Last two AI Ramblings Daily (ARD) podcasts episodes ‘Lines in the Sand Re-drawn’, #98 and ‘Then there were two’, #97, I indicated how OpenAI might start to get more aggressive with the proverbial ‘kitchen sink’. Especially in outlining its AI...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🏋️: The Dow hit another record while tech slipped, making this a rotation day with a SpaceX fever dream running in the background. Oil dropped hard on Iran peace-deal hopes, but traders...

Presented by CLOSING BELL Good afternoon, and happy Tuesday. The market is mixed, the indexes falling slightly while the Dow hit records yet again. SpaceX mania has not subsided, the stock is now the fifth most valuable in the world by market cap, and...

OVERVIEW Everyone Watching The Same Cliff Edge 👀 Here’s What’s Happening 👇️ Today’s top trending tickers: $NIGHT ( ▼ 2.22% ) , $BASED ( ▲ 0.05% ) , $ELON ( ▲ 4.87% ) , $ATOM ( ▲ 3.43% ) , and $TAO ( ▲ 0.24% ) Click to enlarge. Click to enlarge....

The theme today: Lines in the Sand being Re-drawn and Dug Into. Strategies are being adjusted on the fly, and in some cases entrenched — by the major AI players and the US government alike. The backdrop: SpaceX, post-IPO, is now nudging close to $3...

Also prediction market indexing, Strategy resolution, Caymans appraisal, the Cursor deal and poisoning the well of information.

Markets An industry has already built up around SpaceX ($SPCX) derivatives. (axios.com) The AI boom is being fueled by debt. (axios.com) Strategy Sometimes models just stop working. (ofdollarsanddata.com) Seven lessons from the SpaceX ($SPCX)...

View the video of this post here.     The most important charts and themes in markets and investing… 1) The Biggest IPO in History SpaceX officially became the biggest IPO in history, raising a total of $85.7 billion. That’s $60 billion more than the...

Join me…tickets here The scale of which SpaceX has hit the public markets is amazing to see. I read this long essay by Marc Andreessen on the company and Elon and it is hard to to be impressed or excited about the company, the origin and the vision. Have...

Prediction markets Prediction markets are not above manipulation. (iai.tv) Prediction market arbitrage opportunities are drying up. (nytimes.com) Research The historical performance of IPOs isn’t great. (novelinvestor.com) Why dividend investors...