We’re still in NYC, now celebrating my daughter’s 23rd bday. We had gains of ~126bps, about 49bps better than SPY. It was a bit off our highs of +180bps around noon, but we retrenched after some of the recent flyers like NBIS and IREN pulled in and fell.No worries. I have very strong convictions about...Read More

After hours INTC posted some truly blockbuster results, far exceeding even the most bullish forecasts. It’s important to note what was said during tonight’s call, with regard to CPUs. $INTC CEO: “The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic. This shift is...Read More