Sometimes it’s worth hearing common sense words at a time of globally anxiety driving hype from someone whose peers are spreading said doomer hype. Sometimes the better answers are in the middle. I’ve written about the common sense AND candid words by AI...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🚢: Palantir dropped a monster quarter after the bell, doubling its US business in twelve months and raising full-year guidance, while GameStop’s Ryan Cohen spent the day on CNBC...

Presented by CLOSING BELLHappy Monday The market fell back slightly to start the week, all eyes on big reactions to big tech news, and tit for tat attacks in the Strait of Hormuz between Iran, the U.S., and Gulf states deploying anti missle defense. I...

The frame running through every item today: AI FDEs go from engineers to entities. The Forward Deployed Engineer (FDE), and other Employees,— popularized at Palantir, then adopted across the AI-native frontier vendors — was the early manifestation of how...

OVERVIEW Crypto In May: Cryptotwits Pawn & Loan Intake Report 🧾 Today’s newsletter is a special look at how crypto has historically performed in the month of May – but from the perspective of a pawn shop owner. ♟️ A pawn shop runs on three...

Authorized shares, pay package adjustments, prediction market making and play-money casinos.

Strategy International stocks are finally having a moment. (morningstar.com) On the hunt for 100-baggers. (downtownjoshbrown.com) Alternatives What the big alternative asset managers are saying about Q1. (altgoesmainstream.substack.com) Does PE belong in...

Podcasts Dave Nadig talks AI and authenticity with Brian Portnoy of Shaping Wealth and Zach Conway of Seeds. (etf.com) Ben Carlson talks with Joe Mallen,⁠ CEO of Modelist to discuss how financial advisors can scale their investment process while...

The current geopolitical dynamics between the US and China are making a lot more AI things possible for Huawei in its home country, the second largest AI market in the world. I outlined yesterday how the US/China geopolitical dynamics are increasing...

Presented by The Weekend RipHappy Weekend! Week of May 1 🔥: The most consequential earnings week of 2026 ended with records on the tape and a Fed that can’t agree on what comes next. All four hyperscalers beat and watched their stocks fall; Apple...