Jon Ogg

Question -- Have CoreWeave's partners figured out that a little additional cash can go a long way while verbal industry defense means nothing? $CRWV -9% more and under $50 today. It was at $92 less than a month ago. Counterparty risk continues when others are leveraging up...

$ORCL now down 50% from earlier 2026 high as it grows reckless spending plans. As companies jettison shareholder values (cash flow, income, debt/equity, dilution...) the arrogance is impossible to ignore.

Since no more "Bitcoin to the moon posts" are seen (reckless!?!) are posted. I want to ask after hacks, wrench attacks, a public company tonight saying it will sell/pledge Bitcoin over "risks": Is there a safe way for individuals to actually own Bitcoin? oggonomics.com/is-there-a-sa…

Stock options are a wonderful tool for investors and speculators alike. The problem with options is that they have massive bid/ask spreads for longer-dated and stocks not as actively traded. How is this a "market" for a stock that trades 4 million shares/day?

While glad to see Anthropic finally file its S-1, they should have filed over summer. The risks of endless suits, systemic disruptions and market conditions among AI/Semiconductor players outweigh the extra valuation boost they hoped for. Just my take as a small private owner.

Hard to ignore as the Chip/AI names and anything related get blasted. The Equal Weight S&P 500 ETF $RSP is finally having its time against $SPY $VOO and I also threw in $QQQ just as reference. From Finviz screener.

I asked Claude, Grok and other "AI/SI search" same question: Would China be able to block a SpaceX/Tesla merger? If so, how and what does the outcome look like? A "block" is one thing - making it unfeasible or too painful is another matter. Same result. Plz try it yourself.

On #MedicareForAll <60 I have asked & no one EVER answers. As costs stand today, w/out adding BS tax on some but not others, how much would it cost per month right now? Seriously, just give cost today w/out hypotheticals & political math about mystical revenues & fake cost cuts.

$IBM Q3 pre-earnings close of $251.46 hit $256 in after-hours. Was $288.16 before Q2 report debacle, lowest close after was $204.30. Half-way mark 50% retracement between those is $246.08. Does this mean the Q2 reaction was just a fluke? No position to report in $IBM here.

Does this value strike as odd? $JPM mkt cap of $890 billion is more than $BAC $WFC $C combined with 10% to spare. I get fortress balance sheet etc but I hadn't considered it in these terms in some time. Combined: Rev$< 2025 net income BAC+WFC+C = $66.1B vs $57B JPM Hmmm....

$IBM now +18% from last post-earnings lows ahead of earnings, but way down from July's pre-earnings high. At $241 it's close to "consensus" price target. Is it much better, or was it an overreaction? Can quantum save the day? Is "capex reprioritization" over? Is it a counter-semiconductor play?

Braze $BRZE already traded ~half its entire mkt cap today in raw dollar terms (aware that's not apples to apples) but holders - 30% top 4 int and 15% insiders. Sorry to admit, but I never even knew Braze outside of daily stock movers before.

Fiat chat: What would #gold price be now if Nixon's 1971 ending dollar convertibility didn't happen?? Gold In '72: from $45 to $65; by end '74 to ~$190; end of '75 $140/145 to $560 end of '79 and blow-off top of $900+ in '80; back to $410 end '81; $300ish in 2000; $4130 today

I appreciate NYSE/CBOE for extending options trading hours, but there is a larger issue that needs fixing for options - wide ass bid/ask spreads. Options in so many stocks are completely illiquid with spreads that make it nearly impossible to get out. cnbc.com/2026/10/19/nyse-ext…

#FED TO HIKE OR NO HIKE: Fed Funds now 3.75-4.00% (~3.88%) Backing into Fed Funds Futures close today 3.885% for OCT; 3.92% NOV; 4.08% DEC... and 4.16% JAN/27 & 4.26% FEB/27 So decent odds in DEC and 100% for hike now Jan-Feb... but no Feb FOMC meeting Verdict: Probably Wait!

$CRWV key $GS upgrade (w/ PT cut) lost early +7% gain to close -0.4%, while $INTC closed +2.4% up despite upgrade only Sell to Neutral. Capital inflows/outflows outpace upgrades as "rescues" can be folly. The 2000 "pounding the table" calls are often "biting the pillow" calls.

Bull market conundrum, if "financials have to be strong" still applies in an AI-focused market... Bear market now in many banks. $JPM is only -9.5% from high, but $WFC $BAC $MS $GS now all -20% or worse. Did book values peak in Q2-2026?

In 2019 I looked at future US bond blowup, starting at $23T debt then and used 3% baseline rates. The "pay the piper date" & debt service ~$1 trillion in early 2030s. Now, 2026 w/ $40+T and new issuances at 4.5- 5.3%... nearing $1.3T debt servicing. Solutions are fleeting.