Greg

@tonal, Founder @Peacock, Head of Corp Strat & M&A @NBCUniversal, Board @onePeloton, GE Capital & @Apple

[Peter H. Diamandis, MD @PeterDiamandis]

Elon says AI and robots will run out of things to do for humans — at 1,000x today's economy, every human desire is saturated. Salim thinks any company will soon run on 20–25% of its current workforce. If knowledge work is cooked, the only career left is being a founder.

— CS grad placement collapsed from 89% to 19% in under 3 years; salaries dropped from $94K to under $61K. 

— OpenClaw surpassed Linux's 30-year adoption in just weeks. 

— Jensen sees $1T in NVIDIA revenue by 2027— and demand still outstrips supply. 

— Salim: every organization in the world now has one move to survive— build an AI-native operating system at the edge

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

$PZZA PZZA halted on buyout rumor again

[Banana3 @Banana3Stocks]

$BA

Expecting a bounce soon to $233 and then $240

30 min chart below, oversold and positive divergences occurring at oversold levels

Not financial advice!

[Bull Theory @BullTheoryio]

BREAKING: US Supreme Court strikes down Trump’s global tariffs.

The Court rules IEEPA does NOT give the President authority to impose them.

As a result, the US may now have to refund previously collected tariffs.

[zerohedge @zerohedge]

Premarket movers:

Mag 7 stocks are all higher: Nvidia (NVDA) rises 1.9% after Meta Platforms Inc. agreed to deploy “millions” of its processors over the next few years, tightening an already close relationship between two of the biggest companies in the artificial intelligence industry (Amazon +1.3%, Microsoft +0.4%, Alphabet +0.2%, Apple +0.06%, Meta unch, Tesla +0.3%)

Applied Digital (APLD) falls 8% after Nvidia reported exiting its stake in a 13F filing.

Axcelis Technologies (ACLS) declines 13% after the semiconductor manufacturing company gave a first-quarter forecast that is weaker than expected.

Cadence Design Systems (CDNS) climbs 6% after the electronic design automation software company reported fourth-quarter results that beat expectations and gave an outlook that is seen as positive.

Caesars Entertainment (CZR) rises 5% after the casino operator reported same store adj. Ebitda for the fourth quarter that beat the average analyst estimate.

Global-e Online (GLBE) rises 18% after the application software company reported fourth-quarter results that beat expectations and gave a positive forecast.

Mister Car Wash (MCW) climbs 17% after agreeing to be taken private by Leonard Green & Partners at $7 per share in cash.

New York Times Co. (NYT) rises 3% after Berkshire Hathaway built a stake in the publisher.

Palo Alto Networks (PANW) tumbles 7% after the security software company gave a forecast for adjusted earnings that was weaker than expected for both the third quarter and the full year.

[Heisenberg @Mr_Derivatives]

Futes:

Akin to yesterday.

Do we get a gap and go and trend day?

Or do we get something similar to yesterday, gap and crap, gap fill then slowly grind back higher?

[Evan @StockMKTNewz]

Michael Saylor and Strategy $MSTR bought 1,142 more Bitcoin this past week for an average cost of ~$78,815 per bitcoin.

Saylor and MicroStrategy now hold a total of 714,644 Bitcoin, which they bought for ~$76,056 per $BTC

714,644 Bitcoin is 3.4% of the Bitcoin that can ever exist

[Heisenberg @Mr_Derivatives]

$GOLD OMG!

OH MY GOLD…

Ha get it?

No but seriously, gold sniffing out a UFO invasion I think…

[@jason @Jason]

You can say what you want about President Trump, but he does two things extremely well:

1. He ships like a founder
2. He pivots like a founder

And please don’t use the term TACO, it’s unproductive if you want to see the administration evolve their team & strategies

Thank you for your attention to this matter!

[unusual_whales @unusual_whales]

BREAKING: President Trump with the Nobel Peace Prize medal presented to him by Venezuela’s Maria Corina Machado.

[Ryan Petersen @typesfast]

I just created a prediction market where you can bet on the reopening of the Suez to container ships next year. Come bet on it with me!

[@jason @Jason]

The FED should release and comment on each data source as they come in on a block chain and a podcast feed where they unpack the data with the source

ADP, Uber/dordash for gig workers, Walmart/amazon/target for retail, etc all join the podcast feed and give their data and take questions

20 minutes each

Every month we try and increase fidelity of the data

Private/public partnership

[Greg @gdgunz]

@unusual_whales @BillAckman Second part still needs to be fixed

[Greg @gdgunz]

@unusual_whales Commerce secretary in second part too!

[Greg @gdgunz]

@PeterDiamandis *buy

[Greg @gdgunz]

@sundeep Uh oh 😳

[Greg @gdgunz]

Art

[Chris Hadfield @Cmdr_Hadfield]

The beautiful artistry of pushing engineering to its limits. ⁦Starship hot staging ⁦@SpaceX⁩.

[Greg @gdgunz]

@elonmusk

[Greg @gdgunz]

Wow @neuralink Participant 1

[Noland Arbaugh @ModdedQuad]

Neuralink was kind enough to open their doors for me to tour their headquarters a few weeks back. It was an amazing experience and a day I'll never forget. This was at a company wide meeting at the end of the day. Thank you to everyone who made this possible. Hope y'all enjoy! I'm hoping to tell my story in full some day.