To The Moon

October 14, 2026 — Investor Education: The AI Debate, Mapped For the past two years, the AI trade had one voice. This week, it has two — and they're shouting past each other. On one side: Jensen Huang, who just repeated that global AI infrastructure capex will hit $3–4 trillion annually by 2030, insisting demand is "nowhere near" supply-constrained growth. On the other: Michael Burry, the man who called the housing bubble, arguing that AI will consume and destroy trillions in capital — and that markets may need to fall just to stop AI IPOs from vacuuming up the money. Between them sits the most important disagreement in markets right now: Is the AI supercycle a real productivity revolution — or a capex bubble priced for perfection? Here's the full map of who's saying what, so you can decid

The first major bank results are in, and the market reaction is surprisingly useful. JPMorgan, Goldman Sachs, Citigroup and Wells Fargo collectively showed that high rates are still producing substantial earnings power. Net interest income remains strong, loan growth has not collapsed, and broad credit deterioration is not yet evident. Yet bank stocks sold off after the results. That tells me the market is no longer asking whether banks can make money at high rates. It is asking: How much of today's profitability is sustainable if rates stay high long enough to hurt borrowers, dealmaking and credit quality? That distinction determines what I would buy. NIM Is Strong, But Credit Is the Real Test Higher rates initially help banks because assets reprice and lending yields rise. JPMorgan gener

Market Overview The Nasdaq ended lower on Tuesday (Oct 13 ) ​as chip stocks added to recent losses and investors parsed mixed quarterly results from Citigroup and other ‌big US banks. Regarding the options market, a total volume of 54,455,358 contracts was traded, of which 57% were call options. Top 10 Option Volumes Top 10: $NVDA(NVDA)$, $AAPL(AAPL)$, $MU(MU)$, $SPCX(SPCX)$, $TSLA(TSLA)$, $INTC(INTC)$, $AMZN(AMZN)$, $GME(GME)$,

The real question isn’t how many chips the world needs today. It’s how much money chipmakers are willing to spend to meet tomorrow’s demand. ASML reports today, followed by TSMC on October 15. Together, their results could offer important clues about the next phase of the semiconductor cycle. Here’s what I’m watching. 🔍 1. ASML’s Order Book: Is the Spending Still There? ASML supplies the advanced lithography equipment needed to manufacture the world’s most sophisticated chips. New orders and management’s outlook will help show whether chipmakers remain confident enough to invest in additional production capacity. Strong demand for AI chips is encouraging, but equipment orders will reveal whether that demand is translating into actual spending commitments. 📦 2. TSMC’s Advanced Packaging: A

Wall Street isn’t necessarily waiting for good news. It’s waiting to find out whether inflation will change the Fed’s next move. US stocks barely moved on Tuesday as investors positioned themselves ahead of September’s CPI report. With the S&P 500 down just 0.02% and the Nasdaq-100 slipping 0.33%, the market appears reluctant to make a big move before the numbers arrive. Here’s what matters tonight. 📊 1. Headline CPI: The Energy Problem Forecast: 3.6% year-on-year, up from 3.4%. Rising gasoline prices are expected to drive much of the increase. If headline inflation rises as expected but core inflation remains contained, markets may look through the energy-driven spike. The bigger concern is whether higher energy costs eventually feed into transport, food and other everyday expenses. 📉