What we hear near tops. https://t.co/GBnBeTXE4T
— The Great Martis (@great_martis) August 11, 2025
Tell me you run out of narrative ideas to attach to unjustified price action without telling me… https://t.co/RzTFIjGfrK
— JustDario 🏊♂️ (@DarioCpx) August 11, 2025
https://twitter.com/longoption/status/1954911308832203029
$META depreciation to capex ratio increased to 3.8x from 2.2x.
We have constantly been drawing attention to this because
1) Mathematically it means that depreciation is going to continue to rise
2) It is likely earnings are overstated pic.twitter.com/5SlvADJe46— Speedwell Research (@Speedwell_LLC) August 11, 2025
Imagine (Zuck) losing billions on a metaverse bet, and then going all in AI capex? Testosterone can be lethal. https://t.co/bjsnx6DRSq
— Lawrence McDonald (@Convertbond) August 11, 2025
Around $4.4–$4.6 billion worth of Nvidia GPUs was shipped to Malaysia in May, June, and July, which means over 10% of Nvidia’s total estimated revenue for Q2 comes from shipments to Malaysia alone.
Why doesn’t Nvidia disclose this? https://t.co/E13fRlI1By
— Kakashii (@kakashiii111) August 11, 2025
BofA Fund Manager Survey:
– Most bullish FMS since Feb'25
– probability of hard landing lowest since Jan'25
– cash at historically low 3.9% of AUM— Le Shrub🌳 (@agnostoxxx) August 11, 2025
Hotel occupancy rates in Las Vegas have declined to approximately 66.7% in July compared to the same period last year, per NYP
— unusual_whales (@unusual_whales) August 11, 2025