BEARS
The bears have everything they could ask for.
Exploding bond volatility, surging yields, surging 52 weeks lows.
Just one problem: AI stocks refuse to go down.
SECULAR BULL MARKET
Not over because the AI capex bubble is likely not over, nor can the Trump administration afford for it to be over so soon.
2027 is likely to feature bubble-like conditions for three reasons:
1) Productivity Boom + Jobless Recovery = margin expansion; 2) margin expansion = multiple expansion;
3) more liquidity = multiple rerating
Dos ingenieros de Anthropic pasaron 24 minutos exponiendo cada función de Claude Code que no sabías que existía y gratis.
La mayoría de las personas pasarán de largo este contenido
Guarda esto para no perderlo 🏷️
Andrej Karpathy:
"Prompting is going away. Delete everything, keep Graph."
In 69 minutes he shows how to build Graphs, and why it's the only thing that will be left standing at the end
Prompts → Agents → Loops → Graphs
a loop keeps one agent working until the job is done
a graph decides which agents exist and what each one hands to the next
anyone can build an agent, almost no one builds the graph that runs them
watch it today, then save the full guide on Graphs below before everyone catches up ↓
He's 16 and already an AI engineer at OpenAI making $1.8M a year - and came to Stanford to share how:
"I skipped university and made $120k a month thanks to AI agents"
00:43 - how to get an OpenAI offer at 16 with no degree
18:34 - how one agent without code brings $120k a month
32:47 - how Claude Code turns you into a $1.8M AI engineer
after watching I realized that 4 years of university gave me a degree - one agent in Claude Code would have given me $1.8M a year
save & watch - the article below is step by step how to build an agent that lands you a job at Anthropic or OpenAI.
Google just dropped a 1-hour course on agentic engineering from scratch:
00:00 – How to build your first AI agent
08:24 – Build agent memory (short, persistent, long)
28:34 – Agentic loops, long-running AI agents
40:04 – How to build MCP (MCP vs API)
1:00:22 – Multi-agentic systems
This 1-hour watch will replace 10 paid agentic courses on the internet.
Bookmark this. Watch this weekend.
BREAKING: Palantir $PLTR CEO Alex Karp says "AI companies have to be nationalized."
There it is... He just admitted this entire psyop is about government liability protection and taxpayer money to bail out their debt.
Do AI labs need to be nationalized?
The X post interprets Palantir CEO Alex Karp’s CNBC comments as confirmation of a “psyop” to nationalize AI companies, framing regulation and safety concerns as a path to government liability shields and taxpayer-funded bailouts for firms like OpenAI facing cash burn and IPO barriers.
• In the September 17, 2026 interview, Karp stated that leading AI labs may need nationalization because “unlimited risks” and client lawsuits over stolen IP/data in models make private liability unmanageable, with the government as the only entity able to cap exposure.
• Karp views the public AI safety debate as misdirection; companies are indirectly seeking government ownership stakes for protection rather than full accountability, which could block traditional IPOs and shift frontier AI toward utility-like status.
Scott Bessent just publicly stated that taxpayer money is not going to cover the liability for Anthropic and OpenAI's reckless private credit borrowing.
So now Sam Altman and Dario Amodei are in a tough spot because the Trump administration refuses to bail them out and OpenAI can't go public because of how bad their account books look.
Is Sam Altman about to do the unthinkable and stage a cyber attack from an "unknown actor"? 🤔
@ulfposh Die Deutschen sind unmündig - erst zerstören sie das Land mit Energie und Einwanderungspolitik und wenn kein Geld mehr da und Reformen notwendig werden wählen sie Linksradikal