Independent thinking for complex markets and current events
I have a question. OpenAI is supposedly on the hook to pay the circle jerk crew $1,300,000,000,000 over the next few years. Meanwhile, their operating revenue is negative $8,000,000,000. How do they even cover that gap? Here is the breakdown of the big fantasy-level deals people are talking about: Oracle, $300 billion: 4.5 gigawatts of …
Shocking stat of the day: Working Americans now allocate an average of $2,358 per year into the Magnificent 7 stocks. This comes as 71% of 401(k) contributions, totaling $8,580, are going into equities, according to Apollo. Meanwhile, the Magnificent 7 account for almost… pic.twitter.com/2arwU9RXrG — The Kobeissi Letter (@KobeissiLetter) October 15, 2025 Addressing Charlie Mungers …
The housing market has been the ONLY market that has remained oddly unphased out all the markets that have taken hits recently…and that fucker is GROSSLY OVER VALUED! — Blackpilled Millennial (@tronics_sniffer) October 12, 2025 I don't think you understand how truly fucked we are… Imagine 2008 but 10x the leverage, + a housing bubble, …
HYG and JNK have been weak for the last 2 weeks. There is stress in credit and financials have been weak. — Will O'Hara, CMT (@WillOHara131) October 11, 2025 Foreigners have not even started dumping UST. Japan has not even started raising rate to lower 12% inflation. You have seen nothing yet folks. This is …
Everyone’s chasing the next Nvidia but Buffett’s old playbook might win again. Goldman: “Not a bubble, just a very expensive balloon tied to 5 companies and a prayer.”Translation—diversify before the pin shows up wearing a recession. — TradingPulse X (@TradingPulseX) October 8, 2025 Here is an interesting fact about the DotCom bubble collapse from 2000 …
$NVDA owns stakes in: OpenAI Arm Intel Databricks CoreWeave xAI Nebius Hugging Face Perplexity Scale AI WeRide Lambda Labs Together AI Applied Digital World Labs Quantinuum TerraPower Runway ML Synthesia Hippocratic AI Abridge PassiveLogic Carbon Robotics Unstructured Recursion Pharmaceuticals + dozens of others. Jensen Huang is the literal Godfather of AI. NVIDIA is the best …
A Popular Market Misconception “Not a bubble if everyone knows it’s a bubble.” In early January 2000, during the dot-com bubble, everyone called it a bubble before it burst in March 2000. Hope this helps. — The Great Martis (@great_martis) October 7, 2025 "Why buy stocks when we’re in a bubble?" Because I only want …
Is GPU go brrrr more important than medicine? https://t.co/RosnLp8upg — Martin Shkreli (@MartinShkreli) October 3, 2025
We’re f**ked. 👀👀 https://t.co/ISfWNlDKun — Amanda Goodall (@thejobchick) October 3, 2025 AI bubble now 17 times bigger than dot-com boom and four times larger than subprime crisis, analyst warns — MarketWatch — NewsWire (@NewsWire_US) October 3, 2025 Nice bubble you've got there, Jerome Powell – would be a shame if anything were to happen it …
Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 no longer trades on fundamentals. Liquidity, passive flows, and option mechanics have replaced cash flow and earnings. This isn’t history being made, it’s price discovery being euthanized. Markets ripping higher into a shutdown isn’t strength … it’s proof the S&P 500 …
by PlanetaryGovenor Since 1990, Australian house prices have increased more than almost anywhere else in the developed world. We’re not ‘more capitalist’ than the US. We’re not more ‘land-scarce’ than the UK. Yet somehow our housing market has been deliberately inflated into a bubble that locks generations out. Ask yourself: Who benefits from endlessly rising …
Ladies and Gentlemens, since 1871, this is only the second time the Schiller PE has reached the 40s; the last time was during the dot-com bubble. Hope this helps. pic.twitter.com/JxwOuG9k31 — The Great Martis (@great_martis) September 30, 2025 Mag 7 underperforming for a month. May be nothing, but it's something that shouldn't be ignored. — …
The regional banking crisis 2.0 Soon. pic.twitter.com/ofFj6Qlpw7 — The Great Martis (@great_martis) September 30, 2025 Fun fact: US Banks’ reserves are very close to the same level where the 2023 US regional banks crisis began – the bubble standing upon these reserves is also much larger today than it was 2 years ago https://t.co/4RJlfMcjrK pic.twitter.com/mYEUwnfQ5p …
On the flip side the economic numbers have been strong lately and it appears the economy is strengthening Jobless claims down 2nd quarter GDP revised upward Atlanta Fed predicting 3.9% for Q3 GDP It’s truly one of the most bizarre set of market circumstances ever. Bifurcated On the flip side the economic numbers have been …
A Hedge Could Be The Best Value In This Bubble!
