4/8/2026 - I’ve been saying for a few weeks that this market was a
coiled spring and crossing above the 200-day moving average
would trigger panic buying. I also saw a potential moving
average cross development, but it's moot, as the S&P 500 is
also challenging its 50-day moving average. The rate of
change (ROC) is also reminiscent of the rally that began
from the depths of last year's tariff tantrum....
Anxiety Ratchets Higher Opportunities Mount
3/30/2026 By Charles Payne, CEO & Principal AnalystOver the weekend, rumors that OpenAI is ready to pull the plug on the need to buy $600 billion in memory from SK Hynix have kept pressure on DRAM pricing and raised anxiety about circular funding among the large AI players. As Anthropic’s Claude continues to wreak havoc.
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TurboQuant and the Effects on Memory
3/27/2026 By John Jean, Research AnalystEarlier this week, Alphabet (GOOG/L) unveiled TurboQuant. This is a new algorithm suite from Google Research which dramatically compresses AI memory usage; and potentially reshaping the cost structure of running large language models at scale.
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