Hacker News with Generative AI: Market Analysis

On Bubble Watch (oaktreecapital.com)
Exactly 25 years ago today, I published the first memo that brought a response from readers (after having written for almost ten years without receiving any). The memo was called bubble.com, and the subject was the irrational behavior I thought was taking place with respect to tech, internet, and e-commerce stocks.
Upwork Projects Analysis 2024 (vollna.com)
Welcome to the first report of the Freelance Market Analysis by Vollna. Since 2016, we have been gathering and analyzing data from the world's largest freelance marketplaces to provide actionable insights for freelancers and agencies.
The Rise and Future Fall of MicroStrategy (medium.com)
Through strong but false narratives, MicroStrategy shares are trading at a large premium to net assets. From this premium, a “Bitcoin yield” is extracted through ATM offerings and convertible bond issuance. The premium provides an arbitrage to the company, which now captures it in the largest ATM offering in human history.
China's Connected Car Collapse Is a Warning for the American Market (thedrive.com)
Rise and Fall of OpenSea (theverge.com)
Ask HN: What does the website builder market look like? (ycombinator.com)
$1T wipeout: Market rout punishes mega-cap tech (cnbc.com)
The Last 72 Hours of Archegos (bloomberg.com)
Continuously shorting IT stocks overnight and buying back at market open (abctaylor.com)
Wall Street bearish investors are out of favor–but evidence is they're right (fortune.com)
Physical console games are quickly becoming a relatively niche market (arstechnica.com)
I spent a year and $5,700 to see if ChatGPT can beat the market (S&P 500) (ycombinator.com)