Institutional Flow Report: Major Rotation into 10Y Treasuries and S&P 500 Re-accumulation 📊

🚀 AIXI just scored a massive win.

Washington Just Handed Coinbase a Federal Banking License

Amazon eyes $9 billion Globalstar deal to rival SpaceX's Starlink, FT reports

The market regime just shifted to risk-off for the first time since 2022. Here is what the data says historically happens next.

Iran-US war latest: Massive Kuwaiti oil tanker off Dubai port hit as Trump issues fresh warning to Tehran

Enterprise software outperformance

$NVDA Analysis Fundamental

Asian markets tumble as oil rally, Middle East tensions shake markets- Moneycontrol.com

Cyclical investing meets war, the result is explosive alpha

What study of past 8 oil shocks telling us

How the big oil and gas CEOs think the Iran war supply disruption will play out

Control the 🛢️ control the universe: diplomacy affecting the market and bear thesis

[Analysis] 28 Days since the Iran-Israel Conflict began: A look at the Winners, Losers, and the shift to Safe Havens.

Institutional De-risking Report: COT Data and Probability Models show heavy Distribution in Equities vs. Record Inflows in 2Y Treasuries 📊

Dow Jones & NASDAQ Composite close in -10% correction territory

Dow Jones & NASDAQ Composite close in -10% correction territory

Gold ETF Momentum Analysis

Can SoFi Management Be Trusted? Comparing Management Statements with Hard Data

I spent the last week going through five Chinese tech earnings back to back and the picture is way messier than people think

This is not a dip buying opportunity

Jury awards $3M in social media addiction case, finds Meta 70% and YouTube 30% liable in landmark negligence verdict

Volume in stock and oil futures surged minutes before Trump's market-turning post [CNBC]

Iran is in an internal battle between Hawks and Doves

Pentagon adopts Palantir Maven AI as core military system, securing long term funding and deeper integration across US forces

Pentagon Formally Adopts Palantir MAVEN AI as Core Military System, Billions Committed

With oil touching $120, is anyone actually doing the math on what happens if this Iran war runs another 6 months?

Supermicro stock plunges 26% after US charges co-founder with conspiracy to smuggle Nvidia chips to China

Super Micro shares tank 25% after employees charged with smuggling Nvidia chips to China

Everyone is panic selling NVO while the WHO is literally begging for more supply.

Nvidia to sell 1 million GPUs to Amazon through 2026 and 2027

Super Micro Co-Founder Charged in China AI Tech Case

Super Micro -14% after-hours as co-founder arrested for AI chip smuggling to China

Super Micro Dives: U.S. Says Execs Smuggled Chips To China

My thoughts - AMS-osram for a EU Photonic play and great industrial execution track record

Iranian attacks have knocked out 17% of Qatar’s LNG capacity, says Qatar Gas CEO.

How resilient the US stockmarket is ...

Alibaba -4% premarket as profit drops 67%, revenue rises 2%, cloud prices rise 34%, signaling urgent AI monetization push

Alibaba -4% premarket as profit drops 67%, revenue rises 2%, cloud prices rise 34%, signaling urgent AI monetization push

Nvidia Sees $1T in AI Orders by 2027, but Most U.S. Investors Can’t Own the Chinese Suppliers Behind 60% of Its Optical Modules

Micron record quarter - The generational memory boom is alive and well

Micron revenue almost triples, tops estimates as demand for memory soars

Wholesale prices rose 0.7% in February, much more than expected

Press Release: Micron in High-Volume Production of HBM4 Designed for NVIDIA Vera Rubin, PCIe Gen6 SSD and SOCAMM2

Signals for the week 3/16/2026

Nvidia GTC 2026: CEO Jensen Huang sees $1 trillion in orders for Blackwell and Vera Rubin through ’27

Nebius Signs $27B AI Infrastructure Deal with Meta

Stock market today: Dow, S&P 500, Nasdaq futures climb as oil rises with US and Iran targeting energy infrastructure

The entire AGI bet rests on a single island - and the market doesn't seem to care

Nooks