SoFi - $SOFI

80% of voters have a negative view of AI, PIMCO's public policy head finds

11 takeaways: The base case of a Democratic House and a Republican Senate, the 2031 Social Security deadline she thinks finally forces Congress to act…

Sep 17 • Scuttlebutt

Investment Committee: the AI safety essay is not what moved the semis

11 arguments: Why a hike this week looks like 1999 rather than 1997, the 10-year level one panelist is still buying, and the only tech demand nobody can…

Sep 15 • Scuttlebutt

Liz Thomas: the market usually tops between the Fed's third and fifth hike

11 calls: why she is buying the 10-year into a fight between the Fed and the Treasury, the late-'90s chart she says repeats, and the layoffs she expects…

Sep 12 • Scuttlebutt

Jim Cramer: the 30-year Treasury, not fundamentals, sets a stock's price

6 calls: Why Lululemon may be running a kitchen-sink quarter, why Seneca Foods beats an AI data-center stock this year, and the TJX answer that got him…

Sep 11 • Scuttlebutt

Ofir Ehrlich: the internet was real in 2000 too, and the infrastructure got overbuilt

12 takeaways: Why he says most of the new AI data-center builders won't survive, what selling his last company to Amazon taught him about investors, and…

Sep 11 • Scuttlebutt

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