The Bigger Picture, Sunday, November 30, 2025 This week saw a double-pronged set of successes by Google’s vertical AI stack vs both OpenAI and Nvidia, setting a new pace in this AI Tech Wave. As I discussed earlier in the week, Google’s Gemini 3...

OpenAI on backfoot vs Google Gemini 3: OpenAI, despite months of flawless execution on rolling out new AI Infrastructure deals and Products, finds itself a bit on the backfoot with Google’s new Gemini 3 out in the wild. The latest LLM from Alphabet is...

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 (YTD) and tracks their performances...

OVERVIEW Stocktwits Crypto Data Dive – Week 48 Welcome to the Stocktwits Crypto Data Dive for Week 48 of 2025! 📊 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...

A Voracious Change This week we really saw it — change. And more importantly, we saw it happen quickly. One thing I’ve said over and over is that in bull markets, it’s not the weakness itself that’s bullish in underlying uptrends. It’s the reversion...

Autos It’s time to start thinking about the implications of the spread self-driving cars. (avc.xyz) Cars are increasingly at risk of getting bricked. (theatlantic.com) Amazon ($AMZN) wants to sell you a Hyundai. (wsj.com) A female crash test dummy...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The markets climbed on Black Friday, as turkey-battered Americans woke up to a half trading day, checking retail sale prices to fulfill Christmas list wishes with some savings. The Nasdaq finished...

In 1968, my parents bought a bungalow at the Jersey Shore. They paid $19,000.  It was a great deal not just because of the low price but because the place came fully furnished. There was a rattan sofa, two chairs and a coffee table. The kitchen came...

OVERVIEW How Crypto Does In December 🎅 December in crypto has a reputation. The month where Santa Rally hopium collides with tax-loss harvesting and year-end portfolio shuffling. 🎅  Half the market is convinced they’re about to get a gift. The...

Good morning… I hope everyone had a great thanksgiving. In this week’s episode, I cover the following topics: Robinhood is building out their own prediction market stack and Kalshi might be the odd man out. The prediction market wars are heating up. One...