Just_Super/iStock via Getty Images Thesis Summary Bitcoin ( BTC-USD ) has decidedly entered a bear market, and as is often the case during drawdowns, the most extreme bears are crawling out of the woodwork to take a victory lap. Notably, Michael Burry has put out a $0 price target for Bitcoin. But we’ve seen this story play out before, and it pays to be a contrarian, in my opinion. Yes, Bitcoin co...
Just_Super/iStock via Getty Images Thesis Summary Bitcoin ( BTC-USD ) has decidedly entered a bear market, and as is often the case during drawdowns, the most extreme bears are crawling out of the woodwork to take a victory lap. Notably, Michael Burry has put out a $0 price target for Bitcoin. But we’ve seen this story play out before, and it pays to be a contrarian, in my opinion. Yes, Bitcoin could drop lower, but we're approaching levels at which a smart strategy of DCA will yield great returns in the long term. Let’s start by understanding why Bitcoin is selling off. The Bitcoin-Software Sell-Off First off, it's important to note that this sell-off isn’t isolated. The broader tech sector is selling off with Bitcoin, and what’s most important is that software stocks, especially, have been selling off. What does this have to do with Bitcoin? BTC-XSW (Tradingview) As we can see in the chart above, software and Bitcoin are strongly correlated and have been moving in sync for quite some time. There are macro reasons for this , but we could also make the argument that, fundamentally, Bitcoin is software. Software has been threatened by AI, and the overall market has seen a rotation away from tech. There's a prevailing narrative right now that AI has become so good at coding that it has commoditized software, and while there's some truth to this, I believe the sell-off may be overdone. Why the Sell-Off? There are a lot of reasons we could attribute this sell-off in Bitcoin and tech. The Kevin Walsh nomination Mid-term seasonality Inflated AI expectations Frothy valuations Overbought technicals Dollar strength The market actually sees Warsh as a hawkish nominee, based on his previous criticism of policies like QE. This may also be a reason why we have seen the dollar bounce in recent days. DXY (Tradingview) This has also come at a time when the S&P 500 was already trading at record valuations, with a Shiller OE ratio approaching 40. And to top things off, the NDX had be...
Open source packages published on the npm and PyPI repositories were laced with code that stole wallet credentials from dYdX developers and backend systems and, in some cases, backdoored devices, researchers said. “Every application using the compromised npm versions is at risk ….” the researchers, from security firm Socket, said Friday . “Direct impact includes complete wallet compromise and irre...
Open source packages published on the npm and PyPI repositories were laced with code that stole wallet credentials from dYdX developers and backend systems and, in some cases, backdoored devices, researchers said. “Every application using the compromised npm versions is at risk ….” the researchers, from security firm Socket, said Friday . “Direct impact includes complete wallet compromise and irreversible cryptocurrency theft. The attack scope includes all applications depending on the compromised versions and both developers testing with real credentials and production end-users." Packages that were infected were: Read full article Comments
Graham Norton’s chatshow has long been an object of fascination for American stars, wowed by its combined star wattage, glasses of wine and Norton’s own quick-witted, lightly saucy repartee – and Taylor Swift has now taken that fandom to another level. Norton has been cast in the music video for Opalite, the second single from her album The Life of a Showgirl to receive music video treatment after...
