A hot Taiwan chip maker could be ready to flag signals on where tech is going in 2026, says Miller Tabak + Co.'s Matt Maley. ...

Michael Burry does not shy away from betting against the stock market darlings he considers overvalued. . ...

Core Viewpoint - The article highlights the uniqueness of thematic ETFs in Wall Street, particularly noting the absence of one that utilizes a sitting U.S. president as a marketing tool [1] Group 1 - Thematic ETFs have gained popularity on Wall Street, but none have leveraged a sitting U.S. president for promotion [1]

Core Insights - Prenetics Global has reversed its previous long-term commitment to bitcoin, which was described as "unprecedented," within a span of just six months [1] Company Analysis - The shift in Prenetics Global's stance on bitcoin indicates a significant change in strategy and investment philosophy [1]

A pause would give Fed time to assess the effects of the three rate cuts made this year. ...

Group 1 - The article highlights that besides Nvidia, Wedbush's Dan Ives has recommended three additional "Magnificent Seven" stocks to capitalize on the AI trade [1] - In addition to the aforementioned stocks, a "cult" stock and a software company were also suggested by Dan Ives [1]

Core Insights - The price relationship between silver and oil has significantly changed due to a substantial increase in silver prices, indicating a new market dynamic [1] Group 1 - DataTrek Research highlights that the surge in silver prices has led to an unprecedented price relationship with oil [1]

Group 1 - A steepening yield curve is viewed positively for the financial sector [1] - A looser regulatory environment is expected to benefit companies in the industry [1] - Increasing M&A activity is seen as a favorable trend for market dynamics [1]

Core Viewpoint - Tesla is projected to sell 1.64 million vehicles in 2025, which represents a decline from the 1.79 million sold in 2024 and the 1.8 million sold in 2023 [1] Summary by Relevant Categories - **Sales Projections** - Expected vehicle sales for Tesla in 2025 are 1.64 million [1] - This figure is lower than the sales of 1.79 million in 2024 [1] - It also falls short of the 1.8 million vehicles sold in 2023 [1]

Core Insights - China controls approximately 70% of the global silver supply, which is crucial for industries such as Big Tech, artificial intelligence, and solar power [1] Industry Implications - The impending restrictions from Beijing on silver exports could significantly impact the supply chain for technology and renewable energy sectors that rely heavily on silver [1] - Companies in the tech and solar industries may face increased costs and supply shortages, potentially leading to delays in production and innovation [1]