithtyler.com) Joe Weisenthal and Tracy Alloway...

View the video of this post here. Weekly chart breakdowns. Big-picture market themes. Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1)...

The iconic Microsoft/OpenAI partnership, turbo-charged by Nvidia, is entering a new phase. The three CEOs Sam Altman, Jensen Huang, and Satya Nadella depicted above, are evolving along new paths. Just as the ink is drying on the re-drawn...

My friend Danny, the founder of Punchup.live (Social Leverage Fund 4) knows a lot of comedians. He knows I love comedy as well and am fascinated with the world of stand-up. A few months back he introduced me to his friend Sam Morril (Instagram here)and...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market fell thursday, a second jobs report showing 20-year high layoffs in October, compared to other Octobers. Here’s how the major indexes ended the day: *The ST Sentiment Score & Message Volume...

Presented by CLOSING BELLHidden Red October Markets fell, after Wednesday’s good jobs data turned into Thursday’s bad jobs data when another private employer said October had 183% more layoffs than the month before. It was a red October for job cuts,...

OVERVIEW Theory: There’s A Shadow Rotation Into $ZEC 🥷 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView ON-CHAIN ANALYSISIs...

Markets Are we late in the technology megatrend? (awealthofcommonsense.com) A look at how 2025’s stock market stacks up. (carsongroup.com) Apple Apple ($AAPL) has teamed with Google Gemini to power Siri. (spyglass.org) Why Apple ($AAPL) likely chose...