Ophir Gottlieb
@ophirgottlieb.bsky.social
CEO Capital Market Labs. Contrib Bloomberg, Reuters, Factset, Refinitiv. Stanford Trained Mathematician. Former Option Market Maker, Hedge Fund Manager. AI/ML.
》PPI
• MoM: -0.1% vs 0.3% est
• YoY: 2.6% vs 3.3% est
》Core PPI
• MoM: -0.1% vs 0.3% est
• YoY: 2.8% vs 3.5% est
• MoM: -0.1% vs 0.3% est
• YoY: 2.6% vs 3.3% est
》Core PPI
• MoM: -0.1% vs 0.3% est
• YoY: 2.8% vs 3.5% est
September 10, 2025 at 12:41 PM
》PPI
• MoM: -0.1% vs 0.3% est
• YoY: 2.6% vs 3.3% est
》Core PPI
• MoM: -0.1% vs 0.3% est
• YoY: 2.8% vs 3.5% est
• MoM: -0.1% vs 0.3% est
• YoY: 2.6% vs 3.3% est
》Core PPI
• MoM: -0.1% vs 0.3% est
• YoY: 2.8% vs 3.5% est
Meta's superintelligence hires left for OpenAI after only a few weeks
the-decoder.com/metas-superi...
the-decoder.com/metas-superi...
Meta's superintelligence hires left for OpenAI after only a few weeks
At least two prominent AI researchers have left Meta's Superintelligence Labs just weeks after coming on board.
the-decoder.com
August 29, 2025 at 10:46 PM
Meta's superintelligence hires left for OpenAI after only a few weeks
the-decoder.com/metas-superi...
the-decoder.com/metas-superi...
New Top Pick today coming soon.
Underappreciated chip maker growing triple digit percent with AI.
pro.cmlviz.com/cmlpro-signu...
Underappreciated chip maker growing triple digit percent with AI.
pro.cmlviz.com/cmlpro-signu...
CML Pro Signup Discount – Home – CML Pro
pro.cmlviz.com
August 25, 2025 at 2:55 PM
New Top Pick today coming soon.
Underappreciated chip maker growing triple digit percent with AI.
pro.cmlviz.com/cmlpro-signu...
Underappreciated chip maker growing triple digit percent with AI.
pro.cmlviz.com/cmlpro-signu...
Great news for cancer patients w tumors:
Phase 1 trial: injection into tumor
Six out of 12 people saw tumors shrink; two of those six saw cancer go into complete remission; no
serious side effects.
www.sciencedirect.com/science/arti...
Phase 1 trial: injection into tumor
Six out of 12 people saw tumors shrink; two of those six saw cancer go into complete remission; no
serious side effects.
www.sciencedirect.com/science/arti...
Fc-optimized CD40 agonistic antibody elicits tertiary lymphoid structure formation and systemic antitumor immunity in metastatic cancer
CD40 agonism enhances antitumor immunity but is limited by systemic toxicity and poor efficacy. Here, we present a phase 1 study (NCT04059588) of intr…
www.sciencedirect.com
August 17, 2025 at 3:24 PM
Great news for cancer patients w tumors:
Phase 1 trial: injection into tumor
Six out of 12 people saw tumors shrink; two of those six saw cancer go into complete remission; no
serious side effects.
www.sciencedirect.com/science/arti...
Phase 1 trial: injection into tumor
Six out of 12 people saw tumors shrink; two of those six saw cancer go into complete remission; no
serious side effects.
www.sciencedirect.com/science/arti...
• July jobs 73K vs 110K est
• June revised down from 147K to 14K
• May revised down by 125K down to 19K
• June revised down from 147K to 14K
• May revised down by 125K down to 19K
August 1, 2025 at 7:13 PM
• July jobs 73K vs 110K est
• June revised down from 147K to 14K
• May revised down by 125K down to 19K
• June revised down from 147K to 14K
• May revised down by 125K down to 19K
PCE YoY, Core PCE YoY, ECI (q)YoY all came in hot.
PCE MoM, Core PCE MoM both +0.3%, both the highest in four months.
I don't think it's a bigger problem than this, but...
Inflation was gone... it isn't anymore.
PCE MoM, Core PCE MoM both +0.3%, both the highest in four months.
I don't think it's a bigger problem than this, but...
Inflation was gone... it isn't anymore.
July 31, 2025 at 1:11 PM
PCE YoY, Core PCE YoY, ECI (q)YoY all came in hot.
PCE MoM, Core PCE MoM both +0.3%, both the highest in four months.
