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Watchlist Wednesday: Bitcoin Just Killed the 4-Year Cycle. Welcome to the Grown-Up Bull Market
Let’s rip the Band-Aid off fast: if the 26% dip has you fetal-positioned under your desk, you’re not investing. You’re doing emotional CrossFit. And you’re failing. Bitcoin has always been a mechanical bull soaked in tequila. That’s not changing. What’s changing is everyone pretending the ride is still controlled by… Read ⇢
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The Sunday Pleb
Welcome to The Sunday Pleb. We make sense of the Week in the rearview and what’s ahead in five minutes or less. The 43-day U.S. Government shutdown has ended, and we now enter one of the final, consequential weeks for 3rd-quarter earnings. The Week in Review (11/10/25) Markets at a… Read ⇢
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Stonk Saturday: CoreWeave (CRWV)
If you want to know where we are in the AI infrastructure cycle and in the data center buildout, look no further than CoreWeave. This week, CoreWeave delivered its Q3 earnings report, and in it, we gained valuable insight. CoreWeave (CRWV) has quietly become one of the most important barometers… Read ⇢
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The Sunday Pleb
Welcome to The Sunday Pleb. Markets move fast, and some weeks are noisier than others. We make sense of the Week in the rearview and what’s ahead in five minutes or less. A few important callouts on changes before we continue: Thanks for reading that quick update. Let’s recap the… Read ⇢
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Stonk Saturday: NVIDIA (NVDA) — The Week the AI Trade Blinked
For months, the market treated artificial intelligence as a straight line — every data center built, every chip sold, another confirmation of endless growth. This week, that illusion’s attraction cracked. NVIDIA, the undisputed symbol of the AI boom, briefly touched a $5.1 trillion market cap on Monday’s intraday high of… Read ⇢
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Privatize Profits, Nationalize Risk: OpenAI’s $1 Trillion Ask
Though OpenAI has walked back its statements, its comments amplify how detached AI leaders are from reality. OpenAI wants U.S. taxpayers to guarantee over $1T in loans (ref). The company’s CFO even laughed off the idea of an IPO; the century-old mechanism for raising capital without public backstops (ref). A… Read ⇢
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Ghost Revenues and Phantom Profits, The Russell 2000
“You will never find a more wretched hive of scum and villainy” – Obi-Wan Kenobi Obi-Wan was talking about Mos Eisley, but he could’ve just as easily meant the Russell 2000. Every October, ghosts come out. Usually, they’re made of plastic and hang from porches, but this year, they’re haunting… Read ⇢
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The Sunday Pleb
Welcome to The Sunday Pleb. Markets move fast, and some weeks are noisier than others. We make sense of the Week in the rearview and what’s ahead in five minutes or less. A few important callouts on changes before we continue: Thanks for reading that quick update. Let’s recap this… Read ⇢
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The Sunday Pleb
Welcome to the first edition of The Sunday Pleb. Markets move fast, and some weeks are noisier than others. We make sense of the week in the rearview and what’s ahead in five minutes or less. The Week in Review (10/20/25) Q3 ’25 Earnings Season Markets at a Glance Market… Read ⇢
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