Neutral7/16/2026
New York's AI data center ban deemed 'crazy,' causing economic exodus https://t.co/BMPZGNn6wM
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Portfolio Manager of the Bullseye American Ingenuity Fund and author of the weekly Bullseye Brief. Ex-BloombergTV anchor. Love to shoot, ski, paint, cook.
New York's AI data center ban deemed 'crazy,' causing economic exodus https://t.co/BMPZGNn6wM
View original →AI-driven markets hit records: Nvidia and Micron surge while SpaceX IPO valuation faces scrutiny https://t.co/CaWxaoNJ4E #FoxBusiness
View original →AI-driven markets hit records: Nvidia and Micron surge while SpaceX IPO valuation faces scrutiny https://t.co/CaWxaoNJ4E #FoxBusiness
View original →You can buy new AI-chip IPO $CBRS for 100x Sales… Or $NVDA at 15x Sales. One makes money the other does not. Which do you buy? https://t.co/a0KBaDalte Home of the American Ingenuity Portfolio
View original →You can buy new AI-chip IPO $CBRS for 100x Sales… Or $NVDA at 15x Sales. One makes money the other does not. Which do you buy? https://t.co/a0KBaDalte Home of the American Ingenuity Portfolio
View original →The market has learned price spikes don't last very long, portfolio manager says https://t.co/k7R0JhkjCb
View original →Follow up on $CRCL and $COIN #CryptoMarket https://t.co/RjkJ5W6J0L
View original →My take on $CRCL … it’s still a BUY. The proposed legislation would prevent interest payments on crypto balances (which is not new) and still allow for the payment of rewards/credits for transactions (which becomes a workaround). https://t.co/aO0DJ0CtOG
View original →$NVDA is in fiscal year 2027… 2026 already happened. https://t.co/h6J18ceLpd
View original →My take on $NVDA #walkandtalk https://t.co/a0KBaDalte https://t.co/Q7H0dalNb3
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