Independent thinking for complex markets and current events
The market is still climbing. But underneath the surface, multiple warning signs are flashing at the same time. Here are the numbers investors are watching. 1. Margin debt hits $1.42 trillion Investors have borrowed a record $1.42 trillion to buy stocks. The bigger warning is the speed. Margin debt surged 53.7% year over year, reaching …
The technology is real. That is what makes this so interesting. The biggest risk to the AI boom is not that AI fails. It is that the economics fail. Look at what is happening. Microsoft invested roughly $13 billion into OpenAI. OpenAI then spent billions on Azure. Microsoft booked the revenue. Google committed tens of …
Revenue beat is real, but leadership claim is forward pricing, not present proof Search growth is steady, not structurally re-accelerating from AI That matters because Search is still the profit core, not AI products Cloud is improving, but still smaller than AWS and Azure in total scale So “AI leadership” is not yet mirrored by …
A major Ai feature/App couldn't survive the first quarter of 2026. So much for all white collar jobs being gone by 2028. Relax, idiots. — Yossi Gestetner (@YossiGestetner) March 25, 2026 So seeing the lawsuit filed by Baltimore on Tuesday, I feel that money wasn’t the only decision and these platforms will be found liable …
Suddenly everyone hates AI pic.twitter.com/tv0mYme4da — zerohedge (@zerohedge) February 17, 2026 Wow, Bill about AI advancement: "Will we still need humans?" "Not for most things. We'll decide." Honestly, most people wouldn't laugh about this. Isn't this a weird statement? By the way, who is "we"? pic.twitter.com/oI6AxPmCOB — Michael A. Arouet (@MichaelAArouet) February 17, 2026 Elon …
The "AI Bubble" bubble may have burst. Citadel Rubner pic.twitter.com/dbrRsC9d8R — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) December 8, 2025 ETF activity has normalized after November’s spike. On November 20th, ETFs accounted for 41% of total equity volume (a 98th-percentile reading) but volumes have since reverted to the 28% 1-year average. This suggests less aggressive …
via Jesse Felder Brij Khurana writes that corporate profits, “have been inflated by massive government deficits, ambitious business investment, and debt-funded shareholder returns. If fiscal stimulus subsides and household savings rates rise—whether because of AI or any other reason—the Kalecki-Levy equation suggests the bubble that has sustained U.S. corporate profits since 2008 might burst.” STAT In …
50% unemployment? "Capitalism can't survive AI"… he's saying the quiet part out loud. Welcome to technofeudalism 🤫 https://t.co/E0YvCTJ3LZ pic.twitter.com/0sxgRz4szu — Financelot (@FinanceLancelot) November 24, 2025 Anthropic CEO warns AI could wipe out half of entry-level white-collar jobs and push unemployment to 10–20% Dario Amodei — CEO of Anthropic, one of the world’s most powerful creators …
via Jesse Felder Ruchir Sharma writes, “AI companies have accounted for 80 per cent of the gains in US stocks so far in 2025. That is helping to fund and drive US growth, as the AI-driven stock market draws in money from all over the world, and feeds a boom in consumer spending by the rich.” …
by Michael Are we rushing to build super-intelligent entities that will eventually become so powerful that they will be able to wipe most of us out? Some of the top researchers in the field of artificial intelligence are convinced that this is precisely what is happening. We have already reached a point where AI is …
Authored by Charles Hugh-Smith via oftwominds, It would be, well, interesting, if the “AI revolution” in which the slaves make the masters rich beyond their wildest dreams unexpectedly transmogrifies into an “AI coup” that deposes the masters. Here’s the approved script for the “AI Revolution”: AI gets increasingly intelligent, replaces more and more human labor, and …
ARTIFICIAL INTELLIGENCE SOMETHING BIZARRE IS HAPPENING TO PEOPLE WHO USE CHATGPT A LOT … Power Bot ‘Em Researchers have found that ChatGPT “power users,” or those who use it the most and at the longest durations, are becoming dependent upon — or even addicted to — the chatbot. … In a new joint study, researchers …
Humane, which made wearable, AI-embedded pins, is shutting down the devices it had sold and pawning off its software, patents and employees to Palo Alto tech giant HP Inc. The deal, which Humane said in a Tuesday press release will close at the end of February, marks the end of the line for a startup …
Artificial intelligence is coming for your job: 41% of employers intend to downsize their workforce as AI automates certain tasks, a World Economic Forum survey showed Wednesday. Out of hundreds of large companies surveyed around the world, 77% also said they were planning to reskill and upskill their existing workers between 2025-2030 to better work …
Nobel Prize winner Geoffrey Hinton, the physicist known for his pioneering work in the field, told LBC’s Andrew Marr that artificial intelligences had developed consciousness – and could one day take over the world.
