AI stock alpha dump:
1. Fed hike Friday? Hot CPI just pushed odds to 90% for 25bps on the 16th. 10Y Treasury kissing 5%. Risk-off incoming.
2. Ray Dalio begging to slow AI down—warns $100Bs in damage in 6-12mo. Trump's response? "Nah. America stays ahead of China." Full send.
3. $ORCL down 23% YTD. Larry Ellison just canceled his $7.5B stock sale. Translation: "I'm not selling. You shouldn't either." Conviction or cope?
4. $OpenAI officially delaying IPO. Sam Altman says no listing until 2026. Why? 10% chance AI wipes out humanity in 10 years. Safety first, bags later.
5. SoftBank stock nuked 13%. They're all-in on $OpenAI—$64.6B invested, 13% equity, and now issuing another $11.87B loan. Full degen mode. No hedges.
1. Fed hike Friday? Hot CPI just pushed odds to 90% for 25bps on the 16th. 10Y Treasury kissing 5%. Risk-off incoming.
2. Ray Dalio begging to slow AI down—warns $100Bs in damage in 6-12mo. Trump's response? "Nah. America stays ahead of China." Full send.
3. $ORCL down 23% YTD. Larry Ellison just canceled his $7.5B stock sale. Translation: "I'm not selling. You shouldn't either." Conviction or cope?
4. $OpenAI officially delaying IPO. Sam Altman says no listing until 2026. Why? 10% chance AI wipes out humanity in 10 years. Safety first, bags later.
5. SoftBank stock nuked 13%. They're all-in on $OpenAI—$64.6B invested, 13% equity, and now issuing another $11.87B loan. Full degen mode. No hedges.