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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 …
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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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Megafunds sign up for midterms
Together with Good Morning, BOJ hinted at a rate hike, top consulting firms froze starting salaries for a third-straight year, Trump pardoned PE fraudster David Gentile, bond investors are seeking shelter in mortgage securities, and Blackstone, Apollo and KKR agreed to a private credit stress test in UK. Vanta is hosting a session for startup …
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Inside the $1.8M Illusion: The Rich Who Don’t Feel Rich
Everyone obsesses over the top 1%, but the more interesting breakpoint, and the one that actually shapes the economy, is the top 10%. The surprising part? What it means to be in that group changes dramatically depending on where you live, what you own, and who you compare yourself to. Here’s the real story behind …
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The Last Stretch
Together with Good Morning, We're headed into the final stretch of 2025 with AI bubble jitters catching on to rallying stock markets. But traders are looking to a 'cleaner' month with a Fed rate decision, a re-opened government, and calming volatility. Also, a date center outage at CME disrupted global markets for ten hours on …
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Laptops Shut for Thanksgiving
Good Morning, Nvidia and OpenAI are facing AI pressure from Google, RBC is facing accusations of being a “boys club”, Robinhood is making a big push into prediction markets, Abercrombie stock ripped 37% yesterday, and Kevin Hassett (current director of the National Economic Council) is the front runner to replace Jerome Powell. As we head …
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Mamdani Opens the Revolving Door
Together with Good Morning, Mamdani's transition team will include some prominent Wall Street execs, Michael Burry launched a newsletter to share his market research, Ray Dalio says the 'pod shop' hedge fund model is unlikely to last, and Trump just signed an executive order to begin the “Manhattan Project of AI” (*cue epic Oppenheimer soundtrack*) …
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Carry Won’t Save You
The private-equity dream isn’t dead, but the shine is definitely wearing off. For years, the PE pipeline was every analyst’s golden ticket: grind 100-hour weeks in banking, break into a megafund, wait for carry, retire early. That was the narrative. But the path is changing, and younger analysts and associates are starting to rethink the …
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Subprime Times for Amazon SWEs
Good Morning, BLS canceled the October CPI report, Trump met with Mamdani, hedge funds are scrambling to cover shorts, PE firms are turning to dividend recaps at record pace, McLaren bottled it again, and software engineers were hit the hardest in Amazon layoffs last month. Let's dive in. Before The Bell As of 11/21/2025 market …
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We Were Never Back
Together with Good Morning, PE employees are beginning to embrace smaller firms, Oracle CDSs are emerging as the AI bubble hedge, corporate insiders are buying the dip, just two sectors are accounting for all of US job growth, and US stocks tumbled yesterday in a rare rally-reversal that wiped out over $2T in value. Does …
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NVDA Earnings: We’re Still Him
Nvidia reported fiscal Q3 earnings after the bell, and once again reminded everyone that this isn’t a company, it is the motherboard for the entire AI economy. The Numbers: Revenue: ~$57.0B (vs $54.9B expected) EPS: $1.30 (vs $1.25 expected) Gross Margin: ~73% Q4 Guide: ~$65B +2% (vs $61.7B expected) Nvidia didn’t just beat. It extended …
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In the casino, betting on green
Together with Good Morning, Nvidia delivered again, Meta's chief AI scientist departed, BLS canceled the October jobs report, StockX is offering prediction markets on Labubu prices, Trump said he'd 'love to fire J Pow's ass,' and the Epstein files will be released by law. Specialized AI tools are emerging as the leaders for investment workflows …
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Release The Files
Together with Good Morning, Congress approved a bill to force the release of the Epstein files. Trump is expected to sign it into law. Day 1 of the inaugural Litquidity × NEXUS Capital Cup was an absolute blast and we're excited to see the competition unfold in the final stages. Our wonderful sponsors made room …
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Big Banks Forge Ahead
Together with Good Morning, AI is boosting BofA bankers' productivity, Goldman is set for its best M&A performance this century, Deutsche Bank unveiled plans to become Europe's 'champion in banking,' UBS talked to Bessent about moving their HQ to US, HRT's trading revenue surged to a record high, and Trump suddenly came out in support …
