The iconic Microsoft/OpenAI partnership, turbo-charged by Nvidia, is entering a new phase. The three CEOs Sam Altman, Jensen Huang, and Satya Nadella depicted above, are evolving along new paths. Just as the ink is drying on the re-drawn...

My friend Danny, the founder of Punchup.live (Social Leverage Fund 4) knows a lot of comedians. He knows I love comedy as well and am fascinated with the world of stand-up. A few months back he introduced me to his friend Sam Morril (Instagram here)and...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market fell thursday, a second jobs report showing 20-year high layoffs in October, compared to other Octobers. Here’s how the major indexes ended the day: *The ST Sentiment Score & Message Volume...

Presented by CLOSING BELLHidden Red October Markets fell, after Wednesday’s good jobs data turned into Thursday’s bad jobs data when another private employer said October had 183% more layoffs than the month before. It was a red October for job cuts,...

OVERVIEW Theory: There’s A Shadow Rotation Into $ZEC 🥷 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 ON-CHAIN ANALYSISIs...

Markets Are we late in the technology megatrend? (awealthofcommonsense.com) A look at how 2025’s stock market stacks up. (carsongroup.com) Apple Apple ($AAPL) has teamed with Google Gemini to power Siri. (spyglass.org) Why Apple ($AAPL) likely chose...

Also bond auctions, Forge, crypto treasury companies and Aurinia.

Technology The new Internet will be oriented around bots instead of real people. (theatlantic.com) Maybe it’s okay if the AI build out is a bubble? (stratechery.com) Misinformation Markets and technology are not an antidote to bad policies...

As I’ve discussed in earlier pieces, there’s a big transition coming as AI moves from chatbots to AI Agents and Reasoning on the AI Tech Wave roadmap to AGI as proposed by OpenAI and others. AI Agents seem simple and attractive as the next layer of value...

No one would be shocked to hear profanity on Wall Street from the trading floor to the boardroom. Everywhere that is except the main avenue of communication: the Bloomberg terminal. For more than 25 years the platform that investment professionals use to...