Jesse Felder

jessefelder.com

19 October 2026 20:46

"At the moment, we have more compute capacity than we have demand, and we have a lot of the tokens and processing power being given away in freemium solutions." www.cnbc.com/2026/10/19/g...

Jim Paulsen

jimwpaulsen.bsky.social

19 October 2026 19:48

Unlike earlier in this bull market, since 2026, Old Era stocks have been providing hedge-like assistance against New Era stock price declines. Maybe New Era stocks could be liquidated without a broad-based dotcom-like bear market. See my full report at paulsenperspectives.substack.com

Lou Mannheim

loumannheim87.bsky.social

19 October 2026 19:46

I'm old enough to remember when large cap tech had more cash than they knew what to do with.

Tom Hearden

followtheh.bsky.social

19 October 2026 19:31

$DJT has been public for 5 years and 4 days today it made its all-time low h/t @stevezorowitz.bsky.social

Ivan the K ™

ivanthek.bsky.social

19 October 2026 18:40

Siri: Who are the biggest contributors to Stanford's endowment?