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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 US high-yield credit market stress is rising sharply, with spreads for CCC-rated and lower corporate bonds up to 12.0%, their widest level since November 2022.
Over the last 5 months, spreads surged... Read more β
Over the last 5 months, spreads surged... Read more β
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Diversification is dying.
For every $1 invested in the S&P 500, its 10 largest stocks get about 41 cents: Nvidia ($NVDA) 8 cents, Apple ($AAPL) 7 cents, Microsoft ($MSFT) and Alphabet ($GOOGL) 6 cents... Read more β
For every $1 invested in the S&P 500, its 10 largest stocks get about 41 cents: Nvidia ($NVDA) 8 cents, Apple ($AAPL) 7 cents, Microsoft ($MSFT) and Alphabet ($GOOGL) 6 cents... Read more β
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The S&P 500 just hit its 28th record high of 2026, crossing $71 trillion in market cap for the first time.
π±οΈ 10-, 20- and 30-year Treasury yields are at 24-year highs.
π±οΈ Inflation is 3.4%, above... Read more β
π±οΈ 10-, 20- and 30-year Treasury yields are at 24-year highs.
π±οΈ Inflation is 3.4%, above... Read more β
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Leopold Aschenbrenner opened 4 option positions two weeks ago. He paid $96M, and all 4 expired in the money.
π±οΈ Micron (MU), strike $1,000.
π±οΈ SanDisk (SNDK), strike $1,600.
π±οΈ Intel (INTC), strike... Read more β
π±οΈ Micron (MU), strike $1,000.
π±οΈ SanDisk (SNDK), strike $1,600.
π±οΈ Intel (INTC), strike... Read more β
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π AI Boom Rebuilds the Stock Market
a16zβs State of Markets II report says technology generated about 76% of S&P 500 profit growth in 2026. Capital is shifting from software toward physical... Read more β
a16zβs State of Markets II report says technology generated about 76% of S&P 500 profit growth in 2026. Capital is shifting from software toward physical... Read more β
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