Goldman banned most of its staff from AI coding tools today. Same day the market sold off $1 trillion of AI stocks. Did the bots just take a personal day? lol

Hedge funds dumped $20 billion of tech in two weeks because "AI is a bubble." Meanwhile data center construction is growing at a record 211% annualized pace. Somebody's very wrong. https://t.co/KaSZpyqdgy

$AAPL and $PLTR both report in 4 hours. One is the most boring $5 trillion company alive. The other trades like a meme stock with government contracts. Which one moves more tonight?

Last night of calm before the craziest week of the year. $AAPL and $PLTR Monday. An election and $AMD Tuesday. Jobs Friday. Which one are you most nervous about?

Tomorrow is $AAPL's first earnings under John Ternus. Options are pricing a ~4.3% move. On a $5 trillion company that's about $215 billion either direction. Welcome to the job, John. https://t.co/QTufHm1VrJ

$IREN is back under its 2021 IPO price. Over $4 billion in contracted revenue. Has Microsoft as a customer. Reports earnings Thursday. The market is pricing it like it's still mining bitcoin in a garage. Hmm... https://t.co/n5NPRGoVSc

South Korea's chip exports were up 259% year over year in October. US semis just had one of their worst months in years. Is the AI trade over? https://t.co/GkVu4qUSRP

Cheap never looks cheap while you're living through it. It only looks obvious on the chart afterwards. $AAPL and $PLTR tomorrow. $AMD Tuesday. The 'E' in P/E gets tested this week.

$AAPL passed $NVDA as the most valuable company on earth. The strategy? Mostly not spending money on AI. Reports Monday after the close. No pressure. https://t.co/UiMG6u9MM5

$QQQ fell 3.5% on Friday. Retail responded by throwing nearly $1 billion into $TQQQ. One of the biggest inflow days ever. Either that's the bottom or we have a massive margin call brewing. Rarely anything in between.