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Elon Sending DOGE to Moon
Elon Musk says SpaceX may put DOGE ‘on the moon’ next year
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Sell the SaaSpocalypse
Together with Good Morning, Stephen Miran resigned from his White House role, PayPal fired its CEO, Nvidia is considering investing in OpenAI's IPO, investors are ramping up steepener bets on a Kevin Warsh Fed, bankers are readying for the busiest IPO week in five years, and software and private credit BDC stocks are tanking on …
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Epstein Backed Coinbase
Jeffrey Epstein was an early investor in Coinbase
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$XXX Ticker Incoming
Together with Good Morning, Elon Musk merged SpaceX with xAI, which he previously merged with X. The combined entity is valued at $1.25T. Talk about 'strategic' M&A. Upgrade your dealmaking and investment workflows with Blueflame AI, the only AI solution for dealmakers that integrates directly with VDRs. Learn more below. Let's dive in. Before The …
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UAE’s Secret Trump Deal
UAE Sheikh secretly acquires stake in Trump’s World Liberty Financial
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Sandisk is the New Nvidia
Together with Good Morning, Trump surprised markets with his Fed chair pick, Musk is pivoting Tesla to physical AI, US released its final tranche of the Epstein Files, the metals rally ended in spectacular fashion, the US government partially shutdown, and Sandisk blew past earnings to extend its YoY rally to 1,500%. W.M. Gibson restocked …
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DFIN: The Virtual Data Room provider trusted by Wall Street
In this Sunday Deep Dive, we talk about DFIN, one of the biggest & most-trusted virtual data room providers on Wall Street, processing billions in deal documents a year and ensuring bankers have one less thing to worry about when they’re grinding on live deals.
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Crypto Wins in Senate
Crypto bill clears Senate despite Democrat opposition
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Musk’s Mega-Merger Bender Begins
Together with Good Morning, Trump will announce his Fed chair pick today, Blackstone has lined up 'one of largest IPO pipelines in history,' OpenAI is making progress on a $100B pre-IPO funding round, and Musk is considering merging SpaceX with Tesla or xAI ahead of its historic IPO as he begins consolidating his $3T+ business …
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Fidelity Drops New Stablecoin
Fidelity launches FIDD stablecoin
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Astrology >> Fundamental Analysis
Together with Good Morning, South Korea overtook Germany in stock market value, mining stocks gained $500B in market cap since Jan 1st, Meta investors green-lit Zuck's AI spending after a stellar earnings, Carvana's stock plunged on a short seller report, and Musk is using astrology to time his historic SpaceX IPO to boost chances for …
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Heated Rivalry: Wall Street Edition
Together with Good Morning, Sydney Sweeney launched a lingerie brand, Citadel is joining the metals rush, private credit firms are selling debt to themselves at record rate, traders are the most risk-on since 2021, gold is moving vertically, and JPMorgan is pressuring its M&A bankers to catch up to Goldman. Diversify beyond volatile stocks and …