META Sparks Momentum Meltdown

As a result of Meta's pivot toward becoming a cloud and selling its "excess compute", and away from "drunken sailor CapEx", Mag7s just had their best day against Semis on record...


Mag-7 outperforms amid semi & memory weakness ahead of US payrolls - Newsquawk US Market Wrap

ISM mfg PMI misses; US ADP short of St. consensus; US Challenger job cuts ease in June; OPEC+ reportedly likely to raise oil output quotas for August by 188k BPD; Trump said okay with Iran talks going past August 18th deadline; EIA crude stocks draw less than expected; USTR's Greer stated USMCA shifting to rolling talks and no renewal; BoE's Bailey noted soft UK economy was the reason to hold rates; Softer-than-expected EZ Flash inflation; META reportedly building a cloud business to sell excess AI compute; Mixed NKE earnings

The Elephant In The Room That Is Fraud

It is clearer every day that most people posing as journalists are essentially Democrat campaign workers instead of reliable sources of the news or the truth...

Software Strikes Back

What if the next AI winner isn't another chip stock? Since June 23: Software +7.5% SOX -7.5%

A Surveillance State On Wheels

You think a backseat driver is annoying? Try a dashboard with biometric monitoring skills and the ability to speak in bleeps, dings, and buzzes...


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