We are getting a lot of questions about Kalshi and its impact on sportsbetting apps. For $DKNG 10% of its users also used Kalshi in January 2026, compared to only 2.5% in October 2025.

Hey Grok who would win this fight?

$DKNG's top users are on Kalshi more than $FLUT's. Per hungry's request, we looked at whether or not Kalshi was pulling away the top users from DraftKings and FanDuel. We took the top 20% of users by time spent in each month and saw what % of them are also on Kalshi.

My podcast is back... The Howard Lindzon Show: The Robinhood Crash, Robinhood vs Schwab: The Market Cap Gap and The Degenerate Economy Update howardlindzon.com/p/the-howard-l…

$DKNG earnings snapshot: This one always needs more context. Good outcome luck & the large jackpot helped the Q4 beats. That’s not structural or exciting just like them missing because of bad outcome luck in other quarters wasn’t concerning. BUT… the 2026 guidance is awful &

To every executive not in their blackout period who has seen their stock cut in half due to AI concerns. To the CEOs telling us how misunderstood their companies are: Insider purchases speak so much more loudly than words. Show us how convinced you are with your personal

x.com/i/article/2024…

Loved the Citrini thought piece. However seems unlikely we will have enough compute for this scenario in 2028, or even the early 2030s. Distillation, quantization and Edge AI cannot bridge the gap. AGI is an event horizon with a significant compute dependence.

Anyone else’s TradingView not updating? Even seeing pricing issues on the Apple stock app too

I think you can tell who’s had a fully agentic work experience and who’s only used ChatGPT for simple prompts by how they’re reacting to the Block layoffs. Yes, the company may have been bloated. But why does that automatically diminish the role AI likely played in the decision?

I built my own sector rotation dashboard using Perplexity Computer. The Rotation Graph tells me what sectors are leading and leading at any given moment. For good measure, I added a trend leaders section, which helps me identify sector leaders in every major sector. Not too

IMO, the blue line on this $SPY chart is going to be incredibly important, whether price is above or below it and its trending direction. That is the MTD VWAP.

Most tech podcasts are so fucking boring. The host is either some person who couldn't hack it in a operating role (VC, engineer, founder, etc.) or some VC who is just doing it to get deal flow. No one cares what Bill Gurley thinks about AI, they want to hear about why he

The Howard Lindzon Show: Claude vs OpenAI: The Quadruple Lindy + The Biggest Workflow Shift in Generations howardlindzon.com/p/the-howard-l…

I have some sad news: My good friend, Stan Weinstein, recently lost his soulmate, Rita Weinstein, to pancreatic cancer after her courageous 3½-year battle with this dreadful disease. During that time, Rita—along with Stan and their three daughters—worked tirelessly for their

I hate my clients

"Capitalism created the possibility of the win win win. It used to be a zero sum game where somebody won, somebody else lost. The biggest mistake people make, intellectuals in particular, they still think we're in a zero sum world. They're obsessed with some billionaires because

Conservatives Members Of Parliament Crossing The Floor To Become Liberals: Those MPs Were BOUGHT I don't think we can end Floor Crossings because it's just too hard, it's almost a Constitutional change But look at WHY people elected to represent one party switch parties 2/

Going live RIGHT NOW Alissa Coram Investors.com

The inflation story in one chart: Where government spending and subsidies are highest, prices rise the fastest. Where competition is highest, prices fall.