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On today’s show, we discuss:
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Charts:
Recommendations:
Tweets/Bluesky:
Russell 2000 now seening growing EPS 40% this year (down sharply from Q1) and 38% next year $IWM GS pic.twitter.com/vp238EkMmS
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) May 16, 2026
A big pivot from Ken Griffin on AI:
“Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago.
And for us at Citadel, that has allowed us to unleash a much broader… pic.twitter.com/IJBbPAntop
— Brett Caughran (@FundamentEdge) May 16, 2026
This is incredible. Artificial intelligence getting booed out of the stadium in any commencement speech it’s mentioned. Maybe telling college students AI was taking their jobs wasn’t the best strategy. Must watch —> pic.twitter.com/35UMSz5T5a
— Alex Kantrowitz (@Kantrowitz) May 17, 2026
Details on what’s going on:
> Our original goal was an 8-hour run – we wanted to run nonstop and fully autonomous. Since then, we made the decision to keep the party going. We’re now over 48 hours of nonstop autonomous operation without a failure to perform the use case. This…
— Brett Adcock (@adcock_brett) May 15, 2026
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I’ve ever seen.
Over the last 5yrs, a group of ~10k people – employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders – have hit retirement wealth of well above $20M (back of the envelope…
— Deedy (@deedydas) May 16, 2026
Digital gold?
Monetary hedge?
Decentralization?
Global liquidity?
Censorship resistance?
Portfolio diversification?Turns out bitcoin was just a software stock pic.twitter.com/uR6dF93OJO
— Julian Klymochko (@JulianKlymochko) May 15, 2026
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