www.youtube.com/live/DUWz5Ih... They now have Monday shows Tuesday shows Wednesday shows and Friday shows. A total of five shows per week.

The inflation adjusted 10-year treasury yield is back to historical normal levels of 2%. This is the risk-free rate.

Record profit margins and these are expected to keep rising all next year and over the next 5 years are going to Bank of America thanks to AI.

I loved that meme so much, I made it the main picture of the special report I've spent 3 days working on!

OK I was having a rough day until I made this with Nano Banana 2🤣

This is really cool. I built this with Luna during today's report.

Solar and wind are what's driving the AI boom.

My family will, at some point (hopefully within 1 to 2 years), be 100% secure. What about everyone else? Everyone is using AI, no one trusts the AI companies, and the road we're headed down, we are confident we don't like.

This is why AI is worth it. All the risks, all the suffering that's coming, BUT 50,000X faster scientific research makes it worth it. Assuming we don't end up dead before we cure cancer of course😉

Congrats, ChatGPT, on becoming the 5th most-visited website in the world.

I have no food allergies, but am temporarily allergic to cats. I'll take the shots for 5 years, and that will cure me of that allergy. My vegan friend Tom informs me that Vegan Tracy will own a cat, so I had best fix this problem.🤣

America is the 5th most generous nation, but #1 if you measure donations as a % of GDP. Of course, money isn't everything. But still, how cool is it that we're #5!

Note the EV/EBITDA of private equity. That's the hedge fund deals. VFLO is 8X EV/EBITDA, which is better than what Shark Tank investors are getting.

Highest % of people entrepreneurs by country

Anyone telling you prices will come down is lying. Even if they are the president of the United States😉

I'm sorry, all surveys are broken. Sentiment isn't worth crap anymore. Hard data only. I FEEL miserable if you ask me how I feel today. But I'm actually going to Subway for dinner, and then hours in the hot tub with friends. So I'm both miserable and happy but only telling you about the misery😉

I feel the same despair most of you do. You can't not, thanks to the algos and the warped incentives they have. BUT that's why, instead of 5.2 hours per day that Gen Z spends on social media, I spend 5.2 hours looking at charts to learn the truth about what's happening and to find hope.

Why surveys don't matter anymore. Surveys are broken because people are too pessimistic. I am super pessimistic about the short-term social trends. There is ZERO reason for optimism that we will do the right thing in the next few years. But that doesn't matter to the economy or stock market.

Nasdaq PEGY analysis. Nasdaq is 19% undervalued due to much stronger growth expectations and tons of cash on the balance sheet.

Morningstar estimates Mag 7 forward PE of 33.5 is fair value.

Humans are social creatures. We are not meant to live alone. It's possible to survive alone, but you won't thrive alone. If you think you can? You're wrong, but I still love you😉

WTF?! So now I have to go on Tinder?🤣 Ironically, I've heard it's one of the three dating sites that allow you to screen for vegans.

Tristin Harris is right. We have to regulate social media or else it will cause far more harm than good.

DeepSeek's latest model is slightly worse than Gemini 3, which came out 3 months ago. China is 4 months behind the US vs 6 months in Jan (DeepSeek R1). The US Invents the world's best models, and China distills them within 4 months and gives them away for free. THIS democratizes AI to all.

Sorry, Scott Galloway, the giant rivers of global capital are NOT running out of the US. Who has all the big tech companies that are eating the world? 🤣

So OBVIOUSLY a recession is coming? 😉😂

It's just like the tech bubble! Except for all the differences! 😉

Nvidia is worth more than 4/11 sectors of the stock market.

OMG, how fun are PEGY analyses! Market pricing in 11.8% growth vs 14% expected in the next year. Market's PEGY is 1.01, which by definition can't be overvalued. This isn't a bubble as long as companies deliver on the expected growth.

OMG, I love doing articles like these! Just exploring interesting concepts with lots of cool charts and AI research assistance!

S&P 493. 15% EPS growth vs 2%. The difference is 13% EPS growth faster for Mag 7 than S&P 493. And what about stock returns?

Mag 7 median growth estimates. Those capex estimates last quarter were 5% for 2026 and 2% for 2027.

In the age of AI, profits for corporate America go up...abundance...BUT concentration in profits rises because profit growth for big companies rises faster. After all, they have the resources to take advantage of new tech.

Tariffs peaked at 30% on April 9th. But the actual tariffs seem to have peaked at just under 13%. People and companies adjust.

youtu.be/0-_ikbp9BRg?... While I am finishing up at the hot tub please let me know what's going on David Shapiro

What this research from Goldman Sachs indicates is that the tech giants can borrow almost 800 billion dollars safely! So if free cash flow goes to zero they can borrow 8 times more than they borrowed in 2025. That's how much dry powder there is in the AI spending boom.

Everyone in AI is supply constrained whether it's chips or memory or power... Demand is growing faster than supply no matter how much money we spend to grow supply.

The stock market is about five times more likely to go up 20% or more than it is to have it down year. Earnings growth was 15% this quarter The earnings momentum is fantastic companies are raising guidance and the economy could accelerate to 3.6%. The consensus is a 6% gain next year? 😉😂

53% of the time the stock market peaks in December and the median gain when the stock market is up in any given year is 21%. Which is the average gain for the year in the 53% of times the stock market peaks in December.

Yes, it was a crazy year!

youtu.be/tHgA_GNdtes?... Oh my goodness They always have the best charts!

Real time wage growth 4.1%, holding steady 1.6% above real time inflation. Economy looks great, real wage growth looks great too!

Wow! Blowout retail sales growth! Yes it's the holidays but it's up 7.6% compared to last year's Thanksgiving! The strongest retail growth in 3 years! Dallas Fed weekly economic index might get close to 3% this week! Next year we're expecting 3.6% GDP growth.

Every day multi-billion AI Deals are happening.

Subway now has this. As someone who basically lives off vegan subway subs this is life-changing news 😉

Here's more details. It's like a Soap Opera...or a real life game of thrones. The only way to stop it?

Sam Altman is in a Panic over Gemini. Ironic.

This moves me to tears, because it's so true🥰

Today's report is "3 Things All Investors Need To Know About Tech Stocks" and the 1st thing is a fact-based and passionate (and Olive Garden themed😉) plea to share the video Tristan Harris did with Diary of A CEO about proper alignment of AI. Because nothing matters more for the future of humanity