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Raw signal, scraped and timestamped.
Source material behind every call on the tape.
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The AI Boom is Over. Long Live the AI Boom.
For those that didn't just start buying AI stocks, wow, what a year, huh? I don't think a) it's going to bounce back hard or b) that "it's over". AI is clearly here to stay but now it's about pricing …
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US equity funds suffer outflows as chip stocks slide
U.S. equity funds recorded outflows in the week through July 15, as a selloff in chip stocks and rising U.S.-Iran tensions, outweighed strong corporate earnings and cooler inflation readings. They sold U.S. equity funds of a net $4.8 billion logging …
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Apple surpassed Nvidia in market value, reclaiming its spot as the world’s most valuable company
Shares of Nvidia briefly dropped about 3% and its market value dipped to $4.84 trillion in early morning trading, while Apple hovered near a $4.88 trillion market value. Those spots later reversed, and Nvidia closed slightly above Apple. Apple has …
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What if music had its own blockchain? (Not for NFTs. For attribution and revenue)
Most crypto projects are trying to tokenize finance. We’re trying to tokenize **creative relationships.** We’re building **NOiSE**, a music collaboration protocol on Solana. The idea is simple: * Upload original music. * Build on someone else’s work with permission. * …
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Why OpenRouter can Disrupt the Frontier Labs
Summary - Open Router will aggregate all ai models and become a platform, and a example of what applications built on ai look like. [Thoughts here](https://taikhooms.substack.com/p/why-openrouter-can-be-the-next-great?r=2pgab7)
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Will semis and memory recover?
I don't see it slowing down anytime soon. I'm also bullish and pretty confident that hyperscaler capex will only increase. The only downside I'm afraid is that their capex aren't profitable as much as people want to see and that …