I don't think it's a bigger problem than this, but...
Inflation was gone... it isn't anymore.
PCE MoM, Core PCE MoM both +0.3%, both the highest in four months.
I don't think it's a bigger problem than this, but...
Inflation was gone... it isn't anymore.
Tomorrow (Saturday) 2p ET:
Quarterly webinar.
We identify three of the ten pillars of genAI that have risen to a new tier of opportunity (higher stock prices).
Member's only webinar. You can decide if you want to join here: pro.cmlviz.com/cmlpro-signu...
Quarterly webinar.
We identify three of the ten pillars of genAI that have risen to a new tier of opportunity (higher stock prices).
Member's only webinar. You can decide if you want to join here: pro.cmlviz.com/cmlpro-signu...
CML Pro Signup Discount – Home – CML Pro
pro.cmlviz.com
July 11, 2025 at 2:31 PM
Tomorrow (Saturday) 2p ET:
Quarterly webinar.
We identify three of the ten pillars of genAI that have risen to a new tier of opportunity (higher stock prices).
Member's only webinar. You can decide if you want to join here: pro.cmlviz.com/cmlpro-signu...
Quarterly webinar.
We identify three of the ten pillars of genAI that have risen to a new tier of opportunity (higher stock prices).
Member's only webinar. You can decide if you want to join here: pro.cmlviz.com/cmlpro-signu...
$MP +50%; US government (DoD) will buy $400 million of preferred stock in MP Materials.
Pentagon to become largest shareholder in rare earth miner MP Materials; shares surge 50%.
- @cnbc.com
Pentagon to become largest shareholder in rare earth miner MP Materials; shares surge 50%.
- @cnbc.com
July 10, 2025 at 2:08 PM
$MP +50%; US government (DoD) will buy $400 million of preferred stock in MP Materials.
Pentagon to become largest shareholder in rare earth miner MP Materials; shares surge 50%.
- @cnbc.com
Pentagon to become largest shareholder in rare earth miner MP Materials; shares surge 50%.
- @cnbc.com
$NVDA First $4T market cap
July 9, 2025 at 1:56 PM
$NVDA First $4T market cap
Economic Data Today
July 3, 2025 at 1:52 PM
Economic Data Today
》ADP Employment Change
• -33K vs 95k est; 95K prior
• First drop since Mar '23
I'll say it like I did on Jun 12, 2025:
I think the labor market is not as strong as ppl think.
• -33K vs 95k est; 95K prior
• First drop since Mar '23
I'll say it like I did on Jun 12, 2025:
I think the labor market is not as strong as ppl think.
July 2, 2025 at 1:00 PM
》ADP Employment Change
• -33K vs 95k est; 95K prior
• First drop since Mar '23
I'll say it like I did on Jun 12, 2025:
I think the labor market is not as strong as ppl think.
• -33K vs 95k est; 95K prior
• First drop since Mar '23
I'll say it like I did on Jun 12, 2025:
I think the labor market is not as strong as ppl think.
Think your job is safe?... interesting.
---
After 5 years of struggle, ChatGPT solves medical mystery in 60 seconds
www.cmu.fr/en/after-fiv...
---
After 5 years of struggle, ChatGPT solves medical mystery in 60 seconds
www.cmu.fr/en/after-fiv...
After 5 years of struggle, ChatGPT solves medical mystery in seconds and sparks debate in Silicon Valley - Caring Minds United
After five years of relentless pain, a breakthrough came in just seconds. A person suffering from a mysterious jaw problem finally found relief thanks to
www.cmu.fr
June 30, 2025 at 1:19 AM
Think your job is safe?... interesting.
---
After 5 years of struggle, ChatGPT solves medical mystery in 60 seconds
www.cmu.fr/en/after-fiv...
---
After 5 years of struggle, ChatGPT solves medical mystery in 60 seconds
www.cmu.fr/en/after-fiv...
PCE Price Inflation YoY:
2.3% vs 2.3% est and 2.2% prior.
PCE Price Inflation MoM:
0.1% vs 0.1% est and 0.1% prior.
Core PCE Price Inflation YoY:
2.7% vs 2.6% est and 2.6% prior.
Core PCE Price Inflation MoM:
0.2% vs 0.1% est and 0.1% prior.
2.3% vs 2.3% est and 2.2% prior.
PCE Price Inflation MoM:
0.1% vs 0.1% est and 0.1% prior.
Core PCE Price Inflation YoY:
2.7% vs 2.6% est and 2.6% prior.
Core PCE Price Inflation MoM:
0.2% vs 0.1% est and 0.1% prior.
