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Friday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday ☁️: Megacap tech kept the market pointed higher, but the rally narrowed as small caps and most sectors slipped. Amazon, Alphabet, and Microsoft added roughly $1.5T this week by showing AI spending...
21 hours ago
3 MIN READ
The AI Oracle Got Liquidated
The AI Oracle Got Liquidated
Tom Bruni The Daily Rip
Presented by Good evening, and happy Friday. The market closed higher and green for the week after an intense tech/ macro report session. Megacap cloud winners overwhelmed weakness across small caps and seven of 11 sectors. Amazon and Alphabet did the...
22 hours ago
10 MIN READ
Tomorrow Is The First Day Of Awful-gust 😩
Tomorrow Is The First Day Of Awful-gust 😩
Jonathan Morgan The Litepaper
OVERVIEW Tomorrow Is The First Day Of Awful-gust 😩 Here’s What’s Happening 👇️ What’s happening today? Fun is happening today. Fun in the form of data and stats about just how full of suck the month of August is. If August was a movie, it’s Tommy Wiseau’s...
24 hours ago
8 MIN READ
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'That’s a Wrap'- Big Tech's Quarterly Bow. ARD #131
Michael Parekh AI: Reset to Zero
Today’s theme, ‘That’s a wrap’, at least for the five big tech companies in the quarter, with a little more to go. Amazon and Apple brought down the curtain, after Google last week and Meta and Microsoft on Wednesday. Two more to come. SpaceX on August...
24 hours ago
19 MIN READ
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Friday links: the AI buildout
Tadas Viskanta Abnormal Returns
Yields 30-year Treasury yields are pushing to pre-GFC levels. (apollo.com) Pay attention to yields, not what the Fed says. (trendlabs.com) Strategy Momentum investing is not for the weak of heart. (awealthofcommonsense.com) Risk management is a...
1 day ago
2 MIN READ
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Thursday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday ☁️: Microsoft’s record-setting $450B surge erased early tech weakness and pulled the market firmly into risk-on mode. Amazon and AXT showed that AI spending can translate into cloud growth...
2 days ago
3 MIN READ
AI Spending Finally Pays Rent
AI Spending Finally Pays Rent
Tom Bruni The Daily Rip
Presented by Good evening, and happy Thursday. The market closed higher, the Nasdaq tech losing streak was ended by Microsoft’s record setting $450B market cap gain on the day. Patrick Sanders, analyst at Motley Fool said the market was rewarding...
2 days ago
10 MIN READ
It's Not Ethereum's Birthday 🎂
It's Not Ethereum's Birthday 🎂
Jonathan Morgan The Litepaper
OVERVIEW It’s Not Ethereum’s Birthday 🎂  Here’s What’s Happening 👇️ Today’s top trending tickers: NEWSHappy Birthday To The Wrong Chain 🤷 If you’ve seen all the Happy Birthday Ethereum shtuff today, I hate to be the one to tell you it’s...
2 days ago
12 MIN READ