Hartnett: AI Hyperscaler Announcing A Capex Cut Will Trigger The Next Great Rotation

teaser image
teaser image

"The most obvious catalyst to reverse the “AI-awe to AI-poor” rotation is an AI hyperscaler announcing a capex cut" - Michael Hartnett


"Billion Dollar Movie In One Prompt": AI Disruption Crosshairs Hone In On Hollywood Studios

teaser image
teaser image

"We believe this is just the tip of the iceberg, which is shocking considering Seedance has only been available for a few days..."


Lavrov Soberly Acknowledged The Challenges Posed By Trump 2.0

teaser image
teaser image

He calmly acknowledged that it’s now more difficult for Russia to advance its foreign policy goals due to the US’ renewed attempt to dominate the global economy through coercion and force...


Which US States Are Seeing Incomes Rise The Fastest (And Slowest)

teaser image
teaser image

Colorado led the nation, with median household income up 46.9% since 2019...


The Epstein Egregore

teaser image
teaser image

The Club is in the global domination game, and its accoutrements include fraud, racketeering, blackmail, and ritualized abuse of women and children...


Estimate your earnings

oz

Calculate earnings


Despite AI's 'Creative Destruction', Goldman Says Macro Remains Constructive For Stocks

teaser image
teaser image

Rates are being pulled in a few different directions which has made trading duration from the short side on the basis of stronger growth a little trickier... The cleaner play remains equities...


Bitcoin Mining & The Electricity Grid: A Quiet Savior

teaser image
teaser image

Magic internet money Bitcoin may be, but its positive spill-over effects on electricity grids around the world might be even more important than the asset itself...


Eat The Rich: California Democrats Trigger Reverse Gold Rush With Wealth Tax

teaser image
teaser image

California Democrats seek to trap rich citizens with a retroactive wealth tax. They are engineering a type of reverse Gold Rush as up to a trillion dollars leave the state with a line of U-Hauls heading for the nearest border...


3 Detained As SWAT Team Swarms Home Near Guthrie's House

teaser image
teaser image

Traffic stop executed on a Range Rover said to be linked to targeted home


Trump Promises Voter ID "Whether Congress Approves Or Not"

teaser image
teaser image

Trump also slammed Democrats as “horrible, disingenuous CHEATERS” for opposing Voter ID...


'High Degree Of Difficulty': Even Goldman's Top Trader Admits 'No One Really Knows How This Will End'

teaser image
teaser image

...there’s more change happening right now than ever before... you have to admit that no one really knows the path nor the end point...


Indian Scrapyards Welcome Growing Number Of Dark Fleet Tankers

teaser image
teaser image

At least three vessels sanctioned by the United States have arrived in recent weeks at the demolition hub of Alang on India’s west coast, following a record 15 dark fleet tankers sent to these scrapyards last year.


Judge Weighs Whether To Block Vaccines Changes From CDC, RFK Jr.

teaser image
teaser image

...so judges are now vaccine experts too?


The Best Trade Of 2026: Goldman Reveals How To Profit From The Ongoing Collapse Of Software Stocks

teaser image
teaser image

...resolving "the unresolvable existential threat" from AI disruption.


Eating All The Cash: Hyperscalers Spending 92% of Cash Flow on Capex

teaser image
teaser image
Mag7 selling, record Amazon losing streak, and widening credit spreads.

FAA Mandates Airlines To Affirm Merit Hiring For Pilots

teaser image
teaser image

“The American people don’t care what their pilot looks like or their gender... they just care that they are [the] most qualified man or woman for the job.”


Zerohedge store image

Vast Majority Of Americans Want Voter ID And Democrats Don't Care

teaser image
teaser image

Surveys provide more proof that Democrat leaders want oligarchy, not "democracy"...


'Soft' CPI Soothes SaaSpocalypse: Bonds & Bullion Biggest Weekly Winners, Banks Worst

teaser image
teaser image

...'dispersion' is the word of the week as investors swing from "AI-awe to AI-poor"...


Rubio Says US & Europe "Belong Together", Urges Alignment With Trump's Vision For Western Revival

teaser image
teaser image

Serving as both a warning and an invitation, Rubio’s remarks acknowledged ’mistakes’ made by both the U.S. and Europe in the decades following the Cold War...


"A Shoot First, Think Later" Market, As Both Goldman & JPM See Feverish Rotation Out Of Digital, Into The Physical World

teaser image
teaser image

As markets dump AI stocks, they are buying HALO stocks – Heavy Assets Low Obsolescence, because as both JPM and Goldman notes, we are seeing see a rotation from the Digital world back into the Physical one.