Om Malik passed away on June 24, 2026, at Stanford Hospital after a long health journey with his heart. He was surrounded by family and friends. Om was a friend and a mentor the last 20 years. He called me about the markets and investing and I called him...

The big tech incumbents are feeling the competitive pressure of the two leading frontier model companies. Especially in the white hot field of AI Coding. Microsoft, Meta, Elon Musk’s SpaceX/xAI/Tesla, and now Google, discussed here today. Particularly with...

Today’s theme: The memory price hikes feel real now— especially from Apple across the board, with Micron the biggest US beneficiary, and real implications for inflation and the economy. These rainstorms have been months in the making. But it feels really...

Markets Gold has given up all its 2026 gains. (axios.com) Oil prices are back down to pre-war levels. (semafor.com) Bitcoin is well off its highs. (ft.com) Fund management Activist investors are on a cold streak. (semafor.com) The State Street SPDR...

SPV-cubed, hedge fund AI bots, monthly liquidity, SpaceTeslaX and a big lint roller.

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...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🧠: The Nasdaq fell 0.4% while cheaper oil pushed the Dow higher and punished Energy. Micron’s revenue quadrupled, and its $50 billion forecast revived the battered AI trade after hours. Wendy’s...

Presented by CLOSING BELL The market split Wednesday as cheaper oil helped old-economy sectors, but another technology selloff kept the Nasdaq underwater. After the bell, Micron earnings might have turned that tech frown upside down. The S&P 500...

OVERVIEW The MVRV Might Make Bears Nervy 😰 Here’s What’s Happening 👇️ Today’s top trending tickers: $BTC ( ▼ 2.92% ) , $JASMY ( ▼ 1.77% ) , $HBARX ( ▼ 4.38% ) , $XRP ( ▼ 4.01% ) , and $BNB ( ▼ 3.18% ) STOCKTWITS24 Hour Tug Of War – Stocktwits Data...