AI: Weekly Summary. RTZ #625 Michael Parekh AI: Reset to Zero Big Tech Earnings & AI Capex trends: This week saw strong quarterly results, and reaffirmed commitments to AI capex spending, by big tech companies... 8 months ago 3 MIN READ
Wednesday links: fractured stories Tadas Viskanta Abnormal Returns Strategy Brett Steenbarger, “One of the most difficult forms of trading discipline can be the discipline to not trade.”... 3 months ago 2 MIN READ
Kingsoft Cloud Doesn't Care About Tariffs Riley Rosebee Trends with No Friends Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Stocks gapped, but closed well above their lows. The Dow... 8 months ago 3 MIN READ