In-depth analysis and trading opportunities from our research team
The trillions poured into AI aren't about chatbots—they are funding a platform war. How hyperscalers use frontier models as loss-leaders to lock in cloud infrastructure.
Read MoreCrypto pre-IPO perps priced Unitree at ~4x its IPO valuation; the stock opened above even that. We watched, didn't trade. What these markets get right, wrong, and why most should stay out.
The AI revolution has fueled a historic rally in semiconductor stocks, but current valuations are flashing undeniable warning signs reminiscent of the 1999 dot-com bubble.
A sector analysis ahead of the CPI print, inflatin expectations and thought process how we'll develop our portfolio.