The flow of money into US tech funds is getting crazy volatile 🚨
This week: -$15 billion outflows—the biggest pullback in at least 2.5 years, over double the previous record.
And just last week? +$19 billion inflows, also the biggest in 2.5 years.
US equity funds overal
Just in: Iran's state media says the IRGC hit multiple US Army spots in the Middle East after US strikes on Iran. They warn any more US attacks will get a 'broader response.'
The Nasdaq just had its fifth straight losing day as chip stocks tanked globally.
It all started with one report: OpenAI is thinking about pushing its IPO to next year.
That worry spread to Asia. Traders are nervous that a delay could slow AI infrastructure spending, and
Just finished a call with a dude who's juggling 23 businesses right now.
He built every single one using AI in just days.
We're really stepping into a whole new world.
Just came back from the Mizuho Tech Conference where we caught up with Sandisk. Memory cycle is definitely accelerating.
Data center is now the biggest and fastest growing NAND market segment—this is reality, not a forecast.
Product roadmap looks solid: first revenue from
Yes, Jon, his assets that were tied up in his home went up in smoke as a preplanned media stunt orchestrated years ago in a land far far away, luckily, geniuses like you have figured it out and are doing a community service to inform the masses with your ohhh so insightful tweets.
We live in the dumbest of times.