There is no AI bubble, just an OpenAI bubble. Gerstner should have said "Hell, yes," when Sam asked him if he wanted to sell his shares. A lot of the market action in past month can be explained by a removal of OpenAI as a major player in market cap of Mag7. The current rumored

Worth a read! open.substack.com/pub/thesimples…

If markets never act like people expect then Bitcoin should rallly from here, not make a new high and then Satoshi Nakamoto will reveal his true identity: @scottie

‼️Struggling US firms usually mean higher unemployment AHEAD: The share of US small businesses reporting POOR SALES as their most important problem jumped to the highest level in 4 years. In the past, this has been a leading indicator for a rising US unemployment rate.

🚨 THIS IS VERY, VERY BAD!! I spent days looking at where the global financial system is heading… And next year will be rough. 97% of people will lose EVERYTHING in 2026. Not because of a classic recession or a bank run. It’s something much bigger than that, let me explain:

Consensus is caution here. Even Tom Lee calling for a big pullback in early ‘26. Wrong. Big money has been driving down prices in recent weeks to buy in cheap. Rally just started. 7500 by end of Q2. Pullback will come in 2nd half of ‘26.

Silver ETF $SLV volume exploded today. More than $9.6 billion of $SLV was traded today. This only happened twice before: April-May 2011 and February 2021.

x.com/i/article/2009…

Can you read 900 words per minute? Try it.

Buy the close, sell the open. Keep it simple.

Interesting times seekingalpha.com/article/486454… Seeking Alpha

"This is a $1T company in the making. I can't fathom a better entry point for what ServiceNow is building... This is a one of one company. That's not speculation, it's a fact." - Bill McDermott, CEO ServiceNow $NOW

European elections be like: - Anti-immigration party wins 49% of Parliamentary seats - Conservatives, Liberals, Socialists, Greens and Stalinists form a "grand coalition" to govern with 51% of the seats

V-shaped recovery confirmed

x.com/i/article/2022…

A few of our weekly inputs have come in for US growth. We continue to rebound hard cyclically. EURUSD down, US assets (soon) up, and ISM PMI towards 60 by summer. Our Nowcast IQ is telling a VERY contrarian story to the current market trends currently.

🔴 Massive earnings week ahead. I’ll be live on TrendSpider for every reaction in real time. 🟢Monday: $HIMS breakdown with James C.Foord 🟢Tuesday: $MELI, $ZETA, $TEM 🟢Wednesday: $NVDA with Tushar Chande 🟢Thursday: $RKLB & $SOUN with Dougie Fresh Picks 👉Link in bio to watch

Some solid tax advice here open.substack.com/pub/whattax/p/…

x.com/i/article/2026…

Here's my take on this whole AI madness x.com/JamesCFoord/st…