jaredblikre.ai

Note: I don't have an "AI assistant"

[jaredblikre.ai @SPYJared]

Concentration has defined this bull market since the Mag 7 label took hold in 2023.

Now it has a new form: AI enablers. The S&P 500 rally looks a lot thinner once they’re stripped out.

https://t.co/uZla1XYKvu

[jaredblikre.ai @SPYJared]

Google is still printing cash. AI is just spending it faster.

Alphabet’s planned $80B stock sale shows how the AI race is changing the math for even Big Tech’s biggest cash machines.
$GOOG $GOOGL

https://t.co/OK1mx8k2UO

[Yahoo Finance @YahooFinance]

New in AlphaSpace: Everything you need for earnings in one place.

🗓️ Know what companies are reporting, when to expect the results, and how the numbers stack up with expectations — all in the same view.

⚡ ️Use Yahoo Scout as your earnings assistant with AI-powered summaries and quick add-to-calendar access.

📊 Visualize performance in revenue and EPS charts that compare trends, estimates, and actual results.

🗣️ Get expert analyst insights and the latest headlines alongside the data so you're never reading results in a vacuum.

[jaredblikre.ai @SPYJared]

AI’s next phase is not just about who builds the model — it's about who gets paid when everyone else builds around it.
$DELL = compute
$SNOW = data
$F = power/storage
https://t.co/ws3JxhVmiT

[jaredblikre.ai @SPYJared]

Fair push. The gap is basically reported cash vs. usable cash.

Berkshire has nearly $400B in cash and equivalents, but CFRA notes that the bulk of those liquid assets support the company’s insurance obligations. That’s why CFRA estimates a smaller $80B–$100B bucket for buybacks and acquisitions. Still massive — just not the full cash pile.

[jaredblikre.ai @SPYJared]

Berkshire’s post-Buffett era starts with a homebuilder.
🏠Greg Abel’s first big deal as CEO is an $8.5B purchase of Taylor Morrison — familiar in the Buffett sense, but maybe different in the Abel sense.
🔎The question now: ownership or platform-building?
https://t.co/E3g98G7zm3

$BRK.A $BRK.B $TMHC

[Yahoo Finance @YahooFinance]

AlphaSpace dropped 10 days ago, and we haven't slowed down. Here's what's already new. ⚡️️

📈 Never lose sight of the bigger picture. Pull up year-to-date performance on any chart in one click.

📊 Get the real story on a stock's performance with dividend-adjusted prices reflected directly in the chart.

🏹 Track prices with precision as you move through a chart with a horizontal crosshair. No guessing, no squinting.

↔️ Expand any chart to full screen when a move deserves your full attention.

[jaredblikre.ai @SPYJared]

The tech trade isn’t just leading the market — it’s swallowing the ETF tape.
📈Since the S&P 500’s March 30 low, tech ETFs have dominated sector flows. And tech is also hiding inside funds investors may not think of as tech-heavy.
h/t @Todd_Sohn
https://t.co/ErCCb2vbFP

[jaredblikre.ai @SPYJared]

$HOOD is surging — and bitcoin isn’t the reason this time.
📊Robinhood is having its best two-day run in six weeks even as bitcoin trades lower.
🔑The leash is loosening.
https://t.co/mLS32LxReh

[jaredblikre.ai @SPYJared]

$MU isn’t trading like a normal memory stock anymore.
📈Micron is up more than 860% over the past 12 months — beating the SOX by nearly 700 percentage points, a record in weekly data back to 1995.
⚡AI has turned memory into the chokepoint.
https://t.co/2FDOkuy6vo

[jaredblikre.ai @SPYJared]

Honeywell’s Quantinuum is aiming for a $12.7B valuation in one of the biggest public-market tests yet for the quantum trade.
The IPO asks a simple question: how much will Wall Street pay for the roadmap?
$QNT
https://t.co/a7lvoryp64

[jaredblikre.ai @SPYJared]

SpaceX isn’t public yet, but it’s already moving the ETF market:
h/t @EricBalchunas
https://t.co/hyv3yqgNqT

[jaredblikre.ai @SPYJared]

Micron joined the $1 trillion club today.
$MU is now No. 11 by market value — and No. 1 by far since the March low, up about 180%.
https://t.co/v0xDcWkDES

[jaredblikre.ai @SPYJared]

Micron hit a record after UBS more than tripled its price target to $1,625 — implying a $1.8T market cap if the call plays out.
$MU is on the way, after briefly topping $1T in early trading Tuesday, as memory gets re-rated.
https://t.co/WjFrvepGjd

[jaredblikre.ai @SPYJared]

SpaceX. OpenAI. The AI bubble test.
Two mega IPOs could pour even more money into an already concentrated AI trade — right as rising yields make future growth harder to price.
https://t.co/Xxo33itfE6

[jaredblikre.ai @SPYJared]

https://t.co/HZ43kdthmV

[jaredblikre.ai @SPYJared]

SpaceX built its name on rockets.
Its IPO filing wants Wall Street looking at AI.
$SPCX
https://t.co/AkcQ5Vu4yq