This is The Takeaway from today’s Morning Brief, which you can sign up to receive in your inbox every morning along with:
My gym trainer hit me with a dose of tough love this week.
We are in the middle of a program called “12 Days of Suffering” — honestly some of the most grueling workouts I’ve ever done in my life. I can barely stand for my live show Opening Bid each day.
On Wednesday, I almost passed out on a rowing machine. My trainer told me, while I was on the ground, “No one is coming to save you. Get your ass up.”
It was much-appreciated motivation for the self-motivated me.
And I want to give you a similar shot of inspiration as we get ready to enter 2026: No one is coming to save your portfolio from complacency on AI stocks.
How’s that Oracle (ORCL) you bought in September working out? Still riding the once-buzzy CoreWeave (CRWV)? I imagine in both…