He's literally just spouting gibberish https://t.co/uo02pRbaR9
— 🏴☠️ (@calvinfroedge) November 2, 2025
After seeing that clip: pic.twitter.com/rxfa9zDfaF
— César Bisterbosch (@cesarantoniusb) November 3, 2025
Trump on a possible AI bubble:
So everyone wants it. Yeah. I mean, the only problem is if you don’t get it.
—
So, the real AI bubble is pessimism about AI leading to not owning enough of it?AI stocks are already at a record concentration for one theme, 48% of the S&P 500. https://t.co/iWpPtqnxHz pic.twitter.com/64S1Zk7yCp
— Jim Bianco (@biancoresearch) November 3, 2025
The most amazing thing is that this basic concept that LLMs aren’t and never will be intelligent still has not made its way to Wall St
An army of overpaid analysts and professional money managers still putting trillions to work betting on a fatally flawed technology https://t.co/sUuG25PYSh
— Ross Hendricks (@Ross__Hendricks) November 2, 2025
Just wow..
Morgan Stanley predicts that hyperscalers will spend $700 billion in capex in 2027.
This is the biggest investment supercycle in history.
AWS alone will add 10GW of data center capacity in the next 24 months.
Hard to be bearish..$AMZN $GOOG $MSFT $META $ORCL pic.twitter.com/ovE7VejYnq
— Oguz Erkan (@oguzerkan) November 3, 2025
Palantir P/E ratio: 666
Tesla P/E ratio: 305
Both trading at all time highs. 😀 pic.twitter.com/l1HoTG4GCO
— Prof (@TheProfInvestor) November 1, 2025
🚨Oracle's risk of DEFAULT is surging:
Oracle's 5-year Credit Default Swap spiked to 81 basis pts, the highest in 2 YEARS.
Credit traders are buying protection against Oracle defaulting on its debt at the fastest pace since 2023.
Can Oracle sustain its aggressive AI buildout? pic.twitter.com/lA1q4cV6Gy
— Global Markets Investor (@GlobalMktObserv) November 2, 2025
AI is overhyped and over-owned.