VIX Spikes Signal Huge Investment Opportunities Ahead
Every single time the VIX soars and panic ensues there has been a tremendous opportunity for investors. Buckle up. That moment may be coming soon. 🙏🏻👊🏻💪🏻
AI's Rapid Gains Silence Skeptics, Reveal Overperformance Risk
The rapid advancement in models and agentic tools in the past 30 days has silenced most AI bubble bears. The pace of spending is being matched by performance and productivity improvement showing the structural risk is not AI lacking value...
Meta Secures AI Future with In‑House Chip Strategy
$META is and has been in the chip business. It will build and buy and make sure it has ample compute to achieve its AI era ambitions. 👀🚀 https://t.co/1qcNqVVws8
CIOs Won’t Replace Core Enterprise Apps with AI
Not one CIO we are talking to is vibe coding a replacement to $NOW or $SAP or $ORCL or other critical business apps. It simply isn’t happening and it won’t. 👀 This doesn’t mean AI isn’t disrupting some software, but this...
AI's Rapid Diffusion Outpaces Our Adaptation Capacity
AI is eating industries and jobs. For sure. But new ones will be created. However, we’ve never seen tech diffuse this rapidly. It’s the speed of digestion that we are struggling with the most. https://t.co/KApUVISD5g
