David Kudla (@david_kudla) 's Twitter Profile
David Kudla

@david_kudla

CEO & CIO of Mainstay Capital Management, LLC. Tweet content is not investment advice. For personal advice, contact MCM. Retweets & Likes are not endorsements.

ID: 601492130

linkhttp://www.mainstaycapital.com calendar_today07-06-2012 02:46:42

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Christopher Mims 🤌 (@mims) 's Twitter Profile Photo

The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/ The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone* 1/🧵

The AI infrastructure build-out is so gigantic that in the past 6 months, it contributed more to the growth of the U.S. economy than /all of consumer spending/

The 'magnificent 7' spent more than $100 billion on data centers and the like in the past three months *alone*

1/🧵
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: World central banks bought another 166.5 tonnes of gold in Q2 2025. This is ~41% above the average quarterly purchase between 2010 and 2021. This also brings total purchases in the first half of 2025 to 415 tonnes, the third-largest H1 on record. Demand is likely to

BREAKING: World central banks bought another 166.5 tonnes of gold in Q2 2025.

This is ~41% above the average quarterly purchase between 2010 and 2021.

This also brings total purchases in the first half of 2025 to 415 tonnes, the third-largest H1 on record.

Demand is likely to
David Kudla (@david_kudla) 's Twitter Profile Photo

A killer quarter for earnings, considering estimates on June 30th for only 4.9% growth in Q2. We’ve more than doubled that number.