Cut to the News
This is how I interpret the news. The market moves off of surprise, prices are baked in.
New NVIDIA TRUMP Deal
On August 11, 2025, Trump and NVIDIA struck a deal allowing exports of the H20 chip to China, with the US taking 15 percent of sales revenue. This move is expected to boost NVIDIA’s revenue and stock, while raising concerns about national security.
Is Reddit Manipulating the Market?
In a world where Reddit users rally behind tickers like $OPEN and $DNUT for reasons ranging from real analysis to pure chaos, the line between manipulation and momentum gets blurry. Dive into my latest post where I break down how internet-driven investing is reshaping what we think we know about equilibrium, agency, and the market itself.
What is MicroStrategy
Why is MicroStrategy ($MSTR) trading at a premium to its Bitcoin holdings? I explain the hype and whether it’s a smart investment or just euphoria.