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BREAKING: 🇺🇸 BNY, the world’s largest custodian bank with $59 trillion in assets, is moving fund transactions on blockchain. BlackRock is among the first to move on-chain

The macro rotation from growth to value is entering its second phase. Key signal: 10Y/2Y spread inversion resolving. Positioning accordingly.

The Clarity Act is delayed but the SEC is still moving forward with rules on Tokenized
NVDA Breaking Out

NVDA appears to be forming a falling wedge

TSLA is forming a falling wedge and could break out.

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Can Microsoft Stock Surge to a New All-Time High by the End of 2026 as Azure Cloud Demand Accelerates?
Microsoft is trading at a valuation that's below its normal range. Microsoft is seeing sales strength from Azure and Copilot.

Michael Saylor Says ‘We're Back' as Speculation Grows Over Bitcoin Purchases
Michael Saylor fueled speculation on Sunday that Strategy Inc. (NASDAQ:MSTR) could resume its Bitcoin (CRYPTO: BTC) purchases following a pause of more than two months. Saylor Sparks Intrigue Saylor posted the company's accumulation chart on X, using orange circles or “dots” to highlight the firm's Bitcoin purchases.

Eric Trump Says American Bitcoin Mines Up to 13 BTC Daily at 49% Margins
Eric Trump says American Bitcoin (ABTC) mines between 11 and 13 BTC daily at close to 49% gross margins, running nearly 90,000 miners. The company's own quarterly filings largely support those figures.

Meta- and Google-backed Indian telecom operator Jio Platforms gets regulatory nod for IPO
The Indian capital market regulator has approved the IPO of Indian billionaire Mukesh Ambani's Jio Platforms. Meta and Google are among the largest shareholders in Jio Platforms.

Tesla's 2026 Capital Budget Skyrocketed to $25 Billion, With a Lot Going to Scaling Up Optimus
Tesla recently ended the sale of solar roofs, showing that not all of Elon Musk's big ideas work out as planned. Tesla's expensive push into robotics needs close monitoring.

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The macro rotation from growth to value is entering its second phase. Key signal: 10Y/2Y spread inversion resolving. Positioning accordingly...
The Clarity Act is delayed but the SEC is still moving forward with rules on Tokenized
NVDA Breaking Out
NVDA Bull Case Revisited: Why the 18% Consolidation Was Multiple Compression, Not Deterioration
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The Clarity Act is delayed but the SEC is still moving forward with rules on Tokenized
BREAKING: 🇺🇸 BNY, the world’s largest custodian bank with $59 trillion in assets, is moving fund transactions on blockchain. BlackRock is among the first to move on-chain

The macro rotation from growth to value is entering its second phase. Key signal: 10Y/2Y spread inversion resolving. Positioning accordingly.

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