June 27, 2025 at 1:32 PM
PCE Price Inflation YoY:
2.3% vs 2.3% est and 2.2% prior.
PCE Price Inflation MoM:
0.1% vs 0.1% est and 0.1% prior.
Core PCE Price Inflation YoY:
2.7% vs 2.6% est and 2.6% prior.
Core PCE Price Inflation MoM:
0.2% vs 0.1% est and 0.1% prior.
2.3% vs 2.3% est and 2.2% prior.
PCE Price Inflation MoM:
0.1% vs 0.1% est and 0.1% prior.
Core PCE Price Inflation YoY:
2.7% vs 2.6% est and 2.6% prior.
Core PCE Price Inflation MoM:
0.2% vs 0.1% est and 0.1% prior.
Trump says China will supply rare earths in ‘done’ deal
- @CNBC
- @CNBC
June 11, 2025 at 12:35 PM
Trump says China will supply rare earths in ‘done’ deal
- @CNBC
- @CNBC
Trump Gives U.S. Negotiators Room to Lift Export Controls on China
- @wsj
- @wsj
June 9, 2025 at 2:41 PM
Trump Gives U.S. Negotiators Room to Lift Export Controls on China
- @wsj
- @wsj
Reposted by Ophir Gottlieb
Still an absolutely brutal job market for the US tech industry, which is back to losing jobs year-on-year after several months of tepid positive growth
June 6, 2025 at 12:50 PM
Still an absolutely brutal job market for the US tech industry, which is back to losing jobs year-on-year after several months of tepid positive growth
》Non farm payrolls
• 139K vs 147K est
• March and April were revised lower (90K)
• Unemployment: 4.2% vs 4.2% est
• Participation: 62.4% vs 62.6% est (equal Feb's two year low)
》Wage Inflation
• MoM: 0.4% vs 0.3% est
• YoY: 3.9% vs 3.7% est
• 139K vs 147K est
• March and April were revised lower (90K)
• Unemployment: 4.2% vs 4.2% est
• Participation: 62.4% vs 62.6% est (equal Feb's two year low)
》Wage Inflation
• MoM: 0.4% vs 0.3% est
• YoY: 3.9% vs 3.7% est
June 6, 2025 at 12:51 PM
》Non farm payrolls
• 139K vs 147K est
• March and April were revised lower (90K)
• Unemployment: 4.2% vs 4.2% est
• Participation: 62.4% vs 62.6% est (equal Feb's two year low)
》Wage Inflation
• MoM: 0.4% vs 0.3% est
• YoY: 3.9% vs 3.7% est
• 139K vs 147K est
• March and April were revised lower (90K)
• Unemployment: 4.2% vs 4.2% est
• Participation: 62.4% vs 62.6% est (equal Feb's two year low)
》Wage Inflation
• MoM: 0.4% vs 0.3% est
• YoY: 3.9% vs 3.7% est
》PCE
• MoM: 0.1% vs 0.1% est
• YoY: 2.1% vs 2.2% est
》Core PCE
• MoM: 0.1% vs 0.1% est
• YoY: 2.5% vs 2.5% est
US inflation has, for all intents and purposes, hit the Fed's target.
• MoM: 0.1% vs 0.1% est
• YoY: 2.1% vs 2.2% est
》Core PCE
• MoM: 0.1% vs 0.1% est
• YoY: 2.5% vs 2.5% est
US inflation has, for all intents and purposes, hit the Fed's target.
May 30, 2025 at 1:55 PM
》PCE
• MoM: 0.1% vs 0.1% est
• YoY: 2.1% vs 2.2% est
》Core PCE
• MoM: 0.1% vs 0.1% est
• YoY: 2.5% vs 2.5% est
US inflation has, for all intents and purposes, hit the Fed's target.
• MoM: 0.1% vs 0.1% est
• YoY: 2.1% vs 2.2% est
》Core PCE
• MoM: 0.1% vs 0.1% est
• YoY: 2.5% vs 2.5% est
US inflation has, for all intents and purposes, hit the Fed's target.
