$200bn Of Capex And This Week Is The Audit
The easy part of the AI trade is over. Anybody can write a check for $200 billion. This week the three biggest names in the…
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Stop watching BTC. Watch ETH.
So far BTC has held. Everything else didn’t. Now if your first reaction to that sentence is relief, we need to talk. Because that is…
Don’t Sell This Put
For the past two years the only question the market asked about AI spending was how big the number could get. Like a dog with…
The ETF Bid Can’t Get Past The Bouncer
Here is the part that doesn’t make it into the ETF flow tweet: a billion dollars just showed up, and it changed nothing. Three days…
Holding TSLA or META Into Earnings? Read This First.
The market wasn’t paying for promises this morning. It asked for proof of funds, and the AI complex couldn’t produce any. The premarket bid is…
Thinking About BTC? Put the Beer Down.
I know exactly what you’re doing right now. It’s football season Sunday. Trading volume is thinner than a gas station hot dog, and somewhere between…
