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Day: December 6, 2025

Global Economy

Kuiper’s 50-Sat Salvo Triggers ASTS-LORL Bloodbath—Is LEO Bandwidth Already Oversold?

Amazon’s Overnight Launch Resets the Orbital Chessboard When Amazon’s Kuiper unit fired 50 satellites into a 590-kilometer shell last Tuesday,…

byMichael TurnerDecember 6, 2025December 6, 2025
Global Economy

AI Pharma Royal Rumble: How Recursion Just Snatched Crown From Exscientia

From Pipeline to Price Action Recursion Pharmaceuticals ended Friday’s session at $14.82, up 38% since 3 May while Exscientia ADRs…

byEthan GrayDecember 6, 2025December 6, 2025
Technical Analysis

Nasdaq/BTC Beta Craters to 0.18: Macro Funds Dump COIN for SMCI, Rotation Leaves Crypto ETFs Dry

The Quiet Divorce Between Tech and Crypto On the surface, Monday’s tape looked like another sleepy summer session: the Nasdaq-100…

byadminDecember 6, 2025December 6, 2025
Technical Analysis

NVDA RSI(5) Tops 88: JPMorgan Algo Projects 68% Odds of 11% Drop, Zero-DTE Bears Reload Overnight

The 88 Print That Lit the Options Fuse Wednesday’s 4:01 p.m. ET closing print showed NVIDIA’s five-day RSI at 88.4,…

byLaura SimmonsDecember 6, 2025December 6, 2025
Stock Analysis

SOFR at 5 % + 60 % LTV = Cash-Flow Squeeze: 12 BDCs Sitting on the Fault Line

The Math No One Wanted to Tweet Business-development companies were never meant to be viral. They borrow short, lend long,…

byadminDecember 6, 2025December 6, 2025
Stock Analysis

How a 68 % Lithium Crash Turns ALB and SQM into Either Value Traps or 4× EBITDA Call Options on a China Rebound

The Hard Numbers First Spot carbonate in China closed last week at $12 300 per ton, down 68 % from…

byLily AdamsDecember 6, 2025December 6, 2025
Market Analysis

TSLA+NVDA+RDDT = 42% of All April Flow—Same Names, 3× Leverage, 0× Hedge

Flow Concentration Signals a Regime Shift, Not a Rotation EPFR data show that 42 cents of every new dollar that…

byPatrick NelsonDecember 6, 2025December 6, 2025
Market Analysis

Mega-Caps Hog 42% of Cap-Ex: The Hidden Concentration Risk Your Model Ignores

Cap-Ex Skew Is Now a Systematic Exposure The 2025 capital-expenditure ledger of the S&P 500 shows an extreme tilt: the…

byPatrick NelsonDecember 6, 2025December 6, 2025
Fundamental Analysis

2.4% Headline CPI Cheat Sheet: Energy, Banks, Airlines Stage Stealth Breakout

The Number That Didn’t Scream Headline CPI printed 2.4 % Tuesday, a whisker below the whisper 2.5 %. Futures barely…

byIsabella HughesDecember 6, 2025December 6, 2025
Fundamental Analysis

$195B AI Tab: Cloud Kings Face ROIC Reckoning If Revenue Mirage Fades by ’27

The Capex Ledger No One Sings About Between January 2023 and March 2025 the five largest U.S. cloud providers spent…

byNatalie BrooksDecember 6, 2025December 6, 2025

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