Quantum Rebound?

While AI is all the craze after the “Stargate” announcement, we are also seeing movement in other places...
open.substack.com/pub/retailpo...

Retail investors hyped through 2024, as if it’s 2020/21 again

Crypto, quantum, space, nuclear, AI, PLTR,...

Lookback on 2024 trends among retail investors open.substack.com/pub/retailpo...

Our weekly summary of tickers hyped by retail investors

AI, Quantum and Microcaps
open.substack.com/pub/retailpo...

I'm a big fan of passive investing, but you don't have to own a widely-followed, cap-weighted index. If you own QQQ (Nasdaq 100) then in a week you'll dump Moderna, down 70% in the past 6 mo, for essentially a Ponzi scheme (MicroStrategy) and a meme stock trading at 365 times earnings (Palantir).

$SOUN is one of the tickers wrapping up 2024 on the meme-stock side, fueled by AI hype – because why not?
open.substack.com/pub/retailpo...

Big $SMCI shorts are getting bigger

Both Qube and Arrowstreet boosted their SMCI shorts following the rise in share prices

$ACHR has been the new craze among retail investors over past week, especially wallstreetbet-ers like to discuss it

Big day for activist short sellers yesterday

-US charges Indian billionaire Gautam Adani with fraud
-Archegos' Bill Hwang sentenced to 18 years in prison