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On today’s show, we discuss:
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Tweets/BlueSky:
“Post-midterms, the question is whether the bull market can continue without semis participating. This year owning the S&P 500 on days the semi industry is positive has produced a 70% gain. Semi down days SP500 has lost 34%” @WarrenPies pic.twitter.com/c7hxrh1FH7
— Daily Chartbook (@dailychartbook) November 6, 2026
Holy smokes pic.twitter.com/BNpQRLZXq0
— Glencoe (@glencoewri37722) November 4, 2026
New – 98% of the money musk spent in the midterms went to candidates who lost yesterday pic.twitter.com/2rkpwd4V5w
— Political Polls (@PpollingNumbers) November 4, 2026
Dwarkesh: Why would we want to sell China the materials for a serious cyberweapon? It’s like selling them nukes with a casing that says ‘made by Boeing’ and claiming that’s good for the US
Jensen: Comparing AI to nukes is lunacy. Enriched uranium is a lousy analogy. It’s an… pic.twitter.com/NpS5KNr1Gf
— Steven Adler (@sjgadler) April 15, 2026
Over the last year, the Nasdaq 100 $QQQ has been in a correction (10%+ drawdown) more often than it has been in a rally. pic.twitter.com/I7NB99Ksuc
— Bespoke (@bespokeinvest) November 3, 2026
So if you’re in Charlotte, and you pay $1000 a year for a platinum Amex card, this is your lounge
Which is currently completely full pic.twitter.com/F4TsrBplMb
— Michael Antonelli (@BullandBaird) November 6, 2026
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