Feb 27, 2026

Sure, here are concise summaries for 4 emails based solely on the provided text:

1. Joseph Politano and Andrew Lokenauth posted new notes

   Joseph Politano highlighted a major milestone where the US imports more directly from Taiwan than from China. He also discussed how Trump’s exemption of AI impacts enabled America’s AI boom. Andrew Lokenauth covered OpenAI’s massive planned cash burn compared to Tesla and Netflix before profitability. Their detailed notes are available in the Substack app.

2. Market strategist Tom Lee says bottom is near for tech and cryptos

   Fundstrat’s Tom Lee believes the selloff in AI-related stocks, Magnificent 7 stocks, and cryptocurrencies is nearing its end. Despite weak recent reactions to Nvidia’s solid earnings, Lee sees signs of bottoming based on market data and investor sentiment. He expects the Mag 7 stocks and crypto to rally soon and remains optimistic on energy, materials, and small-caps for 2026.

3. Axios Pro Rata: AI receives minimal mention in Trump State of the Union

   Trump’s longest-ever State of the Union address surprisingly gave minimal attention to AI, focusing instead on electricity supply for data centers. The piece argues that Washington largely ignores the dramatic long-term impacts of AI, which could threaten most future careers. Axios also reports on a bidding war for Janus Henderson and provides an extensive update on venture capital deals, private equity acquisitions, fundraisings, and corporate moves.

4. Money Stuff: Skepticism about Elon Musk’s promises and lawsuit over Optimum debt management

   The email critiques the notion of shorting Tesla based solely on disbelief in Musk’s ambitious timelines, explaining why stock prices don’t behave as simple reflections of single facts. It delves into how prediction markets offer a purer way to bet on isolated outcomes. It then reports on the lawsuit by Optimum Communications alleging its lenders formed an illegal cartel to block restructuring, leading to law firm withdrawals and unusual legal drama. Additional topics include a study on “venture fraud” showing VC-backed firms more prone to fraud and a legal dispute involving insider trading settlements related to Pfizer and SAC Capital.

Stay Well!