Hello Reader, No trades from me this week. I spent the whole week at SF Tech Week, and between the events, the networking and a stack of private meetings, I didn't have time to focus on trading. But I came back with something I want to share with you all, and it ties directly to the whole AI buildout. While I was gone the 10-year hit its highest level since 2002, OpenAI's revenue numbers knocked the AI names around for a day, SpaceX wrecked the phone companies, and the S&P still closed the...