Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

29 Jan 2025

Nvidia's market cap increased by $259 billion today after the stock rallied 9%, bouncing back from yesterday's record decline.

This was the 3rd largest single day increase in market cap for any US company (Nvidia already holds the #1/#2 spots). $NVDA Source: Charlie Bilello

29 Jan 2025

DeepSeek has apparently spent over $500 million on $NVDA chips despite low-cost AI claim,

Source: SemiAnalysis via @FT

29 Jan 2025

In the 1990 the wealth gap between the top 1% and the bottom 50% was $3 trillion.

Now the gap is $40 trillion. Source: Sven Henrich @NorthmanTrader

29 Jan 2025

The most DRAMATIC energy chart you can ever see 👇

While the world debates about Artificial Intelligence and how quickly can put its flag on Mars, there are huge portions of Africa non even able to have electricity ⚡️More than 600 million of Africa people do not access to electricity. Source: Alexandro Blasi

29 Jan 2025

So many tourists flying to Japan

(The weak yen helps). It is an extraordinary country to visit by the way. Source: The long view on X

29 Jan 2025

One-Pager on The Intelligent Investor

Source: Daniel @MnkeDaniel on X

29 Jan 2025

How many vacation days did you take last year?

Source: kickresume

29 Jan 2025

Overweight technology is a crowded trade.

"Goldman Sachs: Most of our clients expect Technology to outperform in 2025" Source: Mike Zaccardi, CFA, CMT, MBA

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks