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Thursday links: judgment, empathy and curiosity
Tadas Viskanta Abnormal Returns
Markets The Yen is at a 40-year low relative to the U.S. dollar. (axios.com) SpaceX ($SPCX) debt trades like junk. (bloomberg.com) Fund management Why there is an overhang on StepStone Group ($STEP) shares. (hntrbrk.com) How Micron ($MU) came to make up...
5 hours ago
2 MIN READ
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Longform links: instant fakes
Tadas Viskanta Abnormal Returns
Books Mary Childs talks with Liaquat Ahamed, author of “1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” (youtube.com) Five insights from Michael Pollack’s new book, “Sidewalk Nation: The Life...
8 hours ago
2 MIN READ
AI: Meta & 'Zuck' aiming for the AI Clouds. AI-RTZ #1135
AI: Meta & 'Zuck' aiming for the AI Clouds. AI-RTZ #1135
Michael Parekh AI: Reset to Zero
Took a couple of years, but my then suggestion of Meta proactively building an AWS type of cloud business off its massive AI Data Center Infrastructure investments, is closer to reality. Meta is likely to follow Elon Musk’s SpaceX/xAI in renting its excess...
17 hours ago
7 MIN READ
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The Week in Charts (7/1/26)
Charlie Bilello Charlie Bilello
View the video of this post here. Subscribe to our YouTube channel HERE for weekly videos breaking down the most important charts, trends, and investing lessons. Helping you separate the signal from the noise. The most important charts and themes in...
18 hours ago
5 MIN READ
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Wednesday
Stocktwits Chart Art
Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🧠: The S&P 500 went nowhere, the Dow barely moved, and the Nasdaq slipped as the AI trade started fighting itself. Meta ripped on a possible cloud-compute pivot, Reddit broke out on...
23 hours ago
4 MIN READ
AI Trade Turns On Itself ⚡
AI Trade Turns On Itself ⚡
Tom Bruni The Daily Rip
Presented by CLOSING BELL The market fell Wednesday, the start of Q3, after a ripening Q2 showed investors it will take more than the best AI models to lead the equities market. The data-center supply chain was still the main obsession, but Wednesday...
23 hours ago
10 MIN READ
So, June Sucked 🤔
So, June Sucked 🤔
Jonathan Morgan The Litepaper
OVERVIEW So, June Sucked 🤔 Here’s What’s Happening 👇️ Today’s top trending tickers: $ROAM ( ▼ 2.56% ) , $XCN ( ▲ 3.43% ) , $BONK ( ▲ 5.32% ) , $TRUMP ( ▲ 2.13% ) , and $WLFI ( ▲ 1.09% ) TECHNICAL ANALYSISIncident Report: Thirteen Charts Walked Into June....
1 day ago
14 MIN READ