Price action year to date suggesting “PMs came into year with AI risk budgets maxed out and incremental $$$ requires rotation among different AI buckets” (software/hardware/power/hyperscalers)

Very much enjoy @ruoshuiresearch.bsky.social on here, should also check out their longer-form stuff on Substack. Really interesting, well-framed insights. For example: ruoshui.substack.com/p/the-price-...

TIL that a deepfake nude ban, sponsored by none other than Ted Cruz, was signed into law last May www.congress.gov/bill/119th-c...

Jensen has reached Pele/Madonna status where you can just say “Jensen” right?

Sandisk already traded more than 4.7 million shares vs an average of 1.6M for this time of day (past 30 sessions) $SNDK

hilarious claim: "The broader population of gamers is effectively uncountable, in part because the pastime now includes everyone from professional e-sports players to Wordle enthusiasts." www.bloomberg.com/news/article...

Where we are in the chip cycle

Jensen Huang talks about DeepSeek, which inarguably catalyzed his worst personal financial day ever, in as glowing of terms as I talk about my poodle.

Who makes water chillers for data centers and how can i buy puts an hour ago

Presentation-wise, I would not have done computer robot physics after real-world driving

tfw a pedestrian forces you to make the late left after the light changes

The man literally showed a demo of a tool that kicks dogs off couches. He will be attacked by a poodle when he least expects it.

Bringing back our jobs via foreign investment: Hyundai will deploy robot workers at its Savannah factory starting in 2028 www.reuters.com/business/aut...

The Nvidia CES waiting music makes me wish an AI-enabled robot were around to Van Gogh my ears

Hate that social media means I have to learn that the Leafs’ incredible play-by-play guy is one of those “snow means global warming isn’t real” people

strongest stocks being $MSTR/$COIN, $PLTR and $TSLA going into a midterm year eh

High beta momo long starting this year like it started last year

$OKLO C90s for this Friday flying off the shelves

My top five charts for 2026 Designed to get insight on evolving AI boom, the strength of the speculative bid in markets, how some curious divergences will be remedied (or grow larger), and get a bank-shot read on how the US economy is doing. sherwood.news/markets/the-...

Can't imagine anything more ironic than hurting my back putting together a roman chair I was planning on using to strengthen my back

Do the bitcoiners have a month-direction portmanteau already picked out for January yet? If not may I suggest “Jumpuary”?

Commodities ripping into the seasonal corporate issuance period and long term yields flattish is something.

$MANU +1.2%

Can’t remember the last time commodity tickers were the top three mentioned on r/wallstreetbets

This is a dumb sacking to do at this particular point in time. If we were gonna go through all this shoulda just stuck with Ole

2026: WE GO HARD(ware) Kicking off a new year with record a daily outperformance for chips versus software: $SMH trounces $IGV. sherwood.news/markets/chip...

This would be the first time ever $SMH (semis) is up 3.5% or more while $IGV (software) is down 2.5% or more.

Tesla poised to tie its longest losing streak ever after posting underwhelming 2025 deliveries sherwood.news/tech/tesla-q...

Huge move in long upstream short downstream AI today

The assessments of 1 and 2 on this list are about as well-trodden as any macroeconomic discourse get and absolutely impervious to the empirical reality of how bond and currency markets treat Treasuries and the USD.

Wrote the sentence “if you haven’t heard about the Grok AI pedo image generation discourse, it may be of interest,” which is a new weirdest start to work in a new year.

for the 1st time since 10/14/24 OKLO posted a close below its 200 day cc @ljkawa.bsky.social

Dan Ives named $AAPL one of his top 5 AI stocks for 2026. Not leaning too much into AI capex may have been what’s earned Apple a place in many portfolios, since it’s returned more cash via buybacks than Google, MSFT, Meta, & ORCL combined. sherwood.news/markets/one-...

Clearly the group that pulled this off is known as Ocean’s Ate

5 charts to watch for 2026 sherwood.news/markets/the-...

Just give Steve Sullivan the Jack Adams already

Well I hope Ridly Greig bobblehead night goes well in a couple weeks, Sens

DORGOAL!!!!!!

Whatever, Amorim is in the arena, trying stuff

I really like Sesko. I’d like him a lot more if he could be about 70% more clinical.

I was going to do a big “retrospective lessons learned during 2025” but there’s really only one that stands out: When someone says Zweig Breadth Thrust, don’t waste time looking it up, just buy buy buy buy buy.

The important thing is that Manchester United is playing and no other football matters

Gold rally isn’t over until there’s widespread reports of dentists stealing gold fillings

Since 1975, the only time gold’s had a longer streak trading above its 200dma than its current one, its break lower effectively marked the “true end” of the GFC (intermediate bottom in housing and banking stocks). When this streak ends, what will it mean?

Getting to the age where you really do get quasi sentimental and emotional looking at Christmas cards from buddies

But I’m just mainly critiquing the idea that Digital God accepts indulgences

This is literal regression/reaffirmation of status quo in a bid to commercialize a purportedly revolutionary technology.

Kudos to @danahull.bsky.social at Bloomberg -- hard not to see her reporting on Tesla’s doors as a catalyst for the regulatory probe into the safety of those things I can’t open whenever an Uber driver shows up in one sherwood.news/tech/nhtsa-i...

Pleased to be moonlighting as a brand ambassador for Karthik Couture cc @rajakorman.bsky.social

First time the four-quarter average for YoY nominal growth has moved up since Q1 2022