Trading Tips Blog

Remember when Spark Capital dropped $75 million on Anthropic back in 2023? Most people thought they were nuts. Today, that stake is worth about $7 billion on paper. Not a bad return for betting on a startup nobody knew existed. Here's the thing though: that era is basically over. The AI startups that were scrappy underdogs three years ago—Anthropic, OpenAI, and friends—are now the giants. And like all giants, they're about to get hungry. Not for more funding, but for acquisitions. **The $700 ...
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Here's the thing about the chip wars: everyone assumes one player has to dominate everything. Nvidia's been the undisputed king of AI training, but AMD just figured out something clever—maybe the future doesn't need a single chip to rule them all. This week, AMD CEO Lisa Su announced a partnership with Cerebras that basically says: "Hey, what if we stopped making one chip do everything?" It's a move that could actually matter. Here's the setup. Traditionally, the same hardware handles both sides ...
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Remember when the first half of 2026 felt like a financial roller coaster? Buckle up—JPMorgan just dropped a report suggesting the second half might be even bumpier, and spoiler alert: it's not the fun kind of bumpy. The bank's strategists basically said, "Yeah, about those stock gains you've been enjoying... don't get too comfortable." The S&P 500 is up 9% year-to-date, which sounds great until you realize JPMorgan thinks returns for the rest of 2026 will be "more modest." Translation: the ...
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Look, everyone's obsessed with the flashy AI companies—the ones making headlines and burning through cash like it's going out of style. But if you want to actually make money in this AI boom, you need to think about who's *making the chips* that power all these fancy AI models. Enter Taiwan Semiconductor Manufacturing Company (TSM), the unglamorous hero of the AI revolution. Here's the thing: TSM is basically the factory that builds chips for everyone who matters. Nvidia, Apple, AMD, Intel, ...
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Here's the thing about the AI infrastructure story everyone's been telling: it had a neat, tidy ending. All the enterprise AI workloads would eventually migrate to the cloud—AWS, Azure, Google Cloud, Oracle, take your pick. Pay per token, let someone else sweat the hardware, done. JPMorgan Chase just threw a wrench in that narrative. This week, SambaNova Systems (an AI chip company Intel apparently tried to buy for $1.6 billion less than a year ago) raised $1 billion at an ...
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Remember when the first half of 2026 felt like a financial roller coaster? JPMorgan just dropped a report basically saying, "Yeah, buckle up—the second half might be even messier." The bank's strategists are calling it: stock returns are gonna be pretty underwhelming for the rest of the year. The S&P 500 has already climbed 9% year-to-date and bounced back 18% from its April lows, but JPMorgan's saying don't expect that magic to continue. Translation? The party's probably over. Here's what's got the ...
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Remember when Spark Capital dropped $75 million on Anthropic back in 2023? Most people thought they were nuts. Fast forward three years, and that stake is worth $7 billion on paper. Not a bad return for betting on an AI startup nobody had heard of. But here's the thing—that era is basically over. The AI startups that were scrappy underdogs a few years ago? They're now the giants. Anthropic, OpenAI, and the usual suspects (Microsoft, Google, Amazon, Meta, Nvidia) are collectively spending ...
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Here's a thought that should keep Big Tech executives up at night: Mark Cuban thinks a lot of the massive data centers they're building right now will eventually become... pickleball courts. The billionaire investor dropped this gem on the latest "All-In" podcast, and honestly, it's the kind of joke that lands because there's real teeth to it. Cuban's point is simple but devastating: if AI models and data centers get more efficient—which they almost certainly will—then all the computing capacity being ...
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