Today’s theme: ‘Blind Ambitions Abound’— and Unbound. A special edition going into the 250th July 4th weekend of the founder-led country, the USA: This AI Era tech incumbents are running in ‘Founder Mode’ — Y Combinator founder Paul Graham’s idea,...

Homoglyphs, business negging, private bonds, BDCs, Bitcoin binaries, kamikaze drones and a DAT-to-AI pivot.

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...

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...

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...

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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...

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...

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....

Today’s theme: Anthropic and OpenAI are stuck in stop-and-go traffic — almost three weeks since ‘The Blip 2.0’ — as the US government decides whether the latest frontier models are facing speed bumps, stop-and-go traffic jams, or brand-new speed limits....