To The Moon

Nuclear plays have surged over the last month and last year on AI hopes that may not come to fruition.It feels like this day was always going to come - when all the artificial-intelligence names collapse - but one might have imagined it would come from, say, a profit warning from Nvidia. Instead, it comes from what appears to be an Nvidia consumer, Chinese AI service provider DeepSeek.It works well, jumping to number-one in Apple's U.S. App store, but the issue is less the performance and more the training behind it. There are differing claims as to the number of Nvidia chips used by the company - 10,000 or 50,000, the latter roughly the size of the cluster on which OpenAI is training GPT-5 - but what is rocking markets is how cheap it was. DeepSeek's own research paper puts the training costs of one of its models at less than $6 million.

Nasdaq announces the annual reshuffling of the index on FridayFirm has mesmerized Wall Street with its crypto purchasesWith the token’s price reaching all-time highs recently, MicroStrategy now holds

SummaryPalantir has shown exceptional performance with strong revenue growth, but its current valuation is far overstretched, making it a risky investment at this time.Despite stellar Q3 results, Pala