Graham Norton’s chatshow has long been an object of fascination for American stars, wowed by its combined star wattage, glasses of wine and Norton’s own quick-witted, lightly saucy repartee – and Taylor Swift has now taken that fandom to another level. Norton has been cast in the music video for Opalite, the second single from her album The Life of a Showgirl to receive music video treatment after The Fate of Ophelia. Not only Norton, in fact, but the stars from the guest lineup who sat alongside Swift when she appeared in October 2025: actors Domhnall Gleeson, Greta Lee and Jodie Turner-Smith, and fellow chart-topping musician Lewis Capaldi. The whimsical, fantastical video, produced with a retro 90s aesthetic, is written and directed by Swift. Her lonely character befriends a pet rock, while Gleeson’s equally lonely character has a similar friendship with a cactus, before a magical substance – the spray-on Opalite – brings the two together. Norton appears as a salesman hawking Opalite, while Turner-Smith plays a fitness instructor, and Lee mimes along to Swift’s song as a fictional singer-songwriter on MTV. Capaldi plays a mall photographer, while the final guest that week, Cillian Murphy, does not act in the video but appears as a billboard image and provides a voiceover. “The thrill of a lifetime and the hardest secret I’ve ever had to keep!! Thank you thank you,” Norton wrote on Instagram. Introducing the video, Swift called Norton “insanely charismatic and lovable” and said of the October show: “I remember thinking I got ridiculously lucky with the group I was paired with … I was instantly struck with an *idea*. “And so a week later [Gleeson] received an email script I’d written for the Opalite video, where he was playing the starring role. I had this thought that it would be wild if all of our fellow guests on the Graham Norton show that night, including Graham himself, could be a part of it too. Like a school group project but for adults and it isn’t mandato...
The Dow Industrials hit a milestone. The blue-chip index added 2.5%, or 1207 points, and surpassed the 50000-point threshold for the first time. Nvidia and Caterpillar were the top gainers in the group.
The Dow Industrials hit a milestone. The blue-chip index added 2.5%, or 1207 points, and surpassed the 50000-point threshold for the first time. Nvidia and Caterpillar were the top gainers in the group.
Micron and Sandisk have huge momentum right now. Artificial intelligence (AI) infrastructure continues to be one of the hottest areas in the market right now. Let's look at two hot AI stocks to buy this month. 1. Micron: A DRAM leader Expand NASDAQ : MU Micron Technology Today's Change ( 3.17 %) $ 12.13 Current Price $ 395.02 Key Data Points Market Cap $431B Day's Range $ 373.00 - $ 396.56 52wk Ra...
Micron and Sandisk have huge momentum right now. Artificial intelligence (AI) infrastructure continues to be one of the hottest areas in the market right now. Let's look at two hot AI stocks to buy this month. 1. Micron: A DRAM leader Expand NASDAQ : MU Micron Technology Today's Change ( 3.17 %) $ 12.13 Current Price $ 395.02 Key Data Points Market Cap $431B Day's Range $ 373.00 - $ 396.56 52wk Range $ 61.54 - $ 455.50 Volume 1.5M Avg Vol 32M Gross Margin 45.53 % Dividend Yield 0.12 % The memory market is on fire, and Micron (MU +3.17%) is one of the biggest beneficiaries of this trend. The company is a leader in DRAM (dynamic random access memory), while it also participates in the NAND (flash memory) market. Micron is one of a trio of companies, along with Samsung and SK Hynix, that dominate the DRAM industry. Meanwhile, a specialized form of DRAM called high-bandwidth memory (HBM) has become an integral part of the AI infrastructure build-out. In order for graphics processing units (GPUs) and other AI chips to perform at their best, they need to be packaged with HBM to quickly store, recover, and transmit data. With demand for AI chips soaring, so is the need for HBM. At the same time, HBM is much more complex to manufacture and requires up to 3 to 4 times the wafer capacity of ordinary DRAM. With DRAM makers putting much of their efforts into HBM, this is leading to an overall DRAM shortage, which is drastically pushing up prices. This has led to huge revenue growth and gross margin expansion for Micron. Last quarter, its revenue surged 59%, while its gross margin increased from 38.4% a year ago to 56%. While Micron is boosting its capital expenditures (capex) to increase capacity, given the growth of the AI infrastructure market, HBM and DRAM supply are likely to remain tight into the foreseeable future, hugely benefiting the company. 2. Sandisk: A NAND pure play For investors looking to benefit from the ongoing supply shortages in the NAND market, Sandisk (SND...
