Apple Vision Pro

Software gets broader, semis get narrower next year, says Hedgeye portfolio manager

14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…

10 hrs ago • The Scuttlebutt

Arvind Narayanan: Why blocking data centers won't slow AI down, Meta settles the teen-safety case for up to $17 billion, and the last ever…

The Princeton computer scientist puts a statewide moratorium at about 10 hours of lost AI progress, Meta's teen accounts get a two-hour daily cap, and…

Aug 29 • The Scuttlebutt

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