Amazon Stock (AMZN)

And Meta ($META) got what, about four weeks out of it and they spent $500 billion and gave it away for free! This is the economics of AI to a T: https://www.zerohedge.com/ai/peak-muse-growth-slows-just-morgan-stanley-tallies-what-metas-free-agent-really-costs Meanwhile: And From September 23: BY DOUG KASS · Sep 23, 2026, 7:35 AM EDT More Tales From Nvidia: I’m Not Trying to Call …

“Muse personal AI agent is free to use with a generous weekly usage limit (such as up to 100 million tokens per week), though paid subscription tiers are available if you need higher usage capacity.” – From AI Does Anyone Do Their Homework Anymore? Not that I am or have been trying to call the …

It looks like Broadcom ($AVGO) is already back for another fix. It really makes me wonder how there is enough savings in the world to do this, although the Treasury market is telling you there isn’t: Broadcom CDS Explodes As It Seeks Up To $100 Billion In Massive Off-Balance Sheet Debt Deal At any rate, …

* The markets, that is… From the ridiculous: Dr Frankenstein: Now that brain that you gave me, was it Hans Del Brooks? Igor: No. Dr. Frankenstein: Would you mind telling me whose brain I did put in? Igor: Abby someone. Dr. Franksenstein: Abby, who? Igor: Abby Normal – I am almost sure that was the name. Dr. Frankenstein: Are you saying I put …

This chart is pretty good on tokens: https://openrouter.ai/rankings?view=month A few observations: * Looking at the chart, token UNITS interestingly seem to be really flattening overall. * Re chart later in this note, token pricing is cratering. In part because unit growth is slowing, in part because the current pricing is dis-economic for customers, and in part …