📈 AI Stocks Drive Market
Since the start of 2024, 42 AI stocks have generated 67% of the S&P 500’s price return, contributing 22 percentage points of its 33% gain. The other 458 stocks added 11... קרא עוד ←
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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פתח בטלגרם 🔐 Ledger Implant Case Remains Unresolved
By 11 October, Bitquery estimated $93.2M stolen from 315 wallets linked to Ledger buyers and authorised reseller CryptoBilis in Southeast Asia. Ledger... קרא עוד ←
By 11 October, Bitquery estimated $93.2M stolen from 315 wallets linked to Ledger buyers and authorised reseller CryptoBilis in Southeast Asia. Ledger... קרא עוד ←
1 תמונה
🏦 Treasury’s Debt Gamble Moves Short
10-year Treasury yields have reached 5.23%, while 30-year yields moved above 5.6%, levels not seen in more than two decades. That comes despite Scott Bessent... קרא עוד ←
10-year Treasury yields have reached 5.23%, while 30-year yields moved above 5.6%, levels not seen in more than two decades. That comes despite Scott Bessent... קרא עוד ←
1 תמונה
🚀 The Full Space Value Chain
Heading into 2028, space spans launch, manufacturing, spectrum and services.
🖱️ $RKLB: rockets, satellite manufacturing, defense, Iridium global spectrum, 2.55M+ existing... קרא עוד ←
Heading into 2028, space spans launch, manufacturing, spectrum and services.
🖱️ $RKLB: rockets, satellite manufacturing, defense, Iridium global spectrum, 2.55M+ existing... קרא עוד ←
1 תמונה
💰 AI Infrastructure Debt Is Getting Tighter
JPMorgan expects $5.5T of AI spending through 2030, including $4.1T funded with debt. Morgan Stanley estimates private credit will fund over half of the... קרא עוד ←
JPMorgan expects $5.5T of AI spending through 2030, including $4.1T funded with debt. Morgan Stanley estimates private credit will fund over half of the... קרא עוד ←
1 תמונה
“Don’t sleepwalk through life. Find something that you really enjoy doing, if you can do it.
Not everybody is lucky enough to be able to find that, but it ought to be your goal.”
Warren Buffett
✔️... קרא עוד ←
Not everybody is lucky enough to be able to find that, but it ought to be your goal.”
Warren Buffett
✔️... קרא עוד ←
1 סרטון
The S&P 500 Telecommunication Services index fell 8.5% yesterday.
T-Mobile fell 12%, while Verizon and AT&T each fell 11%.
SpaceX bought a nationwide 800 MHz low-band spectrum portfolio and plans to... קרא עוד ←
T-Mobile fell 12%, while Verizon and AT&T each fell 11%.
SpaceX bought a nationwide 800 MHz low-band spectrum portfolio and plans to... קרא עוד ←
1 תמונה
📈 AI Big 10 Reach Record Share
The “AI Big 10” now accounts for a record 42% of US stock market cap, including the Magnificent 7, Broadcom $AVGO, AMD $AMD, and Micron $MU.
This figure has more than... קרא עוד ←
The “AI Big 10” now accounts for a record 42% of US stock market cap, including the Magnificent 7, Broadcom $AVGO, AMD $AMD, and Micron $MU.
This figure has more than... קרא עוד ←
1 תמונה