ASML’s EUV monopoly makes it the ultimate beneficiary of AI-driven compute scarcity, but investors still have to face entry-price discipline.

Bitcoin is at a massive crossroads, and the charts are telling a different story than the headlines.

Oil and diesel cracks have pulled back a little bit with the strength in the oil.

After the FNGD incident yesterday, I’ve decided to go full-on loopy and defy precious metals. Here is what /GC has been up to. I draw your attention to that shooting star.