https://twitter.com/NickWoolos/status/1972016644722774186 I have been telling this to many “expert analysts” since long ago, at that time they laughed at me. Now they aren’t laughing anymore since they are realising how ChatGPT and many similar LLMs are nothing more than Google Search 2.0 (and far from “intelligent”) https://t.co/0FuWaM2BuB — JustDario 🏊♂️ (@DarioCpx) September 28, 2025 They …
By popping AI bubble, Powell could solve a lot of problems, e.g. upcoming electric power inflation, various pockets of services inflation, etc. More effective than beating down housing markethttps://t.co/k56lVzMxCt — Marko Kolanovic (@markoinny) September 23, 2025 The market hangs by one thin $NVDA string and if they aren’t able to start round-tripping revenues with Martians, …
I lived 2000 bubble, 2008 bubble but this is by FAR the biggest of them all… this is the end of USA as u know it… they know whats coming thats why they are pumping with 0 fear of consequences of fraud being discover or corruption… they know why… take care https://t.co/ZfRgdJs2H5 — Templar (@GingkoPT) …
We sell you 100 billion in shovels and then invest that into your shovel-buying enterprise. There is no bubble here. The tech is clearly valuable enough by itself without resorting to wash investments. Nvidia to invest $100 billion in OpenAI (Reuters) -Chipmaker Nvidia will invest up to $100 billion in OpenAI and provide it with …
Banks are not raising savings rates to match the Fed, leaving ordinary savers with no safe way to earn returns. This forces investors into stocks to chase yield, inflating demand and prices. The market is behaving unnaturally and unsustainably, which means that when it breaks, the fallout could be severe and widespread. The bull market …
“Seeing the +1,500% stock price appreciation of a pre-revenue company named $OKLO, I decided to do a quick due diligence. 1. Went to finviz to see if insiders are selling. They are. 2. Caroline Cochran (now married DeWitte) caught my eye in the list of insiders selling as she was the only woman on the …
It’s their fastest-growing, most concentrated segment. If one pulls back, everything suffers, including margins, hiring, and priorities. What happens when one or both of these customers stop buying due to e.g.recession fears. The stock is 5 – 10% of major indices.https://t.co/rrXevbQqYm — Marko Kolanovic (@markoinny) September 15, 2025 It is not only a Bubble, it …
Stock Markets – This is massive and confirms the end stage is underway… pic.twitter.com/DxrjI2potI — Northstar (@NorthstarCharts) September 13, 2025 TOPS IN!!! https://t.co/Kp2qEpO47r — The Great Martis (@great_martis) September 13, 2025 ‘We are in a gigantic price bubble’: Famed economist warns David Rosenberg warns of negative S&P 500 returns due to high valuations. The Shiller …
We are at all time high with the following happening Risk elements -Meme stocks going crazy Open Oracle Micron we are running out things to pump -Employment cooling-Inflation sticky -China and Russian tensions Something has to give up — Asiel Gil (@AsielGil) September 11, 2025 AI bubble worries grow ahead of Nvidia earnings https://t.co/Cd9ViP15iQ — …
If this isn’t a sign that this bubble is about to burst, nothing is and nothing will be. ⚠️⚠️ https://t.co/y0CfnEucNt — Christian Klein (@clkleinmonaco) September 10, 2025 Inflation – rallyDeflation – rallyYields up – rallyYields down – rallyJobs number strong – rallyJobs number weak – rallyEarnings strong – rallyEarnings weak – rallyWar – rallyPeace – …
Delinquency rates are now ~1.5 percentage points above the 2008 Financial Crisis peak. At the same time, prime auto loan delinquencies rose to their highest in 15 years. Meanwhile, the total value of auto loans in the US jumped $13 billion, to a record $1.66 trillion in Q2 2025. An auto debt crisis is brewing. …
Rates going to start tumbling like 2008. Maybe because the smart money knows that houses are insanely overpriced, and the loss of FedBux "value" when Housing Bubble 2.0 implodes is going to be stupendous byu/Boo_Randy_II inWallstreetsilver Mortgage Demand is 34% below pre-pandemic norms, 55% below the pandemic peak and lower than 2008-2012 crash byu/Altruistic_Horse4104 inREBubble …
