| | Merry Christmas 🎄☃️ — here's what actually matters today. | The markets are closed today, but the structural plates of the economy never stop shifting. | While you unwrap gifts, the "Smart Dollar" has officially flipped Visa in transaction volume, Nvidia has confirmed the date for the next AI super-cycle, and holiday spending data proves the consumer is far from dead. |
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| 📺 The "Nvidia Ecosystem": Confirmed for Jan 6 | | The market is officially positioning for January 6, 2026. | Nvidia has confirmed CEO Jensen Huang will deliver the CES keynote in Las Vegas on that date. Leaks suggest this will be the unveil of the RTX 50-Series ("Blackwell"), with the flagship 5090 expected to offer a 1.7x performance jump specifically targeted at running local AI models on-device. | It's not just about the chips. Nvidia's networking revenue (InfiniBand) surged 98% YoY in late 2025, validating the "Data Center Factory" thesis where the cabling partners are seeing volumes rivaling the GPU makers themselves. |
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| | | | (Sponsored by Brownstone Research) | Tech legend Jeff Brown – the Silicon Valley insider who called NVIDIA in 2016... | | ...before it skyrocketed over 30,000%... has uncovered seven NVIDIA partner stocks set to explode after Jensen Huang's big announcement as early as Jan 6, 2026. | Handing early investors a once-in-a-lifetime chance to pocket generational wealth in America's FINAL AI boom. | Click here to see the opportunity of a lifetime before it vanishes. | |
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| | 💵 The "Smart Dollar": Flipping Visa & Mastercard | | The "digitization of the dollar" has quietly flipped traditional finance. | In 2025, stablecoin settlement volume peaked at $7.12 trillion in Q1 alone, officially surpassing the combined volume of Visa and Mastercard for the first time in history. | The Bank Play: This isn't just crypto cowboys. JPM Coin (JPMorgan's private blockchain) is now consistently processing over $1 billion daily as institutional clients move liquidity 24/7. The "Tokenized Treasury" market has hit a record $8.6 billion, with money market funds moving on-chain to capture yield that never sleeps. |
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| | | | (Sponsored by Stansberry Research) | What started as a bold idea from President Trump is now going mainstream. | His "Smart Dollar" is now moving more money than Visa and Mastercard combined… | JPMorgan is moving $1 billion a day through it… | And $40 billion has already poured into U.S. Treasury bills. | This isn't a prediction. It's happening right now. | I believe this could be the biggest financial shift since credit cards started appearing in every American's wallet – and it's unfolding faster than anyone expected. | Click here to see how to position yourself before the rest of the world catches on. | |
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| | 🎄 The "Christmas Spend": Online Wins (+7.4%) | | The consumer isn't dead; they've just moved online. | Preliminary Mastercard SpendingPulse data for the holiday season shows US retail sales rose +3.9% YoY, beating the consensus forecast of 3.2%. | The Split: The story is in the channel split. Online sales surged +7.4%, while in-store sales grew a modest +2.9%. Despite credit card debt concerns, the "wealth effect" from high asset prices kept the upper-middle-class consumer spending through December. |
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| | 📢 The "AI Ad" Revolution: 42:1 ROI | | The "Mad Men" era is over. AI agents are now generating, testing, and optimizing ad creatives in real-time. | Recent data shows AI-driven personalization is delivering a 30% lift in conversion rates and an average 42:1 ROI for email campaigns. | The Signal: Big Tech platforms (Meta/Google) are effectively becoming "Agentic Ad Agencies," where the advertiser simply provides a budget and objective, and the AI generates the assets—killing the retainer model for traditional agencies. |
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| | | | (Sponsored by RAD Intel) | When Big Tech companies launched, nobody thought digital ads could make trillion-dollar giants. | Today, AI ads are the new oil — and one early-stage Reg A+ offering is selling barrels for $0.85. | It's called RAD Intel — the AI brain helping brands do what Big Tech companies do every second: predict behavior, personalize content, and generate measurable ROI (per SEC filings). | While Big Tech companies sell ads through AI, RAD Intel sells the AI itself — giving companies the power to become their own "mini-giants." | If you missed Big Tech companies when they were cheap… this is your reset button. | Lock in the $0.85 round before it changes. | |
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| | 📅 The "January Effect": Small Cap Season | | As tax-loss harvesting concludes, history suggests a violent rotation into Small Caps is imminent. | Historical data (1927–2021) shows that Small Caps outperform Large Caps in January by an average of 2.1%. This phenomenon holds true with a 62% success rate. | The Valuation: Heading into 2026, the Russell 2000 is trading at a near-historic discount to the S&P 500 on a Price-to-Sales basis, while earnings are forecast to grow 43.7% in 2025—nearly double the growth rate of the S&P 500. |
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| | 🧭 What This Means | For Your Calendar: Mark Jan 6. Whether you own Nvidia or not, Jensen's keynote sets the capex tone for the entire tech sector in 2026. For Your Wallet: The "Smart Dollar" isn't just for banks. Yields on "Tokenized Treasuries" (on-chain) are becoming the new savings account. For Your Portfolio: Don't chase the 2025 winners (Large Caps) into January. The math favors the laggards (Small Caps) for the first 4 weeks of the year.
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| | 🔍 Insight | The theme of this Christmas is "The Digital Takeover." | Money: Stablecoins flipped Visa ($7.12T volume). Marketing: AI Agents flipped Agencies (42:1 ROI). Shopping: Online flipped In-Store (+7.4% growth).
| While we celebrate with physical traditions, the economic engine has fully digitized. The physical world is becoming "upstream" (supply chain/energy), while the value capture is almost entirely "downstream" (digital platforms/assets). | The Lesson: In 2026, the "Middleman" is dead. You either own the Source (Energy/AI) or the Platform (Stablecoins/Ad Tech). |
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| | POLL — What dominates the 2026 narrative? | |
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