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AI: 'RAMageddon really here to stay. AI-RTZ #1145
AI: 'RAMageddon really here to stay. AI-RTZ #1145
Michael Parekh AI: Reset to Zero
The Bigger Picture, Sunday July 12 2026 I’ve been talking about global memory shortages spiked by the AI Tech Wave for over two years now. And now that ‘RAMageddon’ is here, it may be here longer than most assume. Especially given the cyclical ups and...
7 hours ago
6 MIN READ
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Saturday Daily Rip Top 25 Week 27
Tom Bruni The Daily Rip
Presented by OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over...
17 hours ago
5 MIN READ
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Stocktwits Crypto Data Dive – Week 28
Jonathan Morgan The Litepaper
OVERVIEW Stocktwits Crypto Data Dive – Week 28 Welcome to the Stocktwits Crypto Data Dive for Week 28 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...
19 hours ago
8 MIN READ
My Mistakes in the First Half of 2026
My Mistakes in the First Half of 2026
Larry Thompson HostileCharts
Learn From My Mistakes There are only two types of investors. Those who make mistakes and liars. Intellectual honesty is one of the most important parts of this business. It is easy to explain away a bad trade, highlight the winners, and quietly move past...
20 hours ago
6 MIN READ
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Saturday links: opportunity costs
Tadas Viskanta Abnormal Returns
EVs The spike in gasoline prices helped drive EV sales. (businessinsider.com) EV batteries are lasting a lot longer than expectations. (wsj.com) It’s getting easier to charge an EV away from home, but it’s still not foolproof. (axios.com)...
22 hours ago
4 MIN READ
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Friday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🧠: Stocks finished mixed as chip strength carried the big-cap tape while small caps and health care lagged. SK Hynix’s massive U.S. debut gave the AI trade another public-market outlet, and Delta’s...
2 days ago
3 MIN READ
Chips Rang The Bell 🔔
Chips Rang The Bell 🔔
Tom Bruni The Daily Rip
Presented by The market drifted mixed Friday as chip strength kept the big-cap tape alive while small caps and health care sat out the party. Nasdaq’s SK Hynix bonanza gave investors a fresh AI-memory lane and gave foreign companies another reason to eye...
2 days ago
9 MIN READ
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Friday links: shouting nonsense
Tadas Viskanta Abnormal Returns
Markets Real yields are at multi-decade highs. (axios.com) Equities now make up a record percentage of U.S. household wealth. (bloomberg.com) Finance Passive investing killed the mediocre fund manager. (ft.com) When it comes to private credit allocations,...
2 days ago
2 MIN READ