Some highlights from this weekend’s Event Driven Monitor
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The Event of the Week
There are times to be long, and times to step away. We’re in the process of stepping away, continuing our harvest…
Since the stock market has become an AI market, (NVDA and not much else—anyone even remember SMCI??) as every other CUSIP seems to slowly fade away, we thought it would be interesting to briefly talk about AI.
It’s said that men are scared of things they don’t understand. Maybe we’re boomers and just don’t get it, but we really just don’t get AI. Why is everyone so excited?? What’s so great?? Where’s the revenue?? Sure, it’s supposed to save companies money, but that’s not revenue—it’s just productivity and some savings, offset by upfront costs.
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Kuppy’s Tweet of the Week
Chart and Kliff Note of the Week
These BK Exits just keep working as CORZ had quite the week. (full disclosure: we didn’t play, we couldn’t wrap our heads around this one, but we shoulda just held our nose and jumped…) Following the recent Bitcoin halving event, which significantly slows down the production of new Bitcoins, miners are exploring alternative uses for their high-capacity facilities.
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Friends of KEDM
- FinTwitter Tracy hosted a friend of KEDM, Tony Greer and Crescat Capital’s Kevin Smith on her MicDropMarkets podcast, discussing metals.
Kuppy’s Event Driven Monitor scans over 20 corporate events for market moving information and distills them into our propietary “Kliff Notes.” One profitable trade should more than cover an annual subscription and access to the Event Driven chatroom!