Apple And SpaceX Link Up


🧠 🛰️ Apple Inc. has been secretly working with SpaceX and T-Mobile US Inc. to add support for the Starlink network in its latest iPhone software

Read More: bit.ly/Apple-SpaceX

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AI Power Plays Will Still Go Up

🧠 🪫 Power stocks most exposed to artificial intelligence have sold off steeply due to DeepSeek. But the sell-off does not take into account the broader context of power demand growth in the U.S.

Read More: bit.ly/AI-Power-Play

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Look At The Markets Through Algorithm Glasses

🧠 🧠 Algorithmic trading has become a dominant force in modern financial markets, with its prevalence growing steadily over the years. In the United States, algorithmic trading now accounts for 60-73% of equity trading volume

Read More: bit.ly/Markets-Algorithm-Glasses

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Tesla? Think Again

🚘 🚘 While the masses invest in Tesla stock, we have been quietly accumulating the shares of an automotive manufacturer whose gross margins are are a massive 50.7%, higher than Tesla’s 17.4%

Read More: bit.ly/Forget-Tesla

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Gold Is Telling Us Something

💥💥 Amid the DeepSeek volatility, gold quietly hit a record high this week, now up +35% in 12 months

Read More: bit.ly/Watch-Gold-Closely

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Nvidia: Buy The Dip

🧠 🧠 IF Nvidia can successfully capitalize on the new opportunities presented by DeepSeek’s advancements, this current market dip may prove to be a valuable opportunity for both the company and investors

Read More: bit.ly/Nvidia-Buy

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BofA Sees Global Monetary Policy Divergence

🌍 🌎 Bank of America says it’s “losing hopes” on monetary policy convergence around the world

Read More: bit.ly/BofA-Policy-Divergence

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DeepSeek Is Controlled By The Chinese Government

🧠 🇨🇳 DeepSeek’s approach to handling politically sensitive queries demonstrates a clear pattern of information control. When asked about topics such as the 1989 Tiananmen Square protests, Taiwan’s status, or human rights issues in Xinjiang, the AI consistently deflects or refuses to answer

Read More: bit.ly/DeepSeek-Govt-Control

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DeepSeek: Please Be Logical

Wedbush Securities: “While the model is impressive, and it will have a ripple impact, the reality is that [Magnificent] 7 and US tech is focused on the [artificial general intelligence] endgame with all the infrastructure and ecosystem that China and especially DeepSeek cannot come close to in our view. The focus of AI right now is the enterprise use cases and broader infrastructure, propelling this $2 trillion of Cap-Ex over the next 3 years.”

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UBS Is Still Bullish On Tech Stocks

🧠 🧠 Tech volatility could rise in 2025, but UBS still views the sector as attractive

Read More: bit.ly/UBS-Tech-Stocks

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