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MU update – monster rally, cooling overnight
Hey everyone – hope you're having a good week. Yesterday was absolutely wild. MU closed at $1213.56, up nearly 16%. Hit $1255 at the high after opening at $1233. Volume 83M – heavy but not panicky. Overnight is showing around $1178.75, down about 2.9% from yesterday's close. A mild pullback …
Cushing Hub nearly empty?
The amount of crude oil inventory at the Cushing Hub in Oklahoma fell to a 12-year low in the past week, according to the latest report from the U.S. Energy Information Administration, and in the opinion of some experts, puts the hub at nearly empty. Dangerously close to empty. The …
Regarding Tax Managed Investing
Has anyone tried Direct Indexing through a Tax-Managed SMA (Separately Managed Account)? I'm interested in knowing what portfolio performance has looked like after fees, taxes, and withdrawals for income. Also curious whether people have managed to produce tax alpha over long periods of time because I'd assume cost basis of …
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
The US government has blocked the release of Anthropic Mythos, and is slow walking the release of openAI GPT5.6 to individual customers (enterprises probably) approved by the government one by one This means Chinese open source open weight models are going to catch up to parity with legacy GPT5.5 and …
Stop missing the early buys on EasyA Kickstart — free bot that alerts you the second money moves in
Been aping EasyA Kickstart tokens and got tired of finding out about the runners after they already 2-3x'd. So I built a free Telegram bot that pings me the instant buys start hitting — figured this crowd would get the most out of it. Why it helps you catch moonshots …
Ondo Starts 24/7 Minting, Redemption for Tokenized Stocks & ETFs
The CLARITY Act Timeline Just Got a Whole Lot Tighter
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
ok so MU print was straight up a beat with blowout guidance and the ripple was insane. pulled the chart from moomoo this morning and WDC popped 11%, SNDK 12%, QCOM 12%, STX 7%, ARM 5%, with INTC ASML and AMD all up 3% plus. semis basically lifted off. but …
MSTR long hold
Obviously a bet on BTC. Me and Saylor gonna make some money! LFG