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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 …
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Tether Goes All-In on Gold
Tether shakes up gold market with massive metal hoard
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Ex-Olympian’s Drug Empire Falls
FBI arrests ex-Olympian running crypto cocaine empire
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Startup-on-Startup M&A
Together with Good Morning, BlackRock's bond CIO is suddenly the favorite for Fed chair, Bridgewater CIOs say AI spending could reshape the economy, bond traders are hiking duration risk on a Fed rate cut pause, US raised tariffs on South Korea after trade deal delays, and startups are increasingly buying startups as AI reshapes the …
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Here we go again
Together with Good Morning, US threatened 100% tariffs on Canada if their China deal goes through, private credit funds are raising billions despite risks, Goldman boosted D-Sol's pay to $47M, TikTok completed its US divestment deal, and odds of a government shutdown surged following major federal law enforcement controversies in Minnesota. If you actively trade …
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The Future of Data: Pyth Network
How Pyth Network Is Becoming The Bloomberg Terminal of Web3.