The AI Arms Race: Increase in CapEx Spending over the last 6 Quarters...
-Amazon $AMZN: +143% -Meta $META: +135% -Google $GOOGL: +107% -Microsoft $MSFT: +77% Source: Charlie Bilello
$BRK Berkshire's stock portfolio end of 2024.
Source: App Economy Insights @EconomyApp
$META just announced plans to build the longest underwater cable in the world to help connect the US, India, Brazil, South Africa, and other key regions
Once complete the cable will be longer than the Earth’s circumference. Source: Evan @StockMKTNewz
Is there a secret "gold" tunnel in NY?
Source: @zerohedge on X
BREAKING: Prediction markets are now showing a 74% chance of Grok being the best AI in the world this month
Since the release of Grok-3, the odds of Grok being the best AI this month have soared +50 percentage points. In Grok's benchmarks, Grok-3 outperforms both ChatGPT and DeepSeek in multiple categories. The AI race continues to heat up. Source: The Kobeissi Letter, @Kalshi
We're currently witnessing the longest period of U.S. equity outperformance in history.
But there's a cycle to everything, and international diversification is perhaps more important today than ever before. Source: Peter Mabrouk
Investors are extremely bullish—heavily invested in stocks while betting against everything else.
Cash levels have dropped to just 3.5%, the lowest since 2010, according to the BofA Fund Manager Survey. Source: BofA
Trump’s Tariff "cheat sheet"
Source: Bloomberg
