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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.

Will SpaceX be the next Tesla?

The SpaceX (SPCX) IPO: Can Musk pull off another Tesla (TSLA)? Plus, Nvidia (NVDA) is still cheap… Walmart's (WMT) CEO is in a tough spot… Key moves from the latest 13Fs… And a trade on Trump's China trip.

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