The cyber guardian's artificial intelligence (AI)-based strategy is resonating with consumers. Shares of Gen Digital (GEN +8.18%) climbed on Friday after the digital sentinel announced solid quarterly growth metrics and boosted its full-year profit forecast. By the close of trading, Gen's stock price was up more than 8%. Gen Digital's strong growth momentum Gen's revenue jumped 26% year over year ...
The cyber guardian's artificial intelligence (AI)-based strategy is resonating with consumers. Shares of Gen Digital (GEN +8.18%) climbed on Friday after the digital sentinel announced solid quarterly growth metrics and boosted its full-year profit forecast. By the close of trading, Gen's stock price was up more than 8%. Gen Digital's strong growth momentum Gen's revenue jumped 26% year over year to $1.2 billion in its fiscal 2026 third quarter ended Jan. 2. With brands like Norton and LifeLock, the cybersecurity company provides antivirus software, identity protection, and online privacy tools to almost 500 million users across over 150 countries. "As AI transforms digital life and the threat landscape, consumers need protection and guidance they can trust," CEO Vincent Pilette said in a press release. "Our Q3 results confirm that Gen's platform strategy is resonating." Expand NASDAQ : GEN Gen Digital Today's Change ( 8.18 %) $ 1.83 Current Price $ 24.27 Key Data Points Market Cap $14B Day's Range $ 23.61 - $ 24.99 52wk Range $ 22.14 - $ 32.22 Volume 550K Avg Vol 5.4M Gross Margin 74.94 % Dividend Yield 2.23 % Better still, Gen's cash production is strengthening as it grows its revenue base. The company's year-to-date free cash flow surged 42% to over $1 billion, much of which Gen used to reward investors with dividends and stock buybacks. "The strength of our financial model continues to generate substantial free cash flow enabling us to invest in growth and innovation while deploying nearly $700 million of capital to shareholders during the quarter," chief financial officer Natalie Derse said. Management expects more AI-fueled gains These robust results and positive ongoing sales trends prompted Gen to lift its full-year financial outlook. The company now projects revenue of $4.955 billion to $4.975 billion, up from a prior forecast of $4.92 billion to $4.97 billion. Gen also anticipates adjusted earnings per share of $2.54 to $2.56, up from $2.51 to $2.56. "By u...
In other words, the government may never technically run out of dollars — but those dollars can lose value fast. Musk has warned in the past that if current trends continue, “the dollar’s going to be worth nothing.” “There won't be a default — the central bank will come in and we'll print the money and buy it,” he said. “And that's where there's the depreciation of money.” Musk isn’t the only one ...
In other words, the government may never technically run out of dollars — but those dollars can lose value fast. Musk has warned in the past that if current trends continue, “the dollar’s going to be worth nothing.” “There won't be a default — the central bank will come in and we'll print the money and buy it,” he said. “And that's where there's the depreciation of money.” Musk isn’t the only one sounding the alarm over America’s debt and the soaring interest costs tied to it. Ray Dalio, founder of the world’s largest hedge fund, Bridgewater Associates, has warned that the U.S. is heading toward a “debt death spiral,” where the government must borrow simply to pay interest — a vicious cycle that feeds on itself. And those costs could rise further. A recent report from the Committee for a Responsible Federal Budget projects that interest payments on America’s national debt will surpass $1.5 trillion in 2032 and reach $1.8 trillion by 2035 (4). “The interest payments on national debt exceed the military budget, which is a trillion dollars. So we have over a trillion dollars just in interest payments,” he said. He also warned that the cost of servicing that debt alone is becoming a heavy burden. Without a productivity breakthrough from artificial intelligence and robotics, Musk painted a bleak picture of what lies ahead, saying the country is “actually totally screwed because the national debt is piling up like crazy.” According to the Treasury Department, U.S. national debt now stands at $38.56 trillion — and it continues to grow as federal spending outpaces revenue (2). So far in fiscal year 2026, the government has already spent about $602 billion more than it has collected (3). “We are 1,000% going to go bankrupt as a country and fail as a country, without AI and robots,” he said (1). “Nothing else will solve the national debt.” Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here’s what it is and 3 simple steps to fix it ASAP B...
