Presented by OVERVIEWHappy Saturday So much happened this week internally at Stocktwits I forgot to celebrate St. Patties! Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P...

OVERVIEW Stocktwits Crypto Data Dive – Week 12 Welcome to the Stocktwits Crypto Data Dive for Week 12 of 2026! 📊 In this issue, we’ll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight...

AVs AVs are racing ahead of regulators. (axios.com) Uber ($UBER) and Rivian ($RIVN) made a deal for 50,000 robotaxis. (engadget.com) A first hand account of Tesla ($TSLA) FSD gone wrong. (theatlantic.com) PJ Vogt on the rich history of the development...

Nvidia GTC 2026 Trillion+ $ AI Roadmap: Nvidia rolled out an unexpectedly super-sized AI product roadmap at its 2026 GTC, flanking most competitive prospects in the near term. Founder/CEO Jensen Huang’s detailed Keynote had a dense, deep and diverse array...

TGIF… Last week I wrote ‘is it time to panic’? My thesis is if you must panic, panic first. The week is now over and while the markets continue lower, it seems like today was still a good day to ‘panic first’. I started getting calls today from some of...

Presented by CLOSING BELLNo Ceasefire? No Bottom RIP Chuck Norris 1940 – 2026 Happy Friday, unless you have been watching your portfolio this week. The market fell as Trump told reporters outside the White House he does not want a ceasefire with...

OVERVIEW We’ve Hit ‘Extreme Fear’ So Many Times It Should Just Be Called ‘Regular Fear’ by Now 🤣 Cryptotwits March 20 2026 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at...

Strategy Big portfolio changes are hard to reverse. (wsj.com) How your strengths and weaknesses as an investor relate. (microcapclub.com) Private assets Goldman ($GS) and JPMorgan Chase ($JPM) are offering hedge funds ways to bet against the private...

The word of the day is Stammtisch. I was at a dinner party of a group of guys in Manhattan and we were talking about how to communicate more regularly and effectively. Right now, we meet three to four times a year. I always wanted to be part of a group...

Talking with folks after Nvidia’s keynote kickoff at GTC 2026, it’s clear that many are having some difficulty seeing through the dense foliage of very technical announcements by founder/CEO Jensen Huang. In my discussion of Nvidia founder/CEO Jensen...