Thread nails it everyone obsesses over spotting the next bubble…
Bear case – people buying SPCE thinking it's SPCX. Meme trades are back. pic.twitter.com/tpvCzsFqXf
— StarBuccaneers (@Starbuccaneers) May 30, 2026
All the usual suspects like capex slowdown circular funding inflation get dissected nonstop…
Over emphasis on risks means only a totally original unseen smoking gun could trigger the real pop…
Replies throw power shortages private credit black swans yet those debates rage constant too…
This nonstop doomer focus just fuels the melt up even harder…
Bears pattern match old crashes while AI keeps printing real earnings…
True crash needs something nobody even theorizes about right now…
Market psychology flipped hard on the perma bears…
You didn't explain why bubbles only pop when people don't know something. Bulls today hear the bear argument, but there not really listening. They keep telling themselves that earnings beat justified an infinite move upward. Bubbles are funded by that gap between reality and…
— Kevin (@Autonomosly) May 30, 2026
“Ex-Microsoft exec says the company blew it with Al, as it did with mobile”
"Not even 3% of paying Copilot users use it even when it's pre-deployed right in their faces”
The Microsoft 3% problem. See Word and Excel features. pic.twitter.com/SXndiQL6Uc
— Brian Roemmele (@BrianRoemmele) May 30, 2026
JP Morgan still expects DRAM and NAND ASP growth to decelerate sharply from late 2026 to early 2027$MU pic.twitter.com/4Ds1sWZzIm
— Daniel Romero (@HyperTechInvest) May 31, 2026