The mega-AI IPO parade has long had a marching order this AI Tech Wave. Elon’s SpaceX/xAI went first earlier this year, blew past two trillion dollars in early trading, and then reminded everyone what the trip from private to public feels like when the...

Come join us Oct 5-7 in NYC at Stocktoberfest At Social Leverage we have been making financial service and wealthtech seed investments now for 20 years. Occasionally we see an investment opportunity outside our seed scope and we will set up an SPV and...

Today’s theme is ‘Gaming the System’ for AI, and I mean it in both senses. The skeptics use the term as an accusation: circular financing, manufactured demand, risk quietly moved onto other people’s books. All real financial engineering concerns, seen...

Nvidia, Tesla/SpaceX merger pay, SPV markups and retail tax trades.

Markets Real yields keep rising. (mrzepczynski.blogspot.com) A majority of stocks are outperforming YTD. (trendlabs.com) Like it or not, the mega IPOs reflect the market’s view. (advisorperspectives.com) Crypto World Liberty Financial took $100...

Podcasts William Green speaks with Victor Haghani, founder & CIO of Elm Wealth & author of “The Missing Billionaires: A Guide to Making Better Financial Decisions.” (youtube.com) Cameron Passmore and Benjamin Felix talk with Barry...

We have tracked ‘RAMageddon’, the AI-driven global memory crunch, since it turned existential for the smaller tech players, and through yesterday’s demand-side look at compute prices. Today the story arrives where every scarce commodity story...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🛢️: Rising oil and inflation risk pinned the market near flat while Energy did the heavy lifting. Nvidia’s $500B financing push and Archer’s Boeing deal showed how much capital is chasing the...

Presented by The market finished Monday flat as rising energy risk fed a defensive mood and pulled inflation back into the conversation. Crude’s +5.1% jump and Energy’s +4.7% lead mattered more than the quiet index close. Hormuz remained restricted,...