Notable moments from the consumer end of the AI Tech Stack today. Four takes, plus Gadget AI on the coding-wars counter-example. Four Key MP Takes today: (1) Consumer AI Is as Popular as Congress. Stanford’s 2026 AI Index — US favorability under 30%,...

Markets Weed stock came in with a lot of hype, but have been a disaster. (trendlabs.com) New all-time highs are not, in and of themselves, any kind of sell signal. (awealthofcommonsense.com) Finance Why the cashtag (still) matters for consumers of...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Podcasts Ben Carlson talks with Ehren Stanhope, a key leader behind OSAM’s ⁠Canvas⁠ platform, to break down how investors can create real tax alpha. (youtube.com) Michael Kitces talks with Michael Kay, author of “How To Craft Your Chapter X: A Guide...

A lot has happened in China this AI Tech Wave, since AI company DeepSeek seared into global attention early last year. Chinese AI companies private and public raced ahead to take a global lead in open source LLM AIs, wresting the crown away from Meta...

Good morning everyone… Social Investing is accelerating. Just in time for me as I received my trademark for ‘The Degenerate Economy’. Also, just in time for the second annual Cashtag Awards on May 4. Our awards have never been about the best of...

Markets Markets just move faster these days. (awealthofcommonsense.com) The stock market is at all-time highs while consumer sentiment is at all-time lows. (trendlabs.com) Hungary’s stock market is having a moment. (ft.com) How HALO various...

Here’s a preview of what we’ll cover this week:  Macro: The Economy Is Still Holding; The Consumer Is Resilient — But Bifurcating; Corporate America Is Both Confident and Cautious; Private Credit: The Noise Is Louder Than the Risk; AI Is Moving From Pilot...

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The Bigger Picture, Sunday, April 19, 2026 The Bigger Picture I’d like to unpack today is how memory fragility is a key bumpy road for today’s AI Agents. And my take on how long our best AI companies will take researching and...