author A CLICKING IN THE AIR - A CONNECTICUT WHISTLEBLOWER'S STORY, MASSACRE IN NEWTOWN - Adam Lanza's Dark Passage to Madness, and others
Connecticut
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Henry Berry retweeted
$META Muse Spark and $GOOGL Gemini cost just ~$0.40 per AI task versus $2.34 for Anthropic Opus 5 showing a nearly 6x gap in the cost of intelligence.
The advantage for Google and Meta is that they can monetize AI through Cloud, ads and commerce giving them a ton more flexibility to price models aggressively without relying entirely on subscriptions.
I also think AI agents will start choosing the cheapest model that gets job done which puts pressure on premium models to justify their pricing while more of AI value shifts toward companies controlling AI infrastructure and distribution.
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Henry Berry retweeted
Nvidia $NVDA stock is up by 880% 🟢 over the last 5 years
This is how the top 20 largest stocks in the S&P 500 have performed over the last 5 years
Nvidia $NVDA: +879.5% 🟢
Apple $AAPL: +137.1% 🟢
Google $GOOGL: +140.9% 🟢
Microsoft $MSFT: +73.9% 🟢
Amazon $AMZN: +46.7% 🟢
Meta $META: +118.4% 🟢
Broadcom $AVGO: +553.2% 🟢
Tesla $TSLA: +26.2% 🟢
Eli Lilly $LLY: +428.4% 🟢
Berkshire Hathaway $BRK.B: +87.2% 🟢
Micron $MU: +1,198.5% 🟢
Walmart $WMT: +153.6% 🟢
JPMorgan $JPM: +103.9% 🟢
AMD $AMD: +371.6% 🟢
Visa $V: +74.3% 🟢
Exxon Mobil $XOM: +186.0% 🟢
Johnson & Johnson $JNJ: +58.4% 🟢
Mastercard $MA: +73.4% 🟢
AbbVie $ABBV: +161.1% 🟢
Intel $INTC +65%🟢
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Henry Berry retweeted
🚨 MICHAEL SAYLOR IS GETTING READY TO BUY MORE BITCOIN.
Strategy already holds 848,250 $BTC, and Saylor just hinted at another purchase.
While everyone else is panicking, Saylor is preparing to buy the dip.
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Henry Berry retweeted
JUST IN: DeepSeek releases a faster, leaner AI model to challenge OpenAI and Anthropic
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Henry Berry retweeted
Nearly 40% cumulative inflation in a decade.
Trillion-dollar deficits.
Exploding national debt.
Money printing.
A Fed that fanned the flames.
This is what happens when fiscal and monetary discipline disappear. Americans are left paying the bill.
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Henry Berry retweeted
Accenture $ACN is exploring a sale of its Greater China operations for up to $1.5B as it shifts focus toward AI services, according to the Financial Times.
The company has reportedly hired JPMorgan $JPM to explore potential buyers, including private equity firms, while potentially retaining a minority stake.
The move comes amid tightening Chinese data regulations and Accenture's broader push into AI-driven consulting and acquisitions.
Accenture $ACN has rallied 🟢96% from its July lows, showing strong momentum over the past few months.
The stock has now broken above its weekly 50MA on strong volume, a level that previously acted as resistance back in February.
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Henry Berry retweeted
This is a must have feature.
The all new GEX heatmap is available right on Unusual Whales.
Get every ticker, in real time, with key levels, call walls, and so much more.
See more: unusualwhales.com/stock/SPY/…
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Henry Berry retweeted
$BTC.D has broken out of a cup and handle pattern.
Bitcoin could strengthen further, while altcoins may struggle to keep up.
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Henry Berry retweeted
Samsung Electronics reportedly plans to use TSMC’s $TSM 3nm process for Nvidia’s $NVDA next-generation custom HBM chips, marking their first HBM production collaboration.
Nvidia is requiring Samsung, SK Hynix $SKHY and Micron $MU to adopt TSMC’s 3nm process for NVHBM base dies and sixth-generation DRAM for core dies.
Samsung reportedly accepted the requirements but will continue producing other HBM products internally, with its own foundry serving as a potential backup if TSMC capacity becomes constrained.
