Private Trader - Equity Long/Short
Joined January 2008
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Anthropic plans to spend $518B on cloud and infrastructure in the coming year ... wow!
reuters.com/business/finance…
Robert Lee retweeted
Nice try BOFA ,but I do like the $SOX $SOXL chart
Remain constructive on EDA: critical complexity enablers
We flag the market misinterpreting EDA impact $CDNS $SNPS
Kimi K3 mention of "open
source EDA at 45nm". Point is they still need EDA, and without commercial EDA tools
major foundries (TSMC) will likely not make the chip esp not at advanced nodes
Mid-term elections are coming up soon.
Vance breaks Senate tie, blocks Venezuela war powers resolution cnbc.com/2026/01/14/senate-v…
“Authoritarians don’t willingly give up power. When weakened and cornered they lash out.”
apnews.com/article/trump-mid…
Weiss and friend chasing hot names now after getting caught wrong footed in the buy all AI end of year rally.
“The best way to convince the country that welcoming and lifting up immigrants is good for its communities is by proving it in our own cities.” nytimes.com/2026/01/08/opini…
Donald Trump Is Meddling in Markets. It’s a Dangerous Line to Cross.
barrons.com/articles/trump-m…
Importers brace for $150B tariff refund process if Trump loses at Supreme Court
finance.yahoo.com/news/impor…
After months on the sidelines, a flood of businesses spanning the global economy sued in the weeks since the Justices signaled skepticism of Trump’s signature tariff policy.
bloomberg.com/news/features/…
Anthropic plans to raise $10B at a valuation of $350B, nearly doubling its valuation from four months ago.
wsj.com/tech/ai/anthropic-ra…
Bloomberg reporting H200 is a go for China. bloomberg.com/news/articles/…
Nvidia is requiring full upfront payment from Chinese customers seeking its H200 artificial intelligence chips, hedging it against ongoing uncertainty over Beijing's approval of the shipments.
finance.yahoo.com/news/exclu…
What we know so far about the fatal ICE shooting of a Minneapolis woman
npr.org/2026/01/07/nx-s1-567…
This is a better housing solution than Trump’s demands.
Hundreds of Apartments Are Being Built on Top of a Costco entrepreneur.com/business-ne…
