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Nvidia (probably) saved the day
Together with Good Morning, Nvidia’s crucial earnings beat didn’t do much to boost stock market sentiment after-hours, at a time where US equities are already taking a beating. On a related note, active fund allocation to Big Tech stocks fell to the lowest since 2008. Move on from the daily deluge of tedious tasks and …
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Mediocre 7
Together with Good Morning, US stocks tumbled further after another round of pessimistic economic data, with major indexes turning negative YTD and Big Tech stocks taking a blow on the compounding threat of Chinese AI competition. Investors are nevertheless unironically hoping for Nvidia’s earnings today to change the tide. Automate your complicated business spend and … -
When AI meets Wall Street. A deep dive on Brightwave
Brightwave is revolutionizing the way Wall Street professionals work with their powerful AI platform. If you work in financial services, this deep dive is for you.
More from the archive
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Big Law Explores the PE Route
Together with Good Morning, OpenAI is preparing a new device launch, ByteDance's founder told staff to avoid AI distillation, Jamie Dimon is leading a cross-industry effort to tackle AI risks, market bulls are plowing into S&P 500 calls, and 'Big Law' firms are exploring selling stakes to PE. Transform your sleep for the better with … -
A Humbling July for Hedge Funds
Together with Good Morning, Stock bears suddenly got obliterated, Wall Street bankers are betting on huge bonuses this year, US has refunded $100B in 'Liberation Day' tariffs, Anthropic will build an in-house chip design team, and most hedge funds took a big hit in July on falling AI trades. One major hedge fund delivered double-digit … -
Iran Deal_v3_vfinal_vff_vrealfinal
Together with Good Morning, SpaceX beat estimates in its debut earnings, DOJ fined OpenAI for favoring foreigners over US citizens, Situational Awareness was not target of predatory shorts, US has used 'virtually all' long-range precision missiles on Iran, and Bessent says a deal to reopen Hormuz is imminent (of course NOT related to our military … -
Money Over Mission
Together with Good Morning, Citadel Securities says bull market drivers are 'firmly intact,' Robinhood is launching a VC fund to invest in YC-backed startups, Amazon hit a $3T market cap, DeepSeek's latest AI model is 100x cheaper than Claude, and Anthropic's CEO is concerned that new talent is only joining the firm for money. Alumni … -
A New Type of Korean Celibacy
Together with Good Morning, Kevin Warsh is considering reducing the frequency of Fed meetings, banks are offloading leveraged ETF risks with exotic 'crash puts,' PE dealmakers are shunning big firms to go at it alone, major corporates are turning to retired CEOs, and some Koreans are vowing to never trade again after blowing up in … -
Ken Griffin Monitored the Situation
Good Morning, AI hedge fund Situational Awareness blew up. The winner: Ken Griffin If you're looking for thematic exposure to AI minus the 4x leverage, margin calls, and Ken Griffin's wrath, you should check out my Litquidity AI Alpha Fund. It's doing quite well this year and I also maintain a solid edge: not selling … -
The K Short
Together with Good Morning, If you think US chip stocks are doing bad, take a look at our friends across the globe. More than 1.5M Koreans have now been liquidated. That ~3% of the entire population. The government is literally holding emergency meetings and publicly apologizing for the leveraged ETF mania lmao… $2T in value … -
JPMorgan Buckeyes
Together with Good Morning, Hedge funds are getting margin called, diversity in S&P 500 board appointments hit a decade-low, OpenAI's rogue agent compromised a second customer, a Citigroup MD got 30 years in prison for the worst of crimes, and Ohio State's athletics department signed a $17M annual sponsorship deal with JPMorgan. Get the charter … -
The Chirayu Rana Saga Continues
Together with Good Morning, Fanatics is planning its own prediction market platform, Fitch upgraded Jane Street to investment grade, Nvidia announced $750B in new deals, CXMT's founder will give 40% of his $14B wealth to workers, and Chirayu Rana re-filed a new lawsuit against JPMorgan and others, this time providing evidence. CME just launched single-stock … -
Jake Paul Sets up Shop in Dallas
Together with Good Morning, Jake Paul launched a family office, Jensen Huang made his Twitter debut, SpaceX successfully completed its first Starship test flight since going public, a PE founder pleaded guilty to a $50M fraud, and Shemara Wikramanayake will retire after making her mark as the world's highest paid woman banking CEO. Mizuho published … -
Japan Takes the Socialist Route
Together with Good Morning, Stocks tumbled yesterday as markets got double whammied by surging oil prices and a disappointing start to 'Mag 7' earnings. Elsewhere, US is making a tariff comeback, hedge funds are growing at the fastest rate ever, and Japan wants to regulate the market for Pokemon cards. Polymarket just launched Polymarket Institutional … -
Korean Traders Have Resurrected
Together with Good Morning, OpenAI's models went rogue during testing in an "unprecedented cyber incident," an ethical fintech boss tried setting up deals with a Russian arms dealer, Citigroup poached five senior tech bankers from rivals, PE assets stuck in 'zombie funds' are at a record high, and burned Korean traders are already making a …