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Alphabet Just Solved the AI Capex Question — At Least For Now
Markets Hold Their Breath: Fed Split, Mag7 Earnings, and the OpenAI Shockwave
The Magnificent 7 Earnings Week: Why the Next 72 Hours Will Decide the Future of the AI Boom
This week, five of the world’s seven most valuable companies face investors — and they all face the same question....
- The OpenAI Reality Check: What the Revenue Miss Means for the Entire AI Capex Bubble
OpenAI missed its internal targets — what that signal means for the $700 billion AI infrastructure buildout, the dependency chain…
- Goldman Sachs Raises Brent Forecast to $90: The Complete Sector Analysis on the Hormuz Crisis and Which Five Industries Are Now Structurally Winning or Losing
It’s the fourth upward revision in two months. And it’s the most striking since the start of the Iran conflict…
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Apple trimmed to 22.6% — AXP now #2 at 20.5%, cash ~$300B
80% in AI puts (PLTR & NVDA) — plus contrarian Pfizer calls
New positions in financials (XLF) and equal-weight S&P (RSP) — trimmed biotech
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