I am an investment adviser, trader, columnist and author based in Seattle. I publish or edit four daily publications: Fast Forward Investing (also known as Strategic Advantage), on long-term investing; Trader’s Advantage on swing-trading high-beta stocks and options; Gemini 252
The First Chinese Model That Beat Fable 5 On Frontend Code Arena
Kimi K3 becomes the first Chinese AI model to outperform Fable 5 on Frontend Code Arena, marking a major milestone in AI coding.
Unitree’s IPO Will Set The First Public Robot Valuation Benchmark
The Humanoid Robot Industry Is About To Get Its First Daily Market Price. Unitree’s IPO May Become The Number Every Humanoid Robot Startup Has To Explain
How Much Of The AI Ecosystem Can Nvidia's Balance Sheet Support
Nvidia’s CDS Recorded Its Largest One-Day Jump Since November Despite $48.6 Billion in Free Cash Flow.
Apple Sues OpenAI For Trade Secret Theft After Integrating ChatGPT
Apple sues OpenAI over alleged trade secret theft, exposing new details about its AI hardware ambitions and intensifying the race for next-gen devices.
Warsh Names Tech Visionary Marc Andreessen To Lead New AI Task Force
Fed taps Marc Andreessen to assess AI's impact on productivity, signaling AI could shape future interest-rate policy and market valuations.
Why LLM Leaderboards No Longer Decide Enterprise AI Buying
Databricks' benchmark suggests enterprise AI buyers are moving beyond public leaderboards, prioritizing real-world performance, cost, and flexibility.
The First Ransomware Attack Run From Start To Finish By An AI Agent
The first AI agent ran a ransomware attack end to end, signaling a shift to machine-speed cyberattacks and autonomous defense.
The Pentagon’s New Budget Signals Next Bull Market In Defense Stocks
The Next Defense Stock Winners Won't Build The Weapons. The Pentagon's New Autonomy Budget Signals The Next Defense Spending Cycle
Everything Anthropic Built Before Its IPO—Where The Company Stands
After securing $65B privately and reaching a near-trillion-dollar valuation, the AI giant can wait for the right market and price before listing.
What South Korea's $576 Billion Chip Bet Says About The AI Bubble
South Korea's massive chip investment suggests the AI boom is being driven by real demand, not just hype. The Half-Trillion-Dollar Bet That Could Rewrite The AI Narrative