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AI changed my Bitcoin thesis

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act.

A major contrarian indicator is flashing red

Are these 2 energy stocks buys? … Keep small caps on your radar… This fund manager survey is flashing a massive warning… Druckenmiller's 13F… Is it time to buy China? … And gold is going to $3,500.

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