To The Moon

【LIVESTREAM RECAP｜How AI Is Reshaping Finance and Business: What Investors Need to Know】 Hi Tigers! In this session we dug into how AI is reshaping finance and business — a topic that's become impossible to ignore in boardrooms. From the long arc of technological change (PCs, ERPs, Y2K, business intelligence, and now AI and agents), to why data quality decides whether AI actually works, to how investors can separate real AI-driven value from the hype — the flow was clear and layered. Matt also grounded it all in real case studies including Zero, Oracle, and CBA. Full replay 👉 How AI Is Reshaping Finance and Business: What Investors Need to Know 【ABOUT THE GUEST】

【LIVESTREAM RECAP｜How AI Is Reshaping Finance and Business: What Investors Need to Know】 Hi Tigers! In this session we dug into how AI is reshaping finance and business — a topic that's become impossible to ignore in boardrooms. From the long arc of technological change (PCs, ERPs, Y2K, business intelligence, and now AI and agents), to why data quality decides whether AI actually works, to how investors can separate real AI-driven value from the hype — the flow was clear and layered. Matt also grounded it all in real case studies including Zero, Oracle, and CBA. Full replay 👉 How AI Is Reshaping Finance and Business: What Investors Need to Know 【ABOUT THE GUEST】

【LIVESTREAM RECAP｜How AI Is Reshaping Finance and Business: What Investors Need to Know】 Hi Tigers! In this session we dug into how AI is reshaping finance and business — a topic that's become impossible to ignore in boardrooms. From the long arc of technological change (PCs, ERPs, Y2K, business intelligence, and now AI and agents), to why data quality decides whether AI actually works, to how investors can separate real AI-driven value from the hype — the flow was clear and layered. Matt also grounded it all in real case studies including Zero, Oracle, and CBA. Full replay 👉 How AI Is Reshaping Finance and Business: What Investors Need to Know 【ABOUT THE GUEST】

【LIVESTREAM RECAP｜How AI Is Reshaping Finance and Business: What Investors Need to Know】 Hi Tigers! In this session we dug into how AI is reshaping finance and business — a topic that's become impossible to ignore in boardrooms. From the long arc of technological change (PCs, ERPs, Y2K, business intelligence, and now AI and agents), to why data quality decides whether AI actually works, to how investors can separate real AI-driven value from the hype — the flow was clear and layered. Matt also grounded it all in real case studies including Zero, Oracle, and CBA. Full replay 👉 How AI Is Reshaping Finance and Business: What Investors Need to Know

The US tape has been sending a confusing signal. The S&P 500 printed another all-time high on 13 August 2026, profit margins are the fattest since 2008, and unemployment sits at a historically low 4.1% — yet beneath the surface the market is quietly fracturing. The Magnificent 7, the engine that carried indices for three years, has turned into a drag: Meta and Tesla are negative year-to-date, and the very concentration that powered the rally is now the risk. At the same time, the options market's dispersion gauge (DSPX) surged to a multi-year high in July 2026 even as headline volatility stayed calm — a sign that the story is no longer "the market," but the widening gap between winners and losers inside it. Sitting above all of it is a harder question few want to ask out loud: with the

【LIVESTREAM RECAP｜Quantitative Anaysis Framework & Trading Logic for AI + Semiconductor Investing】 Hi Tigers! In this session a quant researcher walked us through AI and semiconductor investing using just four words — market, business, price, and risk. The flow was clean: first, is the macro environment helping us or fighting us; then, is the AI demand story still real; next, is this a good place to enter on the chart; and finally, what do we do if we're wrong. Along the way he brought in long-term yields, VIX, QQQ, and SOXX — the indicators you can actually use — and kept it substantive, never hand-wavy. Full replay 👉 Quantitative Anaysis Framework & Trading

【LIVESTREAM RECAP｜Quantitative Anaysis Framework & Trading Logic for AI + Semiconductor Investing】 Hi Tigers! In this session a quant researcher walked us through AI and semiconductor investing using just four words — market, business, price, and risk. The flow was clean: first, is the macro environment helping us or fighting us; then, is the AI demand story still real; next, is this a good place to enter on the chart; and finally, what do we do if we're wrong. Along the way he brought in long-term yields, VIX, QQQ, and SOXX — the indicators you can actually use — and kept it substantive, never hand-wavy. Full replay 👉 Quantitative Anaysis Framework & Trading

【LIVESTREAM RECAP｜Quantitative Anaysis Framework & Trading Logic for AI + Semiconductor Investing】 Hi Tigers! In this session a quant researcher walked us through AI and semiconductor investing using just four words — market, business, price, and risk. The flow was clean: first, is the macro environment helping us or fighting us; then, is the AI demand story still real; next, is this a good place to enter on the chart; and finally, what do we do if we're wrong. Along the way he brought in long-term yields, VIX, QQQ, and SOXX — the indicators you can actually use — and kept it substantive, never hand-wavy.Full replay 👉 Quantitative Anaysis Framework & Trading

【LIVESTREAM RECAP｜Quantitative Anaysis Framework & Trading Logic for AI + Semiconductor Investing】 Hi Tigers! In this session a quant researcher walked us through AI and semiconductor investing using just four words — market, business, price, and risk. The flow was clean: first, is the macro environment helping us or fighting us; then, is the AI demand story still real; next, is this a good place to enter on the chart; and finally, what do we do if we're wrong. Along the way he brought in long-term yields, VIX, QQQ, and SOXX — the indicators you can actually use — and kept it substantive, never hand-wavy. Full replay 👉 Quantitative Anaysis Frame

[Miser]Hi~ Tigers The past two weeks gave AI/semiconductor investors a case study in whipsaw. $NVIDIA(NVDA)$ delivered a blowout quarter that beat expectations across the board — and the stock still popped on the print — yet the move came against a backdrop where Fed Chair-designate Kevin Warsh used his Jackson Hole remarks to put inflation, not growth, back at the center of policy, and rate-hike odds for September jumped sharply overnight. At the same time, long-end Treasury yields pushed toward multi-year highs before a Treasury buyback operation — nicknamed the "Bessent Put" — triggered a technical bond rally. None of this cancels the AI buildout story. But it does mean the trade is no longer just "AI is strong, buy the chip sto