PJM, the biggest US grid, sets capacity prices at $329.17 from $269.92. 🚀 Data centers for AI are driving the biggest surge in US electricity demand in history. Tune into our on-demand webinar on: AI and the Grid to learn more- link in comments 👇 $VST $CEG $NRG $TLN

Trump's Most Favored Nation (MFN) policy will crash the U.S. healthcare stocks. Medicare will be forced to pay the lowest drug price paid by peer nations. The U.S. drug prices for many medications are 4–5 times those in peer-developed markets: $NVO $LLY $MRK $BMY

If you enjoyed this short thread, follow me Philoinvestor and please RT for more visibility. Thank you! 🦉

Beat LLM Psychosis reading list suggestions.

Q2 2025 Earnings. How Big Tech Pulled Ahead Again globaloutperformers.substack.com/p/q2-2025-earn…

Dividend Dude $GOOGL looks attractive at these levels, with revenue up +13.8% in Q2, driven by Google Cloud’s +31.7% growth.

The torn feeling of holding a stock and wanting it to pump, vs wanting to gobble up more shares of that stock when it dips, hits me in my soul.

Subscribe to M. V. Cunha's Substack mvcinvesting.substack.com/?r=68mjp2&utm_…

This is unprecedented: Core CPI inflation is back above +3% and PPI inflation is at its hottest since March 2022. Meanwhile, President Trump is calling for a 300 BASIS POINT rate cut and is set to replace Fed Chair Powell. Are you ready for what's next? (a thread)

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Kevin Malone 🔥👀Next stop? Bank reserves get drained → repo market stress → Fed forced into emergency liquidity injections (think 2019 crisis on steroids). But here’s the twist with the Trump Admin and Bessent behind the wheel: A funding crunch like this could be the perfect opening

Surprisingly, there are still niche HIGH DEMAND industries that are overlooked by the market. Industries loaded with demand and projected returns GREATER than the market. This thread reveals 8 of them, along with my favorite stock to take advantage of the opportunity: 🧵👇 1/

2/ Computational Drug Discovery ( $SDGR) The old way is expensive, slow, and has a high failure rate. Computational platforms using AI, and in the case of the stock below, physics, can dramatically accelerate simulations of how a body will react to molecules or drugs. Projected

The Song is considered to be one of the most difficult arias ever written for a soprano. And yet she makes it look so easy, and with such power. And she was only 17 years old when she performed it.

🚨 Margin debt just hit a fresh all-time high: $1.022 trillion. The market is on fire, but so is the leverage behind it. This is one of the most dangerous signals in the markets right now. ( a thread)

BREAKING: Nvidia, $NVDA, has reportedly ordered a halt to the production of its H20 chip after China told its technology companies to stop purchasing them.

It’s not a ‘conspiracy theory,’ this is directly from an American Doctor. He says it’s almost always CHEAPER to not use your health insurance He says insurance charges $2,000 for 1 image, cash price is 2 for $300, he says it’s like this for all imaging. “Guys, cash is king. So

An excellent detailed and impartial article analysing the competition between $NVDA and $AMD in the AI GPU race from Rihard Jarc 🔥🔥🔥 Lots of talking points especially on the CUDA ‘moat’ and how ROCm can challenge and perhaps topple the current king!!! 💪💪💪 Every

The growth of LLM context length with time: - GPT-3.5-turbo → 4k tokens - OpenAI GPT4 → 8k tokens - Claude 2 → 100k tokens - Llama 3 → 128k tokens - Gemini → 1M tokens Let's understand how they extend the context length of LLMs:

You have to be ready for the robotics trade. I strongly believe robotics will be the biggest AI trade of all. Robotics represents the pinnacle of AI, the endgame of AI if you will. The “ChatGPT moment” for robots is likely much closer than people think. AI has already started