New @ARBLETTER just dropped, we cover:
- JPM and Morgan Stanley dip buying
- $INTC $ONDS $AVGO and other names
- The backlash against AI and data centers
- Prospects of Iran peace deal and the software pump
Bunch of equities on my shopping list right now including:
- $ONDS
- $SWBI
- $CAT
- $SMCI
- $MSFT
Just sent out the @ARBLETTER Spring stock list covering names across defense, energy, AI, infrastructure, and tech
New @ARBLETTER out this morning.
Torpedo warfare is back on the menu, Bitcoin’s strange resilience, AI layoffs accelerating, cracks forming in private credit, and the political moment we’re in right now.
Today we cover the major stories worth paying attention to