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Monday links: AI assumptions
Tadas Viskanta Abnormal Returns
Markets Weed stock came in with a lot of hype, but have been a disaster. (trendlabs.com) New all-time highs are not, in and of themselves, any kind of sell signal. (awealthofcommonsense.com) Finance Why the cashtag (still) matters for consumers of...
7 hours ago
2 MIN READ
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AI in US being sold with Fear not Joy.
Michael Parekh AI: Reset to Zero
Notable moments from the consumer end of the AI Tech Stack today. Four takes, plus Gadget AI on the coding-wars counter-example. Four Key MP Takes today: (1) Consumer AI Is as Popular as Congress. Stanford’s 2026 AI Index — US favorability under 30%,...
4 hours ago
5 MIN READ
AI: DeepSeek not faded out in China. RTZ #1062
AI: DeepSeek not faded out in China. RTZ #1062
Michael Parekh AI: Reset to Zero
A lot has happened in China this AI Tech Wave, since AI company DeepSeek seared into global attention early last year. Chinese AI companies private and public raced ahead to take a global lead in open source LLM AIs, wresting the crown away from Meta...
20 hours ago
5 MIN READ
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Monday links: crafty capital allocation
Tadas Viskanta Abnormal Returns
Strategy You are NOT Warren Buffett. How to be a better you. (ritholtz.com) What you are saying when you bet on individual stocks. (obliviousinvestor.com) Crypto Trump has two crypto-themed dinners this month. (cnbc.com) The Trump boys are on a deal...
12 months ago
2 MIN READ
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Saturday links: our past advances
Tadas Viskanta Abnormal Returns
Autos It’s time to start thinking about the implications of the spread self-driving cars. (avc.xyz) Cars are increasingly at risk of getting bricked. (theatlantic.com) Amazon ($AMZN) wants to sell you a Hyundai. (wsj.com) A female crash test dummy...
5 months ago
4 MIN READ
AI: OpenAI leans into Healthcare with ChatGPT. RTZ #963
AI: OpenAI leans into Healthcare with ChatGPT. RTZ #963
Michael Parekh AI: Reset to Zero
The Bigger Picture, Sunday, January 11, 2026 To date in this AI Tech Wave, Apple has been the most visible on stressing Health applications and services across its many platforms, from watches to iphones and other wearables. And leaning in with its...
3 months ago
11 MIN READ
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Thursday links: the penalty for lateness
Tadas Viskanta Abnormal Returns
Markets Bond markets are distinguishing between debt on hyperscalers and industrials. (apolloacademy.com) Highly shorted stocks are seeing a bid. (giftarticle.ft.com) Strategy Six lessons learned from Warren Buffett’s investing career...
3 months ago
2 MIN READ
$900M to Ignite The Nuclear Renaissance
$900M to Ignite The Nuclear Renaissance
Godspeed Godspeed
Happy hump day folks! Get ready – we have nuclear news from the U.S. Department of Energy (DOE). $900M to Ignite The Nuclear Renaissance On Monday, the DOE announced it will offer $900M to support small modular nuclear reactor development. With...
1 year ago
2 MIN READ