🛢 Oil Markets Trade on Rumors
Brent crude swung from $111.97 to $105.95 in three hours on one unconfirmed headline. WTI December futures made the same trip, falling from $101.37 to $95.25.
The report... Read more →
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
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Open in Telegram 📉 Hedge Funds Turn Defensive
Hedge fund net leverage has fallen to 43.7%, the largest weekly decline since Liberation Day in April 2025 and the 4th largest in 5 years. Net positioning is now at the... Read more →
Hedge fund net leverage has fallen to 43.7%, the largest weekly decline since Liberation Day in April 2025 and the 4th largest in 5 years. Net positioning is now at the... Read more →
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⚠️ MSCI Warnings Hit National Markets
MSCI warnings have hit Turkey and Indonesia hard. Turkey’s stock market fell 23% after MSCI’s first warning in June. Indonesia’s fell 18% in 3 days after MSCI... Read more →
MSCI warnings have hit Turkey and Indonesia hard. Turkey’s stock market fell 23% after MSCI’s first warning in June. Indonesia’s fell 18% in 3 days after MSCI... Read more →
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Ⓜ️ The Cost Gap in AI Intelligence
Meta's Muse Spark and Google's Gemini cost about $0.40 per AI task, versus $2.34 for Anthropic's Opus 5. That is a nearly 6x gap in the cost of intelligence.
Meta and... Read more →
Meta's Muse Spark and Google's Gemini cost about $0.40 per AI task, versus $2.34 for Anthropic's Opus 5. That is a nearly 6x gap in the cost of intelligence.
Meta and... Read more →
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HERE ARE THE TOP 15 PERFORMERS OF 2026
🖱️ $MRNA +639%
🖱️ $SNDK +447%
🖱️ $TWST +319%
🖱️ $DELL +259%
🖱️ $AXTI +215%
🖱️ $MU +208%
🖱️ $AEHR +200%
🖱️ $PENG +192%
🖱️ $MRVL +168%
🖱️ $BE +155%
🖱️ $AMD... Read more →
🖱️ $MRNA +639%
🖱️ $SNDK +447%
🖱️ $TWST +319%
🖱️ $DELL +259%
🖱️ $AXTI +215%
🖱️ $MU +208%
🖱️ $AEHR +200%
🖱️ $PENG +192%
🖱️ $MRVL +168%
🖱️ $BE +155%
🖱️ $AMD... Read more →
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🤖 Anthropic Pays Up for AI Financing
Anthropic is offering Blackstone a yield of over 10% to finance its latest $60 billion AI chip deal. That is above the roughly 7% rate paid by borrowers with a... Read more →
Anthropic is offering Blackstone a yield of over 10% to finance its latest $60 billion AI chip deal. That is above the roughly 7% rate paid by borrowers with a... Read more →
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💻️ Nvidia's Valuation and Demand Shift
Nvidia is trading near its cheapest valuation in a decade, despite guiding to roughly 70% growth next year.
Vera Rubin is expected to be its fastest product... Read more →
Nvidia is trading near its cheapest valuation in a decade, despite guiding to roughly 70% growth next year.
Vera Rubin is expected to be its fastest product... Read more →
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🇹🇼 Taiwan’s Stock Boom Tests Fund Managers
Taiwan’s stock market is up 62% this year, making it the best-performing major market. Nearly 10% of listed stocks have doubled in value.
Fund managers... Read more →
Taiwan’s stock market is up 62% this year, making it the best-performing major market. Nearly 10% of listed stocks have doubled in value.
Fund managers... Read more →
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