Nvidia keeps writing checks that grow with its global AI Infrastructure market share. And this AI Tech Wave keeps running on them. Bloomberg reports a fresh round of Nvidia AI deals worth more than $750 billion, and the word that follows many of...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🛢️: The U.S.-Iran conflict and rising crude put the session on defense, with energy holding up while risk appetite faded. Earnings exposed the market’s perfection problem as...

Presented by The market closed lower Thursday as the U.S.-Iran conflict and a 3.6% jump in crude pushed investors toward energy and away from risk. Oil majors carried the winners’ board, while banks and growth names took the defensive hit. Earnings...

OVERVIEW So Robinhood Just Launched It’s Own Pump.fun… 🦄  Here’s What’s Happening 👇️ Today’s top trending tickers: STOCKTWITSReal-Time Ideas Built Around You. The new For You feed is live across Web, iOS, and Android. Whether you’re...

Today’s theme cuts both ways. ‘Striking out’, in the good sense and some think bad. A bunch of people at Google are striking out on their own, in new directions. And Mr. Market is asking the other version of the question: is Google striking out on its...

Also a SoftBank OpenAI margin loan, prediction market tick sizes, the return of Situational Awareness and the Harvard Undergraduate Consulting Group.

ETFs Investors in crypto ETFs have seen disappointing returns. (morningstar.com) This ETF has essentially been wiped out. (etf.com) SpaceX Just how much SpaceX ($SPCX) is spending on capex. (tomtunguz.com) These investors bought what they thought were...

Last week we launched the Stocktwits MCP which is an amazing product to help users find alpha from the endless stream of people and ideas flowing through Stocktwits. Today we rolled out a ‘for you’ feed in the apps and the website for those that love...

Books Meb Faber talks with Liaquat Ahamed, author of “1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” (podcasts.apple.com) Part 1 of a Q&A with Jack Raines, author of “Young Money: A Field Guide...

One of the stranger features of this AI Tech Wave has been who resisted it hardest in its early years. The young. Past tech waves were adopted youth first. PCs, the internet, smartphones, social. This one ran the other way. I have written about this a...