Less Intimidating @thelessInt
Obsessed with why the Nasdaq moves the way it does. Markets rhyme more than they repeat. USA Joined September 2026-
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Waiting patiently for the update from #Brookings DMV population growth shift: Scale vs. Momentum! Core economic anchors are cooling fast, while select outer counties surge. Used the data to create this for a client this weekend. 📊🚀 -> tinyurl.com/2jy2dwjp
How well does this story age? 🤔 Anthropic offers Blackstone >10% on $60B Project North Star — largest chip financing ever — despite sub-investment-grade rating. #Anthropic
Anthropic offers Blackstone double-digit yield in latest chip financing ft.trib.al/dRuFqWd
Nvidia earns $40B/GW vs $18B (2 years ago) — it sells the whole building. Filings show what's circular and who is exposed: The catch? $42.4B spent in 6 months buying equity in its customers to keep that building going. tinyurl.com/NVIDIA-and-the…
Through Aug, real US construction spending has fallen YoY for 13 straight months. Only 2 categories growing in real terms: data centers + power. Everything else falling in real terms: single-family -8.4% multi-family -5.6% manufacturing -23.9% office ex-data-center -13.9%
If a US-Russia diesel deal were to ship 300,000 tons "immediately" then 500k then 1M+ after that, it would have to be loaded at Primorsk / Ust-Luga for the Atlantic, or Novorossiysk for Suez routing. Not at Rostov.
BREAKING: Ukraine has just struck the NZNP Rostovsky oil products export terminal in Rostov-on-Don and set it ablaze, hours after the US-Russia diesel deal and Trump lifting sanctions on Russian fuel exports. This is a products export terminal, exactly where the diesel would
@HormuzLetter Rostov-on-Don is on the Don River, not on the open sea. It handles river-sea tankers and barges. You cannot load a large ocean-going diesel cargo there for a transatlantic run to the US. This is either poorly researched or intentionally misleading.
@business The Google Microsoft story is more likely. Doesn’t guarantee. Open Source thrives, but closed source doesn’t die.
@Cryptotea The tax bill doesn’t have to grow to leverage the wealth.
@greybtc But State Street collects the fees? 🤔
@DrJStrategy Opinion masked as fact mixed with inaccuracies. Respectfully, The latest 12-month trimmed-mean PCE reading was 2.2%. Monetary policy also has variable lags, not a fixed 24-month timetable, if that was the point it wasn’t stated. With this much confidence you should have their job
@rdd147 The 30-year obligations secured by chips with a predictable depreciation curve is an unconfirmed scenario presented too confidently. Horse shit in colloquial.
@ConnorJBates_ Of Russell 3000 stocks? Can you redo this with all stocks as the caption suggests?
This is directionally right but the "bankruptcy in 4 years" conclusion is wrong. Risk isn't bankruptcy. Risk is they spend $440B in free cash flow and get only 13 cents back per dollar like in 2025. Then we get a capex cut, not a collapse.
The combined revenue needed for $ORCL $MSFT $AMZN $META and $GOOG to breakeven on Ai investment in the next 4 years (2031) is $7.9 trillion. Their current revenue is $1.9 trillion. 5 companies need to increase their revenue roughly 400% to avoid losses. They need to do it while
@rdd147 Capex doesn’t mean expense. A data center is a 15-year asset. You don't need to earn $7.9T in revenue to "breakeven" in 4 years. You need to earn enough incremental profit over its useful life to cover cost of capital. These companies could self fund for years. Come on.
HUD is probing Wells Fargo over its Black homeownership programs. HUD letter to CEO Oct 7 asks if its $60B pledge + $210M equity package violated Fair Housing Act Sec 805 by favoring black homeowners. Investigation only — not a finding that Wells broke the law.
$APLD is the AI bubble debate in one print: Q1: $341.9M revenue vs $116M est (+322% YoY) Adj. loss: $0.01 vs $0.29 est The catch: GAAP loss: $221M Debt: $6.4B Stock: -6% to $23.81 today, +2.4% AH Real demand. The buildout is debt-fueled. AI infrastructure or AI leverage?
Excellent take
Most people get majority of income from selling their labor, however, that type of income has been declining as % of all personal income (long-term trend dating back to 1960s); in addition to wages, Americans now receive significant income from investments, rental properties, and
Sept FOMC: hawkish but no Oct rush. All 19 backed hike, most see 1 more. Fed flags AI capex as inflation driver. For tech: Dec is live, but no hiking cycle. 10Y ∼5.3% #FOMC
@poconokid18 @patientinvestor Look at all the ways Pepsi makes money beyond Soft Drinks.
. @clinttoption
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Robin Brooks-assistan... @GiuseppeSherry
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Jessica Riedl 🧀 �... @JessicaBRiedl
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Garry Tan @garrytan
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Ramp @tryramp
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Ara Kharazian @arakharazian
12K Followers 731 Following Lead Economist @tryramp. I write and publish data on AI, business spend, and the economy at https://t.co/rFk0ZcjkR3. cc: [email protected]. Prev economist @square
lostinazeroy @lostinazeroy
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hayato @hayatomaruu
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AI Guides @free_ai_guides
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Erik Torenberg @eriktorenberg
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a16z @a16z
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Visual Capitalist @VisualCap
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Oxford Economics @OxfordEconomics
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Jason Furman @jasonfurman
340K Followers 2K Following Professor @Harvard, Director @HarvardBizGov, Senior Fellow @PIIE, teaches Ec10, words @nytopinion, was Chair of Pres Obama's CEA. Some posts may be educational.
Holger Zschaepitz @Schuldensuehner
385K Followers 359 Following Holger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
Applied Digital @APLDdigital
12K Followers 151 Following Applied Digital designs and operates high-performance AI data centers that turn power into progress. $APLD
Hedgeye @Hedgeye
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Patient Investor @patientinvestor
61K Followers 43 Following Mr Market makes mistakes all the time and I'm here to take advantage of them. Early $HOOD, $MAMA, $OUST, $HIMS investor
Steve Rattner @SteveRattner
134K Followers 382 Following Former head of Obama Auto Task Force. Wall Street financier. Contributing Writer to NY Times Op-Ed. Morning Joe Economic Analyst. 🌐
App Economy Insights @EconomyApp
244K Followers 392 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 300K+ read my newsletter How They Make Money
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Mohamed A. El-Erian @elerianm
1.1M Followers 1K Following Rene M Kern Prof of Prac at Wharton. Allianz Advisor. Gramercy Chair. Chair of UnderArmour Board. Former Pimco CEO/co-CIO and President of Queens' Col Cambridge
Epoch AI @EpochAIResearch
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Steve Burns @SJosephBurns
1.1M Followers 337 Following I tweet about trading, financial markets, & financial freedom. I also share what I find inspiring & motivating. I’m a trader & the founder of https://t.co/TT0duLcHc3
S&P 500 Signals @SPYSTSignals
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