Nvidia keeps writing checks that grow with its global AI Infrastructure market share. And this AI Tech Wave keeps running on them. Bloomberg reports a fresh round of Nvidia AI deals worth more than $750 billion, and the word that follows many of...

Today’s theme cuts both ways. ‘Striking out’, in the good sense and some think bad. A bunch of people at Google are striking out on their own, in new directions. And Mr. Market is asking the other version of the question: is Google striking out on its...

ETFs Investors in crypto ETFs have seen disappointing returns. (morningstar.com) This ETF has essentially been wiped out. (etf.com) SpaceX Just how much SpaceX ($SPCX) is spending on capex. (tomtunguz.com) These investors bought what they thought were...

Last week we launched the Stocktwits MCP which is an amazing product to help users find alpha from the endless stream of people and ideas flowing through Stocktwits. Today we rolled out a ‘for you’ feed in the apps and the website for those that love...

Books Meb Faber talks with Liaquat Ahamed, author of “1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” (podcasts.apple.com) Part 1 of a Q&A with Jack Raines, author of “Young Money: A Field Guide...

One of the stranger features of this AI Tech Wave has been who resisted it hardest in its early years. The young. Past tech waves were adopted youth first. PCs, the internet, smartphones, social. This one ran the other way. I have written about this a...

The stock market The U.S. stock market keeps shrugging off bad news. (axios.com) Higher individual stock volatility is being offset by increased dispersion. (acadian-asset.com) Situational Awareness A look at the commonality between hedge fund...

View the video of this post here. The State of the Markets in 10 Charts… 1) More Milestones, More All-Time Highs The S&P 500 crossed above 7,700 this week for the first time, its 8th 100-point milestone of the year. A year ago it was at 6,300. 5 years...

Podcasts Phil Bak talks with Meb Faber, author of “Investing in America: The Rise Of A 250-Year Bull Market.” (philbak.substack.com) Christine Benz and Amy Arnott talk with Ryan Frederick, about the intersection of place and healthy...

Today’s theme comes from the racetrack. ‘Out of the gate’, and away. Three first results on the board today. SpaceXAI’s first quarter as a public company. The White House’s AI framework, finished yesterday and showing some of its details today. And...