We have tracked ‘RAMageddon’, the AI-driven global memory crunch, since it turned existential for the smaller tech players, and through yesterday’s demand-side look at compute prices. Today the story arrives where every scarce commodity story...

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...

The last few months this year has seen a spate of new LLM AI models from companies around the world announcing their latest and greatest new versions with benchmarks that equal and sometimes exceed the current LLM AI leader: OpenAI’s GPT-4 Turbo. That...

Podcasts Jill Schlesinger talks with Kyla Scanlon, author of “In This Economy.” (youtube.com) Barry Ritholtz talks with Morgan Housel about how behavior trumps intelligence. (ritholtz.com) Peter Lazaroff on when tax loss harvesting makes...

The mega-AI IPO parade has long had a marching order this AI Tech Wave. Elon’s SpaceX/xAI went first earlier this year, blew past two trillion dollars in early trading, and then reminded everyone what the trip from private to public feels like when the...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🛢️: Rising oil and inflation risk pinned the market near flat while Energy did the heavy lifting. Nvidia’s $500B financing push and Archer’s Boeing deal showed how much capital is chasing the...

Presented by OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over...

The Bigger Picture, Sunday, August 9, 2026 We have argued for a while now that this AI Tech Wave has a unit of account besides compute tokens: Gigawatts. Power and mostly Nvidia Compute, at a current going rate of $50+ billion per Gigawatt of Power. For...

As mentioned last week, Google’s AI bench is being re-constituted fast post recent top-level changes. Last week it was three senior changes on the same day: DeepMind Founder/CEO Demis Hassabis stepping up to chairman and chief scientist. Google...

Yesterday’s Bigger Picture, part 1 of this pair, was the supply side of the compute trade: the ‘Gigawatt Gold Rush’, and who actually pays Elon’s prices for AI compute. Today, part 2, the demand side: the bull case that compute prices go UP from here, way...