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Joined June 2009
EXCLUSIVE: 21,000+ trades disclosed for 2025 alone. Trump’s accounts hold stocks in sectors his administration directly shapes: chips ($NVDA, $AMD, $MU), defense and surveillance ($PLTR, $AXON), detention ($GEO, $CXW), plus his own Trump Media ($DJT). Read the full breakdown from Benzinga and @unusual_whales here: benzinga.com/news/politics/2…
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Why This Sell-Off Feels Different..
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Spotify ($SPOT) premium subscribers climbed 9% to 306M in Q3, while monthly active users reached 788M. The company now expects 316M premium subscribers and 818M monthly active users in Q4. benzinga.com/markets/earning…
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Big Opportunity or Liquidity Trap?
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John Malone says Netflix ($NFLX) was told by the Trump administration that its Warner Bros. Discovery bid had “no chance” of winning regulatory approval. Netflix later dropped out, clearing the way for Paramount Skydance ($SKYD). benzinga.com/m-a/26/10/62540…
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Nvidia ($NVDA) CEO Jensen Huang says neoclouds have strong demand but need more working capital to grow. “You can’t solve the absence of demand.” He expects financing solutions to follow. (Original source: @BloombergTV)
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Half of Americans think AI will cost someone in their household a job. Jeff Bezos says AI is going to create a labor shortage.
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