🚨US court blocks Trump's 'Liberation Day' tariffs
via Reuters
Court blocks Trump's tariffs, citing overreach of authority
Constitution grants Congress power to regulate international commerce
via Reuters
Court blocks Trump's tariffs, citing overreach of authority
Constitution grants Congress power to regulate international commerce
May 28, 2025 at 11:30 PM
🚨US court blocks Trump's 'Liberation Day' tariffs
via Reuters
Court blocks Trump's tariffs, citing overreach of authority
Constitution grants Congress power to regulate international commerce
via Reuters
Court blocks Trump's tariffs, citing overreach of authority
Constitution grants Congress power to regulate international commerce
S&P PMIs
Mfg: 52.3 vs 50.1 est; 50.2 prior. 🟩
Services: 52.3 vs 50.8 est; 50.8 prior.🟩
Composite: 52.1 and 50.6 prior.🟩
Initial Jobless Claims:
227K vs 230K est; 229K prior.🟩
Continuing Jobless Claims:
1903K vs 1890K est; 1867K prior.🟥
Mfg: 52.3 vs 50.1 est; 50.2 prior. 🟩
Services: 52.3 vs 50.8 est; 50.8 prior.🟩
Composite: 52.1 and 50.6 prior.🟩
Initial Jobless Claims:
227K vs 230K est; 229K prior.🟩
Continuing Jobless Claims:
1903K vs 1890K est; 1867K prior.🟥
May 22, 2025 at 2:17 PM
S&P PMIs
Mfg: 52.3 vs 50.1 est; 50.2 prior. 🟩
Services: 52.3 vs 50.8 est; 50.8 prior.🟩
Composite: 52.1 and 50.6 prior.🟩
Initial Jobless Claims:
227K vs 230K est; 229K prior.🟩
Continuing Jobless Claims:
1903K vs 1890K est; 1867K prior.🟥
Mfg: 52.3 vs 50.1 est; 50.2 prior. 🟩
Services: 52.3 vs 50.8 est; 50.8 prior.🟩
Composite: 52.1 and 50.6 prior.🟩
Initial Jobless Claims:
227K vs 230K est; 229K prior.🟩
Continuing Jobless Claims:
1903K vs 1890K est; 1867K prior.🟥
Amazon CEO Andy Jassy says tariffs haven’t dented consumer spending
- @CNBC
- @CNBC
May 21, 2025 at 5:39 PM
Amazon CEO Andy Jassy says tariffs haven’t dented consumer spending
- @CNBC
- @CNBC
My view of inflation, GDP, EPS:
• Today's CPI did not have the tariffs in there.
• Core CPI number sticking at 2.8% surpirsed me and is not evidence that inflation is cooling - rather it's evidence that it is not moving (and this is pre-tariffs).
1/5
• Today's CPI did not have the tariffs in there.
• Core CPI number sticking at 2.8% surpirsed me and is not evidence that inflation is cooling - rather it's evidence that it is not moving (and this is pre-tariffs).
1/5
May 13, 2025 at 2:23 PM
My view of inflation, GDP, EPS:
• Today's CPI did not have the tariffs in there.
• Core CPI number sticking at 2.8% surpirsed me and is not evidence that inflation is cooling - rather it's evidence that it is not moving (and this is pre-tariffs).
1/5
• Today's CPI did not have the tariffs in there.
• Core CPI number sticking at 2.8% surpirsed me and is not evidence that inflation is cooling - rather it's evidence that it is not moving (and this is pre-tariffs).
1/5
Goldman raised S&P target back to 6,100 from 5,900.
- @CNBC
- @CNBC
May 13, 2025 at 1:34 PM
Goldman raised S&P target back to 6,100 from 5,900.
- @CNBC
- @CNBC
» CPI
MoM: 0.2% vs 0.3% est
YoY: 2.3% vs 2.4% est; 2.4% prior.
» Core CPI
MoM: 0.2% vs 0.3% est
YoY: 2.8% vs 2.8% est; 2.8% prior.
MoM: 0.2% vs 0.3% est
YoY: 2.3% vs 2.4% est; 2.4% prior.
» Core CPI
MoM: 0.2% vs 0.3% est
YoY: 2.8% vs 2.8% est; 2.8% prior.
May 13, 2025 at 1:25 PM
» CPI
MoM: 0.2% vs 0.3% est
YoY: 2.3% vs 2.4% est; 2.4% prior.
» Core CPI
MoM: 0.2% vs 0.3% est
YoY: 2.8% vs 2.8% est; 2.8% prior.
MoM: 0.2% vs 0.3% est
YoY: 2.3% vs 2.4% est; 2.4% prior.
» Core CPI
MoM: 0.2% vs 0.3% est
YoY: 2.8% vs 2.8% est; 2.8% prior.
US Treasury's Bessent says China 'negotiations' to start Saturday without Navarro
- via @Reuters
- via @Reuters
May 8, 2025 at 12:27 AM
US Treasury's Bessent says China 'negotiations' to start Saturday without Navarro
- via @Reuters
- via @Reuters