- The xAI/Oracle Musk/Ellison partnership (The Information) makes sense - Elon may not want to host on other cloud providers and risk a shut down based on something controversial he might say. He may not trust AMZN, GOOG, or MSFT data centers. He also competes with Bezos's Blue Origin (AMZN) and MSFT's OpenAI. And he's already alienated the GOOG founders. There are only pluses at ORCL - it gets Ellison into AI with another smart and highly competitive founder.
- I predict the solar energy boost due to Biden's tariffs (CNBC) will be short-lived as it seems more like a political play. Reminds me of Obama's failed loan to Solyndra back in 2009, because it was also a big solar play featured on news reports when it was made and when it went bad.
- GME + Meme stock rally 2.0. GME was never a meme stock, but it did kick off the trend. Now it does it again, with, most likely, similar results. Prepare to see the shorts get squeezed & gamma squeezes across the market until brokerages and the government is forced to get involved again, or something more newsworthy comes up (I hope it's the former).
