Straight from the Desk
Syz the moment
Live feeds, charts, breaking stories, all day long.
- All
- equities
- United States
- Macroeconomics
- Food for Thoughts
- markets
- bitcoin
- Central banks
- geopolitics
- Fixed Income
- europe
- gold
- Asia
- Commodities
- investing
- AI
- Technology
- technical analysis
- Crypto
- nvidia
- china
- ETF
- earnings
- oil
- Forex
- energy
- banking
- Volatility
- Real Estate
- magnificent-7
- Alternatives
- apple
- emerging-markets
- tesla
- switzerland
- Middle East
- amazon
- United Kingdom
- assetmanagement
- microsoft
- ethereum
- russia
- meta
- Industrial-production
- ESG
- Healthcare
- Global Markets Outlook
- bankruptcy
- Turkey
- brics
- Market Outlook
- africa
- performance
BREAKING: BYD unveils battery system that allows EVs to charge as fast as regular cars
Source: ns123abc (@NIK) on X
🔴 TRUMP & TSMC TO ANNOUNCE MASSIVE $100B U.S. CHIP INVESTMENT
Trump and TSMC, the world's largest contract chipmaker, are set to unveil a $100B investment in U.S. semiconductor manufacturing over four years. This expands on TSMC’s $65B Arizona site, which began mass production in 2024, and is fueled by the 2022 CHIPS Act’s $6.6B grant and tax incentives. With AI, smartphones, and military tech at stake, the move aims to counter Taiwan’s 90% grip on advanced chips. Source: WSJ thru Mario Nawfal on X
Europe has AI regulations without AI companies.
Europe has crypto regulations without crypto. Europe wants to censor social media without social media companies. Source: Michel A.Arouet
$BABA beats on the big three revenue, adjusted net income and adjusted EPS!
"Cloud revenue growth accelerated to double digits at 13% year-over-year, with AI-related product revenue achieving triple-digit growth for the sixth consecutive quarter" Source: The Transcript
An interesting chart by stocktwit 👉 $PLTR insider transactions in 2024:
• Buys: $0 • Sells: $3,104,510,822.09 👀👀👀👀👀 Yesterday after the close, Palantir CEO Alex Karp has announced a new plan to sell $1.2 billion of stock. $PLTR 🔴 was down -12% in after-hours trading
The price of Bitcoin is now as stable as the largest technology company stocks like Tesla and Nvidia.
Source: Documenting Bitcoin
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
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
Investing with intelligence
Our latest research, commentary and market outlooks

