About That Flash Crash...
Trump taunts the BRICs, Europe is Toast, Momentum is Green, and Someone's Going to Prison.
Action to Take: Political uncertainty takes center stage this morning as South Korea grapples with a constitutional crisis and France's government teeters on the brink of collapse. While these developments could spark near-term volatility, our focus remains on a compelling story developing for AI infrastructure.
Nvidia's (NVDA) fresh $700 million investment in Nebius (NBIS), announced yesterday, underscores how aggressively major tech players are moving to secure next-generation computing capacity.
We're in the early innings of a new power boom, and we'll be unpacking where the best opportunities lie in this emerging intersection of energy and computing. Stay tuned as we unpack who stands to benefit from this emerging power shift.
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Momentum: Money continues rotating into domestic names following the Russell 2000's stellar November performance. However, technical signals suggest caution.
While the broader rally is carrying the S&P 500 and Nasdaq to fresh records,…
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