@divier.bsky.social
Posting about financial markets, quality stocks and other topics.
Reposted
Meta's personal AI agent Muse climbs to No. 1 among free apps on Apple's US App Store, ahead of ChatGPT; Muse launched on September 8 (Georgia Hennessy/Business Insider)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
September 18, 2026 at 11:26 PM
Meta's personal AI agent Muse climbs to No. 1 among free apps on Apple's US App Store, ahead of ChatGPT; Muse launched on September 8 (Georgia Hennessy/Business Insider)
Main Link | Techmeme Permalink
Main Link | Techmeme Permalink
Reposted
THE YEAR OF THE STOCK-BREADTH DIVERGENCE
This year, we’ve already had 13 sessions in which the S&P 500 gained (/lost) 0.25% while the advance-decline line was negative (/positive) 100.
The two occasions this week -- Monday and Thursday -- made it an annual record.
(data back to 1997)
This year, we’ve already had 13 sessions in which the S&P 500 gained (/lost) 0.25% while the advance-decline line was negative (/positive) 100.
The two occasions this week -- Monday and Thursday -- made it an annual record.
(data back to 1997)
August 28, 2026 at 12:33 PM
THE YEAR OF THE STOCK-BREADTH DIVERGENCE
This year, we’ve already had 13 sessions in which the S&P 500 gained (/lost) 0.25% while the advance-decline line was negative (/positive) 100.
The two occasions this week -- Monday and Thursday -- made it an annual record.
(data back to 1997)
This year, we’ve already had 13 sessions in which the S&P 500 gained (/lost) 0.25% while the advance-decline line was negative (/positive) 100.
The two occasions this week -- Monday and Thursday -- made it an annual record.
(data back to 1997)
Reposted
‘As governments grapple with high debt, political disruptors will air increasingly unconventional policies such as debt cancellation. All those roads, however, lead to more inflation and the debauchment of financial assets.’ blinks.bloomberg.com/news/stories...
August 26, 2026 at 6:27 PM
‘As governments grapple with high debt, political disruptors will air increasingly unconventional policies such as debt cancellation. All those roads, however, lead to more inflation and the debauchment of financial assets.’ blinks.bloomberg.com/news/stories...
Reposted
"Jevons Paradox is real: token prices have declined but compute prices have remained elevated, suggesting that there is a huge increase in demand for inference as token prices decline."
Citadel Securities via Patrick Saner
Citadel Securities via Patrick Saner
August 20, 2026 at 9:57 AM
"Jevons Paradox is real: token prices have declined but compute prices have remained elevated, suggesting that there is a huge increase in demand for inference as token prices decline."
Citadel Securities via Patrick Saner
Citadel Securities via Patrick Saner
Interesting Chart by #BloombergOpinion on #Inflation. Are we heading to a more normal world now?
June 29, 2026 at 6:20 AM
Interesting Chart by #BloombergOpinion on #Inflation. Are we heading to a more normal world now?
Reposted
BREAKING: US trade court rules against Trump's 10% global tariff reut.rs/3QSFFjq
May 7, 2026 at 9:10 PM
BREAKING: US trade court rules against Trump's 10% global tariff reut.rs/3QSFFjq
#Fortinet #$FTNT is collaborating with multiple leading AI companies, including #Anthropic, #OpenAI and others. Billings grew 31% yoy in Q1 2026. Looks like a sentiment shift is happening ✌️
May 6, 2026 at 8:29 PM
#Fortinet #$FTNT is collaborating with multiple leading AI companies, including #Anthropic, #OpenAI and others. Billings grew 31% yoy in Q1 2026. Looks like a sentiment shift is happening ✌️
#NXP #Semiconductor reported +12% yoy revenue growth with broad based improvement across all end markets. The momentum is expected to accelerate through the remainder of 2026.
April 28, 2026 at 8:32 PM
#NXP #Semiconductor reported +12% yoy revenue growth with broad based improvement across all end markets. The momentum is expected to accelerate through the remainder of 2026.
Reposted
"More than a third of funds they sampled over a 12-year stretch changed their benchmark at least once"
-Spencer Jakab, WSJ
-Spencer Jakab, WSJ
April 15, 2026 at 11:01 AM
"More than a third of funds they sampled over a 12-year stretch changed their benchmark at least once"
-Spencer Jakab, WSJ
-Spencer Jakab, WSJ
Reposted
I wrote this deep dive for @theverge.com late last year on how Donald Trump's war on fact checkers had turned into an outright war on independent reporting – going well beyond America's borders
www.theverge.com/features/839...
www.theverge.com/features/839...
