Alphabet/Google Earnings | US Job
The first casualties of AI job losses are within the tech sector
MSFT | Bloomberg | Conspiracy theories
Operating without access to Bloomberg Terminals
AI trading | MSFT | Dubious price action before Altman news?
What happened on Nov. 16th in late trading session?
S&P 500 2/3 SELL | Yellen @In-and-Out burger
Did she get President Xi one as well?
Tech IPOs postponed | Are bankers honest?
Not for the reasons the bankers say. Net supply of equities may be less than expected
US Equities | Technicals look favorable
When you hear what you want to hear.
Merton model | Debt/equity, relative value & asset volatility
Credit-equity relative value trades with CDS and equity options
AMD | NVIDIA | The value of great analysts
Don’t bet against founder CEOs regardless of the industry. They’re usually right.
NVIDIA | Who’s buying all the GPUs? And why?
Is anyone still using Threads? Why are so many startups building their own cloud infrastructure for Autogen AI without even launching a product?
US rates | NVIDIA | Our best guess on earnings
Our best guess on NVIDIA earnings and what equity analysts’ channel checks might be missing