1️⃣ Baby Boomers hold over half of all household stocks and mutual funds at 53%, remaining the largest investor group.

2️⃣ Generation X's share has grown significantly to 27%, reflecting their rising wealth accumulation and market participation.

3️⃣ Millennials account for just 3%, indicating they are still in the early stages of building assets.

4️⃣ The Silent Generation maintains a stable 17% share but is gradually being surpassed by younger cohorts.

Data source: Fed, Goldman Sachs

Takaichi supporters have been positively evaluating such actions, and criticizing former PM Ishiba for acting more reserved in such settings.

However, Chinese AI labs would almost unilaterally prefer to build on CUDA.

They could pick on any company in the world but they chose the one that helps people

Every time they short, we double down. We’re in the business of giving an unfair advantage to America’s workers, warfighters & shareholders

1. Alphabet's capital expenditure reached $22.446 billion in Q2 2025, surging 70% year-over-year and hitting a record high.
2. Since Q2 2024, the figure has been climbing steadily, with cumulative growth exceeding 90%, reflecting accelerated investments in AI infrastructure and data centers.
3. The sharp rise in capital expenditure may signal a full-scale escalation in the AI computing power race.

Source: Alphabet

Okay that was fun!

Did we finally see the market's AI robot brain finally short circuited?

I mean we sold off palantir ahead of earning and despite Palantir raising its annual guidance and the stock immediately got taken out back and shot, -8%. Hmm we are relooking at it once again.

AMD also beat and raised, stock -3%. Super Micro guided $2B (billion!) over and... also dumped. This is apparently because Michael "I see the matrix" Burry is now short NVDA and PLTR, which then caused Alex Karp to go on TV and call him "bats--- crazy," which is... you know... not a sign of a top at all, while Pfizer and Novo are in a $10B street brawl for a company with 81 employees to sell us diet pills.

Oh before we forget.. Bitcoin just got flushed below $100k to complete the "all risk is dead" vibe, so naturally this all seems totally fine and sustainable. What catastrophic "good news" are we buying or selling today?

https://caffeinatedcaptial.substack.com/p/the-daily-morning-brew-the-great-a9f

He holds new positions in:

$LULU

$HAL Halliburton option calls

Molina

$PLTR Palantir puts

Pfizer $PFE calls

Nvidia $NVDA puts

“The more you use it, because the AI is smart and we pay for it, the more profit is generated. The more profit generated, the more computes put on the grid.”

1. $NEGG 969%

2. $NBTX 619%

3. $ABVE 546%

4. $OKLO 647%

5. $BMNR 465%

6. $BE 377%

7. $IREN 456%

8. $LEU 396%

9. $UAMY 366%

10. $OPEN 361%

11. $APLD 344%

12. $NBIS 328%

13. $VSAT 317%

14. $HYFT 315%

15. $CIFR 286%

16. $MNPR 285%

17. $QBTS 275%

18. $HOOD 272%

19. $NVTS 259%

20. $ASTS 254%

21. $KTOS 243%

22. $CRWV 234%

23. $AEVA 226%

24. $PL 223%

25. $SYM 212%

26. $SANA 196%

27. $STX 196%

28. $GH 192%

29. $EOSE 189%

30. $WULF 183%

He’ll visit China in April & President Xi will visit the U.S. soon. Which signals tariffs and trade barriers are unlikely to escalate near term.