The meme coin is jumping. Dogecoin (DOGE +11.33%) is jumping today, up 11.1% in the last 24 hours as of 5:08 p.m. ET on Friday. There really isn't anything specific driving the substantial gain today. Rather, the meme coin is caught up in a larger rally after Bitcoin finally reversed its weeks-long slide. The OG cryptocurrency was approaching $60,000 for the first time in nearly 18 months. Expand ...
The meme coin is jumping. Dogecoin (DOGE +11.33%) is jumping today, up 11.1% in the last 24 hours as of 5:08 p.m. ET on Friday. There really isn't anything specific driving the substantial gain today. Rather, the meme coin is caught up in a larger rally after Bitcoin finally reversed its weeks-long slide. The OG cryptocurrency was approaching $60,000 for the first time in nearly 18 months. Expand CRYPTO : DOGE Dogecoin Today's Change ( 11.33 %) $ 0.01 Current Price $ 0.10 Key Data Points Market Cap $17B Day's Range $ 0.08 - $ 0.10 52wk Range $ 0.08 - $ 0.30 Volume 3.3B True to form, altcoins like Dogecoin followed Bitcoin's lead. Tech rebounds, lifting crypto Bitcoin's troubles deepened as tech stocks sold off hard on growing concerns about artificial intelligent (AI) spending. Recent earnings revealed that big tech's infrastructure investments keep hitting new records, raising questions about when -- and if -- these massive outlays will pay off. The tech-heavy Nasdaq Composite lost nearly 4.5% over the week's first four days before bouncing 2.1% on Friday. Should you buy Dogecoin? Let's be clear about what Dogecoin is: a meme coin -- a purely speculative asset whose value derives entirely from internet culture and collective enthusiasm rather than any fundamental utility. That makes it extraordinarily sensitive to shifts in sentiment and broader market conditions. When the vibes turn negative, there's no floor. I would not invest in Dogecoin.
Once Upon a Farm (OFRM) stock rose 16.9% in its market debut on Friday, as the Jennifer Garner-backed kids' food brand went public amid a pickup in IPO activity on Wall Street. The premium kids' food company is known for its products, ranging from refrigerated pouches and oat bars to protein bars, puffs, and melts. Its core consumer is kids between the ages of two and five. In the first half of 20...
Once Upon a Farm (OFRM) stock rose 16.9% in its market debut on Friday, as the Jennifer Garner-backed kids' food brand went public amid a pickup in IPO activity on Wall Street. The premium kids' food company is known for its products, ranging from refrigerated pouches and oat bars to protein bars, puffs, and melts. Its core consumer is kids between the ages of two and five. In the first half of 2025, the company's sales hit $201.6 million, up 64.6% from 2018, as it expanded its offerings and footprint. In 2017, Garner and industry veteran John Foraker joined the company as co-founders alongside Cassandra Curtis, who founded the company in 2015. Garner said at the time that she saw a "tiny little company" that offered organic, fresh, refrigerated food that she struggled to find as a mom. Upon meeting Foraker, she said the two shook hands, and the rest is history. The company continues to evolve its product lineup, with a particular focus on protein as Americans dramatically increase their consumption of the macronutrient. "We're raising our kids alongside our consumers, so we know that protein is ... at the forefront of their minds," Garner said. Once Upon a Farm co-founders Jennifer Garner and Cassandra Curtis ring the opening bell to celebrate their company's IPO at the New York Stock Exchange (NYSE) in New York City, Feb. 6, 2026. REUTERS/Brendan McDermid/File Photo · Reuters / Reuters A majority of the company's sales are made at retailers like Target (TGT), Whole Foods (AMZN), Kroger (KR), Walmart (WMT), and wholesale clubs like Costco (COST), Sam's Club, and BJ's Wholesale Club(BJ). The company sources about 40% of its ingredients from foreign suppliers, but about 98% of packaging is sourced domestically. Foraker said tariffs "had a little impact" on the business and said the company has the ability to move sourcing, especially if a crop fails in a particular country. No stranger to the public markets, Foraker took another organic foods company, Annie's, public...