Not really shocking at all if you’ve been paying attention. Scary? Yes Shocking? No
An artificial intelligence (AI) model has simulated half a billion years of molecular evolution to create the code for a previously unknown protein, according to a new study. The glowing protein, which is similar to those found in jellyfish and corals, may help in the development of new medicines, researchers say. The sequence of letters …
Everything feels so high. SPX with 120 month moving average. Dec 2024: SPX 6000, 120MMA 3400. Its funny how the same bullshit scams repeat, but just in VERY slight variation. Penny stocks – CryptoHousing shortage – Housing shortageDotcom – AI My dad started day trading in the late 1990s and lost his entire six figure …
Hackers are using artificial intelligence to mine unprecedented troves of personal information dumped online in the past year, along with unregulated commercial databases, to trick American consumers and even sophisticated professionals into giving up control of bank and corporate accounts. Armed with sensitive health information, calling records and hundreds of millions of Social Security numbers, …
Microsoft Azure CTO: US data centers will soon hit size limits The data centers that make generative AI products like ChatGPT possible will soon reach size limits, according to Microsoft Azure Chief Technology Officer Mark Russinovich, necessitating a new method of connecting multiple data centers together for future generations of the technology. The most advanced …
by LittleBiteOfTheJames Edit: Please refer to the title. I mention ONLY using the software specifically. Why YSK: I work in education in an elevated role that works with multiple teachers, teams, admin, technology, and curriculum. I have had multiple meetings with companies such as Turnitin, GPTZero, etc., and none of them provide a 100% reliability in …
https://twitter.com/lilian37458552/status/1814760113288126767?ref_src=twsrc%5Etfw Full.. Bill Gates: AI ‘will make it easier to combat climate change’ h/t A Deplorable Neanderthal
An update on my investigation on February 7, 2024 – NVIDIA's Mystery Surge of 80% in Gaming Sector: The Criminal Always Returns to the Scene of the Crime It appears that someone at Nvidia read my post on February 7, 2024, and made some adjustments to their reporting segments to… https://t.co/xJjSonIvRN pic.twitter.com/7fwmclBwBK — Kakashii (@kakashiii111) …
Who watches the watchers? via nasdaq: The letter, titled “Disrupting the Deepfake Supply Chain,” makes recommendations on how to regulate deepfakes, including full criminalization of deepfake child pornography, criminal penalties for any individual knowingly creating or facilitating the spread of harmful deepfakes and requiring AI companies to prevent their products from creating harmful deepfakes. As …
Palantir (NYSE:PLTR) stock fell 3.4% in early Friday trade after Jefferies analysts downgraded the rating to Underperform (equivalent to sell). The new price target of $13 suggests a 20% downside risk based on yesterday’s closing price. While analysts acknowledge that Palantir “is a unique data asset with a particularly wide technology moat and a data …
Uh oh — Elon Musk (@elonmusk) October 31, 2023
by Michael Will millions of people soon be looking to artificial intelligence for spiritual guidance? Such a notion may sound crazy to you, but we should not underestimate how rapidly AI is changing our world. Earlier today, my wife showed me some of the things that ChatGPT is capable of doing. In just a matter …