$GOOGL Interesting to note that Google has the 1st and 2nd top spots for web traffic to it's search page and YouTube. It is more web traffic than the rest of the top 15 sites COMBINED! (Meta, ChatGPT, Reddit, X, Tiktok, Amazon, etc). $GOOGL also has the lowest PEG, Forward PE…
HBM demand from GPUs is expected to rise 23% YoY in 2026, while ASICs demand is projected to surge 82%, taking its share of the market up to 33%, per Goldman Sachs.
$NVDA $AMD $AVGO $MRVL $MU
YouTube is the biggest provider of entertainment on TVs. It's not even close. This has more profound implications for entertainment and tech than I think most people have absorbed. So I took a big swing at reporting how it happened and what it means. wsj.com/business/media…
$MSFT TO DELIVER THE WORLDS FIRST LEVEL 2 QUANTUM COMPUTER
EIFO and $NVO Novo Nordisk Foundation invested 80M EUR to create QuNorth. Using the Microsoft stack in partnership with Atom Computing.
Quantum computing is the next frontier, but remember: hype often masks the real game. Watch for liquidity flows and institutional positioning in $MSFT.
Quantum computing is the next frontier, but remember: hype often masks the real game. Watch for liquidity flows and institutional positioning in $MSFT.
Denmark’s EIFO and the Novo Nordisk Foundation are investing €80M to establish QuNorth, a Nordic quantum initiative that will host the world’s most powerful commercial quantum computer — Magne — built by Microsoft $MSFT and Atom Computing.
Set to go live by early 2027, Magne…
What a day 👇
S&P 500: -1.1%
R2k: -1.8%
10-year: +4 bps to 4.40
Dollar index: +0.2%
WTI: +7.6%
Gold: +1.4%
Is this time different 🤔
Open question, but chaos & volatility are normal when investing.
New blog 👇
@CarsonResearch@RyanDetrickcarsongroup.com/insights/blog/…
You can’t make this up:
The Chinese delegation attending trade talks with the US was seen leaving the venue, per Reuters.
It was unclear if they would return.
This prompted speculation of whether the delegation was on lunch break or cancelling talks.
Now, Reuters is reporting…
This is how we have incrementally added exposure since the April 22 follow through day going from 0% invested to currently 60% invested currently. Some may wonder why did you not go 100% long on April 22. It's because half of the FTD signals don't work. Progressive exposure is…
The White House has put itself and the country in a bad situation but doesn’t realize it yet.
Around April 10th China to USA trade shut down.
It takes ~30 days for containers to go from China to LA.
45 to Houston by sea, 45 to Chicago by train.
55 to New York by sea.
That…
Some CEO takes in earnings calls on recession prospects:
$JPM CEO: "[Our team] thinks it's about 50-50 for recession"
$BLK CEO: "Most CEOs I talk to say we are probably in a recession right now"
$GS CEO: "The prospect of a recession has increased"
$MS CEO: "We are…
There’s a reason the Chinese demanded that the IMF stop 🛑 publishing their ‘Reserve Adequacy’ calculation for China and for Hong Kong in 2019…China doesn’t have adequate USD reserves to operate their economy. Buckle up….CNY and HKD are about to get sporty. #China#CNY
OpenAI says it has 500 million weekly active users for ChatGPT, up 25% from 400 million WAUs in February.
Paid subscribers increased nearly 30% from 15.5M at the end of 2024 to 20M.
$MSFT $META $GOOG $AMZN $BABA $NVDA
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