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Another Sixty Days to Iran
Together with Good Morning, Anthropic officially surpassed OpenAI in valuation, chip stocks are set for their biggest gains since the dot-com bubble, Goldman is on track for near-record M&A volumes, Starbucks and Amazon are going opposite directions in AI adoption, and Trump unleashed another sixty days on Iran. Before we dive in, I wanted to …
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American First❌ Iran First✅
Together with Good Morning, Jamie Dimon is looking to spend $20B on M&A, Samsung factory workers will get ~$400k bonuses after a labor union deal, a Google developer was charged with insider trading on Polymarket, and Trump said economic costs and political backlash will not force him into a hasty Iran deal. "They thought they …
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Trump Backs Prediction Markets
Trump backs push to expand prediction market authority
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Another Ferrari Flop
Together with Good Morning, Trump wants Kevin Warsh to be 'totally independent,' Sam Altman retracted his prediction on AI job losses, Taiwan overtook India as the world's fifth-largest stock market, two of the biggest memory chip makers simultaneously hit a $1T market cap, and social media absolutely clowned Ferrari for its EV debut. Unlock time, …
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Mark Cuban Dumps Bitcoin
Mark Cuban sells most of his Bitcoin
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May the Rally Proceed Nicely
Together with Good Morning, We hope you took some time away from work to relax and catch up with loved ones this Memorial Day Weekend. While most of us were offline, my intern worked around the clock to cover developments in the Iran situation. We might just have some good news (at least according to …
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Extra High Stakes for SpaceX
Together with Good Morning, JPMorgan will hire more AI staff and less bankers, Starbucks scrapped its AI inventory tool, SpaceX launched another Starship test flight ahead of its IPO, and SpaceX will mint a handful of billionaires (and the first one trillionaire🤷♂️) from its historic IPO, and Anthropic is nearing its first quarterly operating profit …
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Trump’s Bitcoin ETF Canceled
Trump’s Truth Social pulls Bitcoin ETF from review
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X DMs and Historic IPOs
Together with Good Morning, Goldman CEO David Solomon slid into Musk's DMs on X to win the SpaceX IPO lead mandate. SpaceX filed publicly for the biggest IPO of all time. OpenAI also began work on an IPO filing. Also, Nvidia beat earnings. What a time for capital markets… BILL published a survey highlighting the …
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Illegal Crypto Banking
Elizabeth Warren calls crypto bank charters illegal
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Bank execs have a clanker complex
Together with Good Morning, Goldman will lead the SpaceX IPO, Chirayu Rana got sued, fund managers boosted stock allocations by a record, LPs accused Marc Rowan of misusing Apollo resources, Nvidia is on a massive deal spree, and bank CEOs are likening humans to machines in increasingly dystopian AI rhetoric. Our Ramp × Litquidity Padel …
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$10B Bitcoin Insurance Plan
Iran pushes $10B bitcoin insurance for Strait of Hormuz