Good afternoon everyone… If you have not heard of ‘Agentic Trading’ yet, you will be hearing it endlessly for the forseeable future. I find myself in the center of this trend because Stocktwits of course and our seed investments in Alpaca (fund 3),...

Today’s theme: the AI industry’s perceived ‘Ludicrous Speed.’ Before anything else — watch the iconic 3+ minute ‘Ludicrous Speed’ clip from Spaceballs (1987). It’s the speed metaphor that’s run through the AI debate for four years — Elon literally put...

Private markets are the new public markets, SpaceX miscellany, the trade-through rule, closed-end fund activism and Kraftwerk alpha.

Global Germany is spending big to revive its rail system. (giftarticle.ft.com) Sweden’s wage inequality is markedly lower than the U.S. (arindube.substack.com) Why Russia has hobbled its own internet. (giftarticle.ft.com) North Korea’s economy...

Anthropic has finally released ‘Fable 5’, its much heralded and renamed Mythos model in a ‘safer’, and pricier, ‘a la carte’, version than its previous Claude Opus 4.8. Both of the elements are worth understanding as notable trends this AI Tech Wave....

CLOSING BELL The market sold off Wednesday after CPI kept inflation pressure alive, oil stayed loud, and the AI trade remembered servers do not buy themselves. Inflation numbers were the highest in about three years, though month over month price climbs...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🛢️: Stocks sold off after CPI kept inflation hot, oil prices climbed, and the AI trade ran straight into a funding reality check. Growth took the worst hit while energy stayed firm, with traders...

Today’s theme: everyone’s ready for seconds. The AI ‘Wall of Worry’ is receding and AI trades are getting ‘more crowded’ — green lights flashing faster, which itself means more reasons to keep watching. Especially in the week SpaceX/xAI prices its...

OVERVIEW Local Altcoin Volunteers To Go First So The Rest Can Watch What Happens 👷 Here’s What’s Happening 👇️ Today’s top trending tickers: Kendu Inu, Litecoin, XYO Network, Algorand, and TROLL Biggest winners: $BEAT ( ▲ 56.36% ) , $WLFI ( ▲ 8.94% ) , $XMR...

Federal sports betting regulation, IPO list-keeping, an expanding stock market and questionable league-table rankings.