Prof G Markets

Michael Burry Says This Is The Top — Is It?

Apple’s War On OpenAI Just Got Personal

Aschenbrenner’s AI Fund Collapse Is Just The Beginning

How Leverage Turned An AI Boom Into A Crash

The Next Era of Warfare is Here

Jim Chanos: We’re In The Golden Age Of Fraud

Microsoft Soars, Meta Sinks: Has The AI Narrative Flipped?

Why The Nasdaq Just Hit Correction Territory

China Is Undercutting America’s AI Giants

How Big Tech Offloaded The Risk Of AI

America’s Economy Is Entering a New Era — ft. Noah Smith

AI Has A Hidden Debt Problem

The rapid expansion of AI infrastructure is fueling significant financial instability, characterized by massive off-balance-sheet debt and speculative corporate spending. Tech giants like Alphabet, Microsoft, and Meta are utilizing Special Purpose Vehicles to finance data centers, effectively obscuring trillions in lia...

Trump’s Tariffs Are Back — And Crazier Than Ever

Tariff volatility and corporate antitrust battles dominate the current economic landscape. The U.S. administration is leveraging obscure trade statutes, specifically the 1930 Smoot-Hawley Tariff Act, to impose aggressive 50% tariffs on Canadian goods, signaling a shift toward unpredictable, personality-driven trade pol...

Gas Is Back Above $4 — And Could Keep Rising

Escalating geopolitical tensions in the Middle East, particularly the naval blockade threats near the Strait of Hormuz, have driven crude oil prices to $89 per barrel and pushed national gasoline averages back to $4. Matt Smith, Director of Commodity Research at Kepler, notes that while rerouting efforts previously cus...

OpenAI Is Spinning Out Of Sam Altman's Control

The AI sector faces a critical inflection point as OpenAI struggles with mounting legal, financial, and competitive pressures, including an Apple lawsuit and the rise of significantly cheaper Chinese models like DeepSeek. This volatility mirrors the 1999 tech bubble, where infrastructure overbuild and unsustainable val...

Mike Novogratz: Crypto's Investors Have Moved On

Crypto markets currently face a cooling period as speculative gambling mania subsides, shifting investor interest toward AI and high-compute infrastructure. Mike Novogratz, founder and CEO of Galaxy Digital, characterizes Bitcoin as a resilient store of value while acknowledging that many altcoins lack fundamental util...

SpaceX Is Down 40% — How Low Can It Go?

Why America’s Inflation Problem Isn’t Going Away

Apple Just Declared War On OpenAI

Global markets face significant turbulence as geopolitical tensions between the U.S. and Iran escalate, driving oil prices higher and fueling inflation concerns. Tech giants are embroiled in fierce competition, highlighted by Apple’s lawsuit against OpenAI for alleged trade secret theft related to hardware development....

Wall Street Is Pumping SpaceX — So Why Is It Falling?