Books Five insights from “How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy” by Soumaya Keynes and Chad Bown. (nextbigideaclub.com) A Q&A with Cory Doctorow about his book, “The Reverse Centaur’s Guide to...

Water, water everywhere, and not a drop to drink as they say in that 1798 poem. Except maybe in China when it comes to memory chips. I’ve talked for over a year in these pages and the podcast on how memory chips remain a key bottleneck in this AI Tech...

Today’s theme: semiconductors remain a key AI gating factor — whether it’s the AI GPUs or the memory chips, especially on the local-computing side, where computer and smartphone prices are all heading in one direction for the next couple of years. Even...

Also Meta’s Arena prediction market, the inevitable Tesla/SpaceX merger, a robot SPAC and SK Hynix ADRs. 

Markets Korean memory maker SK Hynix wants to sell stock on the Nasdaq. (renaissancecapital.com) Micron ($MU) earnings have gone vertical. (axios.com) Strategy An investor’s first job is to avoid ruin. (safalniveshak.com) Why retail traders love...

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 852% (7.8% per year) AFTER adjusting for inflation. Why you need...

Podcasts Brett McKay talks with Derek Coburn, author of “Let’s Retire Retirement.” (artofmanliness.com) Russ Roberts talks with Benjamin Todd, author of “80,000 Hours: How to Have a Fulfilling Career That Does Good.”...

Last week on AI Ramblings Daily podcast #98 I discussed how Microsoft CEO Satya Nadella was definitively drawing a line between frontier AI model companies and enterprise customers. Then putting Microsoft firmly on the side of the customers. A...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🪦: The Nasdaq sank 3.3% as the AI trade cracked, while the Dow stayed flat and seven sectors still finished green. South Korea’s leveraged chip unwind dragged memory stocks lower, sending Micron down...

Presented by CLOSING BELL The market split Tuesday after the AI trade met a levered exit while everything outside Technology quietly kept working. The Nasdaq fell 3.3% and Technology lost 4.1%, yet seven sectors rose and the Dow held flat. It was less...