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Bitcoin's wild ride: Should investors hang tough or get out?
38:34
Yahoo Finance Yahoo Finance

Bitcoin's wild ride: Should investors hang tough or get out?

Crypto analysts debate whether Bitcoin has found a bottom near $57,000 after capitulation selling, while warning that ETF-driven institutionalization has permanently broken the traditional 4-year cycle and created a bifurcated market where only institutionally-adopted assets are likely to thrive.

about 2 months ago · 9 points
Big Tech earnings: What do investors do now?
2:43:28
Yahoo Finance Yahoo Finance

Big Tech earnings: What do investors do now?

Amazon beat Q4 revenue and AWS growth expectations but shocked markets with a $200 billion 2026 capex forecast, triggering a 10% stock drop as investors weigh margin pressures against the strategic necessity of securing AI compute capacity.

about 2 months ago · 10 points
Why investors may have to contend with market volatility for a while
13:11
Yahoo Finance Yahoo Finance

Why investors may have to contend with market volatility for a while

Investors are rotating out of AI mega-caps into energy, staples, and industrials while bracing for sustained volatility driven by geopolitical uncertainty and Fed policy shifts. The combination of crowded momentum trading, explosive 0DTE options growth, and a conditioned 'buy the dip' psychology sets the stage for potentially painful market dislocations when reality diverges from consensus narratives.

about 2 months ago · 10 points
DGX Spark Live: Your Questions Answered Vol. 2
31:08
NVIDIA AI Podcast NVIDIA AI Podcast

DGX Spark Live: Your Questions Answered Vol. 2

NVIDIA's DGX Spark Live session detailed how to optimize GB10 performance using NVFP4 quantization, announced imminent availability in India, confirmed broad retail distribution through major OEMs, and highlighted growing educational adoption while clarifying hardware differentiation from competing AI workstations.

about 2 months ago · 10 points
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
1:19:22
All-In Podcast All-In Podcast

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Jason Calacanis defends his tangential Epstein contacts while alleging partisan media bias in coverage, as the hosts discuss how selective reporting and unanswered questions about Epstein's intelligence ties erode institutional trust; simultaneously, they analyze the 'Claude Crash' wiping billions from SaaS valuations as AI agents threaten to commoditize traditional software by becoming the primary orchestration layer for enterprise work.

about 2 months ago · 9 points
“Leave Iran NOW!” - U.S. WARNS Evacuation As Trump TARGETS Ayatollah
21:29
The Diary of a CEO The Diary of a CEO

“Leave Iran NOW!” - U.S. WARNS Evacuation As Trump TARGETS Ayatollah

Amid rising tensions following US strikes on Iranian nuclear facilities, President Trump has issued stark warnings to Iran's Supreme Leader while the State Department urges immediate evacuation of American citizens, as political betting markets indicate a 94% probability of regime change by September.

about 2 months ago · 10 points
Ep72 Alternatives vs. Mutual Funds: Where Should You Put Your Money
31:49
My First Million My First Million

Ep72 Alternatives vs. Mutual Funds: Where Should You Put Your Money

The fundamental difference between mutual funds and alternative investments like private equity lies in asset liquidity, which drives distinct economic equilibria: mutual funds exhibit zero net alpha due to competitive flows and liquid exits, while alternatives show positive alpha that serves as compensation for the costly due diligence required to evaluate managers when capital is locked in illiquid assets for years.

about 2 months ago · 8 points
Tech sell off break down, and opportunities for investors:
Yahoo Finance Yahoo Finance

Tech sell off break down, and opportunities for investors:

A violent rotation out of high-momentum tech stocks—sparked by fears that AI agents will disrupt traditional software—has created a divergence between sinking share prices and still-rising fundamentals, pushing investors toward diversification and selective buying opportunities in beaten-down quality names.

about 2 months ago · 10 points