These next two weeks are gonna be rough.
Just chill. It’s summer—enjoy the sun. Focus on your regular job if you've got one.
Next time we get a 4–6 week rally, go all in. That's when the real money is made.
$SPCX
Bloomberg dropped a little nugget about 30% of the float going to passive investors. But there’s other ways they can get exposure without holding shares. Synthetic setups are pretty common actually.
So $IREN dropped about 8% today, giving back some of Monday's big 9% gain and slipping back into the neocloud valuation talks after that crazy AI-fueled rally.
People are debating whether IREN's pivot from Bitcoin mining to AI is real growth or just folks taking profits, espe
Container shipping rates are skyrocketing because of the Iran War 📦
Asia to the US West Coast: +$655 (+20%) to ~$3,933 for a 40-foot container—a 6-month high.
Asia to Northern Europe: +$793 (+27%) to ~$3,649.
Since the war started, Asia-US rates are up 109%, Asia-Europe
Chris Hohn's hedge fund returns are the kind most managers dream about.
He shared one thing Buffett taught him to look for in every investment — the line between a good business and a great one:
"Most companies can't raise prices above inflation. But a few special ones c
🚨 Heads up: the AI bubble might pop soon.
Microsoft put $13 BILLION into OpenAI.
OpenAI just gave it back via Azure.
Microsoft called it revenue.
Amazon and Google are doing the same with Anthropic, inflating AI valuations with paper gains.
OpenAI burns $60 BILLION a