Then how do you explain people calling it a housing bubble in 2006 and people calling it a tech bubble in 2000.
— Financelot (@FinanceLancelot) May 5, 2026
Just because everyone is standing on the beach filming the tide go out doesn't mean there isn't a tsunami coming.
Humans love to ignore reality.
⚠️The AI arms race is destroying Big Tech's cash generation:
— Global Markets Investor (@GlobalMktObserv) May 5, 2026
Combined free cash flow across Microsoft, Amazon, Alphabet, Meta, and Oracle peaked at ~$300 billion in late 2024 and is expected to fall to near ZERO in 2026.
As a result, free cash flow margins at Microsoft, Meta,… pic.twitter.com/6671XP5Muf
This is absolutely insane.
— NoLimit (@NoLimitGains) May 5, 2026
SanDisk has gone from $30 to $1,400+ in 14 months.
That’s a 4,600% return, and the #1 stock in the S&P 500 for two years running.
Most people missed it.
Here’s why it happened:
Western Digital spun off SanDisk in February 2025 as a separate… pic.twitter.com/QTVaPtN7ht
S&P 500 $SPY at/near all-time high while Home Depot $HD is more than 25% off.
— Jason Goepfert (@jasongoepfert) May 5, 2026
3rd time in 30 years. Oh, well. This time is different. https://t.co/0ID6fChaWO pic.twitter.com/4WQAXlMCTv
Half of Americans Struggle to Pay Rent or Mortgage, per Redfin
— Hedgeye (@Hedgeye) May 5, 2026
US JOB MARKET SHOCK: OPENINGS FALL TO 6.86 MILLION — BELOW LAST MONTH
— First Squawk (@FirstSquawk) May 5, 2026
WELCOME TO THE NEW STOCK MARKET
— Sam Badawi (@Sam_Badawi) May 5, 2026
As the market continues to concentrate in tech, the peaks get higher… and the pullbacks get sharper.
This isn’t a market where fundamentals drive short-term moves anymore. It’s a market dominated by machines, with over 90% of trading driven by… pic.twitter.com/J5UOxsZSa1
US job vacancies plunge... pic.twitter.com/gBaAxAxvpf
— Northstar (@NorthstarCharts) May 5, 2026
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