fokkebok/iStock via Getty Images I last wrote about Clearway Energy ( CWEN ) in August of 2023. There are 3 big changes since then which I think warrant a new thesis: The stock price is up substantially with the cheaper A shares ( CWEN .A) now trading at a 16.3X CAFD. Demand for incremental power development has become ubiquitous. Power purchase agreement ( PPA ) pricing has nearly doubled which h...
fokkebok/iStock via Getty Images I last wrote about Clearway Energy ( CWEN ) in August of 2023. There are 3 big changes since then which I think warrant a new thesis: The stock price is up substantially with the cheaper A shares ( CWEN .A) now trading at a 16.3X CAFD. Demand for incremental power development has become ubiquitous. Power purchase agreement ( PPA ) pricing has nearly doubled which has implications for both going in yield and rollover organic growth. I believe changes 2 and 3 make CWEN capable of hitting its recently issued ambitious growth guidance and that the guided growth rate fully justifies the now higher multiple. CWEN long-run guidance Clearway Energy put out some ambitious guidance with a 2030 Cash Available For Distribution (CAFD) of $2.90-$3.10 indicating a 7%-8% CAGR through 2030. CWEN Growth at that pace is quite unusual for a yield-co with a large dividend. The whole point of a yield-co is to own assets with steady cashflows. The yield-co then uses those cashflows to pay consistently large dividends to investors which means they have minimal retained cashflows with which to purchase more cashflows. Given that structure, growth in the 7%-8% range indicated by their guidance is generally not possible. However, this is an environment in which energy is in exceptionally high demand and CWEN has considerable expertise in developing large scale energy assets. In this article we will examine the plausibility of CWEN’s growth ambitions and evaluate CWEN’s total return prospects in the event they can hit their target. Ubiquitous demand with limited providers Decades of aggregate power demand being largely flat significantly tamped down America’s capabilities to build new power sources. Few entities retained active development pipelines and the building plans that do exist are slowed by cumbersome regulatory pipelines. As most of you know, the buildout of AI has broken the trend of flat electricity demand. Suddenly we need to rapidly increase capac...
Just days after Chinese leader Xi Jinping and US President Donald Trump held a two-hour phone call aimed at stabilising bilateral ties, the US confirmed it would play an active role at this year’s first Asia-Pacific Economic Cooperation senior officials’ meetings in Guangzhou, signalling intensified engagement with Beijing. The US State Department announced on Friday that a “team of experts”, led ...
Just days after Chinese leader Xi Jinping and US President Donald Trump held a two-hour phone call aimed at stabilising bilateral ties, the US confirmed it would play an active role at this year’s first Asia-Pacific Economic Cooperation senior officials’ meetings in Guangzhou, signalling intensified engagement with Beijing. The US State Department announced on Friday that a “team of experts”, led by senior US official Casey Mace and Acting Principal Deputy Assistant Secretary of State for Oceans and International Environmental and Scientific Affairs Ruth Perry, would use the gathering to advance the Trump administration’s “America first” foreign policy priorities. The US delegation aims to “deepen efforts to open Asian markets to American exports” and promote deregulation and US-friendly business policies, the note said. Advertisement The group also plans to take “decisive action” against illegal fishing, marine debris and the illicit timber trade, which the statement framed as threats to American businesses, workers and national security. FULL EVENT: US President Donald Trump speaks at Davos FULL EVENT: US President Donald Trump speaks at Davos By “promoting American technology and industry”, the administration said it was seeking to “open new markets in Asia”, “restore a level playing field for American companies” and support “good jobs at home”, while also “leading international efforts to protect the environment”.