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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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Jeff Bezos is warning against political rhetoric that blames specific groups for complex economic problems, arguing that such messaging can distract voters from policies that could address issues such as housing affordability. The Amazon ($AMZN) founder said voters should focus on the underlying causes of rising costs rather than narratives that identify particular people or industries as villains. Bezos’s comments come as debate intensifies over capitalism, socialism and the role government should play in addressing inequality and affordability. Housing has become a key example. Bezos suggested that reducing costs requires understanding structural factors behind limited supply and high prices rather than relying on politically convenient explanations. His broader argument is that voters should evaluate policies based on their likely economic consequences instead of being swayed primarily by rhetoric aimed at particular groups. The comments also touch on a long-running debate over how much responsibility governments, businesses and wealthy individuals should bear for addressing economic inequality. Bezos’s perspective comes as President Donald Trump’s administration navigates rising concerns around living costs and broader economic policy ahead of the next electoral cycle. For voters, Bezos’s message is essentially to look beyond political labels and focus on whether proposed policies address the actual mechanisms driving problems such as housing affordability, economic opportunity and inequality.
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Nvidia $NVDA CEO Jensen Huang brought AI-trained Microduck robots onstage at GTC Berlin, where they walked and performed somersaults. Their skills were developed using RTX Spark, Omniverse simulations and cloud training. (Via @wallstengine, Original source: @NVIDIA)
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