AI stocks info arb today:
1. Democrats swept midterms - took both chambers, Trump impeachment incoming
2. $WTI crashed -8%. Dems ending US-Iran tensions = money rotating into bonds, gold, and $BTC
3. The Great Divergence:
Cloud giants $MSFT $AMZN $GOOGL $META ripped +5-8%
Chip plays $NVDA $MU $INTC $MRVL $LITE $CRWV dumped -3-9%
4. Meta acquired AI coding startup Conductor - building multi-agent orchestration to compete with Claude Code, Codex, Cursor
5. $OpenAI buying Pierre (GitHub competitor) - devs can now close the loop entirely inside Codex
Macro rotation is real. Cloud infrastructure eating while semis bleed.
1. Democrats swept midterms - took both chambers, Trump impeachment incoming
2. $WTI crashed -8%. Dems ending US-Iran tensions = money rotating into bonds, gold, and $BTC
3. The Great Divergence:
Cloud giants $MSFT $AMZN $GOOGL $META ripped +5-8%
Chip plays $NVDA $MU $INTC $MRVL $LITE $CRWV dumped -3-9%
4. Meta acquired AI coding startup Conductor - building multi-agent orchestration to compete with Claude Code, Codex, Cursor
5. $OpenAI buying Pierre (GitHub competitor) - devs can now close the loop entirely inside Codex
Macro rotation is real. Cloud infrastructure eating while semis bleed.