Nvidia’s Jensen Huang CES 2025 Keynote highlights: Jensen Huang’s CES 2025 keynote covered new ground on Nvidia’s roadmap from its LLM AI dominating AI GPUs & Infrastructure, to new Blackwell powered hardware/software for ‘Physical AI’ driven markets....

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Markets were mixed. The Dow dashed +0.86%. The Nasdaq Composite dropped -0.28%. Basic materials and energy advanced more than +2.00%. Healthcare, real estate...

Business Matt Reustle talks with Jonathan Eng a Portfolio Manager at Causeway Capital Management about luxury goods maker Kering. (joincolossus.com) Eric Golden talks global logistics with Eric Johnson who is the Senior Technology Editor at the Journal...

It’s a new year and the first days of 2025 in this AI Tech Wave, so it means CES 2025 is upon us January 7-10 in Las Vegas, Nevada. Complete with ‘rollable’ AI laptops as shown above. It’s about ‘What if’ and ‘What’s next’, and less ‘What’s truly useful’....

EVs EVs are getting cheaper and better, no matter who is in office. (nytimes.com) Why your EV should have a heat pump to help extend range in cold temperatures. (arstechnica.com) Battery manufacturing plants are going up as a new administration comes...

View the video of this post here. __ This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. __ Here are the charts and themes that tell the story...

Big Tech and AI are fast entering a new era of political pragmatism ahead , aka ‘realpolitik’. And not just because of the US/China ‘threading the needle’ geopolitical tussles. There are deeper forces at work, across industries, tech and politics....

Alternatives Patrick O’Shaughnessy talks with Marc Lasry, CEO of Avenue Capital Group, about investing in sports. (joincolossus.com) Matt Ziegler talks with Howard Lindzon about the intersection of markets and venture capital. (epsilontheory.com)...

Top clicks this week 15 sure-fire ways to lose money in the markets. (awealthofcommonsense.com) Successful investors have a long time horizon. (awealthofcommonsense.com) Stop paying attention to stuff that doesn’t matter....

Seeing the Biden Administration execute an ‘Unforced Error’ AI/Tech policy in its last week before the incoming Trump administration, was not on my AI bingo card in this AI Tech Wave. Concerns have been there for days now, and I touched on it in...