Autos What happened to the affordable, basic American car? (nytimes.com) SpaceX is a big buyer of Tesla ($TSLA) Cybertrucks. (finance.yahoo.com) Hyundai is seeing a surge in demand for EVs. (semafor.com) Are EREVs the way forward for...

Anthropic’s Opus 4.7 Pitstop & Pricing changes before Mythos: Anthropic is following up its cybersecurity concerns around its ‘peek-a-boo’ reveal of its next gen Mythos model, with Opus 4.7. It’s a small upgrade to its Claude Code and Cowork driving...

View the video of this post here. This week’s post is sponsored by YCharts. As tax season wraps up, many advisors shift from filing conversations to decision-making: what to do with cash, how to adjust portfolios, and how to communicate next steps...

Three Key Takes today: (1) TSMC Q1 Sets the AI Industry Cadence. Fed-like. TSMC’s Q1 — profit up 58% YoY, revenue $35.9B, gross margin 66.2%. Advanced chips (7nm and below) now 74% of wafer revenue; HPC / AI data center = 61%. Full-year guide raised to...

Markets The S&P 500 is back at all-time highs. (axios.com) Oil prices plunged today. (axios.com) A clear risk-on signal. (stockmarketmedia.com) Strategy The line between investing and gambling have never been blurrier. (wsj.com) You aren’t going...

Good morning… As the markets hit yet another all-time high today people in my Stocktwits feed are talking about selling a stock too early. If you make a life out of Investing you have sold early… I am the Stephen Wright of selling early… My biggest...

It’s a rite of passage in every major tech wave over decades. New operating systems and platforms (OSes and OPs) with every new technology, provide new opportunities for incumbent tech companies and startups atop their new technologies. And their...

Today’s Theme: AI speed bumps ahead for companies and services. Three today, plus Gadget AI on ambient recording, & more. Three MP Key Takes today: (1) The Friction in AI Agent Shopping. Adyen’s payments exec is flagging AI buying bots driving refunds...

Markets How HALO stocks are performing YTD. (sherwood.news) It’s easy to forget but volatility tends to mean revert. (trendlabs.com) The market continues to find ways to surprise us. (om.co) Just how diversified is an index fund these...

Books Pablo Torre talks with David Epstein, author of “Inside the Box: How Constraints Make Us Better.” (podcasts.apple.com) A Q&A with Danny Funt, author of “Everybody Loses: The Tumultuous Rise of American Sports...