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Nvidia’s Power Challenged | AMAT Signals Policy Risk | Tech Buckles as Data Returns

Nov 14, 2025

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15 min read

Nvidia’s Power Challenged | AMAT Signals Policy Risk | Tech Buckles as Data Returns

The shutdown ends and volatility begins. AI leaders lose altitude, hyperscalers rewrite chip politics, StubHub trades on uncertainty, and a K-shaped economy makes markets... not jobs... the first point of failure.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Burry Goes Dark | Verizon Slashes 15k | OpenAI Losses Exposed | Foreclosures Climb

Nov 13, 2025

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14 min read

Burry Goes Dark | Verizon Slashes 15k | OpenAI Losses Exposed | Foreclosures Climb

AI suppliers ride startup losses, Verizon launches its largest reset on record, early-stage defaults rise again, and the IRS lifts retirement caps for 2026.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Housing May Finally Unfreeze | China Evades Nvidia Chip Ban | Cisco’s $1.3B Shockwave

Nov 13, 2025

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15 min read

Housing May Finally Unfreeze | China Evades Nvidia Chip Ban | Cisco’s $1.3B Shockwave

A six-week data blackout ends just as the market rotation accelerates... Cisco rewires the AI trade with a monster order book... and crude piles up so fast OPEC+ may be forced into a price war.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Relief or Fool’s Gold? | Big Banks Boom | Traders Split on What Comes Next

Nov 12, 2025

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15 min read

Relief or Fool’s Gold? | Big Banks Boom | Traders Split on What Comes Next

Financials are feasting, tech is tanking, and gold’s glittering again, welcome to the new market split. Although... the last time markets felt this euphoric, it didn’t end well.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Can Powell Hold the Fed Together? | Investors Chase Safety and Yield

Nov 12, 2025

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15 min read

Can Powell Hold the Fed Together? | Investors Chase Safety and Yield

Hawks, doves, and data blackouts, December’s cut could break more than policy. The Dow’s euphoric and the Nasdaq’s exhausted.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The 7-Year Car Loan Trap | Hollywood’s $1.5B Reboot | AI’s Mega Deal Fizzles

Nov 11, 2025

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14 min read

The 7-Year Car Loan Trap | Hollywood’s $1.5B Reboot | AI’s Mega Deal Fizzles

Paramount’s betting big on Ellison’s reinvention, Nebius just learned growth can hurt, and Americans are financing cars like houses.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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