The Nvidia acquisition rumor may be false, but it reveals a real shift toward edge AI, inference chips, and rising competition. More
Articles
We’ve Seen This “Pivot” Before – Now It’s Happening to Allbirds
From running... to running AI infrastructure. Allbirds Inc. (BIRD) is leaving footwear and becoming an AI company. Let’s look at why “if you can’t beat them, join them” isn’t a safe strategy for surviving a dominant market trend. Then, I’ll share a different footwear company I’m looking at instead. More
Stop Asking Where the Market Is Headed
In today’s Saturday Digest, Keith Kaplan explains why some of the most successful investors in history – including legendary hedge fund manager Jim Simons – didn’t rely on market predictions at all. Instead, they focused on uncovering repeatable patterns…specific setups that have historically led to high-probability trades in all kinds of environments. More
What the Rubik’s Cube Taught Us About Trading
One thing I’ve learned over the years is that markets aren’t as random as they seem. At certain points, specific conditions come together – and when they do, the outcome tends to repeat more often than not. More
Amazon’s Globalstar Acquisition Changes More Than Satellite Internet
Amazon's Globalstar acquisition signals a shift toward satellite internet – and orbital compute: the next frontier of AI infrastructure. More
The Market Isn’t Random — It’s Patterned
In today’s Friday Digest takeover, Keith Kaplan, CEO of our corporate affiliate TradeSmith, makes the case that markets behave less like randomness, and more like a complex puzzle – one governed by repeatable patterns, much like a Rubik’s Cube. More
The Hidden “Thumbprints” Behind Big Stock Moves
In September 1995, a philosophy professor read a manifesto in The Washington Post and unmasked a killer... More
