The AI boom just hit a physical limit, and Oracle is where the stress finally cracked. Gamma squeeze attempt on SoftBank stalls when real selling hits… This makes me want to 100x max long oil stocks

THE THERMODYNAMIC RECKONING Oracle just lost $35 billion in market cap. In 48 hours. Wall Street thinks this is an earnings miss. It is not. This is the first domino. What happened on December 11 was not a revenue shortfall. It was a confession. Oracle revealed 57 percent of its $523 billion backlog depends on …

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Companies raced to put AI chatbots online for novelty but users barely use them while adoption stalls and investors start questioning the promised super intelligence

So you’re saying there are now thousands of them and cost almost nothing. How are the big guys gonna pay back those $500 billion in debt with $10 month subs? — The Coastal Journal (@1CoastalJournal) December 2, 2025 I'm not bearish on AI as a whole, but I am increasingly skeptical about the potential of …

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Shiller PE near 40, Buffett indicator at 200 percent of GDP, and tariffs choke margins while consumer demand stalls

If consumer demand is frozen and margins are squeezed, are stocks about to fall? Data and full report here: https://t.co/pxYDtGgI1a pic.twitter.com/Lp3Bzo280Z — The Coastal Journal (@1CoastalJournal) August 20, 2025 Corporate bankruptcies are heading for a record high this year higher than any other down turn in US history Report link: https://t.co/pxYDtGgI1a pic.twitter.com/z0oWH6yzhp — The Coastal …

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Six-figure workers hit by layoffs as growth stalls in top-tier roles, the economy’s backbone is cracking

Unemployment claims are climbing fastest for higher-income households. If white-collar stress builds, markets should brace for slower discretionary spending, a key driver for growth stocks tied to consumer demand. pic.twitter.com/uKpZZ4sNzN — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) August 16, 2025 A Bank of America Institute report shows higher-income households claiming unemployment benefits spiked between February and …

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Stagflation fears surge after core inflation hits 3.1 percent and growth stalls. Turns out printing money and taxing imports isn’t a growth strategy

U.S. July CPI: Core Inflation Hits 3.1 Percent Year Over Year Headline CPI rose 0.2 percent month over month, matching expectations. Year-over-year inflation came in at 2.7 percent, just below the 2.8 percent estimate. Core CPI rose 0.3 percent month over month and 3.1 percent year over year, beating the 3.0 percent forecast. The Fed …

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Europe left in tech dust with no giants while US, China, and South Korea race ahead and Brussels stalls growth

The EU has completely f*cked Europe. Only one European car makes it into the top 10 best-selling vehicles worldwide. No European company in the global top 10 of tech. No European search engine. No smartphone. No operating system. No streaming platform. No social media giant. No cloud infrastructure. No semiconductor leader. What Europe produces at …

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Speaker Johnson blocks Epstein vote before recess while Congress stalls and both parties avoid accountability

Congress just hit pause on the Epstein file release. Speaker Mike Johnson confirmed Monday there will be no vote before the August recess. That locks the chamber out for 5 weeks. No floor action. No subpoenas. No movement. The resolution to compel the Trump administration to release Epstein-related documents is shelved. Johnson said he wants …

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Palantir surges 104% YTD while Fitch downgrades 25% of US sectors, healthcare hit hardest, S&P stalls at resistance

Palantir printed $149.24 this morning. That’s up 104% year to date. Volume hit 23.58 million shares by midday. Market cap sits at $352.1 billion. PE ratio is 651.68. The stock hit its high of $155.68 on July 17. Since then, price faded. Weekly RSI shows negative divergence. Momentum is soft. Price is not. $PLTR is …

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Job market stalls in eerie replay of pre-crisis calm

Job openings are falling. Unemployment is flat.We’ve seen this movie before. The 2020–2025 labor market setup is starting to rhyme with 2007, when JOLTS rolled over quietly, and the unemployment rate held steady… until it didn’t. Not a perfect correlation yet, but one H2… pic.twitter.com/lCiYvZUDqL — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 8, 2025

China blows past US and Europe in global patent filings, innovation soars while West stalls in regulation debates

That dotted line isn’t noise. It’s China quietly moonwalking past the U.S. and Europe in patent output. While the West debates regulation, China’s filing innovation at warp speed. Ignore this curve, and you’re ignoring the next cycle of global leadership. pic.twitter.com/szsPY5v4i4 — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) May 13, 2025

Treasury to post $260 billion April deficit while revenue stalls; Washington pivots from fiscal restraint to red ink expansion

So far the new admin has done little to reign in spending despite all the discussion about DOGE in the first few months. Not all that surprising given congress extended '25 spending at current law. pic.twitter.com/QRX5ejWpES — Bob Elliott (@BobEUnlimited) May 12, 2025 They promised discipline, then threw it out the window. While headlines screamed …

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Bessent claims Trump boxed them in, reality tells a harsher story. Allies push back, business stalls, downturn looms

US Treasury Secretary Scott Bessent: Trump has maximum negotiating leverage right here, right now. I think it would be a mistake to think otherwise. Many of our trading partners have not escalated, and they will get priority in the queue. I think it was a big mistake, this… pic.twitter.com/bxJICTGmBd — unusual_whales (@unusual_whales) April 9, 2025 …

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Fed keeps rates unchanged in 12-0 vote, signals concern as disinflation stalls. Unanimous decision, inflation remains elevated.

Interest rate futures now show a base case of Fed rate cuts being paused until June 2025. The decision to pause cuts appears to be largely uncontested by Fed officials. PCE inflation data Friday is huge. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) January 29, 2025

Consumer borrowing stalls as delinquency rates surge, signaling worsening financial distress ahead.

US consumer borrowing has ground to a halt. Tapped out? pic.twitter.com/KH335Qw4lD — PPG (@PPGMacro) May 29, 2024 The recent data on U.S. consumer borrowing paints a concerning picture of financial stability. Delinquency rates, which Austan Goolsbee of the Chicago Federal Reserve Bank highlighted as a critical indicator, have indeed surged in early 2024. This uptick …

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Government Stalls Maui Fire Cleanup, Residents Blocked from Rebuilding…

The reported government handling of the Maui fire cleanup raises significant concerns about delays and restrictions, leaving affected residents frustrated and stranded. The slow progress, limited clearing capacity, and the apparent bureaucratic hindrances contribute to a distressing situation for those seeking to rebuild their lives. The need for urgent and efficient action is evident, and …

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