Laurent Tiche

[Laurent Tiche @StuartO53272552]

Midway, KY December 25, 2016

[unusual_whales @unusual_whales]

Agentic AI spurred a boom in mobile app releases, but there is no sign of these apps gaining traction, per FT:

[unusual_whales @unusual_whales]

JUST IN: Goldman Sachs, $GS, has said investors are rotating out of the Magnificent Seven and into AI beneficiaries such as semiconductor stocks, favoring them over hyperscalers bearing heavy AI spending.

[unusual_whales @unusual_whales]

BREAKING: President Trump earned more than $1 billion from cryptocurrency and his $TRUMP, according to his personal financial disclosure released on Tuesday per Reuters

[unusual_whales @unusual_whales]

BREAKING: Michael Burry disclosed new short positions against Nvidia, $NVDA, Tesla, $TSLA, Caterpillar, $CAT, and Applied Materials, $AMAT.

[The Wall Street Journal @WSJ]

A trillion-dollar borrowing binge is lifting the stock market to risky heights https://t.co/wtbgiGYCUF

[Polymarket @Polymarket]

JUST IN: Ford rehires more than 300 veteran human engineers after it says AI failed to deliver the same level of expertise.

[unusual_whales @unusual_whales]

Gen Z can expect to hold twice as many jobs as previous generations, due to AI, per WSJ

[unusual_whales @unusual_whales]

BREAKING: The Strategic Petroleum Reserve is at its lowest level since 1983

[60 Minutes @60Minutes]

On March 23, more than $800 million was staked on the chance of oil prices dropping. Fifteen minutes later, an announcement from the president sent the price of oil plummeting by more than 10%.

It has not been determined if the trade was made with inside information or if the trader was in the U.S. https://t.co/AqaC2EBMVM

[Charlie Bilello @charliebilello]

Total amount wagered on sports in the US...
2025: $165 billion
2024: $149 billion
2023: $121 billion
2022: $93.7 billion
2021: $57.5 billion
2020: $21.5 billion
2019: $13.1 billion
2018: $6.6 billion

[Charlie Bilello @charliebilello]

Americans bet over $165 billion on sports last year, which is more than they spent on movies, books, concerts and sports tickets - combined.

[unusual_whales @unusual_whales]

"Americans are falling behind on their $1.25 trillion credit-card debt" per WSJ

[unusual_whales @unusual_whales]

BREAKING: The Pentagon reportedly delayed announcing the U.S. strikes on Iran until after the stock market closed at 4 p.m. ET on Friday, with the timing intended to minimize the immediate impact on financial markets, according to NBC News.

[unusual_whales @unusual_whales]

Data center construction spending in the US surpasses spending on airports, ports, and mass transit combined, per Yahoo Finance.

[unusual_whales @unusual_whales]

Snapchat, $SNAP, CEO Evan Spiegel and his wife, Miranda Kerr, have partnered with the nonprofit Undue Medical Debt to erase $550 million in medical bills for more than 261,000 Californians.

[Polymarket @Polymarket]

JUST IN: JPMorgan warns extreme retail leverage is starting to unwind, potentially triggering a multi-month tech-stock correction.

[unusual_whales @unusual_whales]

SpaceX's bond offering is a sign markets are in "bubble territory," according to Allianz's CIO.

[unusual_whales @unusual_whales]

The US strategic oil reserve has hit the lowest level since 1983, per FT

[unusual_whales @unusual_whales]

Nvidia, $NVDA, has said that AI's water challenge is largely solved

[Laurent Tiche @StuartO53272552]

@cmsinvests MSFT