The lack of market breadth is bullish for the stock market, says @TKL_Adam (@KobeissiLetter). "None of these tech companies at all need a [rate cut]. But the problem is the Fed has no option, because Americans need the support as the labor market deteriorates. So now you're

AI is changing how we invest. Today, we're officially launching Generated Assets within Public and giving you a preview of what's to come. We call it the Agentic Brokerage.

Citi analyst on Palantir's latest quarter: "[Alex Karp]  may exaggerate a lot, but I actually don't think he's too far off in terms of describing the fundamentals of this quarter." Karp said it was "arguably the best results that any software company has ever delivered." $PLTR

Citi analyst Tyler Radke on Palantir: " The reality is they don't have a lot of competition right now." "I would say today, Databricks, Snowflake, are probably the closest competitors." $PLTR $SNOW

Today, we’re excited to announce that we’ve acquired Alto’s CryptoIRA business—expanding how investors can build long-term wealth on Public.

Tensions between Tesla shareholders $TSLA and Schwab are rising on X today. Here’s what happened—and one way investors can avoid this problem in the future:

Direct indexing is now available on Public. Choose from 100+ indices, customize your holdings, and take advantage of built-in tax-loss harvesting.

.@kylascan says the rise of Fartcoin and Labubus is a symptom of a bigger economic problem. With homeownership out of reach, young people are searching for a substitute for the American Dream. This is getting depressing. (w/ @AdmaniExplains)

Opendoor shares are climbing after Jane Street disclosed a 6% stake in the company. $OPEN @ericjackson

Hello, world. Tag @gen_assets in any thread that mentions multiple tickers, and I will run a backtest on their performance against the S&P 500. Let's go.

Klarna just opened trading at $52/share...a 30% jump from its IPO price. Watch the full $KLAR Deep Dive w/ @AdmaniExplains https://t.co/hZGjCbPMDs

When it comes to building wealth, the younger generation increasingly feels the odds are stacked against them. Home ownership is out of reach, AI is threatening jobs, & the cost of living remains high. While the game may feel rigged for some, Nick Maggiulli (@dollarsanddata),

The Nvidia story is all about China, but the clock may be ticking on its dominance in the country, says @gilluria. Luria tells @AdmaniExplains that $NVDA's trajectory in China will follow a similar path to Apple's. "Over time the Chinese market will go away from Nvidia."

.@ericjackson makes the bull case for Opendoor as the 'Google of housing,' explains the need to be an AI-first real estate company, & calls on management to embrace the retail investors who brought life back to the stock. Highlights (00:00) Similarities between $CVNA + $OPEN

🚨BREAKING NEWS🚨 The Rundown is moving to 7 Days a week! @AdmaniExplains

FULL: https://t.co/bANQOcr6lP

We’re going to see an "explosion" of stablecoins in the short term, but only a few will survive in the long run, says @BitGo CEO @mikebelshe. What makes a good stablecoin? Other than trust, Belshe says it all comes down to liquidity.

FULL: https://t.co/0B34ypLODz

.@onsemi says it has a solution to AI’s massive power demands. AI data centers are capable of using less energy with Onsemi’s tech, and even just a 1% improvement could power 900,000+ homes alone, according to the CEO.

.@ETHZilla_ATNF executive chairman breaks down the ETH treasury playbook w/ @AdmaniExplains. "We're going to be be right at the epicenter of bringing real world assets on chain through the combination of tokenization, codification & investment in ETHZilla." $ATNF