To The Moon

Exxon Mobil (XOM) shares have experienced modest movement over the past week, prompting investors to revisit the company’s recent performance and outlook. With oil prices fluctuating, questions remain about XOM’s value proposition for the rest of the year. See our latest analysis for Exxon Mobil. Stepping back, Exxon Mobil’s share price has shown subdued momentum compared to boom periods in the energy sector, with a year-to-date share price return of 6.95% and a one-year total shareholder...

$Nvidia(NVDA)$'s (NVDA) post-earnings sell-off is similar to the "DeepSeek Moment" in January, with the tech bears raising concerns in the last 24 hours on social media over the sustainability of...

Gold futures have shattered records, surging to $3,900/oz amid a 5.4% weekly gain, as U.S. government shutdown odds hit 85% on Kalshi, driving safe-haven flows. The S&P 500 dipped to 6,540 after three days of losses, with Nasdaq at 22,000 steady, underscoring a flight to metals. UBS’s $4,200 target by mid-2026, citing geopolitical and economic uncertainty, adds fuel. Could this momentum blast to $4,200? Will gold outshine risk assets this year? Gold or silver—which has the edge? Dive into the rally, assess the drivers, and strategize your position in this precious metal powerhouse. The $3,900 Surge: Shutdown Sparks Safe-Haven Rush The breakout is fierce: Price Momentum: Up to $3,900/oz from $3,700 last week, a 5.4% climb, with volume up 25% on shutdown fears. Shutdown Catalyst: 85% odd

AI will never replace human creativity, at best it will be a cover musician, perfecting things. At some point for say eg: WallMart, this investment has to result in people buying more stuff.

We have seen Silicon Valley’s vision of the future of social media, and there’s nothing “social” about it. Meta’s Vibes is fantastical AI-generated videos in snackable form, with the notable absence of any real people.OpenAI’s new Sora app leans into deepfakes, which currently means a lot of jokes about Sam Altman until others (for some reason) give the company the right to create videos based on their likeness.What’s missing is any semblance of humanity in these new apps.The reason this is relevant for Asymmetric Investing is that I believe decisions about how aggressively to adjust the AI dial will be crucial for many companies.Do people want a drink made by an AI robot, or is there value in being served by a human?Do you want articles written by an AI prompt or a human’s thoughts?Busine

Power Up: Oil market on hold ahead of Ukraine talksPower Up is published on Mondays and Thursdays. Think your friend or colleague should know about us?Forward this newsletter to them. They can also subscribe here.U.S. liquefied natural gas exporter Venture Global booked a big win last week when it triumphed over Shell - one of several customers with which it has a pending dispute - in an arbitration claim over the country’s No.2 LNG producer’s failure to deliver contracted cargoes. The disputes stem from 2023, when Venture Global was set to begin delivering contracted long-term ca