March 14, 2026 at 3:09 PM
I wrote this deep dive for @theverge.com late last year on how Donald Trump's war on fact checkers had turned into an outright war on independent reporting – going well beyond America's borders
www.theverge.com/features/839...
www.theverge.com/features/839...
Reposted
Alphabet, Amazon and Meta Platforms could each borrow up to ~$200B without losing their credit ratings. https://thein.fo/4l2J766
Alphabet and Other Big Tech Could Borrow Hundreds of Billions Each
Amazon, Alphabet and Meta Platforms in recent months have each turned to the bond markets to raise tens of billions of dollars for their massive investments in AI data centers. And all three are likel...
thein.fo
February 26, 2026 at 10:12 PM
Alphabet, Amazon and Meta Platforms could each borrow up to ~$200B without losing their credit ratings. https://thein.fo/4l2J766
Reposted
From Breakingviews - Breakingviews - Kevin Warsh can work with the Fed to shrink it reut.rs/4aRuqy3
Breakingviews - Kevin Warsh can work with the Fed to shrink it
Trump’s pick to lead the central bank argues for trimming its most powerful tools. First task: win over institutionalists leery of White House bullying, who could block his agenda. From there, he could well remold a post-crisis Federal Reserve and its $6.6 trln balance sheet.
reut.rs
February 25, 2026 at 5:20 AM
From Breakingviews - Breakingviews - Kevin Warsh can work with the Fed to shrink it reut.rs/4aRuqy3
#$FIX #ComfortSystemsUSA posting +41.7% revenue growth in Q4 2025 with Free Cash Flow reaching 402 million USD in the quarter. #Backlog is just under 12 billion USD now. Diluted #EPS comes in at 9.37 USD per Q4 (vs. Analyst forecasts of 6.78 USD).
February 19, 2026 at 9:30 PM
#$FIX #ComfortSystemsUSA posting +41.7% revenue growth in Q4 2025 with Free Cash Flow reaching 402 million USD in the quarter. #Backlog is just under 12 billion USD now. Diluted #EPS comes in at 9.37 USD per Q4 (vs. Analyst forecasts of 6.78 USD).
Reposted
Memory investors have forgotten the last cycle ft.trib.al/Xpta4At | opinion
Memory investors have forgotten the last cycle
Plus Takaichi and markets
ft.trib.al
February 10, 2026 at 6:38 AM
Memory investors have forgotten the last cycle ft.trib.al/Xpta4At | opinion
#McKinsey is calculating that the global #semiconductor market could reach 1.6 trillion USD by 2030 (base case). Current estimates are more in the 1.1 trillion USD area leaving room for upside.
January 21, 2026 at 6:06 PM
#McKinsey is calculating that the global #semiconductor market could reach 1.6 trillion USD by 2030 (base case). Current estimates are more in the 1.1 trillion USD area leaving room for upside.
Reposted
'Make America Go Away' red caps become symbol of defiance in Greenland standoff reut.rs/3YPhEKH
'Make America Go Away' red caps become symbol of defiance in Greenland standoff
One Copenhagen clothing store's tongue-in-cheek take on U.S. President Donald Trump's red baseball caps has become an unlikely symbol of Danish solidarity with Greenland, as protests mount over Trump's demands to buy the vast self-governing territory.
reut.rs
January 20, 2026 at 7:30 PM
'Make America Go Away' red caps become symbol of defiance in Greenland standoff reut.rs/3YPhEKH
Reposted
Nestle's stake in L'Oreal is a financial investment, Nestle CEO says reut.rs/44HtdXJ
Nestle's stake in L'Oreal is a financial investment, Nestle CEO says
Nestle views its stake in L'Oreal as a financial investment, and while it is regularly reviewed, there is nothing new to report on the matter, Nestle CEO Philipp Navratil was quoted as saying on Tuesday.
reut.rs
December 23, 2025 at 7:05 AM
Nestle's stake in L'Oreal is a financial investment, Nestle CEO says reut.rs/44HtdXJ
Margin debt vs. M2 running hot🔥
December 17, 2025 at 7:05 PM
Margin debt vs. M2 running hot🔥
October 25, 2025 at 8:04 AM