I’ve written a lot about both the broad AI industry and OpenAI’s massive AI Compute ambitions to spend sums in the trillions to build AI Data Centers and related Power. The focus of course is building the AI Compute and Power to generate the never-ending...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 📉: Major indices faltered as a two-session rebound lost steam, pressured by hawkish Fed commentary and a stall in December retail sales. While the Dow hit a brief record, tech and financials slumped...

Presented by CLOSING BELLRobinhood’s Crypto Rev Left the Building Happy Tuesday, the market fell overall, and sectors started to show a divergeance after a two-session rebound ran out of steam. The S&P 500 was falling, but still treads water...

OVERVIEW Well That Is Just Rude 😶 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView You’re overpaying for crypto. Every exchange...

Easy answer… If we are not going with ‘food’ I agree with my friend Om who posed the question the other day and came up with ‘the internet’. I have seen it come together from its earliest days—the pipes, the software, the browser, the applications,...

Also Bithumb fat finger, Alphabet century bond and California blackjack.

Strategy ‘Buying the dip’ sounds better in theory than practice. (moneychangeseverything.substack.com) Why you can’t optimize the unknowable. (ofdollarsanddata.com) AI AI is increasing the range of outcomes for...

Retail Do Robinhood ($HOOD) customers trade simpler-to-understand stocks? (papers.ssrn.com) Some evidence that investors view former SPACs with suspicion. (papers.ssrn.com) Bitcoin Bitcoin is neither an inflation hedge or safe...

Not a surprise, but OpenAI is showing off its coming Ads driven monetization of ChatGPT. Following in the big footsteps of course of established giants like Google, Meta, Amazon and others. And despite being poked fun at by ‘sibling’ arch-competitor...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🚀: Markets climbed as Google issued 100-year “century bonds” to fund a massive $185 billion AI capex plan, while Japan’s Nikkei hit record highs following a historic...