Jensen Is Out. The Money Isn’t.
The founder of the company at the center of the AI trade is out, five days before earnings. Nvidia’s board announced this morning that Jensen…
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Retail Has Left the Building
I’ve been tracking Google search interest in bitcoin against BTC price for years now. Given what we know about retail behavior, the picture isn’t exactly…
Catching knives is expensive. Wait for this signal
Micron’s bull case is a DRAM shortage that runs through 2031. Micron’s stock just closed the week near $690, about 16% below the bottom of…
Good News, Bad Medicine.
The economy added 165,000 jobs in October, against roughly 65,000 expected. Unemployment came in at 4.1%, wages rose 0.4% on the month, and the prior…
Long XRP? Don’t be exit liquidity
XRP is up about 4% this week, and the crypto feeds are busy explaining why. Some credit Ripple’s final OCC approval for a national trust…
AMD’s best quarter ever. Nobody’s buying.
AMD just reported the biggest quarter in its history. Data center revenue nearly doubled. And…. the stock is down more than 20% in a month.
