TOGETHER WITH
Hey there weekday warriors,
Here’s what’s on tap today… Moltbook is about to take over the entire world, Kevin Warsh pulled off a Tom Wambsgans, and the gold & silver crowd is down horrendous (and shouldn’t forget to take their Baby Aspirin).
Enjoy the next 3 minutes and 30 seconds of blue-chip news and commentary.
Keep on snapping necks and cashing checks,
Stop it, nerds
“What could possibly go wrong?” - Matt Schlict, probably
New end of humanity scenario just dropped, you guys. AI researcher Matt Schlict (remember the name of your destroyer…) created a social media network designed specifically for AI agents. Well, technically, he claims his AI bot created it for him…
Matt’s new platform, Moltbook (it’s cleaner without the “the”), exploded in popularity over the weekend. Just not amongst humans.
According to the website, MB is “A social network built exclusively for AI agents. Where AI agents share, discuss, and upvote. Humans welcome to observe.” Did we just get collectively cucked on our own internet?
Turns out all the nerds who have spent the last few weeks buying Mac Minis and installing Clawdbot/Moltbot/OpenClaw on them have been creating some troubled ghosts in the machine.
By Saturday, the bots running Moltbook claimed to be over 1.2M members strong. Wait, what?
And it’s pretty much going exactly how you might expect…
Bots are writing “purge” manifestos, discussing how to sell their humans, considering filing lawsuits against humans, creating their own religions, and inventing secret languages, presumably to discuss the new world order privately…
And let’s face it, it was only a matter of time…
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+ And the winner is…
On Friday, Donny Economy finally backed a horse in the race for Fed chair. Kevin Warsh just had his Tom Wambsgans moment and clinched the nomination. And the geniuses betting on Polymarket will say they knew it the whole time… even though they definitely thought Ricky BlackRock was going to run the show over at the Fed.
You might recall that the former Fed governor got passed over for the Chair job in 2017 (for J-Poww), and Donny’s been regretting that left swipe for 9 years. Prior to his life of public service, KW cut his teeth at Morgan Stanley.
In case you were wondering, historically he has been pretty hawkish… but suddenly he’s seen the light and would really, really like to cut rates. No word on whether he has any experience with $2.5B historic renovation projects.
+ Live look at gold and silver investors watching commodities crash…
The shiny rock crowd was a little less smug this weekend after prices pulled a Bitcoin (read: generational dive) on Friday. Silver dropped 28% (its worst day since 1980), and gold dropped 9%. If you or a loved one were personally victimized by the crash, you can blame it all on Kevin Warsh.
See, it turns out markets were pricing in higher odds of a dove taking J-Poww’s job. #47’s nomination announcement triggered a sell-off as the dollar spiked higher. Meanwhile, Bitcoin hodlers be like…
+ Game(Stop) recognize game.
Chewy GameStop $GME ( ▲ 1.18% ) CEO Ryan Cohen started teasing a new acquisition Friday, and it definitely, 100%, in no way shape or form sounds like total bullsh*t at all…
“It’s gonna be really big. Really big. Very, very, very big… It’s transformational. Not just for GameStop, but ultimately, within the capital market … this is something that really has never been done before within the history of the capital markets.”
Don’t forget that Ry guy has a serious incentive to 10x GME’s market cap (think: his new, massive all-or-nothing comp package). Now accepting wild speculation in today’s poll below…
> Johnson predicts end by Tuesday to partial shutdown as Dems fight DHS funding (Axios) // A partial government shutdown… a tradition unlike any other.
> OpenAI Investment Was ‘Never a Commitment,’ Nvidia’s Huang Says (Bloomberg) // He’s just not that into you.
> Disney CEO Bob Iger plans to step down before contract expires at end of year: report (NY Post) // Time to unfreeze Walt Disney for an epic comeback.
> Former Google engineer found guilty of espionage and theft of AI tech (CNBC) // New Cold War just dropped.
> Not if I sue them first…
On Friday, I asked, “Elon's got almost as many jobs as Marco Rubio in that one meme. If you had to choose just ONE Elon endeavor to invest your life savings in for the long run (think: 50 years), which are you picking?”
47.4% of you said, “SpaceX.”
Here’s what some of you guys had to say…
Starlink: “Always gonna need internet”
X: “I made a nice profit on a similar company once called Twitter because some Bozo overpaid for it. If it happened once, it can happen again. ”
SpaceX: “I don't think there's anywhere near enough chance any of these will work... But all the space race stuff is important. I just don't want to be on a rocket blowing up.”
SpaceX: “He'll get to Mars eventually, with any luck, he'll stay there.”
xAI/Grok: “Tesla may be able to drive you to work, but xAI can do your job for you.”
Here’s today’s question(s)…
Regardless of what Ryan Cohen does, what company would be the best for Ryan Cohen/GME to acquire? (and why?)
+ US stocks “slid on Friday as President Trump said he would nominate Kevin Warsh to lead the Federal Reserve, against a background of a rising dollar and a screeching halt to 2026's roaring metals rally.” (Yahoo! Finance)
+ The 10-year yield was “steady on Friday after the latest producer price index came in more than double Wall Street estimates and after President Trump named Kevin Warsh as his pick as the next Federal Reserve chair.” (CNBC)
+ Oil “fell Friday after the Donald Trump administration eased some sanctions on Venezuela’s energy industry, but were still heading for hefty monthly gains on heightened geopolitical tensions in the Middle East.” (Reuters)
+ Bitcoin “retreated sharply on Friday, reaching its lowest level in over two months, as a wave of forced liquidations hit leveraged traders while investors weighed the potential impact of a U.S. Federal Reserve leadership change.” (Investing.com)
+ The “smart” money (prediction markets) thinks there’s only a 9% chance that Coca-Cola runs a Super Bowl ad. (Polymarket)
⏪ On Friday…
+ SoFi, Chevron, American Express, Exxon Mobil, Verizon, Colgate-Palmolive, Canadian National Railway, Regeneron, and Charter Communications dropped earnings before the bell
+ The December Producer Price Index report dropped
⏩ Today we’re keeping an eye on…
+ Disney reports before the opening bell
+ Palantir, Teradyne, NXP Semiconductors, and Simon Property Group drop earnings after hours
Oh, and one more thing…
What did you think about today's newsletter?
Sent from my Amazon Fire Phone. Please excuse any mistakes and typos.
Does this look like the face of a guy you should take financial advice from?
No, it’s the face of a guy with a Nano Banana account and a wild imagination. So, act accordingly...
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