Stocks have rallied on strong AI earnings expectations, offsetting jitters from the Middle East supply shock. That could change in the near term, but we look beyond this in our strategic, or long-term, views when we see #MegaForces in action.
Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why in this week’s #MarketTake: https://t.co/quuhRDOjVJ
At the #DellTechGPS session during #DellTechWorld, one message was clear: the future will be built together—with partners at the center. Check out the key takeaways because together, we’re building AI-ready infrastructure, driving business transformation, and accelerating customer outcomes.
Let’s fuel the future—together.
THIS GUY SELLS A FREE iPHONE FEATURE FOR $50/YEAR AND DOING $300/DAY
It's called Brainrot. Screen time tracker. Apple ships this exact feature in Settings on every iPhone for free
This guy charges $49.99/year for the wrapper. $26K in his first month
The blueprint:
1. Pick a metric people feel guilty about. Sleep. Screen time. Water intake. Mood
2. Build a single-feature tracker. SwiftUI or React Native. 1-2 weekends with Claude Code
3. Onboarding quiz. 6 questions. Answers don't change anything. The point is 90 seconds of investment before the price
4. Show a shame-score. "You'll lose 8.4 years to your phone." Big number anchored to quiz inputs
5. Paywall + exit-intent. First offer $49.99/year. User taps close, instant 50% lifetime discount. Conversion roughly doubles.
The tools you will need to build the app:
> Subscription paywall: Superwall handles the full paid-offer screen including the exit-intent discount. You describe what offers you want, it runs the conversion math. Generous free tier.
> Subscription billing: RevenueCat manages renewals, refunds, cross-platform sync. Drop-in SDK, you don't write any of this code
> User funnel analytics: Posthog tracks where users drop off between install and paywall. Free tier covers small apps.
> Screen time data: Apple's FamilyControls API. Needs a special entitlement from Apple, request takes 1-3 days. Only relevant if you specifically clone a screen time app
You describe the app in plain English. Claude writes the SwiftUI screens and plugs all four of these into the project.
Bookmark before someone clones this for the next niche
$FCEL closest possibility to the next $SNDK I’ve seen.
The market cap at 100.00 will still be under $5B .. for example a company like $OKLO makes $0 in revenue per quarter and is worth $11B
At $11B $FCEL is worth north of 200.00 a share and it actually has a real business.
$350,000,000 a year
sitting in Epic's creator pool right now
most people just play
a few treat it like a business
here's the system:
> 1 map/week × 4 weeks = portfolio compounding
> 50k players × 12 min = $2,190/month per map
> 10 maps = $20,000+/month passive
> Claude generates concepts, writes Verse, you ship
Epic built the audience
AI removed the bottleneck
the pool splits among whoever publishes
every single year
bookmarked and learn
Good evening.
Especially to Kevin Warsh, the new Fed Chair tomorrow. The bond market giving you a heartfelt welcome to the US Treasury’s beautiful disaster.
Have a great night.
I build institutional-level quant systems for a living
This is the closest thing to an actual quant desk I've ever seen
361 pages
151 trading strategies
Every one of them documented with entry logic, exit logic, and historical performance
Get it before it deleted
Then read the article below on how to implement the neural network framework that powers the strategies in this book on Polymarket today
SOMETHING UNUSUAL IS HAPPENING
S&P 500 keeps trying to push higher, but the move is thin.
Early 2025 had the same low-volume grind before the sharp drop.
Right now the picture is simple:
- Price pushing higher
- Volume still weak
- No real buying pressure
Now add oil.
When oil spikes, equities usually do not like it:
1990: Gulf War → oil spike → S&P -20%
2008: oil hit $147 → S&P -57%
2022: oil +70% → S&P -28%
If volume comes back, it does not need to support this move.
It can reverse it fast.
That is where late buyers get trapped.
When the next move becomes clear, I’ll post it here first.
Turn notifications on. Most people will follow me too late.
I first met Clark Reynolds when he was just three years old at our Black History Month reception at the White House.
Over the last ten years, it's been wonderful getting updates about his life through his letters. Check out how he’s doing now:
$ES / $SPY
I get ALOT of questions about gap plays and how to trade them.
Here is an example of tonight's action.
Right now IF $ES is unable to fill this open bull gap, this is what the chart is telling you:
1. BUYERS could not reclaim prior support and flipped it into resistance, showing sellers stepping back in.
2. Bullish attempt failed, now turning into resistance rejection.
3. A break back ABOVE 7410 ( reclaim of prior support) and there is a 77% likelihood of gap fill.