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Will streaming will eventually go the way of cell service?
Look at the U.S. cell carrier market. Over the last 20 years, we went from a fragmented market to massive market saturation and full consolidation around the Big Three (Verizon, AT&T, T-Mobile). I think streaming could heading down the exact …
Tech 100 & All Cap Long
Going to stick with the Tech 100 Long Model for a little while. I think the tech correction will be just that. It's possible QQQ could try to test 670's at some point but that would be a bottom going …
Daily Crypto Discussion - July 20, 2026
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THE MARKET IS SLEEPING ON FLUORSPAR.
I’ve been digging into CTV recently, and I think it’s one of the more interesting overlooked critical mineral stories on the market. Most investors are focused on lithium, copper and rare earths, but fluorspar gets very little attention despite being …
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Thus far, there has been very high dispersion between the unwind in momentum and the overall index, which has remained relatively resolute. Is the index, then, about to roll over as well?
We have seen a really aggressive de-leveraging and momentum unwind across the AI sector, and broader momentum names, yet the overall index, tracked mostly by US500 and ES, here, still remains relatively supported. We see that clearly from the dispersion …
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SWIFT just built a blockchain across 17 major banks and cut out everything crypto actually cares about. Is this a win or a loss for the industry?
SWIFT launched a blockchain-based shared ledger this week. 17 banks from six continents already piloting. Citi, HSBC, UBS, BNP Paribas, Wells Fargo, BNY. Round the clock money movement. They managed to build this in just 9 months The catch: it …
BioLineRx and Hemispherian AS to Present Data Demonstrating Strong Synergy of GLIX1 with PARP Inhibitors in HR-Proficient Ovarian Cancers at ESMO 2026
GLIX1 ovarian cancer data just got accepted at ESMO in Madrid this October. AstraZeneca sells 5 billion dollars a year of olaparib. It only works in half of ovarian cancer patients. GLIX1 appears to unlock it for the other half. …