7/29/2026 - It's been a tough session as questions mount for the AI
trade and anxiety builds ahead of the FOMC decision. I
remain in the camp that the AI trade is not over, but I have
been at this a long time, and fear begets fear, coupled with
ignorance and deliberately poor reporting; the pressure is
on holders. Would-be buyers understand there is less
urgency and they could get a better price tomorrow....
Payne's Perspective: K3 Kicks Vulnerable Market
7/20/2026 By Charles Payne, CEO & Principal AnalystKimi K3 hit as an 800-pound bomb dropped from a stealth bomber. The development has made waves in technology and politics. There is a camp concerned about Chinese companies piggybacking (stealing) from US frontier AI models – called distillation. But this goes even deeper
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