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Henry Berry retweeted
For anyone who wants to do more research into something this weekend
Here is the full suite of ETFs from my sponsors over at KraneShares
Top 5 largest ETFs based on AUM
- $KWEB KraneShares CSI China Internet ETF: $4.5B AUM
- $AGIX KraneShares Public-Private AI & Technology ETF: $1B AUM
- $KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF: $591M AUM
- $KOID KraneShares Global Humanoid Robotics and Physical AI Index ETF: $327M AUM
- $KSTR KraneShares China Technology & Semiconductor STAR 50 Index ETF: $313M AUM
Would love to hear any honest thoughts in the comments below
Below is the link to their website wihhch has the prospectus and other info which is a good place to start your research
kraneshares.com/etf/
Here is the current full suite of ETFs from KraneShares and how much they currently hold:
🥇 $KWEB KraneShares CSI China Internet ETF: $4.52B 🟢
🥈 $AGIX KraneShares Public-Private AI & Technology ETF: $1.13B 🟢
🥉 $KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF: $546.8M 🟢
4. $KSTR KraneShares China Technology & Semiconductor STAR 50 Index ETF: $391.2M 🟢
5. $KOID KraneShares Global Humanoid Robotics and Physical AI Index ETF: $341.7M 🟢
6. $IVOL Quadratic Interest Rate Volatility and Inflation Hedge ETF: $237.5M 🟢
7. $KCSH KraneShares Sustainable Ultra Short Duration Index ETF: $160.1M 🟢
8. $KRBN KraneShares Global Carbon Strategy ETF: $138.2M 🟢
9. $KEMX KraneShares MSCI Emerging Markets ex China Index ETF: $133.9M 🟢
10. $KBA KraneShares Bosera MSCI China A 50 Connect Index ETF: $128.7M 🟢
11. $KSPY KraneShares Hedgeye Hedged Equity Index ETF: $121.8M 🟢
12. $KCCA KraneShares California Carbon Allowance Strategy ETF: $115.8M 🟢
13. $KURE KraneShares MSCI All China Health Care Index ETF: $110.6M 🟢
14. $KLIP KraneShares KWEB Covered Call Strategy ETF: $90.8M 🟢
15. $KARS KraneShares Electric Vehicles & Future Mobility Index ETF: $72.2M 🟢
16. $KWIN KraneShares Wahed Alternative Income Index ETF: $63.3M 🟢
17. $KTEC KraneShares Hang Seng TECH Index ETF: $48.0M 🟢
18. $KGRN KraneShares MSCI China Clean Technology Index ETF: $46.1M 🟢
19. $KVLE KraneShares Value Line Dynamic Dividend Equity Index ETF: $40.3M 🟢
20. $KEMQ KraneShares Public-Private Emerging Markets Internet & Technology ETF: $23.7M 🟢
21. $BUYO KraneShares Man Buyout Beta Index ETF: $17.6M 🟢
22. $KHYB KraneShares Asia Pacific High Income USD Bond ETF: $15.3M 🟢
23. $KPDD KraneShares 2X Long PDD Daily ETF: $14.0M 🟢
24. $BNDD Quadratic Deflation ETF: $12.9M 🟢
25. $KPHO KraneShares Dragon Capital Growth of Vietnam Index ETF: $11.3M 🟢
26. $LUMA KraneShares Photonic and Optical ETF: $10.2M 🟢
27. $KBUF KraneShares 90% KWEB Defined Outcome January 2027 ETF: $6.4M 🟢
28. $KMLI KraneShares 2X Long MELI Daily ETF: $6.3M 🟢
29. $KAIT KraneShares Asia AI Technology ETF: $5.2M 🟢
30. $OBOR KraneShares MSCI One Belt One Road Index ETF: $4.1M 🟢
31. $KPRO KraneShares 100% KWEB Defined Outcome January 2027 ETF: $3.3M 🟢
32. $KCAI KraneShares China Alpha Index ETF: $3.3M 🟢
33. $KBAB KraneShares 2X Long BABA Daily ETF: $2.5M 🟢
34. $KIQQ KraneShares InspereX Nasdaq Dynamic Buffered High Income Index ETF: $2.5M 🟢
35. $TORK KraneShares Actuator ETF: $2.5M 🟢
36. $KJD KraneShares 2X Long JD Daily ETF: $1.1M 🟢
37. $KBDU KraneShares 2X Long Baidu Daily ETF: $776.1K 🟢
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Henry Berry retweeted
FOMC is next week, October 27-28th.
Keep in mind all prior 6 FOMC’s (day 2) this year, the $SPX was red.
6 for 6!
BUT 4 of the last 4, the following day was uber green.
Past performance is not indicative of future results blah blah blah, but just some interesting data.
$SPX Last two FOMC's in Oct and Dec visualized.
Some things to keep in mind:
1) All 6 FOMC's this year on the 2nd day when they announce rate hikes or not, the SPX was red that day. 4 of the 6 were quite large red days too.
2) Notice 5 of the 6 FOMC's (ex April's) we had either a dip heading into the FOMC or we had a dip post FOMC. Meaning there's volatility surround the event. April was the only one where it just kept trending higher pre and post FOMC.
3) November is a super strong bullish month. And I wouldn't really want to get ahead of the Santa Rally / Post T-Giving rally either.
4) Which basically means there is only a window left next month. October or bust for the bears for rest of 2026.
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Henry Berry retweeted
📊 FUN FACT: Nvidia is on pace to sell around $430B worth of chips this year.
That's about the size of South Africa's entire economy.
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Henry Berry retweeted
TODAY WAS ABSOLUTELY INSANE IN THE STOCK MARKET.
Here’s everything you need to know:
1. Tech got crushed to close the week, with chips posting an eighth straight down day, the longest slide since 2008.
2. $MU fell 5.6% and $INTC dropped 5.8% as AI infrastructure debt fears and return questions deepened.
3. $CRWV sank about 12% and finished the week down roughly 25% after Goldman noted hedge funds sold AI names at one of the fastest paces in over a year.
4. $PLTR entered correction territory as software valuations reversed hard.
5. Energy was the bright spot with Brent hit about $109.86, the highest since May. Iran war risks and no US supply deal helped WTI rise about 2.6%.
6. $AA jumped after a Q3 earnings beat. Oil linked names like $CRGY and $AR also rallied.
7. The VIX spiked about 21% to 19%. December Fed hike odds sat near 74% after the hot CPI and PPI prints earlier in the week.
8. Europe and Asia closed higher while US tech lagged.
9. For the week, the S&P 500 finished down 1.9%, Dow up 0.7%, Nasdaq down 4.5%, Russell 2000 down 3%.
10. For the day, the S&P 500 fell 1.1%, the Dow slipped 0.3%, and the Nasdaq sank 2.1%.
And that’s just ONE trading day.
Are you ready for next week?
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Henry Berry retweeted
JUST IN: Anthropic has reportedly pitched its own AI safety legislation to Congress to regulate themselves.
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