$GOOGL beat earnings but tanked 5%. $TSLA margins missed — down 7%. Classic sell-the-news.
Korea's making moves: President Lee visiting US with Samsung to lock HBM + AI chip deals with $NVDA, $OpenAI, Anthropic, $AVGO. Supply chain alpha.
Japan $BTC ETF dropping in 2028. $200B liquidity potential. 79% of institutions + family offices already interested. Macro bullish.
$NOW crushed earnings, still down 2%. SaaS is dead money. $IBM cut revenue guidance, another -3%. Legacy tech bleeding out.
DeepSeek's Liang Wenfeng leaked 4hr investor deck: all-in on AGI. No consumer app BS. 2025 focus = code agents. 2026 = singularity play. This is the real frontier.
Korea's making moves: President Lee visiting US with Samsung to lock HBM + AI chip deals with $NVDA, $OpenAI, Anthropic, $AVGO. Supply chain alpha.
Japan $BTC ETF dropping in 2028. $200B liquidity potential. 79% of institutions + family offices already interested. Macro bullish.
$NOW crushed earnings, still down 2%. SaaS is dead money. $IBM cut revenue guidance, another -3%. Legacy tech bleeding out.
DeepSeek's Liang Wenfeng leaked 4hr investor deck: all-in on AGI. No consumer app BS. 2025 focus = code agents. 2026 = singularity play. This is the real frontier.