China’s iconic AI firm DeepSeek has raised billions on special terms with Chinese investors. The deal underlines the strong private and public investor this AI Tech Wave in China, just like in the US. It was a year and a half ago that DeepSeek rocked...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🏦: The Fed held rates steady, but the dot plot came in hot enough to knock stocks off their highs. Inflation projections moved higher, rate-hike risk came back into the room, and the pain landed...

Presented by Happy Wednesday, the market fell after the Fed dropped what everyone was expecting: no change to target Federal Funds Rate. The reason for the sell off, aside form the all time highs, was the economic projection. Basically, the heads of the...

OVERVIEW Brain Says “Don’t Do It” While The Heart Whispers “What If This Time…” 😮‍💨 Here’s What’s Happening 👇️ Today’s top trending tickers: $ELON ( ▼ 4.6% ) , $BNB ( ▼ 0.8% ) , $MOG ( ▼ 5.49% ) , $WLD ( ▼ 5.24% ) , and $AMP ( ▼ 0.78% )   TECHNICAL […]

The theme today: the AI industry is stumbling at a ‘failure to communicate’. (Yes, the cool quote from 1967 movie ‘Cool Hand Luke’)— From frontier AIs to frontier AI gadgets like smart glasses, and beyond. Balancing fear and optimism is a critical issue,...

Also buying the wrong stocks, SBF’s prison gaming, Bridgewater shareholders and the CIA gold heist.

Strategy Most stocks aren’t worth owning. (morningstar.com) How allocators should think about AI. (capitalallocators.com) Fund management The fund management business continues to concentrate assets in the top firms. (pionline.com) Why the...

Podcasts Daniel Crosby talks with Douglas and Heather Boneparth, co-authors of “Money Together.” (standarddeviationspod.com) Sam Parr and Shaan Puri talk with Barry Ritholtz, author of “How NOT to Invest.” (youtube.com) Wealth The...

Last two AI Ramblings Daily (ARD) podcasts episodes ‘Lines in the Sand Re-drawn’, #98 and ‘Then there were two’, #97, I indicated how OpenAI might start to get more aggressive with the proverbial ‘kitchen sink’. Especially in outlining its AI...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🏋️: The Dow hit another record while tech slipped, making this a rotation day with a SpaceX fever dream running in the background. Oil dropped hard on Iran peace-deal hopes, but traders...