• AMZN is strategically integrating its AI investments (Anthropic, OpenAI) with its compute infrastructure. Expect OpenAI to heavily leverage Amazon’s compute, mirroring the Anthropic deal 1.

• Inflation rate at .86% seems unbelievable. 1
• The wealth divide manifests in inflation; lower-income US households (bottom 40%) face higher annual inflation rates of ~3.1% compared to middle and top earners, per new Fed data.

• SpaceX aims to scale AI compute in space. Up to 1M solar-powered orbital data centers are planned, leveraging Starship’s low launch costs and laser-linked satellites. [1](https://x.com/StockSavvyShay/status/2017952081014075459)

• JPMorgan Chase closing its silver short, combined with silver holding the 50-day SMA since May ‘25, sets up for a violent rally. 1

• Nvidia is poised for a significant investment in OpenAI, potentially its largest ever, recognizing OpenAI as a pivotal entity of our time 10, 22.

• Post-election $BTC action is watched. After Trump’s win, $BTC mooned nearly 100% from its October $60k-$65k range. Now at $78k, is it a full circle or round trip? 1
• $BTC nears a -40% drop from ATHs.

• $BTC needs to defend the lower support line; otherwise, a plunge to $75k is imminent. 1
• Bitcoin’s collapse shows no signs of abating. 2

• Google’s “Project Genie” and the rise of AI agents share a core logic: they kill off incumbents. This impacts gaming stocks like Roblox, Unity, TTWO, and triggers a killing spree in SaaS by enabling new virtual world interactions and disrupting to-B software.

• NVIDIA eyes Google for investment, seeing it as the last major frontier lab outside its orbit. However, Google has no incentive to accept such a deal 1.

• OpenAI and Nvidia ($NVDA) ~$100 billion deal talks hit a wall. Nvidia’s Jensen Huang has privately slammed OpenAI’s business strategy, showing skepticism due to perceived lack of discipline and mounting competition from Google and Anthropic.